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SailPoint, Inc. (SAIL)
NASDAQ:SAIL
Earnings Data
Report Date
Jun 11, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.01Last Year’s EPS
-0.16Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Mar 26, 2025
|% Change Since: 0.00%
|Next Earnings Date:Jun 11, 2025
Earnings Call Sentiment|Positive
SailPoint demonstrated robust growth and innovation in fiscal year 2025 with significant achievements in ARR and product development. However, challenges such as anticipated operating margin pressure and geopolitical uncertainties were noted. Overall, the positive aspects of growth, innovation, and market expansion outweigh the challenges.Company Guidance
During SailPoint's Fourth Quarter and Year-End 2025 Earnings Conference Call, the company shared several key metrics and strategic focus areas. SailPoint reported an annual recurring revenue (ARR) of $877 million, representing a 29% year-over-year increase, with SaaS ARR growing by 39%. The company also noted a near 80% year-over-year increase in customers with ARR over $1 million, highlighting strong demand for its identity security solutions. The dollar-based net retention rate remained steady at 114%, reflecting successful cross-sell and up-sell strategies. SailPoint anticipates continued growth, with ARR projected to reach $1.08 billion in fiscal 2026. The company reported a total revenue of $240 million for Q4, an 18% increase year-over-year, and a full-year revenue of $862 million, up 23% from the previous year. Additionally, SailPoint achieved an adjusted gross profit margin of 78.9% for Q4 and 78.1% for the full year, with adjusted operating margins increasing by 530 basis points year-over-year to 19% in Q4 and by 760 basis points to 15.4% for the full year. The company emphasized its focus on innovation, with new product launches like Machine Identity Security and upcoming offerings for AI agent identities, positioning it to address emerging market needs.Strong Annual Recurring Revenue Growth
SailPoint ended the fiscal year with $877 million in ARR, marking a 29% year-over-year increase, with SaaS ARR growing 39%. The company also saw an 80% year-over-year increase in customers with ARR greater than $1 million.
Innovation in Identity Security
SailPoint introduced innovations such as privileged task automation and machine identity security. The company also announced Harbor Pilot, a collection of AI agents to enhance identity management, and agent identity security for managing AI agents.
Positive Financial Performance
SailPoint delivered total revenue of $862 million for fiscal year 2025, a 23% increase year-over-year. Subscription revenue grew by 27%, and the adjusted operating margin increased by 760 basis points to 15.4% for the year.
Operational Efficiency and Market Expansion
SailPoint maintained a dollar-based net retention rate of 114% and saw significant customer expansion through cross-sell, upsell, and SaaS migrations, which drove approximately half of their growth.
Successful Return to Public Markets
SailPoint successfully returned to the public markets with strong financial results and a robust growth strategy.
SAIL Earnings History
Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release | Slides | Play Transcript |
|---|---|---|---|---|---|---|---|
Jun 11, 2025 | 2026 (Q1) | -0.163 | ― | ― | ― | ||
Mar 26, 2025 | 2025 (Q4) | -0.438 | 98.63% (+0.43) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SAIL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 26, 2025 | $21.80 | $21.54 | -1.19% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SailPoint, Inc. (SAIL) report earnings?
SailPoint, Inc. (SAIL) is schdueled to report earning on Jun 11, 2025, TBA Not Confirmed.
What is SailPoint, Inc. (SAIL) earnings time?
SailPoint, Inc. (SAIL) earnings time is at Jun 11, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SAIL EPS forecast?
SAIL EPS forecast for the fiscal quarter 2026 (Q1) is -0.01.