earnings
confidence high
sentiment positive
materiality 0.75
SailPoint Q4 FY2025: ARR $877M (+29%), SaaS ARR $540M (+39%); guides FY26 rev $1.025-1.035B
SailPoint, Inc.
2026-FY EPS reported
-$12.91
revenue$861,611,000
- 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.