earnings
confidence high
sentiment positive
materiality 0.85
SailPoint reports FY2025 ARR $877M (+29% YoY); guides FY2026 ARR $1.075-1.085B
SailPoint, Inc.
2026-FY EPS reported
-$12.91
revenue$861,611,000
- 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.