SailPoint, Inc. (SAIL)
NASDAQ:SAIL
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Earnings Data
Report Date
Sep 15, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.08Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong, broad-based financial and operational momentum (ARR +26%, revenue +22%, SaaS ARR +36%, margin expansion, raised guidance) and compelling product differentiation around Agentic Fabric and nonhuman identity governance. The primary risks are timing and monetization of Agentic demand (early-stage contribution), FX pressure on reported SaaS net new ARR, and reliance on migration execution from on-prem. Overall, positives — strong growth, margin expansion, healthy cash generation, and clear go-to-market catalysts — materially outweigh near-term execution and timing uncertainties related to new Agentic monetization.Company Guidance
Strong ARR Growth
ARR ended Q1 at $1.163B, up 26% year-over-year, with SaaS ARR of $781M growing 36% YoY.
Revenue and SaaS Momentum
Q1 revenue of $280M, up 22% YoY; SaaS revenue grew 35% YoY; SaaS accounted for 92% of net new ARR versus 69% in prior-year Q1 (a 23 point increase).
Improving Profitability and Cash Generation
Adjusted operating margin of 13.5% in Q1 with approximately 330 basis points of YoY adjusted operating margin expansion; $38M cash from operations and $33M free cash flow (11.6% FCF margin); $391M cash balance.
Raised Full-Year Guidance
FY27 ARR guidance increased to $1.369B (+22% YoY, raised $8M), revenue guidance raised to ~$1.27B (+19% YoY, raised $5M), and adjusted operating margin guidance raised to 19% (+50 bps).
Enterprise Traction and Upsell
Average ARR per customer increased 18% YoY to over $350K; 225 customers generating >$1M ARR (up 32% YoY); dollar-based net revenue retention remained robust at 113%.
Migration and SaaS Conversion Acceleration
Migration ARR more than doubled YoY; migrations accounted for approximately one-third leveraging the Flex modernization offering; company modeling ~10% of on-prem base to migrate this year.
Product Momentum — Agentic & Emerging Products
Agentic pipeline doubled in Q1 (100% increase); emerging products more than doubled YoY and contributed ~20% of net new ARR; nonhuman identity capabilities showed >50% ARR increase in customers that adopted them.
Forward-Looking Commercial Positioning
New Agentic Fabric and flexible pricing (Flex) positioned to address governance of nonhuman identities and integrate with major hyperscalers and partners (Anthropic, CrowdStrike), opening incremental go-to-market opportunities.
SAIL Earnings History
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 |
|---|---|---|---|
Jun 09, 2026 | $17.69 | $15.66 | -11.48% |
Mar 18, 2026 | $14.71 | $12.47 | -15.23% |
Dec 11, 2025 | $21.02 | $21.74 | +3.43% |
Sep 09, 2025 | $22.39 | $20.66 | -7.73% |
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 Sep 15, 2026, Before Open (Confirmed).
What is SailPoint, Inc. (SAIL) earnings time?
SailPoint, Inc. (SAIL) earnings time is at Sep 15, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SAIL EPS forecast?
SAIL EPS forecast for the fiscal quarter 2027 (Q2) is 0.08.