Every 8-K that SentinelOne, Inc. (S) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow S and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full S filings page.
SentinelOne, Inc. (S) reported strong Q2 FY2027 results for the quarter ended July 31, 2026, pairing solid growth with a sharp improvement in profitability on a non-GAAP basis. Total revenue grew 21% year-over-year to $292 million, while annualized recurring revenue (ARR) rose 22% to $1.218 billion. Customers generating at least $100,000 of ARR increased 13% to 1,715, and more than half of ARR now comes from non-endpoint solutions such as data, AI and cloud offerings.
GAAP metrics remain in loss territory, with a Q2 GAAP net loss of $93.4 million and a net loss margin of (32)%, but non-GAAP operating margin improved to 10% from 2% a year earlier, and non-GAAP net income margin reached 10%. Cash, cash equivalents and investments totaled $813 million. For Q3 FY2027, SentinelOne guides revenue to $309–311 million and non-GAAP operating income to $38–40 million. For full-year FY2027, it raised its outlook to revenue of $1.202–1.207 billion, non-GAAP operating income of $124–128 million, and non-GAAP diluted EPS of $0.30–0.32.
SentinelOne, Inc. reported voting results from its 2026 Annual Meeting of Stockholders held virtually on June 25, 2026. A total of 383,549,044 shares of Class A and Class B common stock were present, representing 383,549,044 votes and 83.16% of the combined voting power, establishing a quorum.
Stockholders elected Class II directors Ana G. Pinczuk and Mark J. Barrenechea to serve until the 2029 annual meeting, with Pinczuk receiving 296,209,529 votes for and Barrenechea 310,494,361 votes for. Stockholders also ratified the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending January 31, 2027, with 372,026,383 votes for.
In an advisory vote, stockholders approved the compensation of SentinelOne’s named executive officers, with 230,329,862 votes for, 84,545,129 against, and 860,704 abstentions, along with 67,813,349 broker non-votes.
SentinelOne reported first-quarter fiscal 2027 results and launched a restructuring that will cut about 8% of its workforce. The company generated $276.7 million in revenue, up 21% year-over-year, and grew annualized recurring revenue to $1.163 billion, an increase of 23%.
Profitability improved meaningfully: GAAP net loss narrowed to $76.2 million with a (28)% margin, while non-GAAP operating margin reached 4% and non-GAAP net income was $12.3 million, or $0.04 per diluted share. Adjusted free cash flow was $61.4 million with a 22% margin.
The restructuring plan is intended to streamline operations and focus investment on AI, Data, Cloud, and Endpoint, with an estimated one-time charge of about $25 million, including roughly $15 million of cash costs. SentinelOne raised its non-GAAP operating income outlook, guiding fiscal 2027 revenue to $1.195–$1.205 billion and non-GAAP EPS to $0.32–$0.38.
SentinelOne, Inc. appointed its current Chief Growth Officer, Barry Padgett, as President and Chief Operating Officer, effective March 24, 2026. He will cease serving as Chief Growth Officer on that date.
The Compensation Committee set his annual base salary at $600,000 with a target annual cash bonus equal to 100% of base salary. Effective April 15, 2026, he will receive a mix of restricted stock units and performance stock units with an aggregate target value of $10.0 million, split 50% RSUs and 50% PSUs, determined using the trailing 30‑day average closing price of the Class A common stock.
RSUs vest in 16 installments starting August 5, 2026, then on the fifth day of every third month, subject to continued service. PSUs will vest based on performance metrics for fiscal years ending January 31, 2027 through January 31, 2030, with earned shares certified annually and vesting by April 30 following each fiscal year.
SentinelOne reported strong Q4 and full-year fiscal 2026 results, crossing $1.0 billion in annual revenue and turning sustainably profitable on a non-GAAP basis. Full-year revenue rose 22% to $1,001.3 million, while Q4 revenue grew 20% to $271.2 million. Annualized recurring revenue reached $1,119.1 million, up 22%, and customers with ARR of $100,000 or more increased 18% to 1,667, showing deeper penetration with larger enterprises.
Profitability improved sharply. For fiscal 2026, non-GAAP operating margin swung from (3)% to 3%, and non-GAAP net income margin improved from 2% to 7%, with non-GAAP net income of $68.3 million. Free cash flow margin rose from 1% to 5%. The company ended January 31, 2026 with $769.6 million in cash, cash equivalents, and investments and guided fiscal 2027 revenue to $1.195–$1.205 billion with non-GAAP operating income of $110–$120 million and diluted EPS of $0.32–$0.38.
SentinelOne, Inc. has appointed Sonalee Parekh as Chief Financial Officer and principal financial officer, effective around March 24, 2026. She brings prior CFO experience from Asana, RingCentral and senior finance and corporate development roles at Hewlett Packard Enterprise and major investment banks.
Under her offer letter, Ms. Parekh will receive an annual base salary of $600,000, a target annual cash bonus equal to 70% of base salary and a $300,000 sign-on bonus. She is also eligible for RSU and PSU equity awards with an aggregate target value of $18.0 million, with 75% in RSUs and 25% in PSUs, subject to time-based and performance-based vesting through fiscal years ending January 31, 2030.
A separate change-in-control and severance agreement provides for up to twelve months of base salary, target bonus, subsidized healthcare premiums and full vesting of time-based equity if she is terminated without cause or resigns for good reason in connection with a change of control, and reduced benefits for similar terminations outside a change of control. Interim CFO Barry Padgett will return full-time to his role as Chief Growth Officer.
SentinelOne, Inc. is updating prior information about its finance leadership transition. The company reports that Barry Padgett, currently Chief Growth Officer, will become interim Chief Financial Officer and principal financial officer effective January 16, 2026.
This follows the previously disclosed resignation of Barbara Larson from her role as Chief Financial Officer and principal financial officer, which was reported earlier under Item 5.02. The amendment mainly clarifies the exact effective date of Padgett’s interim appointment.
SentinelOne, Inc. has reached an Assessment Agreement with the Israeli Tax Authority, resolving transfer pricing and intellectual property valuation disputes for fiscal years ended January 31, 2021 through January 31, 2025. This Agreement, which incorporates principles from a bilateral Advanced Pricing Agreement process with the IRS and the Israeli Tax Authority, fully settles related tax matters for the company and its affiliates.
SentinelOne had previously recorded a $136.0 million long-term tax contingency. It now expects to record an additional $14.0 million tax expense in the fiscal year ending January 31, 2026 tied to the final resolution of its Israeli subsidiary’s intellectual property valuation. In connection with the September 2025 acquisition of Prompt Security, Inc. and its Israeli subsidiary, the company also expects a further $30.0 million tax expense for the same fiscal year.
The Agreement provides for installment payments through 2030 at 7.0% annual interest, with an option to extend up to two years. Initial payments, denominated in local currency, are approximately $30 million in the first quarter of fiscal 2027, $10 million in the fourth quarter of fiscal 2027, and $15 million in the fourth quarter of fiscal 2028, with all remaining amounts accelerating upon a change in control.
SentinelOne, Inc. filed an amended report to update the board responsibilities of a recently appointed director. On December 3, 2025, the board appointed Mark Barrenechea as a director. His committee roles were not set at that time.
On December 9, 2025, the board appointed Mr. Barrenechea to serve on SentinelOne’s Nominating and Corporate Governance Committee, effective that same day. This amendment formally records his committee assignment but does not change the company’s capital structure or disclose new financial results.
SentinelOne, Inc. reported that it released its financial results for the third quarter of fiscal 2026, ended October 31, 2025, via a press release and earnings presentation, and held a webcast to discuss the results. Those materials are furnished as Exhibits 99.1 and 99.2 and include reconciliations for non-GAAP financial measures.
The company’s board appointed Mark Barrenechea, former CEO and CTO of OpenText, as a Class II director, with an initial equity award valued at $400,000 and ongoing director compensation consistent with SentinelOne’s Outside Director Program. Separately, Chief Financial Officer Barbara Larson plans to resign around mid-January 2026, and current Chief Growth Officer Barry Padgett will become interim CFO and principal financial officer. SentinelOne also reiterated that it uses SEC filings, its investor relations website, press releases, webcasts and corporate blogs as key channels for disclosing material information.
SentinelOne, Inc. reported a leadership change in its product and technology organization. On September 24, 2025, the Board appointed Ana Pinczuk, currently a Board member, as President of Product & Technology, effective September 25, 2025. This move places a sitting director into an executive role overseeing product and technology strategy.
The company also disclosed that Ric Smith resigned from his position as President, Product, Technology and Operations on September 25, 2025, with his last day at SentinelOne to be September 30, 2025. Together, these changes indicate a planned handoff of senior leadership responsibilities for the product and technology functions.
SentinelOne, Inc. reports two acquisition-related equity transactions involving cash and stock consideration.
For the completed Prompt Security deal, the company paid total consideration of approximately $180 million, including 1,555,099 shares of Class A common stock, with portions of both cash and stock held back to secure certain indemnification obligations of Prompt Security securityholders.
For the Observo transaction, SentinelOne agreed to pay approximately $225 million at closing, in cash and Class A common stock, including an estimated 5,263,157 shares, of which 2,453,886 shares will be subject to vesting conditions after closing. The company expects to complete the Observo deal in its third quarter of fiscal 2026, subject to regulatory approvals and customary closing conditions. In both transactions, the stock issuances are being made solely to accredited investors under exemptions from Securities Act registration and applicable state qualification requirements.
SentinelOne, Inc. reported its financial results for the second quarter of fiscal 2026, covering the period ended July 31, 2025, and shared the details through an earnings press release and presentation. The company also scheduled a webcast to discuss these results, and both the press release and the earnings presentation were furnished as exhibits to this report.
The company highlighted that it uses non-GAAP financial measures in its earnings materials and provides reconciliations to the comparable GAAP figures within those documents. SentinelOne also reminded investors that it distributes material information through SEC filings, its investor relations website, press releases, public calls and webcasts, its news site, and corporate blog posts to comply with Regulation FD and provide broad public access to its disclosures.
SentinelOne (NYSE:S) filed a Form 8-K disclosing the results of its 2025 virtual annual meeting held on June 25, 2025.
- All three Class I directors—Tomer Weingarten, Daniel Scheinman, and Teddie Wardi—were elected; the lead nominee secured roughly 94% of votes cast.
- Shareholders ratified Deloitte & Touche LLP as independent auditor for FY 2026 with over 98% support.
- The non-binding say-on-pay proposal passed with approximately 68% approval.
No additional proposals were considered, and the filing notes no changes to governance structure, strategy, or financial outlook.