SentinelOne ‘Sharpening’ Focus On AI And Data, ‘Pruning’ Legacy Product: CEO

The cybersecurity vendor is also seeing its pipeline for federal opportunities expand amid government efficiency measures, SentinelOne CEO Tomer Weingarten said during the vendor’s quarterly call Wednesday.

SentinelOne is shifting resources to fast-growing areas such as AI-powered security and analytics amid strong demand for products in its data business such as its SIEM offering, SentinelOne CEO Tomer Weingarten said Wednesday.

During the vendor’s quarterly call with analysts, Weingarten said that SentinelOne’s “AI SIEM” (security information and event management) offering has been driving strong growth with customers and partners. That helped enable the company to beat Wall Street expectations for its fiscal fourth quarter of 2025, ended Jan. 31, which SentinelOne released results for on Wednesday.

Revenue for the quarter rose 29 percent from the same period a year earlier, reaching $225.5 million and surpassing the analyst consensus estimate by about $3 million.

Over the course of the quarter, “data and AI were our fastest-growing solutions fueled by adoption of our Singularity AI SIEM,” said Weingarten, who is also co-founder of SentinelOne. “Many of our largest and most strategic wins in the quarter included AI SIEM alongside broader platform solutions.”

Given the greater opportunity in this area, SentinelOne will be retiring its “legacy” Deception product to shift more resources into the higher-growth segments, he disclosed during the call Wednesday.

“I feel like for us, the focus on data and AI mandate starting to prune away some of the legacy capabilities,” Weingarten said. “I believe a lot of companies should be going down that path.”

SentinelOne CFO Barbara Larson said the retirement of the Deception offering will result in $10 million of “expected churn” within the vendor’s financial outlook, half of which will impact the company’s results for its current fiscal first quarter of 2026.

The goal now is ”prioritization of investments towards AI-powered security and data,” Larson said during the call with analysts, which includes “freeing up investments in our key growth priorities of data, cloud and AI.”

Ultimately, Weingarten said, “we're sharpening our innovation focus toward AI-native data and security solutions.”

Meanwhile, even as the Trump administration’s federal efficiency measures have raised concerns about the potential impact on businesses, the initiative could be a tailwind for SentinelOne, according to Weingarten.

“We've actually seen our federal pipeline expand,” he said Wednesday. “It's a definite source of demand for us.”

A key reason, Weingarten said, is that SentinelOne is “one of the only security vendors” that is authorized to sell AI-powered security tools into the most security-conscious federal agencies.

“In many cases, we actually create cost synergies,” he said. “We allow these agencies to actually save on their data ingestion costs. We allow them to save on operational costs. And that positions us really well, even in [an environment] that calls for more cost-saving and prudence.”

All in all, “we're still treating federal as a source of strength,” Weingarten said.