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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
SentinelOne
SentinelOne (S) investor relations material
SentinelOne OneCon 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.OneCon 2026 summary21 Oct, 2026
Conference sessions and priorities
OneCon 2026 opened with sessions on combining AI and experts in Wayfinder Threat Hunting services, followed by the Sentinels League Threat Hunting World Championship, with finalists selected from thousands of participants.
The opening keynote emphasized accountability for prior commitments and focused on AI-assisted threat hunting as an example of pairing technology with expert judgment.
Upcoming conference sessions were set to cover new technology and the vision for the evolving threat landscape; a live threat hunting challenge was also planned.
AI and threat hunting results
A U.K. government assessment cited in the keynote said frontier models’ offensive cyber capability was doubling every four months; the speaker said it had tripled since the previous OneCon.
Autonomous models remain the foundation of detections; threat hunting adds flexible investigation and analysis, with threat intel-based, real-time, retrospective, and AI-assisted approaches designed to complement production detections.
True-positive detections rose 50% over the last year, with more than 14 million identified in the last calendar year; AI-assisted hunting findings increased 2,200% in the last year, generating 28 daily customer notifications on intrusion activity.
AI-assisted hunting launched Dec. 1; malicious-activity findings rose 380% in its first quarter and 1,400% by six months into the effort.
React2Shell response
AI-assisted hunting launched two days before React2Shell was publicly announced on Dec. 3; the critical vulnerability had a CVSS score of 10.0 and could be exploited with a crafted HTTP request without authentication or user action.
The first customer observation was Dec. 9; a broad web-exploitation hunt surfaced suspicious activity, which experts investigated before refining findings into production-grade platform detections.
Within the first week, research identified at least seven significant threat groups exploiting React2Shell; across the first 30 days, eight attempted victims were identified, including activity involving reconnaissance and crypto mining.
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Latest events from SentinelOne
- AI accelerates cyber threats, but fundamentals and automation drive growth and resilience.S
Goldman Sachs Communacopia + Technology Conference 2026 - Q2 revenue up 21–22%, ARR up 22%, record non-GAAP profitability, and raised FY2027 guidance.SQ2 2027
- All proposals passed, with directors elected and auditor ratified in a virtual, orderly meeting.SAGM 2026
- AI and cybersecurity tailwinds drive growth, margin expansion, and platform adoption.SBank of America 2026 Global Technology Conference
- Revenue up 21%, ARR up 23%, margins improved, and restructuring boosts efficiency.SQ1 2027
- Q3 FY26 saw 23% revenue and ARR growth, margin gains, and strong AI-driven platform expansion.SQ3 2026
- Revenue up 28% year-over-year, ARR up 29%, positive free cash flow, and FY25 outlook raised.SQ3 2025
- Q1 FY26 revenue up 23% with record free cash flow and $200M buyback amid tax charge.SQ1 2026
- Record revenue growth, margin gains, and AI-driven expansion mark a pivotal year.SQ4 2025
Next SentinelOne earnings date
Q3 20273 Dec, 2026
SentinelOne
Next SentinelOne earnings date
Q3 20273 Dec, 2026
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Frequently asked questions
Autonomous Cybersecurity
SentinelOne is an American cybersecurity company with multinational operations. The company specializes in autonomous endpoint protection and provides enhanced software to secure devices against a variety of threats, including malware, exploits, and live attacks in progress. SentinelOne's platform is designed to detect and respond to before they can compromise a system. It operates with a focus on delivering a proactive, predictive approach to securing endpoints, cloud environments, and Internet of Things devices. The company is headquartered in Mountain View, California, with regional offices in Japan and Germany. SentinelOne’s shares are traded on the NYSE.
Rapid Growth
SentinelOne was founded in 2013 by Tomer Weingarten, Almog Cohen, and Ehud Shamir. Recognizing the limitations of traditional antivirus software, SentinelOne developed a platform based on behavioral-based detection algorithms, offering real-time, automated protection against a variety of threats including malware and ransomware. The company rapidly gained attention for its effective and innovative technology, leading to significant growth. It garnered substantial venture capital funding, enabling continued development and expansion of its product offerings, and went public in 2021. Today, they’re well established in the cybersecurity industry together with companies such as Fortinet and Crowdstrike.
AI-Driven
SentinelOne stands out in the cybersecurity market primarily for its advanced, AI-driven endpoint protection platform. This platform is designed to seamlessly integrate with existing IT infrastructures, offering real-time, autonomous protection against a wide range of cyber threats, including malware, ransomware, and zero-day exploits. What makes SentinelOne unique is its behavioral AI model that actively learns and adapts to both known and unknown threats, providing a proactive rather than reactive approach to cybersecurity.
Beyond traditional antivirus solutions, SentinelOne offers a full suite of tools including threat detection, automated response, and detailed forensic analysis. This approach ensures not only the prevention of breaches but also swift resolution and minimal impact if an attack does occur.
The Clients
SentinelOne serves a diverse range of customers, catering to various industries and organizational sizes. Its clientele includes small and medium-sized businesses, large enterprises, and government organizations. These customers span sectors such as finance, healthcare, education, and technology, among others. The versatility of SentinelOne's platform makes it an appealing choice for organizations seeking robust, AI-driven cybersecurity solutions.