SailPoint, Inc. (SAIL)
NASDAQ:SAIL
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Earnings Data
Report Date
Jun 09, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial positives: crossing $1.125B ARR, robust SaaS momentum (38% SaaS ARR growth), expanding margins, strong retention, healthy cash flow, clear early traction for AI-focused products (500+ transactions and 17% of net new ARR), and a sizeable migration opportunity (~$350M on-prem ARR with 2–3x uplift potential). Offsetting this, management issued conservative FY '27 guidance that down-weights near-term AI/Agentic upside, acknowledged a narrower Q4 ARR beat and some elongation in sales cycles, and noted transitional effects from the shift to SaaS that temper near-term revenue recognition and margin upside. Overall, the positives substantially outweigh the lowlights, though investors should note the conservative guide and timing risks around AI monetization.Company Guidance
Crossed $1 Billion ARR and Strong ARR Growth
Total ARR reached $1.125 billion, representing 28% year-over-year ARR growth and sustaining that 28% rate for three consecutive quarters.
Rapid SaaS Momentum
SaaS ARR reached $746 million, up 38% year-over-year; SaaS accounted for ~90% of net new ARR in Q4 and SaaS revenue grew 35% for FY '26 and 37% in Q4.
Revenue Growth and Profitability Expansion
Q4 revenue was $295 million (+23% YoY); FY revenue was $1.071 billion (+24% YoY). Adjusted operating margin expanded to 20.6% in Q4 (+160 bps YoY) and 18.1% for FY '26 (+270 bps YoY).
Strong Cash Generation
Generated $64 million cash from operations and $57 million of free cash flow in Q4 (19.5% free cash flow margin). Company expects approximately $200 million of free cash flow in FY '27.
High Retention and Customer Expansion
Gross retention at 97% and net revenue retention at 113% in Q4. SaaS customer count grew 16% YoY; ARR per SaaS customer accelerated 19% YoY to over $380,000. Closed 215 customers exceeding $1 million in ARR (up 34% YoY).
Early Traction on AI / Emerging Products
Closed more than 500 transactions tied to new innovations; emerging products more than doubled quarter-over-quarter and contributed ~17% of net new ARR in Q4. ARR from customers adopting AIS/MIS/DAS expanded >50% YoY.
Non-Human Identity Adoption
Non-human identities accounted for ~25% of SaaS identity growth in Q4 and now represent ~11% of SaaS identities under governance, validating product-market fit in the Agentic/AI identity space.
Large Migration Opportunity
Management identifies ~$350 million of on-prem/term ARR as migration opportunity; typical 2–3x ARR uplift on migration implies potential upside approaching ~$1 billion over time.
Conservative, Yet Positive Guidance with Clear SaaS Assumption
FY '27 guidance: ARR $1.361 billion (+21% YoY), revenue ~$1.265 billion (+18% YoY), adjusted operating margin ~18.5%. Q1 ARR guide $1.155 billion (+25%) and revenue $275 million (+19%). Management expects 90–95% of net new ARR from SaaS in FY '27.
SAIL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SAIL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | $14.71 | $12.47 | -15.23% |
Dec 11, 2025 | $21.02 | $21.74 | +3.43% |
Sep 09, 2025 | $22.39 | $20.66 | -7.73% |
Jun 11, 2025 | $19.65 | $22.53 | +14.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does SailPoint, Inc. (SAIL) report earnings?
SailPoint, Inc. (SAIL) is schdueled to report earning on Jun 09, 2026, Before Open (Confirmed).
What is SailPoint, Inc. (SAIL) earnings time?
SailPoint, Inc. (SAIL) earnings time is at Jun 09, 2026, Before Open (Confirmed).
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What companies are reporting earnings today?
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What is SAIL EPS forecast?
SAIL EPS forecast for the fiscal quarter 2027 (Q1) is 0.04.