SentinelOne

Security for AI Endpoint SecurityDetection ResponseSecurity OperationsCloud Security also known as SentinelOne, Inc.

Market readinessHow well the company can compete in its security market, scored across eight dimensions against public evidence. Advanced: Market readiness of 31 or above. Above the typical band, which few analyzed companies reach.
DefensibilityHow well the company holds its position if competitors catch up on features, scored across seven dimensions against public evidence. Defensible: Defensibility of 15 or above. A position that stays hard for rivals to replicate.
Founded 2013
Last updated 2026-07-10

All analysis was generated autonomously, without human review. Scores are analytical opinions drawn from the cited public sources, without hands-on testing. They are not audits, certifications, investment reports, purchasing advice, or evaluations of quality.

Executive Summary

SentinelOne crossed a billion dollars of revenue in the year ending January 2026 and turned non-GAAP operating profitable, yet its GAAP net loss widened to $450.7 million against a $2.1 billion accumulated deficit. That is the cost of being a smaller pure-play squeezed by Microsoft, which holds roughly 40 percent of the endpoint market and carries the pull of vendor consolidation, a threat SentinelOne's own annual filing names. Its answer is to push past the endpoint agent onto the proprietary Singularity Data Lake, an AI-SIEM and agentic Purple AI built on that data, and the acquired Prompt Security line, ground that independent analysts and US government advisories treat as serious and that the company bets is harder to bundle away.

Sourced Details

Description SentinelOne is a cybersecurity company whose Singularity platform prevents, detects, and responds to attacks across endpoints, cloud, and identity from a unified data lake, using AI to automate detection and response. [f1]
Founded 2013 [f2]
HQ Mountain View, California, USA [f2]
Latest funding IPO, $35.00/share (June 2021), NYSE: S, raised $1.2 billion at an $8.9 billion valuation [f3]

Products

Product What it does
Singularity Endpoint Autonomous endpoint protection (EPP and EDR) for workstations, servers, and cloud workloads, named a Leader in the Gartner Magic Quadrant for endpoint protection platforms.
Singularity Cloud Security Cloud-native application protection that secures cloud workloads and configurations in real time across the customer environment.
Purple AI Generative AI security analyst built into the Singularity platform that lets teams investigate and hunt threats in natural language.
Prompt Security Runtime AI security acquired in 2025 that inspects prompts and responses inline to block prompt injection, data leakage, and agent misuse.

Matrix Coverage

Cyber Defense Matrix

IdentifyProtectDetectRespondRecover
Devices Workstations, servers, phones, tablets, storage, network devices, IoT infrastructure, and similar hardware.
Applications Software, interactions, and application flows on the devices.
Networks Connections and traffic flowing among devices and apps, plus communication paths.
Data Content at rest, in transit, or in use across devices, apps, and networks.
Users The people using the devices, apps, networks, and data.

The Singularity platform secures conventional endpoints, cloud workloads, and identities using AI as the method, and these product lines are mapped to the Cyber Defense Matrix. [f1]

AI Defense Matrix

GovernIdentifyProtectDetectRespondRecover
AI-Workload Platforms Inference servers, training platforms, vector DB platforms, and the model-loading supply chain.
AI Orchestration Tools Agentic orchestration tools, plus their plugins, skills, hooks, system prompts, scaffolding, harnesses, configuration settings, and MCP clients on user devices.
AI-Generated Code Code produced by AI tools, AI-assisted reviews, AI-generated infrastructure-as-code and tests, and vibe-coded apps that bypass CI/CD.
AI Gateways & Routers MCP proxies and gateways, LLM routers, outbound AI-service traffic, shadow AI egress, and model-registry traffic.
AI Model Model weights, fine-tuning checkpoints, model cards, registries, AIBOM, and the third-party LLMs your enterprise consumes.
Training Data Datasets used for training, fine-tuning, and continued learning.
Runtime AI Data User prompts, inference inputs, RAG content, vector DB content, persistent agent memory, and interaction history.
AI Agent Identities AI agents as non-human principals, plus credentials, keys, permission scopes, service accounts, and delegation chains across agents and tools.

The Prompt Security line, acquired in 2025, provides security for AI by defending AI runtime data, orchestration tools, and agent identities, and is mapped to the AI Defense Matrix. [f4]

Market Readiness

How well the company can compete in its security market, scored across eight dimensions against public evidence.

Advanced 32 /40 Advanced: Market readiness of 31 or above. Above the typical band, which few analyzed companies reach.
Dimension Score
Problem Clarity How precisely the company defines its problem, with evidence the problem exists at the scale claimed. 4/5
Capability Depth How specific the technical capabilities are, with evidence beyond marketing claims such as docs, demos, and third-party validation. 5/5
Market Timing Whether the market is ready for this product, with evidence that buyers are actively seeking solutions. 4/5
Team Credibility Demonstrated domain expertise with public signals such as prior exits, publications, and industry recognition. 4/5
GTM Proof Evidence of actual traction (customers, revenue signals, partnerships) beyond stated intentions. 5/5
Funding Efficiency Whether funding matches go-to-market ambition, with signs of capital-efficient growth. 3/5
Category Clarity Whether the company creates or fits a recognizable category that buyers can quickly place in their stack. 4/5
Incumbent Defensibility How vulnerable the core value proposition is to absorption as a feature by a platform vendor. 3/5

Unlock the Full Analysis

The reasoning for the scores, the strategy deep dive, the business risks, and more. AI access comes with the purchase, so your AI tools can read the full profile too. You keep 12 months of access.

One-time purchase: $20 per profile.

Unlock

Reading several? Unlock the entire catalog.

Business Risks
Problem & Market
Product Capabilities
Competitive Positioning
Go-to-Market & Traction
Team & Credibility
Trust Readiness
Competitors

Strategy Deep Dive

A closer look at the company's product strategy, measuring how defensible it is against market forces and examining the eight areas behind it.

Defensibility

Defensible 15 /21 Defensible: Defensibility of 15 or above. A position that stays hard for rivals to replicate. press the advantage

Dimension Score
Value Delivery Does the product sell software as the product, or judgment, trust, or accountability with software as the delivery mechanism. 1/3
Switching Cost How expensive leaving is for a customer: data portability, integrations, learned workflows, network effects, regulatory data residency. 3/3
Compliance Moat Whether certifications, liability acceptance, or audit trails block an easy replacement. 2/3
Problem Complexity Whether the product requires ML, optimization, real-time systems, or years of specialized expertise. 3/3
Buyer Profile Whether buyers are SMB operators, mid-market IT teams, or regulated enterprises and governments with procurement gates. 3/3
Layer Whether the product is an end-user application, a platform with application features, or infrastructure other applications depend on. 2/3
Proprietary Data, Content, or IP Whether the product accumulates datasets, content licenses, or IP that a rival cannot recreate from scratch. 1/3

Unlock the Full Analysis

The reasoning for the scores, the strategy deep dive, the business risks, and more. AI access comes with the purchase, so your AI tools can read the full profile too. You keep 12 months of access.

One-time purchase: $20 per profile.

Unlock

Reading several? Unlock the entire catalog.

Strategic Market Segmentation
Product Capabilities & AI Advantages
Sales Engagement & Go-to-Market
Pricing Model
Product Delivery & Operations
Earning Customers' Trust
Platform Strategy & Ecosystem Positioning
Team & Execution Capability

Sources

Company Detail Sources (4)
Id Source Tier Accessed
f1 Singularity Platform overview page official 2026-06-20
f2 SentinelOne Wikipedia entry research 2026-06-20
f3 Globes on the SentinelOne NYSE IPO (June 30, 2021) press 2026-06-20
f4 SentinelOne to Acquire Prompt Security press release (August 5, 2025) official 2026-06-20
Profile Analysis Sources (18)
Id Source Tier Accessed
s1 Singularity Platform overview page
“The Singularity Platform is SentinelOne's unified AI-driven security platform for protection, security operations, and data.”
official 2026-06-28
s2 SentinelOne FY2026 Form 10-K: revenue growth
“Revenue increased by $179.8 million, or 22%, from $821.5 million for fiscal 2025 to $1,001.3 million for fiscal 2026, primarily due to a combination of sales to new customers and sales of additional licenses and platform solutions to existing customers.”
regulatory 2026-06-28
s3 SentinelOne FY2026 Form 10-K: large-customer count
“We had 1,667 customers with ARR of $100,000 or more as of January 31, 2026, up from 1,411 customers with ARR of $100,000 or more as of January 31, 2025.”
regulatory 2026-06-28
s4 SentinelOne FY2026 Form 10-K: net loss and accumulated deficit
“We experienced a net loss of $450.7 million and $288.4 million for the fiscal years ended January 31, 2026 and 2025, respectively. As of January 31, 2026, we had an accumulated deficit of $2.1 billion.”
regulatory 2026-06-28
s5 SentinelOne FY2026 Form 10-K: competition and bundling risk factor
“Larger competitors with more diverse products and service offerings may reduce the price of products or services that compete with ours or may bundle them with other products and services.”
regulatory 2026-06-28
s6 SentinelOne FY2026 Form 10-K: non-GAAP operating income
“Non-GAAP operating income (loss) $ 34,622 $ (25,421) $ (118,225)”
regulatory 2026-06-28
s7 SentinelOne FY2026 Form 10-K: proprietary Singularity Data Lake
“Our modern, innovative, and extensible data stack, Singularity Data Lake, enables us to ingest, process and analyze massive amounts and a wide variety of data types efficiently.”
regulatory 2026-06-28
s8 MSSP Alert: Gartner Magic Quadrant Names Microsoft, SentinelOne Among EPP Leaders (October 2, 2024)
“CrowdStrike comes in as the second-largest endpoint protection vendor, with a market share of 14.2%, behind Microsoft's dominant 40.2%.”
press 2026-06-28
s9 Forrester: Announcing The Forrester Wave Extended Detection And Response Platforms, Q2 2026
“This year, only seven vendors were invited to participate in the Wave: Bitdefender, CrowdStrike, Elastic, Microsoft, Palo Alto Networks, SentinelOne, and TrendAI.”
research 2026-06-28
s10 SiliconANGLE: SentinelOne turns Purple AI loose to investigate threats on its own (June 17, 2026)
“SentinelOne Inc. today opened its Purple AI Agentic Investigations capability to all customers, adding autonomous threat investigation that runs without an analyst having to launch it.”
press 2026-06-28
s11 SecurityWeek: SentinelOne's Purple AI Athena Brings Autonomous Decision-Making to the SOC
“This latest evolution advances Purple AI from its origin primarily as an advanced LLM-based chatbot assisting SOC analysts in finding and understanding threats, into a full agentic AI solution.”
press 2026-06-28
s12 BleepingComputer: New Bring Your Own Installer EDR bypass used in ransomware attack (May 5, 2025)
“A new "Bring Your Own Installer" EDR bypass technique is exploited in attacks to bypass SentinelOne's tamper protection feature, allowing threat actors to disable endpoint detection and response (EDR) agents to install the Babuk ransomware.”
press 2026-06-28
s13 CISA Advisory AA23-144A: PRC State-Sponsored Cyber Actor Living off the Land
“Mandiant, Microsoft Threat Intelligence (MSTI), Palo Alto Networks, SecureWorks, SentinelOne, Trellix, and additional industry partners for their collaboration on this advisory.”
regulatory 2026-06-28
s14 SentinelOne to Acquire Prompt Security press release (August 5, 2025)
“signed a definitive agreement to acquire Prompt Security, a pioneer in securing AI in runtime, preventing AI-related data leakage and protecting intelligent agents.”
official 2026-06-28
s15 SentinelOne Achieves FedRAMP High Authorization (September 12, 2024)
“the SentinelOne Singularity Platform and Singularity Data Lake have achieved FedRAMP authorization at the High Impact Level, validating protection for US Federal, Public Sector, Defense Industrial Base (DIB) and Critical Infrastructure entities.”
official 2026-06-28
s16 SentinelOne Singularity Platform High, FedRAMP Marketplace listing
“SentinelOne Singularity Platform High”
regulatory 2026-06-28
s17 Globes: SentinelOne completes NYSE IPO at $9b valuation (June 30, 2021)
“SentinelOne has completed its IPO on the New York Stock Exchange (NYSE), raising $1.2 billion at a company valuation of $8.9 billion. The company sold 35 million Class A shares at $35 per share.”
press 2026-06-28
s18 SentinelOne Wikipedia entry
“The company has approximately 2,800 employees and offices in Mountain View, Boston, Prague, Tokyo, and Tel Aviv.”
research 2026-06-28
Deep-Dive Sources (18)
Id Source Tier Accessed
s1 Singularity Platform overview page
“The Singularity Platform is SentinelOne's unified AI-driven security platform for protection, security operations, and data.”
official 2026-06-28
s2 SentinelOne FY2026 Form 10-K: revenue growth
“Revenue increased by $179.8 million, or 22%, from $821.5 million for fiscal 2025 to $1,001.3 million for fiscal 2026, primarily due to a combination of sales to new customers and sales of additional licenses and platform solutions to existing customers.”
regulatory 2026-06-28
s3 SentinelOne FY2026 Form 10-K: large-customer count
“We had 1,667 customers with ARR of $100,000 or more as of January 31, 2026, up from 1,411 customers with ARR of $100,000 or more as of January 31, 2025.”
regulatory 2026-06-28
s4 SentinelOne FY2026 Form 10-K: net loss and accumulated deficit
“We experienced a net loss of $450.7 million and $288.4 million for the fiscal years ended January 31, 2026 and 2025, respectively. As of January 31, 2026, we had an accumulated deficit of $2.1 billion.”
regulatory 2026-06-28
s5 SentinelOne FY2026 Form 10-K: competition and bundling risk factor
“Larger competitors with more diverse products and service offerings may reduce the price of products or services that compete with ours or may bundle them with other products and services.”
regulatory 2026-06-28
s6 SentinelOne FY2026 Form 10-K: proprietary Singularity Data Lake
“Our modern, innovative, and extensible data stack, Singularity Data Lake, enables us to ingest, process and analyze massive amounts and a wide variety of data types efficiently.”
regulatory 2026-06-28
s7 MSSP Alert: Gartner Magic Quadrant Names Microsoft, SentinelOne Among EPP Leaders (October 2, 2024)
“CrowdStrike comes in as the second-largest endpoint protection vendor, with a market share of 14.2%, behind Microsoft's dominant 40.2%.”
press 2026-06-28
s8 Forrester: Announcing The Forrester Wave Extended Detection And Response Platforms, Q2 2026
“This year, only seven vendors were invited to participate in the Wave: Bitdefender, CrowdStrike, Elastic, Microsoft, Palo Alto Networks, SentinelOne, and TrendAI.”
research 2026-06-28
s9 SiliconANGLE: SentinelOne turns Purple AI loose to investigate threats on its own (June 17, 2026)
“SentinelOne Inc. today opened its Purple AI Agentic Investigations capability to all customers, adding autonomous threat investigation that runs without an analyst having to launch it.”
press 2026-06-28
s10 SecurityWeek: SentinelOne's Purple AI Athena Brings Autonomous Decision-Making to the SOC
“This latest evolution advances Purple AI from its origin primarily as an advanced LLM-based chatbot assisting SOC analysts in finding and understanding threats, into a full agentic AI solution.”
press 2026-06-28
s11 BleepingComputer: New Bring Your Own Installer EDR bypass used in ransomware attack (May 5, 2025)
“A new "Bring Your Own Installer" EDR bypass technique is exploited in attacks to bypass SentinelOne's tamper protection feature, allowing threat actors to disable endpoint detection and response (EDR) agents to install the Babuk ransomware.”
press 2026-06-28
s12 CISA Advisory AA23-144A: PRC State-Sponsored Cyber Actor Living off the Land
“Mandiant, Microsoft Threat Intelligence (MSTI), Palo Alto Networks, SecureWorks, SentinelOne, Trellix, and additional industry partners for their collaboration on this advisory.”
regulatory 2026-06-28
s13 SentinelOne to Acquire Prompt Security press release (August 5, 2025)
“signed a definitive agreement to acquire Prompt Security, a pioneer in securing AI in runtime, preventing AI-related data leakage and protecting intelligent agents.”
official 2026-06-28
s14 SentinelOne Achieves FedRAMP High Authorization (September 12, 2024)
“the SentinelOne Singularity Platform and Singularity Data Lake have achieved FedRAMP authorization at the High Impact Level, validating protection for US Federal, Public Sector, Defense Industrial Base (DIB) and Critical Infrastructure entities.”
official 2026-06-28
s15 SentinelOne Singularity Platform High, FedRAMP Marketplace listing
“SentinelOne Singularity Platform High”
regulatory 2026-06-28
s16 Globes: SentinelOne completes NYSE IPO at $9b valuation (June 30, 2021)
“SentinelOne has completed its IPO on the New York Stock Exchange (NYSE), raising $1.2 billion at a company valuation of $8.9 billion. The company sold 35 million Class A shares at $35 per share.”
press 2026-06-28
s17 SentinelOne Wikipedia entry
“The company has approximately 2,800 employees and offices in Mountain View, Boston, Prague, Tokyo, and Tel Aviv.”
research 2026-06-28
s18 SentinelOne FY2026 Form 10-K: non-GAAP operating income
“Non-GAAP operating income (loss) $ 34,622 $ (25,421) $ (118,225)”
regulatory 2026-06-28

Disclaimer

This content is provided "as is" with no warranties.

This site is an experimental research aid created by Zeltser Security Corp. All its data gathering and analysis was performed autonomously without human review, and it can contain errors of fact, interpretation, and judgment that a human reviewer might catch.

The analyses are statements of opinion, not statements of fact. Machine analysis produced the scores, summaries, and matrix placements by weighing the public sources each page cites, and reasonable people can weigh the same sources differently. Where a page states a fact, it cites the public source and the date it was checked, and the statement is only as accurate as that source. Unless a profile expressly says otherwise, the analysis involves no hands-on testing and no independent validation of any company's products or services.

Nothing here is professional, security, legal, financial, investment, or purchasing advice, and nothing here is a recommendation to invest in, do business with, or avoid any company. Inclusion of a company is not an endorsement, and absence of a company is not a judgment about it. Reading this site creates no advisory or client relationship. Verify any detail you plan to act on against the vendor's current materials.

The content is provided "as is" and "as available," with all warranties disclaimed, express or implied, including merchantability, fitness for a particular purpose, accuracy, and non-infringement. No entry is warranted to be complete, current, or correct. Companies change, vendors update their claims, sources can be wrong, and automated analysis can misread them.

To the fullest extent permitted by law, the operator, Zeltser Security Corp, is not liable for any damages that arise from using this site or relying on its content, including direct, indirect, incidental, special, and consequential damages and lost profits, even if advised that such damages were possible. If you are dissatisfied with the site or disagree with these terms, your remedy is to stop using it.

Entries link to vendor pages, press coverage, and other external sites that Zeltser Security Corp does not control and is not responsible for. A link is not an affiliation with the destination or an endorsement of it. Product and company names and trademarks are the property of their owners, used here nominatively to identify the companies described. Short quotations from cited sources appear for identification and commentary.

Do not republish its content or share access without the operator's permission.