secwatch.observer — SEC 8-K summary
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Issuer:     SailPoint, Inc. (SAIL)
CIK:        0002030781
Form:       8-K
Filed at:   2025-03-26T23:59:59+00:00
Accession:  0002030781-25-000005
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SailPoint reports FY2025 ARR $877M (+29% YoY); guides FY2026 ARR $1.075-1.085B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2030781/000203078125000005/0002030781-25-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2030781/000203078125000005/spparent-20250131x8k.htm
  HTML page:      https://secwatch.observer/filing/0002030781-25-000005

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer