earnings
confidence high
sentiment positive
materiality 0.80
SailPoint surpasses $1B ARR; raises FY2026 guidance on strong SaaS growth
SailPoint, Inc.
2026-Q3 EPS reported
-$0.48
revenue$776,769,000
- ARR grew 28% YoY to $1,040M; SaaS ARR up 38% YoY to $669M.
- Total revenue $282M (+20% YoY); GAAP operating loss $(42)M vs $(24)M; adjusted ops income $56M (20% margin).
- Cash from ops $54M; free cash flow $49M.
- Raised FY2026 guidance: ARR $1,120-$1,124M (prev $1,105-$1,115M); revenue $1,067-$1,071M (prev $1,052-$1,058M).
- Adjusted EPS guidance raised to $0.22-$0.23 from $0.20-$0.22.