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SailPoint, Inc. (SAIL)
NASDAQ:SAIL
Earnings Data
Report Date
Sep 11, 2025Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.04Last Year’s EPS
-0.16Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call for SailPoint's Q1 2026 highlights strong ARR growth, market leadership, and positive financial performance, with significant customer expansion and innovative product offerings. However, there are concerns regarding cash flow usage and revenue mix strategies. Overall, the positive aspects significantly outweigh the negatives.Company Guidance -
Q1 2026
Significant ARR Growth
SailPoint closed the quarter with $925 million in annual recurring revenue (ARR), marking a 30% year-over-year increase. SaaS ARR grew by 39% year-over-year.
Strong Customer Expansion
A 62% year-over-year increase in customers with ARR greater than $1 million. Half of new bookings came from existing customers, indicating strong customer trust and expansion.
Market Leadership and Innovation
SailPoint gained nearly 21% market share in the IGA market, five times more than the nearest competitor, highlighting strong market leadership and innovation in identity security.
Positive Financial Performance
Total revenue for Q1 2026 was $230 million, up 23% year-over-year. Subscription revenue was $215 million, up 27% year-over-year. Adjusted operating margin was 10.2%.
New Product Offerings and AI Integration
Introduction of Harbor Pilot, an AI-powered assistant, and plans to release Agent Identity Security. These innovations aim to enhance platform capabilities and customer ease of use.
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 11, 2025 | $19.65 | $22.53 | +14.66% |
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 Sep 11, 2025, Before Open (Confirmed).
What is SailPoint, Inc. (SAIL) earnings time?
SailPoint, Inc. (SAIL) earnings time is at Sep 11, 2025, Before Open (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 (Q2) is 0.04.