SentinelOne Seeing ‘AI Advantage’ Pay Off With Platform Growth: CEO Tomer Weingarten

Shares in the cybersecurity vendor climbed Thursday after it raised its full-year revenue outlook and disclosed the new SentinelOne Flex licensing model.

SentinelOne is finding strong momentum from its deep focus on AI-powered security, with the vendor’s offerings in the category helping to drive greater consolidation on its platform, SentinelOne Co-founder and CEO Tomer Weingarten said Thursday.

Shares in SentinelOne climbed after the cybersecurity vendor disclosed its latest quarterly results and raised its full-year revenue outlook, which Weingarten said is in part a reflection of the company’s long-running emphasis on AI.

For instance, SentinelOne’s Purple AI security operations tool is “already making a tangible difference for enterprises” through accelerated threat remediation and a significant decrease in likelihood of “major” security incidents, Weingarten said during the company’s quarterly call with analysts.

“This is SentinelOne’s AI advantage in action, and we’re delivering it today,” he said.

Recent enhancements have included the debut Purple AI Athena, which includes agentic AI functionality that aims to mirror security reasoning and orchestration of experienced SecOps analysts, according to the company.

SentinelOne is looking to further expand its AI-powered capabilities with its planned acquisition of Prompt Security, a startup focused on securing AI and agentic technologies.

The $180 million deal, announced earlier this month and expected to close by the end of October, “represents a strategic step forward in our vision to build the world’s definitive AI security company,” SentinelOne CFO Barbara Larson said during the call Thursday.

The SentinelOne executives made the comments as the vendor reported financial results for the second quarter of its fiscal 2026, ended July 31, which saw revenue reach $242.2 million, up 22 percent from the same period a year earlier.

Notably, the company raised its revenue guidance for its full fiscal year 2026 to a range of between $998 million and $1.002 billion. SentinelOne’s stock price rose 9 percent in after-hours trading Thursday to $19.21 a share.

During the call with analysts, Weingarten said that solution and service provider partners are continuing to play a central role in helping to drive growth of SentinelOne’s Singularity platform. For instance, partners have been pivotal to enabling adoption of key products such as its AI SIEM (security information and event management) and CNAPP (cloud-native application protection platform) offerings, he said

“On the partner ecosystem, we continue to expand and deepen our engagements,” Weingarten said. “We’re seeing strong traction driven by increasing platform adoption across AI SIEM, Purple AI, CNAPP and broader platform solutions.”

Meanwhile, in terms of managed security, “we continue to strengthen our position across the MSSP ecosystem as we help new and existing partners build managed security practices,” he said.

Another factor giving a boost to customer and partner adoption of the Singularity platform is the debut of the SentinelOne Flex licensing model, which was introduced during the company’s fiscal second quarter, Weingarten said. The launch of the SentinelOne Flex model has “come for us at the right time, as the platform capability is expanding dramatically,” he said.

The announcement follows moves by competitors similarly aimed at accelerating platform consolidation, such as CrowdStrike’s launch of its Falcon Flex subscription model in 2024 and Palo Alto Networks’ revamped growth strategy focused on “platformization”.

So far, when it comes to SentinelOne Flex, “the reception has been outstanding,” Weingarten said.

Overall, SentinelOne continues to benefit from its focus on providing AI-powered autonomous security starting from its early days, as well as its continued investments into the area, he said.

“From day one, we architected the Singularity platform with AI at its core,” Weingarten said. “That early conviction in AI-powered data and security continues to differentiate us. Now, we’re beginning to see the returns.”