SentinelOne's first quarter 2027 ARR grew 23% and EPS beat estimates, though revenue was slightly below expectations.

SentinelOne reported first-quarter revenue of $276.7 million, a 21% year-over-year increase, with a non-GAAP EPS of $0.04, beating analyst estimates. Alongside its results, the company announced a restructuring plan that includes an 8% reduction in its full-time workforce to improve efficiencies and focus on high-growth areas.

Key Highlights

• Annualized Recurring Revenue (ARR) growth accelerated to 23% year-over-year, reaching $1.163 billion.
• Non-GAAP operating margin turned positive, reaching 4% for the quarter, a significant improvement from -2% in the prior-year period.
• The company raised its full-year non-GAAP operating income guidance for fiscal 2027 to a new range of $115 million to $125 million.