SAIL
SailPoint, Inc.21.14
+0.50+2.42%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
11.87BP/E (TTM)
-Basic EPS (TTM)
-1.16Dividend Yield
0%Recent Filings
10-K
FY2026 results
SailPoint's FY2026 revenue hit $1.1B, up 24% y/y, driven by 35% SaaS growth to $602M that fueled ARR to $1.1B (28% y/y), yet subscription gross margins held steady at 70% amid hosting costs. Q4 momentum shone through customer count hitting 3,235 (9% y/y rise), with high-value cohorts expanding—$250K+ ARR clients up 26%, $1M+ up 34%—and dollar net retention at 113%. R&D spend jumped 31% to $223M on AI innovations, while $250M revolver provides ample liquidity post-IPO and Term Loan payoff. Thoma Bravo retains control. Quarterly results fluctuate wildly.
8-K
ARR up 28% to $1.125B
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.
8-K
Board chair resigns, succession set
IPO
Website
Employees
Sector
Industry