Core Insights - SentinelOne (S) is expected to report third-quarter fiscal 2026 results on December 4, 2025, with projected revenues of approximately $256 million, indicating a 22% year-over-year growth [1][10] - The Zacks Consensus Estimate for revenues stands at $255.99 million, reflecting a growth of 21.52% compared to the same quarter last year [1] Revenue and Earnings Expectations - The consensus estimate for earnings remains at 5 cents per share, with the company having reported break-even earnings in the same quarter last year [2] - SentinelOne has had mixed earnings results in previous quarters, with an average earnings surprise of 58.33% [2] Factors Influencing Q3 Results - Annualized recurring revenues (ARR) increased by 24% year-over-year to $1 billion in Q2 of fiscal 2026, with customers generating $100,000 or more in ARR rising by 23% to 1,513 as of July 31, 2025 [3] - Continued adoption of AI-driven solutions, such as Purple AI and the Singularity platform, is expected to drive higher ARR per customer and larger deal sizes [4] - The expansion of the partner base, including collaborations with Amazon, CyberArk, Mimecast, and Lenovo, is likely to contribute to growth in the fiscal third quarter [5] Product and Service Enhancements - The availability of Singularity Cloud Security and Singularity AI SIEM on Amazon Web Services (AWS) Marketplace is facilitating faster deployment of AI-powered security solutions [6] - The launch of SentinelOne Flex is aimed at assisting clients in adopting the Singularity platform, thereby expanding the company's client base [7] - The acquisition of Prompt Security is expected to enhance SentinelOne's offerings in securing generative AI and preventing data leakage [7] Earnings Model Insights - According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) typically increases the likelihood of an earnings beat; however, SentinelOne currently has an Earnings ESP of 0.00% and a Zacks Rank of 3 [8]