secwatch.observer — SEC 8-K summary
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Issuer:     SailPoint, Inc. (SAIL)
CIK:        0002030781
Form:       8-K
Filed at:   2025-09-09T23:59:59+00:00
Accession:  0002030781-25-000031
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SailPoint Q2 FY26 beats guide; ARR up 28% to $982M; raises full-year outlook
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- Total ARR $982M (+28% YoY); SaaS ARR $623M (+37% YoY); total revenue $264M (+33% YoY).
- GAAP operating loss improved to ($41M) from ($66M); adjusted ops income $54M (20% margin) vs $21M (11%).
- Cash from operations $50M, free cash flow $46M; record quarterly cash flow.
- FY26 guide raised: ARR $1,105-1,115M (prev $1,095-1,105M), revenue $1,052-1,058M, adj. EPS $0.20-0.22.
- CEO Mark McClain: results exceeded all guided metrics; strong demand in AI era identity security.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2030781/000203078125000031/0002030781-25-000031-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2030781/000203078125000031/sail-20250909.htm
  HTML page:      https://secwatch.observer/filing/0002030781-25-000031

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