SAIL
SailPoint, Inc.21.14
+0.50+2.42%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
11.87BP/E (TTM)
-Basic EPS (TTM)
-1.16Dividend Yield
0%Recent Filings
10-Q
Q1 FY2026 results
SailPoint crushed Q1 FY2026 revenue at $281.9M, up 20% y/y from $235.3M, with subscription revenue soaring 22% y/y to $266.2M on SaaS strength. Gross margin held steady at 66%, but operating loss widened to $41.6M from $24.5M as sales and marketing jumped 20% y/y. EPS improved sharply to -$0.06 from -$2.67, reconciling to 558M diluted shares post-IPO conversion. Cash swelled to $298.1M after IPO proceeds repaid all term debt; $250M revolver sits unused. Savvy asset buy closed September 2025 for $18.4M, adding $18.2M developed tech (6-year life). Operating cash flow turned positive YTD. Lengthy sales cycles test scaling.
8-K
SailPoint hits $1B ARR
SailPoint crushed Q3 fiscal 2026, hitting $1,040 million ARR—up 28% year-over-year—with SaaS ARR soaring 38% to $669 million. Revenue climbed 20% to $282 million, while free cash flow turned positive at $49 million. Q4 guides ARR to $1,120-$1,124 million. GAAP losses widened, but adjusted ops held steady.
10-Q
Q2 FY2026 results
SailPoint's Q2 FY2026 revenue climbed 33% y/y to $264.4M, fueled by 36% subscription growth to $247.9M, with SaaS up 37% y/y and term subscriptions surging 78% y/y; gross margin expanded to 67% from 62%, yet operating loss narrowed to $40.8M from $65.8M as sales and marketing efficiencies kicked in. Q/q, revenue rose 12% (derived) from Q1's $230.5M, while diluted EPS improved to -$0.02 from -$0.40, reconciling to 555.8M weighted shares with no anti-dilution flagged. Cash swelled to $271.1M post-IPO, term loans fully repaid, and a $250M revolver sits untapped with covenants met; free cash flow stayed negative at -$54.7M for H1 amid investments. Imprivata integration added $9.2M goodwill, but competition from legacy tools sharpens the edge.
8-K
SailPoint boosts ARR 28% YoY
SailPoint announced robust Q2 fiscal 2026 results on September 9, 2025, with total ARR surging 28% year-over-year to $982 million, fueled by 37% SaaS ARR growth to $623 million, while revenue jumped 33% to $264 million. Adjusted operating income hit $54 million, or 20% of revenue, versus $21 million last year, backed by $50 million in operating cash flow. The company raised full-year guidance across all metrics, signaling sustained demand for identity security. Yet, GAAP losses persist amid high equity compensation.
8-K
SailPoint Technologies Inc. establishes a $250M revolving credit facility maturing in 2030, replacing prior debt. The agreement outlines terms for borrowings, letters of credit, and covenants, including a financial leverage ratio not exceeding 4.00:1.00.
SailPoint Technologies Inc. has entered into a new $250 million revolving credit facility, replacing its prior agreement. The facility matures in five years and supports general corporate purposes, including acquisitions. It includes a leverage covenant with a maximum ratio of 4.00:1.00, increasable to 4.50:1.00 post-material acquisition.
IPO
Website
Employees
Sector
Industry