secwatch.observer — SEC 8-K summary
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Issuer:     SailPoint, Inc. (SAIL)
CIK:        0002030781
Form:       8-K
Filed at:   2025-12-09T23:59:59+00:00
Accession:  0002030781-25-000048
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SailPoint surpasses $1B ARR; raises FY2026 guidance on strong SaaS growth
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2030781/000203078125000048/0002030781-25-000048-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2030781/000203078125000048/sail-20251209.htm
  HTML page:      https://secwatch.observer/filing/0002030781-25-000048

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