SentinelOne Forecasts $276m–$278m Q1 Revenue; CEO Flags Microsoft Vulnerabilities
SentinelOne projected fiscal Q1 2027 revenue of $276m–$278m, matching consensus and triggering a premarket share drop of over 3%. CEO Tomer Weingarten asserted Microsoft has more security vulnerabilities than any other company, underscoring SentinelOne’s competitive positioning.
1. Q1 Guidance and Market Reaction
SentinelOne issued Q1 fiscal 2027 revenue guidance of $276m–$278m, aligning with analyst consensus of $277.6m. Full-year revenue forecast of $1.20bn–$1.21bn also matched estimates, prompting a premarket share drop of over 3%.
2. Q4 Results and Profitability Outlook
During Q4, revenue rose 20% year-over-year to $271.2m, slightly exceeding estimates, and adjusted EPS reached $0.07, $0.01 above expectations. Annualized recurring revenue climbed 22% to $1.119bn, net new ARR totaled $64m, and management projected 600 basis points of full-year operating margin expansion to near 10%.
3. CEO Vulnerability Claim and Product Trends
CEO Tomer Weingarten asserted that Microsoft has more security vulnerabilities than any other company, highlighting SentinelOne’s focus on threat protection. More than half of new bookings came from emerging products such as cloud security, data security and AI, with Purple AI attach rates above 50% on new enterprise deals.