earnings
confidence high
sentiment positive
materiality 0.75
SailPoint Q4 ARR up 28% to $1.125B; SaaS ARR up 38% to $746M; guides FY27
SailPoint, Inc.
2026-FY EPS reported
-$0.54
revenue$1,071,416,000
- 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.