SentinelOne (S) Partners with Microsoft: A New Chapter in XDR Collaboration
Published: 13 June 2025 | By Portugal
Partnership Details
Market Reaction
SentinelOne shares surged 9%, while Microsoft rose modestly.
Strategic Significance
The alliance combines SentinelOne’s AI‑driven endpoint analytics with Microsoft’s cloud reach, challenging CrowdStrike and Palo Alto.
Financial Outlook
SentinelOne reaffirmed FY2025 ARR guidance of $1.2B, citing partnership tailwinds.
Valuation Check
At 9x forward sales, S trades at a discount to peers, offering asymmetric upside.
Risks
Integration complexity and channel conflicts could temper near‑term gains.
Bottom Line
We see the partnership as a catalyst for multiple expansion over the next 12 months.
Source: Reuters, 11 June 2025. Summary: SentinelOne will integrate with Microsoft Defender XDR, enabling unified dashboards.
Published: 13 June 2025 | By Portugal
Partnership Details
- Singularity Platform to integrate with Microsoft Defender XDR.
- Joint customers gain unified dashboards and automated response.
- Co‑selling agreement targets enterprise accounts >$1M ARR.
- Pilot program starts July 2025.
Market Reaction
SentinelOne shares surged 9%, while Microsoft rose modestly.
Strategic Significance
The alliance combines SentinelOne’s AI‑driven endpoint analytics with Microsoft’s cloud reach, challenging CrowdStrike and Palo Alto.
Financial Outlook
SentinelOne reaffirmed FY2025 ARR guidance of $1.2B, citing partnership tailwinds.
Valuation Check
At 9x forward sales, S trades at a discount to peers, offering asymmetric upside.
Risks
Integration complexity and channel conflicts could temper near‑term gains.
Bottom Line
We see the partnership as a catalyst for multiple expansion over the next 12 months.
Source: Reuters, 11 June 2025. Summary: SentinelOne will integrate with Microsoft Defender XDR, enabling unified dashboards.