earnings
confidence high
sentiment positive
materiality 0.80
SailPoint Q1 ARR up 30% to $925M; raises FY2026 guidance above prior forecasts
SailPoint, Inc.
2026-Q1 EPS
reported -$0.42
vs consensus $0.08
▼ miss
(-617.9%)
- ARR $925M (+30% YoY); SaaS ARR $574M (+39% YoY).
- Total revenue $230M (+23% YoY); subscription revenue $215M (+27% YoY).
- GAAP operating loss $(185)M vs $(68)M YoY; adjusted income $24M (10% margin).
- Q2'26 ARR guidance $963-967M; FY'26 ARR guidance raised to $1,095-1,105M.
- FY'26 revenue guidance raised to $1,034-1,044M; adjusted EPS $0.16-$0.20.
item 2.02item 9.01