earnings
confidence high
sentiment positive
materiality 0.80
SailPoint Q2 FY27: ARR up 25% to $1.23B, revenue up 17% to $309M
SailPoint, Inc.
- Total ARR $1.231B (+25% YoY); SaaS ARR $847M (+36% YoY).
- Revenue $309M (+17% YoY); subscription revenue $295M (+19% YoY).
- GAAP operating loss $(59)M vs $(41)M; adjusted income from operations $63M vs $54M.
- AI-driven ARR exceeded $70M; RPO $1.9B (+30% YoY).
- Q3 FY27 guidance: revenue $326-330M, adjusted EPS $0.07-0.08; FY27 revenue $1,265-1,275M.