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SentinelOne10-K: Supplier concentration

New AI security products are dependent on platforms from Amazon, Microsoft, and Google.

What happened

The new AI Security Posture Management (AI-SPM) product is specifically designed to safeguard AI services like Amazon SageMaker, Azure OpenAI, and Google Vertex AI. This tight integration creates a strategic dependency on these major AI platform providers, opening doors for partners in the AI ecosystem.

Source

SEC EDGARMar 19, 2026

Annual report (Form 10-K)

SentinelOne 10-K for FY2026

Filing excerpt

AI Security Posture Management (AI-SPM) helps address the evolving risks associated with generative AI. AI-SPM was designed to safeguard AI models and pipelines deployed on managed AI services such as Amazon SageMaker, Amazon Bedrock, Azure OpenAI, and Google Vertex AI.

sec.gov/Archives/edgar/data/1583708/000158370826000020/s-20260131.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/31
Filed
Mar 19, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1583708
Accession number
0001583708-26-000020
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • AI
  • generative AI
  • AI Security Posture Management (AI-SPM)

Vendors

  • Amazon SageMaker
  • Amazon Bedrock
  • Azure OpenAI
  • Google Vertex AI

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
Mar 24, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/760fab71-c29f-4ce3-8d21-a000b27e0744 returns this record as JSON. POST /v1/companies/enrich returns every signal for sentinelone.com.

{
  "signal_id": "760fab71-c29f-4ce3-8d21-a000b27e0744",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-03-24T05:56:38.307+00:00",
  "company": {
    "name": "SentinelOne",
    "domain": "sentinelone.com"
  },
  "data": {
    "detail": "The new AI Security Posture Management (AI-SPM) product is specifically designed to safeguard AI services like Amazon SageMaker, Azure OpenAI, and Google Vertex AI. This tight integration creates a strategic dependency on these major AI platform providers, opening doors for partners in the AI ecosystem.",
    "summary": "New AI security products are dependent on platforms from Amazon, Microsoft, and Google.",
    "excerpts": "AI Security Posture Management (AI-SPM) helps address the evolving risks associated with generative AI. AI-SPM was designed to safeguard AI models and pipelines deployed on managed AI services such as Amazon SageMaker, Amazon Bedrock, Azure OpenAI, and Google Vertex AI.",
    "relevance": 0.9,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1583708/000158370826000020/s-20260131.htm",
    "filing_date": "2026-03-19",
    "filing_year": 2026,
    "fiscal_year_end": "01/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "vendors_mentioned": [
      "Amazon SageMaker",
      "Amazon Bedrock",
      "Azure OpenAI",
      "Google Vertex AI"
    ],
    "technologies_mentioned": [
      "AI",
      "generative AI",
      "AI Security Posture Management (AI-SPM)"
    ]
  }
}

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