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no customer data compromised","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["Unauthorized access to GitHub repos detected April 20; incident terminated and root cause (third-party app vulnerability) remediated.","Investigation, supported by third-party cybersecurity firm, found no evidence of access to customer data in production/staging environments.","No service interruption; customers directly notified, no additional actions required."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":112033,"accession_number":"0001628280-26-019034","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K","filed_at":"2026-03-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SailPoint Q4 ARR up 28% to $1.125B; SaaS ARR up 38% to $746M; guides FY27","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total ARR $1.125B (+28% YoY); SaaS ARR $746M (+38% YoY).","Q4 revenue $295M (+23%); subscription revenue $281M (+25%); GAAP operating loss $(40)M; adjusted income $61M (21% margin).","FY2026 total revenue $1.071B (+24%); GAAP operating loss $(307)M; adjusted income $194M (18% margin); free cash flow $57M in Q4.","FY2027 guidance: ARR $1.356-1.366B (+21% YoY); total revenue $1.26-1.27B; adjusted EPS $0.30-0.34."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":1071416000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":128669,"accession_number":"0002030781-25-000048","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SailPoint surpasses $1B ARR; raises FY2026 guidance on strong SaaS growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR grew 28% YoY to $1,040M; SaaS ARR up 38% YoY to $669M.","Total revenue $282M (+20% YoY); GAAP operating loss $(42)M vs $(24)M; adjusted ops income $56M (20% margin).","Cash from ops $54M; free cash flow $49M.","Raised FY2026 guidance: ARR $1,120-$1,124M (prev $1,105-$1,115M); revenue $1,067-$1,071M (prev $1,052-$1,058M).","Adjusted EPS guidance raised to $0.22-$0.23 from $0.20-$0.22."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":776769000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145423,"accession_number":"0002030781-25-000038","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K","filed_at":"2025-09-24T23:59:59+00:00","items":["5.02","7.01"],"status":"ready","headline":"SailPoint board chair Kristen Weston resigns; Thoma Bravo names Nabil Hamade; William Bock to become new chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kristin Weston resigns as director and Chair of the Board, effective October 31, 2025; not due to any disagreement.","Thoma Bravo designates Nabil Hamade to fill the board vacancy, effective October 31, 2025.","William Bock, current Audit Committee Chair, is expected to be appointed as the next Chair of the Board upon Weston's departure.","Mr. Hamade will not serve on any board committees and will not receive compensation for his board service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145422,"accession_number":"0002030781-25-000031","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K","filed_at":"2025-09-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SailPoint Q2 FY26 beats guide; ARR up 28% to $982M; raises full-year outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total ARR $982M (+28% YoY); SaaS ARR $623M (+37% YoY); total revenue $264M (+33% YoY).","GAAP operating loss improved to ($41M) from ($66M); adjusted ops income $54M (20% margin) vs $21M (11%).","Cash from operations $50M, free cash flow $46M; record quarterly cash flow.","FY26 guide raised: ARR $1,105-1,115M (prev $1,095-1,105M), revenue $1,052-1,058M, adj. EPS $0.20-0.22.","CEO Mark McClain: results exceeded all guided metrics; strong demand in AI era identity security."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":494827000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163811,"accession_number":"0001213900-25-058442","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K","filed_at":"2025-06-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"SailPoint enters $250M revolving credit facility, replaces prior credit agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $250M revolving credit facility, matures five years from June 25, 2025.","Interest: Term SOFR + 1.50%-2.50% or Base Rate + 0.50%-1.50%, based on First Lien Net Leverage Ratio.","Requires total net leverage ratio ≤4.00x (can increase to 4.50x for material acquisitions).","Facility includes $10M letter-of-credit sublimit; lenders include Morgan Stanley, Goldman Sachs, JPMorgan.","Replaces prior credit agreement dated August 16, 2022, which was terminated on closing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163810,"accession_number":"0002030781-25-000018","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SailPoint Q1 ARR up 30% to $925M; raises FY2026 guidance above prior forecasts","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["ARR $925M (+30% YoY); SaaS ARR $574M (+39% YoY).","Total revenue $230M (+23% YoY); subscription revenue $215M (+27% YoY).","GAAP operating loss $(185)M vs $(68)M YoY; adjusted income $24M (10% margin).","Q2'26 ARR guidance $963-967M; FY'26 ARR guidance raised to $1,095-1,105M.","FY'26 revenue guidance raised to $1,034-1,044M; adjusted EPS $0.16-$0.20."],"consensus_eps_estimate":0.0811,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":230468000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181692,"accession_number":"0002030781-25-000014","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K/A","filed_at":"2025-03-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SailPoint Q4 FY2025: ARR $877M (+29%), SaaS ARR $540M (+39%); guides FY26 rev $1.025-1.035B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total ARR $877M (+29% YoY); SaaS ARR $540M (+39% YoY).","Q4 revenue $240M (+18% YoY); subscription rev $224M (+22%). GAAP op loss $30M vs $65M YoY; adj op income $46M (19.0% margin).","FY2025 revenue $862M (+23% YoY); GAAP op loss $189M (21.9% rev) vs $333M (47.6%); adj op income $133M (15.4%) vs $54M (7.8%).","Q1 FY2026 guidance: ARR $896-900M, revenue $224-226M, adj op margin 6.2-6.7%. FY2026: ARR $1,075-1,085M, revenue $1,025-1,035M, adj EPS $0.14-0.18.","Customers with >$1M ARR increased ~80% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":-12.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":861611000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181694,"accession_number":"0002030781-25-000005","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K","filed_at":"2025-03-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"SailPoint reports FY2025 ARR $877M (+29% YoY); guides FY2026 ARR $1.075-1.085B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $240M (+18% YoY); subscription revenue $224M (+22%).","GAAP operating loss improved to $30M (12.6% rev) from $65M (32.2%) in Q4 FY2024.","Adjusted income from operations $46M (19.0% margin) vs $28M (13.7%) in Q4 last year.","SaaS ARR reached $540M, up 39% YoY; customers with >$1M ARR grew ~80% YoY.","Q1 FY2026 ARR guidance $896-900M; FY2026 revenue guidance $1.025-1.035B."],"consensus_eps_estimate":null,"consensus_eps_actual":-12.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":861611000.0,"consensus_period":"2026-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181693,"accession_number":"0001193125-25-029643","cik":2030781,"company_name":"SailPoint, Inc.","ticker":"SAIL","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["1.01","3.03","5.03","5.02","9.01"],"status":"ready","headline":"SailPoint completes 60M share IPO at $23; closes Feb 14, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offered 57.5M shares by company + 2.5M by selling stockholders at $23.00/share; underwriters have 30-day option for 9M more.","Converted from Delaware LP to corporation; filed certificate of incorporation and bylaws effective Feb 12, 2025.","Entered Director Designation Agreement with Thoma Bravo granting board seats based on ownership thresholds.","Adopted Omnibus Incentive Plan and Employee Stock Purchase Plan in connection with IPO.","Entered indemnification agreements with all directors and executive officers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":9325138713.547558,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}