SentinelOne, Inc. S
Cybersecurity is indispensable to our digital way of life, with millions of cyberattacks resulting in trillions of dollars in damages. 10-K, Item 1
- Employees
- 2,900
- Headquarters
- Mountain View, CA
- CEO
- Tomer Weingarten
- Next results
- around Dec 3, 2026
S among Technology peers
Six ratios from the latest 10-K. Each corner is the share of 230 peers the company is above, not a score.
What changed
17 new risk paragraphs. 10-K filed Mar 19, 2026 against Mar 26, 2025.
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
Accounting checks
10 checks on the latest 10-K. Checks, not verdicts.
0facts worth reading about all 10 checks found nothing to note
-
Receivables +22.5% ($236.0M to $289.1M) vs revenue +21.9% ($821.5M to $1.0B), +0.6 pts apart
-
Cash from operations $76.6M vs net income −$450.7M (FY ending Jan 31, 2026)
-
Same auditor in both 10-Ks: DELOITTE & TOUCHE LLP
7 more checks with nothing to note
-
No statement of substantial doubt about going concern
-
No 8-K item 4.02 in the last 2 years
-
No NT 10-K or NT 10-Q in the last 2 years
-
The same matters as last year: Revenue Recognition
-
No sentence in the 10-K concludes that controls were not effective because of a material weakness
-
No 8-K item 2.06 in the last 2 years
-
No 8-K item 1.03 in the last 2 years
In their words
17 paragraphs in Risk Factors that were not in the 10-K filed Mar 26, 2025. Quoted as filed.
-
Item 1A · new paragraph · not in the 10-K filed Mar 26, 2025 10-K, ITEM 1A
We are meaningfully investing in our platform, including growing our cloud security product. For example, in September 2025, we acquired Prompt, a private company focused on the generative and agentic AI security space, and Observo, an AI-ready data pipeline company.
-
Item 1A · new paragraph · not in the 10-K filed Mar 26, 2025 10-K, ITEM 1A
We generally recognize revenue from customers ratably over the term of their subscription, which is generally one to three years. As a result, a substantial portion of the revenue we report in each period is attributable to the
-
Item 1A · new paragraph · not in the 10-K filed Mar 26, 2025 10-K, ITEM 1A
Competition for highly skilled personnel is intense, especially in the San Francisco Bay Area, where we have a substantial presence and need for such talent, and we may not be successful in hiring or retaining qualified personnel to fulfill our current or future needs. In particular, the scarcity of individuals with the specialized…
-
Item 1A · new paragraph · not in the 10-K filed Mar 26, 2025 10-K, ITEM 1A
Further, for our 2022 to 2024 tax years, the Tax Cuts and Jobs Act of 2017 required research and experimental (R&E) expenditures to be capitalized and amortized ratably over a five-year period for domestic expenditures. Any such expenditures attributable to research conducted outside the United States were required to be capitalized and…
New risk paragraphs, against peers
Latest 10-K of each, Technology companies closest in revenue
Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.
Financial performance
Last 4 fiscal years · 10-K XBRL
| Metric | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|
| Revenue | $422.2M | $621.2M | $821.5M | $1.0B |
| Net income | −$378.7M | −$338.7M | −$288.4M | −$450.7M |
| Operating cash flow | −$193.3M | −$68.4M | $33.7M | $76.6M |
| Free cash flow | −$198.2M | −$69.7M | $31.9M | $75.9M |
Revenue, FY2020 to FY2026
Ten fiscal years, each from its own 10-K · XBRL · USD
$1.0B ▲ 21.9% in FY2026−$450.7M in FY2026$75.9M ▲ 138.2% in FY2026
Recent filings
2 filings in the last 30 days · SEC EDGAR
-
8-KNov 12, 2026Material agreement signed, New debt or obligation 8-K items 1.01, 2.03
-
Planned saleNov 9, 2026ROBIN TOMASELLO (Officer) gave notice of a planned sale of 2,986 shares worth about $65K Form 144, approximate sale date Nov 9, 2026, under a 10b5-1 plan adopted Jun 9, 2026
About the company
SentinelOne, Inc., Mountain View, CA · from the 10-K filed Mar 19, 2026
Cybersecurity is indispensable to our digital way of life, with millions of cyberattacks resulting in trillions of dollars in damages. We are in the midst of a generational shift in cybersecurity, ushered in by the ongoing digital transformation of the enterprise and the rise of AI. Attacks can inflict damages that span operational disruption, leadership change, loss of customer trust, and intellectual property theft, among others. The persistence and speed of cyberattacks clearly shows that there is a long way to go from here.
- Headquarters
- Mountain View, CA
- Country
- United States
- Reports in
- USD
- Listed on
- NYSE
- Fiscal year ends
- January 31
- Last results
- Aug 27, 2026
- Incorporated in
- DE
Employees, at the top of the page: "As of January 31, 2026, we had over 2,900 full-time employees worldwide" (10-K). Address and exchange: SEC's company file.
Email alerts
Sources
The 10-K filed Mar 19, 2026 (open at SEC), compared with the 10-K filed Mar 26, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.
Work with it: Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/S/export.csv") into a cell.