"Purple AI growth continues to exceed our expectations and achieve the record attach rate that surpassed 40% of licenses sold in Q3. Purple's growth is being driven by strong adoption from both new customers and existing customers. It's becoming a cornerstone of modern security operations, enabling analysts to automate investigations, accelerate detection, and strengthen response."
CEO · Tomer Weingarten
"Q3 was also a standout quarter for data solutions. Bookings growth accelerated to triple digits year over year, and we're seeing growing demand for our AI SIEM solution. We're delivering an industry-leading AI-native security data analytics offering that delivers deeper visibility, real-time detection, faster investigations, and autonomous response, all with more efficient economics and lower costs for customers."
CEO · Tomer Weingarten
"Observo delivers an AI-native real-time telemetry pipeline that ingests, enriches, summarizes, and routes data across the enterprise before it ever reaches a SIEM or a security data lake. Importantly, Observo gives us ownership of the data pipeline that powers modern security operations. This lets us manage the entire flow of security data, from ingestion and retention to analytics and response, all within a single unified platform."
CEO · Tomer Weingarten
"I'm excited to share that Q3 also marks an inflection point for sustainable quarterly free cash flow margin. We achieved a free cash flow margin of 6% in Q3 and remain firmly on track to deliver our second consecutive full year of positive free cash flow margin, another key milestone that underscores our path toward profitable growth."
CFO · Barbara Larson
"For Fiscal Year 2026, we expect revenue to be approximately $1 billion and $1 million, representing 22% year-over-year growth and increasing the midpoint of our prior guidance range by $1 million. As always, we continue to monitor the macro environment, which can influence deal timing and sales cycles."
CFO · Barbara Larson
"I think you're going to have to talk to them. I mean, we still have quite a lot of licenses going with all of our partners. And at the same time, this quarter specifically, we doubled down in a very significant way with two of our biggest partners with multi-year commitments. So we have not seen any meaningful disruption from whatever competitor that is. Our partner ecosystem is incredibly robust."
CEO · Tomer Weingarten
"SentinelOne Flex, there's just a lot of momentum as customers adopt the Singularity Platform in a more dynamic fashion. And it's still early for us, but Flex is already helping us secure larger multi-solution deals and longer-term customer commitments. I think you see some of that true acceleration of RPO, as an example."
CEO · Tomer Weingarten
"You're absolutely reading too much into it. I don't think there was any intent to signal anything. And we'll continue down the same path that we've been executing towards in the past couple of years. I mean, you're seeing us consistently expand operating margin year over year. And that's going to continue into next year as well."
CEO · Tomer Weingarten