SentinelOne (S) Q2 2027 Earnings Call Transcript
AI security ARR tripled while net new ARR hit record levels.
Monday, August 31, 2026
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AI security ARR tripled while net new ARR hit record levels.
Department of Homeland Security Secretary Markwayne Mullin and Transportation Secretary Sean Duffy on Monday will announce new efforts to combat alleged fraud in the trucking industry in remarks from Detroit. The announcement comes amid the Trump administration’s wider crackdown on fraud. Duffy teased the press conference on Sunday but provided few details. The event is…
GameStop said it expects a Q2 profit increase, helped by its stake in eBay.
Comparable sales surged past guidance as emerging tech categories more than doubled.
Adjusted EPS surged 38% as margin expansion and tariff refunds fuel growth.
Gap raised full-year earnings guidance amid mixed quarterly results.
ARR crossed $500M for first time as net retention stabilized at 98%.
Net income surged 44.6% as Argentina's improving outlook supports credit growth.
Net loss of $77 million offset by record $8 billion backlog and U.S. manufacturing milestone.
Revenue fell 7.2% as traffic softened and summer products underperformed.
Revenue hit $2.05 billion, up 16%, with MaintainX acquisition fueling growth.
AI infrastructure demand drives record revenue and raised full-year guidance.
CEO Steelman discusses $3.04B in sales, raised guidance, and TikTok Shop momentum.
Tariff refunds and positive traffic drive margin expansion and raised guidance.
Margins expanded despite revenue decline as inventory health improved.
Gap brand drives 22% revenue growth as Baozun raises AI-powered profitability targets.
Overseas revenue reached 27.3% of total amid international expansion offsetting China headwinds.
Medical revenue surged 9.6% while management raised full-year profit guidance.