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SentinelOne, Inc. (S) 2026财年第四季度及全年业绩报告「NYSE」(英文版)(40页).pdf

上传人: 1****1 编号:1156231 2026-03-13 40页 7.48MB

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1、Q4&FY2026Earnings PresentationMarch 12,20262Safe HarborThis presentation includes express and implied“forward-looking statements”,including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.Forward-looking statements include all statements that are

2、 not historical facts,and in some cases,can be identified by terms such as“anticipate,”“believe,”“can,”“continue,”“could,”“estimate,”“expect,”“intend,”“may,”“might,”“plan,”“potential,”“predict,”“project,”“should,”“will,”“would,”or the negative of these terms,and similar expressions that concern our

3、expectations,strategy,plans or intentions.Forward-looking statements contained in this presentation include,but are not limited to,statements concerning our estimates of market size and opportunity,our strategic plans or objectives,our growth prospects,projections(including our long-term model),actu

4、al or perceived defects,errors or vulnerabilities in our platform;our ability to successfully integrate any acquisitions and strategic investments;risks associated with managing our rapid growth;general global political,economic,and macroeconomic climate,intense competition in the market we compete

5、in,fluctuations in our operating results,our ability to attract new and retain existing customers,or renew and expand our relationships with them;the ability of our platform to effectively interoperate within our customers IT infrastructure;disruptions or other business interruptions that affect the

6、 availability of our platform including cybersecurity incidents;the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products,subscriptions and support offerings;rapidly evolving technological developments in the market for security produc

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1. **业绩表现**:FY2026 Q4营收2.71亿美元(同比+20%),ARR达11.19亿美元(同比+22%),实现全年经营盈利(非GAAP运营利润率6%)。 2. **产品增长**:新兴产品(Data、AI、Cloud等)贡献年度预订量50%+,Prompt Security ARR季度翻倍,Purple AI授权附加率达50%+。 3. **客户与留存**:$100K+ ARR客户数量同比增18%,净留存率(NRR)达109%,客户黏性强。 4. **市场地位**:覆盖$100B+网络安全市场,连续5年获Gartner端点保护平台领导者,IDC XDR市场领导者。 5. **财务健康**:毛利率79%(行业领先),自由现金流利润率5%(同比提升450+bps)。
**AI安全如何?** **营收增长多少?** **客户留存率怎样?**
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