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SailPoint, Inc. (SAIL)
NASDAQ:SAIL
US Market
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SailPoint, Inc. (SAIL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Sep 11, 2025
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.04
Last Year’s EPS
-0.16
Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Jun 11, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a strong performance in financial metrics, ARR growth, and a robust pipeline of innovations and partnerships. However, there were notable cash usage concerns and challenges in displacing legacy systems. Overall, the positives significantly outweigh the negatives.
Company Guidance
During the SailPoint First Quarter 2026 earnings call, the company highlighted impressive financial metrics, reporting a 30% year-over-year increase in annual recurring revenue (ARR) to $925 million, with SaaS ARR growing 39%. The number of customers with ARR over $1 million surged by 62%, showcasing robust demand for their identity security solutions. SailPoint's market share in the identity governance and administration (IGA) sector reached nearly 21%, approximately five times greater than their nearest competitor. They also noted a net revenue retention (NRR) rate of 115%, with half of new bookings coming from existing customers, reflecting their strong customer loyalty and expansion within their installed base. The company's robust performance led to an increased full-year ARR guidance of $1.1 billion, up 25.5% year-over-year, indicating confidence in continued growth and market leadership.
Strong Annual Recurring Revenue (ARR) Growth
Closed the quarter with $925 million in ARR, a 30% year-over-year increase, with SaaS ARR growing 39% year-over-year.
Significant Increase in Large Customers
62% year-over-year increase in customers with ARR greater than $1 million, reflecting the company's ability to support enterprise scale and complexity.
Innovation in Identity Security
Introduction of Harbor Pilot, an AI-powered assistant, and the upcoming release of Agent Identity Security to govern digital identities, including AI agents.
Strong Financial Performance
Delivered total revenue of $230 million, up 23% year-over-year, with subscription revenue of $215 million, up 27% year-over-year. Adjusted operating margin was 10.2%.
Positive Market Position
Achieved nearly 21% market share in identity security, significantly outpacing nearest competitor, and strong partnerships with Deloitte and other firms.

SailPoint, Inc. (SAIL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SAIL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Sep 11, 2025
2026 (Q2)
0.04 / -
-0.159
Jun 11, 2025
2026 (Q1)
>-0.01 / 0.01
-0.252103.97% (+0.26)
Mar 26, 2025
2025 (Q4)
-0.01 / >-0.01
-0.43898.63% (+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
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.
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