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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
Dec 11, 2025
Before Open (Confirmed)
Period Ending
2026 (Q3)
Consensus EPS Forecast
0.06
Last Year’s EPS
0
Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings

Earnings Call Summary

Q2 2026
Earnings Call Date:Sep 09, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted SailPoint's strong financial performance, with significant growth in ARR, new customer acquisitions, and high operating margins. The company is also innovating with new product offerings and strategic acquisitions. However, there were timing issues with federal sector renewals and a slight deceleration in ARR growth, which were noted as challenges.
Company Guidance
During SailPoint's Second Quarter 2026 earnings conference call, the company reported a strong financial performance with several key metrics highlighted. SailPoint achieved an annual recurring revenue (ARR) of $982 million, marking a 28% year-over-year increase, with SaaS ARR growing by 37% year-over-year. The company experienced a significant 48% increase in customers with ARR greater than $1 million, reflecting its ability to manage large-scale enterprise needs. Total revenue for the quarter increased by 33% year-over-year, reaching $264 million, while adjusted operating margins expanded by 980 basis points to 20.4%. SailPoint also generated a record $50 million in cash flow from operating activities. Looking forward, the company raised its guidance for fiscal year 2026, expecting ARR to surpass $1 billion and projecting revenue growth of 22.4% year-over-year. SailPoint aims to maintain its leadership in identity security by focusing on innovation and expanding its capabilities to address emerging challenges, including those related to AI and machine identities.
Strong Annual Recurring Revenue (ARR) Growth
SailPoint closed the quarter with $982 million in ARR, representing a 28% year-over-year increase. SaaS ARR grew by 37% year-over-year.
Expansion in Large Accounts
There was a 48% year-over-year increase in customers with ARR greater than $1 million, demonstrating strong engagement from large enterprises.
Record New Logo ARR
Q2 was SailPoint's largest new logo ARR quarter ever, primarily driven by SaaS, with a 30% increase in average ARR per new SaaS customer.
High Operating Margin and Cash Flow
Adjusted operating margins expanded by 980 basis points to 20.4%, and the company generated a record $50 million of cash flow from operating activities.
Product Innovation and Expansion
SailPoint introduced new products like SailPoint Machine Identity Security and announced the acquisition of key assets from Saviynt, expected to enhance SaaS application visibility and identity risk detection.

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
Dec 11, 2025
2026 (Q3)
0.06 / -
0
Sep 09, 2025
2026 (Q2)
0.04 / 0.07
-0.159144.03% (+0.23)
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
Sep 09, 2025
$22.39$20.66-7.73%
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 Dec 11, 2025, Before Open (Confirmed).
    What is SailPoint, Inc. (SAIL) earnings time?
    SailPoint, Inc. (SAIL) earnings time is at Dec 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 (Q3) is 0.06.
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