{"id":52874,"date":"2026-08-29T00:10:16","date_gmt":"2026-08-28T15:10:16","guid":{"rendered":"https:\/\/overcentral.com\/ja\/?p=52874"},"modified":"2026-08-29T00:10:16","modified_gmt":"2026-08-28T15:10:16","slug":"sentinelone-arr-downgrade-concerns-52874","status":"publish","type":"post","link":"https:\/\/overcentral.com\/ja\/sentinelone-arr-downgrade-concerns-52874\/","title":{"rendered":"SentinelOne\u682a\u3001ARR\u61f8\u5ff5\u3067\u683c\u4ed8\u3051\u636e\u3048\u7f6e\u304d"},"content":{"rendered":"

\u7c73\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4f01\u696dSentinelOne\u306e\u682a\u4fa1\u3092\u5de1\u308a\u3001\u6295\u8cc7\u5224\u65ad\u306e\u884c\u65b9\u306b\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u308b\u3002\u6295\u8cc7\u9280\u884cDA Davidson\u306f\u3001\u540c\u793e\u306e\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff08ARR\uff09\u306b\u5bfe\u3059\u308b\u614e\u91cd\u306a\u898b\u65b9\u3092\u793a\u3057\u3001\u73fe\u5728\u306e\u683c\u4ed8\u3051\u3092\u636e\u3048\u7f6e\u304f\u5224\u65ad\u3092\u4e0b\u3057\u305f\u3002\u30b5\u30a4\u30d0\u30fc\u8105\u5a01\u304c\u9ad8\u5ea6\u5316\u30fb\u8907\u96d1\u5316\u3059\u308b\u306a\u304b\u3067\u3001\u6210\u9577\u5e02\u5834\u306b\u304a\u3051\u308bSentinelOne\u306e\u30dd\u30b8\u30b7\u30e7\u30cb\u30f3\u30b0\u3068\u3001\u305d\u306e\u53ce\u76ca\u6027\u3092\u6e2c\u308b\u6307\u6a19\u3068\u3057\u3066\u306eARR\u306b\u3001\u5e02\u5834\u95dc\u4fc2\u8005\u304c\u5f37\u3044\u95a2\u5fc3\u3092\u5bc4\u305b\u3066\u3044\u308b\u72b6\u6cc1\u3060\u3002<\/p>\n

ARR\u61f8\u5ff5\u304c\u6d6e\u4e0a\u3001DA Davidson\u306f\u683c\u4ed8\u3051\u7dad\u6301\u3092\u6c7a\u65ad<\/h2>\n

DA Davidson\u306f\u3001SentinelOne\u306b\u5bfe\u3059\u308b\u6295\u8cc7\u5224\u65ad\u3092\u300c\u4e2d\u7acb\u300d\u3067\u7dad\u6301\u3057\u3001\u76ee\u6a19\u682a\u4fa1\u306b\u3064\u3044\u3066\u3082\u5f93\u6765\u306e\u6c34\u6e96\u3092\u636e\u3048\u7f6e\u3044\u305f\u3002\u3053\u306e\u80cc\u666f\u306b\u306f\u3001\u540c\u793e\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3067\u3042\u308bARR\u306e\u4f38\u3073\u306b\u5bfe\u3059\u308b\u61f8\u5ff5\u304c\u5b58\u5728\u3059\u308b\u3002ARR\u306f\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u3092\u63a1\u7528\u3059\u308bSaaS\u4f01\u696d\u306b\u304a\u3044\u3066\u3001\u5c06\u6765\u306e\u53ce\u76ca\u306e\u5b89\u5b9a\u6027\u3092\u6e2c\u308b\u4e0a\u3067\u6975\u3081\u3066\u91cd\u8981\u306a\u6307\u6a19\u3002DA Davidson\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001SentinelOne\u306e\u76f4\u8fd1\u306eARR\u6210\u9577\u7387\u304c\u5e02\u5834\u306e\u671f\u5f85\u3092\u3084\u3084\u4e0b\u56de\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u6307\u6458\u3057\u3066\u3044\u308b\u3002<\/p>\n

\u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5e02\u5834\u306b\u304a\u3051\u308b\u7af6\u722d\u306e\u6fc0\u5316\u3060\u3002\u696d\u754c\u5927\u624b\u306eCrowdStrike\u3084Microsoft\u304c\u5f37\u56fa\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u80cc\u666f\u306b\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u3059\u308b\u4e00\u65b9\u3001SentinelOne\u306f\u72ec\u81ea\u306eAI\u99c6\u52d5\u578b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cSingularity\u300d\u3092\u6b66\u5668\u306b\u5dee\u5225\u5316\u3092\u56f3\u3063\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u4e0d\u900f\u660e\u611f\u304c\u7d9a\u304f\u306a\u304b\u3001\u4f01\u696d\u306eIT\u652f\u51fa\u304c\u6291\u5236\u3055\u308c\u308b\u30ea\u30b9\u30af\u3082\u3042\u308a\u3001ARR\u306e\u6210\u9577\u30da\u30fc\u30b9\u306b\u30d6\u30ec\u30fc\u30ad\u304c\u304b\u304b\u308b\u53ef\u80fd\u6027\u304c\u6307\u6458\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n

ARR\u3068\u306f\u4f55\u304b\u2014\u2014SaaS\u4f01\u696d\u306e\u751f\u547d\u7dda<\/h2>\n

ARR\u306fAnnual Recurring Revenue\u306e\u7565\u3067\u3001\u65e5\u672c\u8a9e\u3067\u306f\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\u3068\u8a33\u3055\u308c\u308b\u3002\u3053\u308c\u306f\u3001\u9867\u5ba2\u3068\u306e\u5951\u7d04\u304b\u30891\u5e74\u9593\u306b\u5f97\u3089\u308c\u308b\u3068\u898b\u8fbc\u307e\u308c\u308b\u5b9a\u671f\u7684\u306a\u53ce\u76ca\u3092\u6307\u3057\u3001\u7279\u306b\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30e2\u30c7\u30eb\u3092\u63a1\u7528\u3059\u308b\u4f01\u696d\u306e\u696d\u7e3e\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306e\u57fa\u672c\u6307\u6a19\u3067\u3042\u308b\u3002ARR\u306e\u6210\u9577\u7387\u306f\u3001\u9867\u5ba2\u7372\u5f97\u306e\u52e2\u3044\u3001\u89e3\u7d04\u7387\u3001\u30a2\u30c3\u30d7\u30bb\u30eb\u306e\u6210\u5426\u3092\u5982\u5b9f\u306b\u53cd\u6620\u3059\u308b\u305f\u3081\u3001\u6295\u8cc7\u5bb6\u304c\u4f01\u696d\u306e\u5065\u5168\u6027\u3092\u5224\u65ad\u3059\u308b\u4e0a\u3067\u6700\u3082\u91cd\u8996\u3059\u308b\u6570\u5024\u306e\u4e00\u3064\u3068\u306a\u3063\u3066\u3044\u308b\u3002SentinelOne\u306e\u5834\u5408\u3001\u3053\u306eARR\u306e\u4f38\u3073\u304c\u920d\u5316\u3059\u308c\u3070\u3001\u682a\u4fa1\u306b\u76f4\u63a5\u7684\u306a\u4e0b\u62bc\u3057\u5727\u529b\u3068\u306a\u308b\u3002<\/p>\n

\u7af6\u4e89\u74b0\u5883\u306e\u5909\u5316\u3068SentinelOne\u306e\u6226\u7565<\/h2>\n

SentinelOne\u306f\u3001AI\u3068\u81ea\u52d5\u5316\u3092\u6d3b\u7528\u3057\u305f\u6b21\u4e16\u4ee3\u306e\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u5f37\u307f\u3068\u3057\u3066\u304d\u305f\u3002\u3057\u304b\u3057\u3001\u7af6\u5408\u4ed6\u793e\u3082\u540c\u69d8\u306e\u6a5f\u80fd\u3092\u5f37\u5316\u3057\u3066\u304a\u308a\u3001\u7af6\u4e89\u306f\u4e00\u6bb5\u3068\u6fc0\u3057\u3055\u3092\u5897\u3057\u3066\u3044\u308b\u3002\u3055\u3089\u306b\u3001\u4f01\u696d\u5411\u3051\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5e02\u5834\u3067\u306f\u3001XDR\uff08\u62e1\u5f35\u691c\u51fa\u3068\u5bfe\u5fdc\uff09\u3084SOAR\uff08\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u81ea\u52d5\u5316\u3001\u5bfe\u5fdc\uff09\u3068\u3044\u3063\u305f\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u9700\u8981\u304c\u9ad8\u307e\u3063\u3066\u304a\u308a\u3001\u5358\u4e00\u306e\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u5bfe\u7b56\u3060\u3051\u3067\u306f\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u305b\u306a\u304f\u306a\u308a\u3064\u3064\u3042\u308b\u3002<\/p>\n

\u3053\u306e\u3088\u3046\u306a\u74b0\u5883\u4e0b\u3067\u3001SentinelOne\u306f\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306e\u62e1\u5927\u3084\u65b0\u88fd\u54c1\u306e\u6295\u5165\u3092\u901a\u3058\u3066\u3001ARR\u306e\u6210\u9577\u3092\u7dad\u6301\u3057\u3088\u3046\u3068\u52aa\u3081\u3066\u3044\u308b\u3002\u7279\u306b\u6ce8\u76ee\u3055\u308c\u308b\u306e\u306f\u3001\u653f\u5e9c\u6a5f\u95a2\u3084\u5927\u624b\u4f01\u696d\u5411\u3051\u306e\u5951\u7d04\u7372\u5f97\u3060\u3002\u305f\u3060\u3057\u3001\u3053\u3046\u3057\u305f\u5927\u53e3\u6848\u4ef6\u306f\u8ca9\u58f2\u30b5\u30a4\u30af\u30eb\u304c\u9577\u304f\u3001ARR\u3078\u306e\u5bc4\u4e0e\u304c\u9855\u5728\u5316\u3059\u308b\u307e\u3067\u306b\u6642\u9593\u3092\u8981\u3059\u308b\u3068\u3044\u3046\u8ab2\u984c\u3082\u3042\u308b\u3002DA Davidson\u306e\u5224\u65ad\u306f\u3001\u3053\u308c\u3089\u306e\u4e0d\u78ba\u5b9f\u6027\u3092\u7e54\u308a\u8fbc\u3093\u3060\u3082\u306e\u3068\u898b\u3089\u308c\u308b\u3002<\/p>\n

\u6295\u8cc7\u5bb6\u8996\u70b9\u3067\u8aad\u3080\u3001\u4eca\u5f8c\u306e\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8<\/h2>\n

SentinelOne\u306b\u3068\u3063\u3066\u3001\u4eca\u5f8c\u306e\u7126\u70b9\u306fARR\u306e\u6210\u9577\u7387\u304c\u5e02\u5834\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3092\u9054\u6210\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u306b\u7d5e\u3089\u308c\u308b\u3002\u7b2c1\u56db\u534a\u671f\u306e\u6c7a\u7b97\u767a\u8868\u3067\u306f\u3001\u65b0\u898f\u9867\u5ba2\u306e\u7372\u5f97\u72b6\u6cc1\u3084\u65e2\u5b58\u9867\u5ba2\u306e\u30a2\u30c3\u30d7\u30bb\u30eb\u7387\u3001\u89e3\u7d04\u7387\u306e\u52d5\u5411\u304c\u6ce8\u76ee\u3055\u308c\u308b\u3002\u4f8b\u3048\u3070\u3001ARR\u304c\u524d\u5e74\u540c\u671f\u6bd4\u306730%\u3092\u8d85\u3048\u308b\u6210\u9577\u3092\u7dad\u6301\u3067\u304d\u308c\u3070\u3001\u5e02\u5834\u306e\u61f8\u5ff5\u306f\u5f8c\u9000\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002\u4e00\u65b9\u300120%\u53f0\u524d\u534a\u307e\u3067\u306e\u6e1b\u901f\u304c\u78ba\u8a8d\u3055\u308c\u308c\u3070\u3001\u3055\u3089\u306a\u308b\u682a\u4fa1\u8abf\u6574\u3082\u907f\u3051\u3089\u308c\u306a\u3044\u3060\u308d\u3046\u3002<\/p>\n

\u307e\u305f\u3001\u696d\u754c\u5168\u4f53\u306e\u52d5\u5411\u3068\u3057\u3066\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5e02\u5834\u306f\u4e2d\u9577\u671f\u7684\u306b\u62e1\u5927\u3092\u7d9a\u3051\u308b\u3068\u306e\u898b\u65b9\u304c\u5f37\u3044\u3002\u30e9\u30f3\u30b5\u30e0\u30a6\u30a7\u30a2\u3084\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u653b\u6483\u306e\u8105\u5a01\u304c\u62e1\u5927\u3059\u308b\u306a\u304b\u3001\u4f01\u696d\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u6295\u8cc7\u610f\u6b32\u306f\u6839\u5f37\u3044\u3002\u305d\u306e\u306a\u304b\u3067SentinelOne\u304cAI\u6280\u8853\u3092\u6d3b\u7528\u3057\u305f\u72ec\u81ea\u306e\u4fa1\u5024\u63d0\u6848\u3092\u3069\u306e\u7a0b\u5ea6\u30a2\u30d4\u30fc\u30eb\u3067\u304d\u308b\u304b\u304c\u3001ARR\u6210\u9577\u3092\u6301\u7d9a\u3055\u305b\u308b\u9375\u3068\u306a\u308b\u3002<\/p>\n

DA Davidson\u306e\u683c\u4ed8\u3051\u636e\u3048\u7f6e\u304d\u306f\u3001SentinelOne\u3078\u306e\u904e\u5ea6\u306a\u671f\u5f85\u3092\u6212\u3081\u308b\u30b7\u30b0\u30ca\u30eb\u3068\u3057\u3066\u53d7\u3051\u6b62\u3081\u308b\u3079\u304d\u3060\u308d\u3046\u3002\u77ed\u671f\u7684\u306a\u682a\u4fa1\u5909\u52d5\u306b\u4e00\u559c\u4e00\u6182\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001ARR\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u7af6\u4e89\u74b0\u5883\u306e\u5909\u5316\u3092\u6ce8\u8996\u3059\u308b\u59ff\u52e2\u304c\u3001\u6295\u8cc7\u5bb6\u306b\u306f\u6c42\u3081\u3089\u308c\u3066\u3044\u308b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u7c73\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u4f01\u696dSentinelOne\u306e\u682a\u4fa1\u3092\u5de1\u308a\u3001\u6295\u8cc7\u5224\u65ad\u306e\u884c\u65b9\u306b\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u308b\u3002\u6295\u8cc7\u9280\u884cDA Davidson\u306f\u3001\u540c\u793e\u306e\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff08ARR\uff09\u306b\u5bfe\u3059\u308b\u614e\u91cd\u306a\u898b\u65b9\u3092\u793a\u3057\u3001\u73fe\u5728\u306e\u683c\u4ed8\u3051\u3092\u636e\u3048\u7f6e\u304f\u5224\u65ad\u3092\u4e0b\u3057\u305f […]<\/p>\n","protected":false},"author":1,"featured_media":56112,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/cards.overcentral.com\/cards\/ja\/52874.png","fifu_image_alt":"SentinelOne\u682a","footnotes":""},"categories":[2427],"tags":[],"class_list":["post-52874","post","type-post","status-publish","format-standard","has-post-thumbnail","category-finance"],"fifu_image_url":"https:\/\/cards.overcentral.com\/cards\/ja\/52874.png","fifu_image_alt":"SentinelOne\u682a","_links":{"self":[{"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/posts\/52874","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/comments?post=52874"}],"version-history":[{"count":1,"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/posts\/52874\/revisions"}],"predecessor-version":[{"id":52876,"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/posts\/52874\/revisions\/52876"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/media\/56112"}],"wp:attachment":[{"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/media?parent=52874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/categories?post=52874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/overcentral.com\/ja\/wp-json\/wp\/v2\/tags?post=52874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}