SentinelOne, Inc.
S
Jodie read · what matters now
Revenue increased 20.8% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to S, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-28 against the comparable filing from 2025-05-28.
What improved
- Revenue increased 20.8% versus the comparable filing period.
- The operating loss narrowed by 7.8M.
What weakened
- Cash declined 35.4M versus the comparable period.
- Gross margin fell 3.5 percentage points.
Filing receipts
“This decrease was partially offset by the non-recurrence of a $4.7 million discrete tax benefit from the release of a valuation allowance on Israeli deferred tax assets recorded in the prior year, as well as $2.6 million of interest expense recognized in the current period on the ITA liability pursuant to the final settlement agreement reached in fiscal 2026.”
“Gross margin was 72% compared to 75% in the prior period, primarily due to higher costs of revenue associated with scaling operations to meet increased customer demand and sales volume.”
“The decrease was partially offset by a $1.2 million increase in sales-related expenses driven by higher sales conference and partner commission costs, and a $1.1 million increase in acquisition-related compensation expense.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind S
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
S is currently a Participant in the organic co-movement group Payment Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.