Earnings summaries and quarterly performance for SailPoint.
Research analysts who have asked questions during SailPoint earnings calls.
Gray Powell
BTIG
9 questions for SAIL
Also covers: ATEN, DDOG, FTNT +9 more
SE
Shaul Eyal
TD Cowen
8 questions for SAIL
Also covers: ALLT, CGNT, CHKP +14 more
BE
Brian Essex
JPMorgan Chase & Co.
7 questions for SAIL
Also covers: CHKP, CLBT, CRWD +16 more
GB
Gabriela Borges
Goldman Sachs
7 questions for SAIL
Also covers: AVPT, BIGC, BRZE +20 more
GM
Gregg Moskowitz
Mizuho
7 questions for SAIL
Also covers: CFLT, CHKP, CRWD +13 more
Saket Kalia
Barclays Capital
7 questions for SAIL
Also covers: ADBE, ADSK, ALRM +24 more
Tal Liani
Bank of America
7 questions for SAIL
Also covers: ANET, CHKP, CIEN +11 more
Jonathan Ruykhaver
Cantor Fitzgerald
6 questions for SAIL
Also covers: CRWD, FROG, GTLB +5 more
Rob Owens
Piper Sandler Companies
6 questions for SAIL
Also covers: CFLT, CHKP, CRWD +11 more
TW
Todd Weller
Stephens
6 questions for SAIL
Also covers: ZS
Peter Levine
Evercore ISI
5 questions for SAIL
Also covers: CANF, CGNT, CRWD +7 more
Joseph Gallo
Jefferies & Company Inc.
4 questions for SAIL
Also covers: AVPT, CHKP, CRWD +11 more
Keith Weiss
Morgan Stanley
4 questions for SAIL
Also covers: ADBE, APPN, BILL +19 more
Meta Marshall
Morgan Stanley
4 questions for SAIL
Also covers: ANET, AXON, BAND +30 more
PC
Patrick Colville
Scotiabank
4 questions for SAIL
Also covers: AKAM, CHKP, CRWD +16 more
JF
Joel Fishbein
Truist Securities
3 questions for SAIL
Also covers: CHKP, CRWD, ESTC +10 more
Keith Bachman
BMO Capital Markets
3 questions for SAIL
Also covers: ACN, ADBE, CHKP +16 more
MH
Matthew Hedberg
RBC Capital Markets
3 questions for SAIL
Also covers: ADSK, ALTR, BASE +28 more
Andrew Nowinski
Wells Fargo
2 questions for SAIL
Also covers: CHKP, CRWD, CYBR +14 more
BB
Ben Bollin
Cleveland Research
2 questions for SAIL
Also covers: CSCO, NTNX
JT
Joshua Tilton
Wolfe Research
2 questions for SAIL
Also covers: ADSK, ALTR, BSY +17 more
Junaid Siddiqui
Truist Securities
2 questions for SAIL
Also covers: CHKP, CVLT, CYBR +8 more
MH
Matt Hedberg
RBC
2 questions for SAIL
Also covers: GTLB, IOT, NTSK +1 more
MR
Michael Romanelli
Mizuho Securities
2 questions for SAIL
Also covers: ATEN
RO
Robbie Owens
Piper Sandler
2 questions for SAIL
Also covers: BJ, CHKP, CYBR +12 more
RL
Ryan Lancelot
Morgan Stanley
2 questions for SAIL
SK
Shrenik Kothari
Robert W. Baird & Co.
2 questions for SAIL
Also covers: CHKP, ESTC, FROG +11 more
AB
Annick Baumann
Jefferies
1 question for SAIL
Also covers: OKTA
Ethan Drake Weeks
Piper Sandler
1 question for SAIL
Also covers: FROG, VRNS
Recent press releases and 8-K filings for SAIL.
SailPoint Reports Q3 2026 Results and Provides Guidance
SAIL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SailPoint reported Q3 2026 revenue of $282 million, a 20% increase year-over-year, with Total Annual Recurring Revenue (ARR) reaching $1,040 million, up 28% year-over-year.
- The company achieved a Q3 2026 Adjusted Operating Margin of 19.8% and an Adjusted Subscription Gross Profit Margin of 82.5%.
- SailPoint maintained a Dollar-based Net Retention Rate (NRR) of 114% in Q3 2026 and grew its customer base to 1,150 customers with over $250K ARR.
- For Q4 2026, SailPoint provided guidance of Total Revenue between $290 million and $294 million and Adjusted EPS between $0.08 and $0.09.
Dec 9, 2025, 1:30 PM
SailPoint Reports Strong Q3 2026 Results, Exceeds $1 Billion ARR
SAIL
Earnings
Guidance Update
Product Launch
- SailPoint announced strong fiscal Q3 2026 results, achieving a significant milestone by surpassing $1 billion in annual recurring revenue (ARR), closing the quarter at $1.04 billion, a 28% year-over-year increase.
- SaaS ARR grew 38% year-over-year to $669 million, now representing 64% of total ARR.
- The company reported Q3 2026 revenue of $282 million, a 20% year-over-year increase, and an adjusted operating income of $56 million, or a 19.8% margin.
- SailPoint introduced a new Flex licensing model to enhance customer adoption and migration to its Identity Security Cloud, alongside strong interest in new product introductions like the machine identity solution.
- For Q4 2026, the company expects ARR of $1.122 billion (up 28% year-over-year) and revenue of $292 million (up 22% year-over-year), with an adjusted operating margin of 20.2% and adjusted EPS of $0.09.
Dec 9, 2025, 1:30 PM
SAIL Reports Strong Q3 2026 Results, Exceeds $1 Billion ARR, and Raises Full-Year Guidance
SAIL
Earnings
Guidance Update
Product Launch
- SailPoint (SAIL) achieved a significant milestone in fiscal Q3 2026, surpassing $1 billion in annual recurring revenue (ARR), closing the quarter at $1.04 billion, a 28% year-over-year increase.
- SaaS ARR grew 38% year-over-year to $669 million, representing 64% of total ARR, while Q3 2026 revenue reached $282 million, a 20% year-over-year increase.
- The company delivered adjusted operating income of $56 million (19.8% margin) and free cash flow of $49 million (17.4% margin) in Q3 2026.
- SailPoint raised its full-year 2026 ARR guidance by $12 million to $1.122 billion, projecting a 28% year-over-year increase, and anticipates FY 2026 revenue of $1.069 billion, up 24% year-over-year.
- Growth was driven by the introduction of a new Flex licensing model, continued platform modernizations from on-prem to cloud, and emerging cross-sale products, including machine identity security, which more than doubled in ARR year-over-year.
Dec 9, 2025, 1:30 PM
SailPoint Exceeds $1 Billion ARR in Q3 2026 and Raises Guidance
SAIL
Earnings
Guidance Update
Product Launch
- SailPoint achieved a significant milestone in Q3 2026, surpassing $1 billion in annual recurring revenue (ARR), closing the quarter at $1.04 billion, a 28% year-over-year increase.
- The company reported Q3 2026 revenue of $282 million, up 20% year-over-year, with subscription revenue growing 22% and a net revenue retention (NRR) of 114%.
- SailPoint introduced a new Flex licensing model and saw strong initial interest in new products launched at its Navigate conference, including SailPoint Machine Identity Solution, which is its fastest-growing launch to date.
- For Q4 2026, the company increased its ARR guidance to $1.122 billion, up 28% year-over-year, and expects revenue of $292 million, an increase of 22% year-over-year.
Dec 9, 2025, 1:30 PM
SailPoint Announces Fiscal Third Quarter 2026 Results and Full-Year Guidance
SAIL
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SailPoint, Inc. reported strong fiscal third quarter 2026 results, with total Annual Recurring Revenue (ARR) reaching $1,040 million, an increase of 28% year-over-year, and SaaS ARR growing 38% year-over-year to $669 million.
- The company's total revenue for Q3 2026 was $282 million, up 20% year-over-year, driven by a 22% increase in subscription revenue to $266 million.
- SailPoint generated $54 million in cash flows from operating activities and $49 million in free cash flow during the third quarter of fiscal 2026.
- For the full fiscal year 2026, SailPoint provided guidance expecting total ARR in the range of $1,120 to $1,124 million and total revenue between $1,067 to $1,071 million.
Dec 9, 2025, 12:09 PM
Quarterly earnings call transcripts for SailPoint.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more