SentinelOne Positioned To Outpace Competitors In AI Era: CEO Tomer Weingarten

While shares in the cybersecurity vendor fell after a reduction in its revenue forecast, Weingarten says SentinelOne has a first-mover advantage in AI-powered security and will ‘continue to expand that lead into the future.’

SentinelOne’s first-mover advantage in utilizing AI for cybersecurity will position the company to outpace and outlast competitors into the future, as both cyberthreats and business needs are transformed by the next wave of AI technologies, SentinelOne CEO Tomer Weingarten said Wednesday.

While the cybersecurity vendor has been facing headwinds from macroeconomic uncertainty that have delayed the closing of some deals, the longer-term view is that SentinelOne’s “data and AI leadership is significant” and the company will “continue to expand that lead into the future,” Weingarten told analysts during the vendor’s quarterly call.

SentinelOne’s stock price fell Wednesday in response to a reduction in the company’s revenue forecast, which was attributed by SentinelOne CFO Barbara Larson to “heightened macro uncertainty.” Shares in the cybersecurity vendor were down 11.3 percent, to $17.43 a share, in after-hours trading Wednesday evening.

In response to questions from Wall Street analysts about the trimmed forecast and its causes, Weingarten noted that while some customers have “paused their spending decisions for a few weeks, we have not seen any deal cancellations.”

For SentinelOne’s fiscal first quarter of 2026, ended April 30, the company beat analyst expectations with revenue of $229 million, up 23 percent from the same period a year earlier.

One analyst questioned why SentinelOne is not seeing faster growth, indicating that the company’s growth rate is on par with that of cybersecurity competitors that are several times larger.

Weingarten responded that “we’re still running at a top-tier growth rate across every software vendor out there, pretty much — not just our competitors.”

The SentinelOne CEO also suggested that over the longer term, many competing cybersecurity vendors will be unable to meet the full demands of the AI era — and thus not able to keep up with SentinelOne, which has differentiated itself by providing autonomous security powered by AI/ML since its early days.

“I’m almost certain that in a year’s time, two year’s time, the requirements for cybersecurity are going to be changing dramatically,” Weingarten said. “And I think that we already have been leading with our AI offerings. We’ll continue to expand that lead into the future.”

Ultimately, SentinelOne’s “AI-centric” platform is already “one of the preeminent platforms in the space” and is poised to be the winning model in the future, he said.

Recent enhancements have included the debut of the next version of SentinelOne’s Purple AI security operations technology. The release, Purple AI Athena, includes agentic AI functionality that aims to mirror security reasoning and orchestration of experienced SecOps analysts.

Other key capabilities include the execution of complete investigations into suspicious activity spanning multiple sources as well as orchestration of multiple steps in responses and rapid threat remediation.

‘Deepening Engagements’ With Partners

During the quarterly call Wednesday, Weingarten also pointed to the company’s strong channel partnerships as a key to SentinelOne’s future growth, noting that the company has been doubling down on partners including through the launch of its new PartnerOne channel program in April.

PartnerOne is an “entirely reimagined program for MSSPs, incident responders, VARs and technology partners,” he said, with key elements that include a “streamlined tiering structure, performance-based incentives and customized enablement resources.”

When it comes to the partner ecosystem, he said, “we’re constantly deepening engagements, especially amongst our strategic relationships.”