SAIL
SailPoint·NASDAQ
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SAIL fundamentals
SailPoint (SAIL) released its earnings on Mar 18, 2026: revenue was 294.65M (YoY +22.71%), beat estimates; EPS was 0.08 (YoY +1390.32%), missed estimates.
Revenue / YoY
294.65M
+22.71%
EPS / YoY
0.08
+1390.32%
Report date
Mar 18, 2026
SAIL Earnings Call Summary for Q4,2026
- $1B ARR Milestone: SailPoint crossed $1 billion ARR in FY 2026 with 28% growth, driven by 38% SaaS ARR expansion.
- AI-Driven Growth: Nonhuman identities now 11% of SaaS identities, with 500+ AI-related deals closed in Q4.
- Financial Strength: 18.1% adjusted operating margin, $64M Q4 cash flow, and $200M FY 2027 free cash flow guidance.
- SaaS Dominance: 90% of Q4 net new ARR came from SaaS, with 17% from emerging AI products.
- Migration Opportunity: $350M ARR up for grabs from on-prem to cloud migration, with 2-3x uplift potential.
- Competitive Edge: 97% gross retention vs legacy IGA providers, with 113% net retention rate.
EPS
Actual | 0.01 | 0.07 | 0.08 | 0.08 |
Forecast | -0.0093 | 0.0432 | 0.0595 | 0.0801 |
Surprise | +207.53% | +62.04% | +34.45% | -0.12% |
Revenue
Actual | 230.47M | 264.36M | 281.94M | 294.65M |
Forecast | 225.21M | 243.21M | 270.95M | 292.71M |
Surprise | +2.33% | +8.70% | +4.05% | +0.66% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for SailPoint year over year?What is the market's earnings forecast for SailPoint next quarter?What guidance did SailPoint's management provide for the next earnings period?What is SailPoint's latest dividend and current dividend yield?What were the key takeaways from SailPoint’s earnings call?What were the key takeaways from SailPoint's earnings call?What does SailPoint do and what are its main business segments?What factors drove the changes in SailPoint's revenue and profit?
