S

SailPoint Inc
NASDAQ:SAIL

Watchlist Manager
SailPoint Inc
NASDAQ:SAIL
Watchlist
Price: 19.42 USD 2.48% Market Closed
Market Cap: 10.8B USD

SailPoint Inc
Investor Relations

SailPoint Inc is a US-based company operating in Software industry. The company is headquartered in Austin, Texas. The company went IPO on 2025-02-13.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Dec 9, 2025
AI Summary
Q3 2026

ARR Milestone: SailPoint surpassed $1 billion in annual recurring revenue (ARR) for the first time, reaching $1.04 billion, up 28% year-over-year.

Revenue Growth: Q3 revenue was $282 million, an increase of 20% year-over-year, driven by strong SaaS and subscription momentum.

SaaS Momentum: SaaS ARR grew 38% year-over-year to $669 million, now comprising 64% of total ARR.

Profitability: Adjusted operating income reached $56 million (19.8% margin), and free cash flow was $49 million (17.4% margin), both exceeding guidance.

NRR & Expansion: Net revenue retention was 114%, reflecting robust cross-sell and upsell activity, with new solutions and migrations driving expansion.

Guidance Raised: Full-year ARR guidance increased by $12 million to $1.122 billion (up 28% YoY), with Q4 revenue guided at $292 million (up 22% YoY) and FY 2026 revenue at $1.069 billion (up 24% YoY).

Innovation & Product Launches: Major new products, including Agent Identity Security and Accelerated Application Management, are gaining rapid adoption and expanding SailPoint's reach.

Flex Licensing Model: New flexible licensing options are making it easier for customers to adopt and expand with SailPoint solutions, supporting migration and down-market expansion.

Key Financials
Annual Recurring Revenue
$1.04B
SaaS Annual Recurring Revenue
$669M
SaaS as % of ARR
64%
Revenue
$282M
Adjusted Operating Income
$56M
Adjusted Operating Margin
19.8%
Free Cash Flow
$49M
Free Cash Flow Margin
17.4%
Net Revenue Retention
114%
Net New ARR (Q4 Guidance)
$82M
Net New ARR (FY Guidance)
$245M
Diluted Share Count (Guidance)
565 million shares
Other Earnings Calls

Management

Mr. Mark D. McClain TTEE
Founder, CEO & Director
No Bio Available
Mr. Matthew Mills
President
No Bio Available
Mr. Brian Carolan CPA
Chief Financial Officer
No Bio Available
Mr. Christopher G. Schmitt
Executive VP, General Counsel & Secretary
No Bio Available
Ms. Abby Payne
Chief People Officer
No Bio Available
Ms. Mitra Rezvan
Chief Accounting Officer
No Bio Available
Mr. Chandra Gnanasambandam
Executive VP of Product and CTO
No Bio Available
Ms. Sreeveni Kancharla
Chief Information Officer
No Bio Available
Samantha Person
Senior Manager of Corporate Communications
No Bio Available
Ms. Wendy Wu
Chief Marketing Officer
No Bio Available

Contacts

Address
TEXAS
Austin
11120 Four Points Drive, Suite 100
Contacts
+15123462000
www.sailpoint.com