earnings
confidence high
sentiment positive
materiality 0.75
SailPoint Q1 FY27: ARR up 26% to $1.16B, revenue +22%, adjusted operating margin improves to 14%
SailPoint, Inc.
- Total ARR $1,163M (+26% YoY); SaaS ARR $781M (+36% YoY).
- Total revenue $280M (+22% YoY); subscription revenue $266M (+23% YoY).
- GAAP operating loss improved to $(80)M from $(185)M; adjusted income from operations $38M (14% of revenue).
- Cash from operations $38M, free cash flow $33M.
- Guidance: Q2 total ARR $1,218-1,222M; FY total ARR $1,364-1,374M; FY adjusted EPS $0.30-0.34.