SentinelOne (NYSE: S) is a cybersecurity company that sells AI-powered security software through its Singularity Platform, protecting endpoints, cloud workloads, and related attack surfaces for organizations globally. Revenue comes primarily from subscriptions to the Singularity Platform, with customers able to expand coverage by adding Singularity Modules on a subscription or consumption and usage-based basis. The company was founded in 2013 and is headquartered in Mountain View, California, with CEO Tomer Weingarten serving as Chairman, President, and Chief Executive Officer. Total revenue reached $1.001 billion in FY2026 (year ended January 31, 2026), up from $821.5 million in FY2025 and $621.2 million in FY2024. Annualized recurring revenue grew 22% year-over-year to $1.119 billion as of January 31, 2026. The company had 1,667 customers with ARR of $100,000 or more as of January 31, 2026, up from 1,411 as of January 31, 2025. Software is fulfilled through a channel partner network that includes resellers, distributors, MSPs, MSSPs, MDRs, OEMs, and incident response firms.

Revenue model

Subscription, consumption, and usage-based contracts for access to the Singularity Platform and add-on Singularity Modules. Fixed and variable consideration structures are used; variable fees are typically tied to transaction volume or usage-based measures. ARR was $1.119 billion as of January 31, 2026.

Products and services

Singularity Platform: an AI-powered security platform covering endpoints and cloud workloads. Singularity Modules: add-on subscriptions that extend platform functionality and coverage footprint.

Customers and end markets

Organizations of all sizes across a broad range of industries, served globally. 1,667 customers with ARR of $100,000 or more as of January 31, 2026. Customer acquisition and expansion of existing accounts through additional modules are the primary growth levers.

Value-chain role

Software vendor selling through a global channel partner network, including ISVs, alliance partners, resellers, distributors, MSPs, MSSPs, MDRs, OEMs, and incident response firms. Internal sales teams include enterprise sales, inside sales, and customer solutions engineering.

Geographic exposure

Global operations. The Singularity Platform is used by organizations worldwide. Headquartered in Mountain View, California. Specific revenue breakdown by geography is not detailed in the provided filing excerpts.

Source: SEC 10-K, filed 2026-03-19

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