What is the revenue and EPS growth rate for SailPoint year over year?

What were the key takeaways from SailPoint’s earnings call?

What guidance did SailPoint's management provide for the next earnings period?

What is SailPoint's gross profit margin?

What factors drove the changes in SailPoint's revenue and profit?

What were the key takeaways from SailPoint's earnings call?

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What does SailPoint do and what are its main business segments?

- **Record ARR Growth**: FY26 ARR reached $1.125 billion (+28% YoY), with SaaS ARR at $746 million (+38% YoY).
- **AI-Driven Expansion**: Nonhuman identities now account for 11% of SaaS identities, with 17% of Q4 net new ARR from AI solutions.
- **FY27 Guidance**: Targeting $1.361 billion ARR (+21% YoY) and $1.265 billion revenue (+18% YoY), driven by SaaS shift and on-prem migrations.
- **Strategic Differentiation**: 100% identity coverage vs. PAM vendors' 3-5%, positioning SailPoint as the control plane for AI-powered enterprises.
- **Financial Strength**: FY26 free cash flow of $200 million, with 19.5% free cash flow margin in Q4.

**【CEO Summary Section】**
- SailPoint crossed the $1 billion ARR threshold in FY26, with 28% overall ARR growth and 38% SaaS ARR growth.
- Nonhuman identities accounted for 11% of SaaS identities in Q4, reflecting rapid adoption of AI-driven identity solutions.
- The company emphasizes its strategic advantages: 20 years of identity expertise, data-driven precision, ecosystem integration, and customer trust.
- FY27 is positioned as the 'year of AI adoption,' with focus on expanding existing customer programs and attracting new enterprises.

**【CFO Financial Commentary】**
- Q4 ARR reached $1.125 billion, up 28% YoY, with SaaS ARR at $746 million (38% YoY growth).
- FY26 revenue was $1.071 billion (24% YoY growth), with adjusted operating margin of 18.1%.
- Q4 revenue was $295 million (23% YoY growth), and free cash flow margin was 19.5%.
- FY27 guidance: ARR of $1.361 billion (21% YoY), revenue of $1.265 billion (18% YoY), and adjusted EPS of $0.32.
- 90%+ of net new ARR in FY27 expected to come from SaaS, driven by flexible pricing models and migration from on-prem to cloud.

**【Q&A Key Highlights】**
- **ARR Growth Moderation**: Brian Carolan explained FY27 guidance reflects a conservative approach due to accelerating SaaS adoption, with 2-3x ARR uplift from on-prem migrations.
- **Emerging Products Impact**: 17% of Q4 net new ARR came from AI identity solutions (AIS, MIS, DAS), signaling early customer traction.
- **Nonhuman Identity Pricing**: Matt Mills described a 'fair use' model for AI agents, with fixed fees and overage protection, aiming to simplify adoption.
- **Sales Cycle Evolution**: Mark McClain noted a new sales motion targeting Chief AI Officers, unlocking budget outside traditional identity teams.
- **Competitive Positioning**: SailPoint's 100% identity coverage vs. PAM vendors' 3-5% coverage highlights its unique value in the agentic AI era.

SailPoint, Inc.(SAIL)-20260318-2026 Q4 Earnings call transcript

- **$1B ARR Milestone**: Q3 ARR of $1.04B (+28% YoY), with SaaS ARR at $669M (64% of total ARR).
- **Innovation Success**: Machine Identity Security fastest-growing product, with cross-sell ARR up >100% YoY.
- **Financial Strength**: Q3 revenue $282M (+20% YoY), adjusted operating margin 19.8%, free cash flow $49M.
- **Guidance Raise**: FY2026 ARR guidance increased to $1.122B (+28% YoY), Q4 ARR growth expected at 30%.
- **Competitive Edge**: Unique combination of breadth (all identity types) and depth (entitlement context) vs. competitors.
- **Customer Expansion**: NRR 114% driven by cross-sell, with 85% of on-prem base still to migrate to SaaS.


**【CEO Summary Section】**
- SailPoint surpassed $1 billion in Annual Recurring Revenue (ARR) for the first time in Q3 FY2026, driven by a 28% year-over-year increase in ARR to $1.04 billion.
- Emphasized the shift to 'real-time adaptive identity' security, integrating identity, data, and security intelligence to address expanding threat landscapes.
- Highlighted rapid adoption of new products, including SailPoint Machine Identity Security (fastest-growing launch to date) and SailPoint Agent Identity Security, with cross-sell ARR growing more than 100% year-over-year.
- Introduced a flex licensing model to simplify customer adoption and accelerate time-to-value, with over half of platform modernizations including emerging cross-sell products.
- Highlighted confidence in the pipeline, with strong engagement across new and existing customers, and a focus on long-term growth through innovation and strategic differentiation.

**【CFO Financial Commentary】**
- Q3 revenue of $282 million, up 20% year-over-year, with subscription revenue growing 22%.
- Adjusted operating income of $56 million (19.8% margin), driven by disciplined expense management and higher term subscription revenue.
- Free cash flow of $49 million (17.4% margin), reflecting strong cash generation.
- Increased FY2026 ARR guidance to $1.122 billion (28% YoY growth), with Q4 ARR expected to grow 30% year-over-year.
- Q4 revenue guidance of $292 million (22% YoY growth), with adjusted EPS of $0.09 and operating margin of 20.2%.

**【Q&A Key Highlights】**
- **New Product Adoption**: Flex licensing model and Accelerated Application Management (SAAM) tool are accelerating greenfield and cross-sell opportunities, with 40% attach rate for new SaaS customers.
- **Pipeline Strength**: Q3 bookings for all new products introduced at Navigate conference, with strong interest in Agentic Identity Security and Observability & Insights.
- **Competitive Position**: Differentiated by breadth (human, machine, agent identities) and depth (entitlement context), with over 100,000 application integrations vs. competitors' sub-100.
- **AI Integration**: Internal AI adoption is a competitive advantage, with Harbor Pilot (AI-driven admin tool) and real-time identity governance capabilities.
- **SaaS Migration**: 15% of on-prem base migrated to Identity Security Cloud, with 2-3x ARR uplift, and 85% remaining opportunity.
- **Customer Expansion**: Net Revenue Retention (NRR) of 114% driven by cross-sell of Non-Employee Risk Management, Machine Identity Security, and Data Access Security.


SailPoint, Inc. (SAIL) Q3 2026 Earnings Call Transcript

- **ARR Growth Record**: Q2 ARR $982M (+28% YoY), SaaS ARR +37% YoY, largest new logo ARR quarter ever.
- **AI Agent Security Lead**: Launched Agent Identity Security to govern AI workflows, addressing 125M+ identities with 37% YoY non-human growth.
- **Financial Strength**: 20.4% operating margin, $50M cash flow, and FY2026 ARR guidance raised to $1.11B (+26.6% YoY).
- **Strategic Wins**: Largest deal with 20:1 machine-to-human ratio, 48% increase in >$1M ARR customers, and 100% federal renewals.
- **Market Differentiation**: 20-year identity data scale vs competitors (e.g., 125M+ vs 8M identities), leading to 40% add-on module attach rate.

**【CEO Summary Section】**
- **ARR Growth**: Fiscal Q2 2026 ARR reached $982 million, up 28% year-over-year, with SaaS ARR growing 37% YoY. Customers with ARR >$1M increased 48% YoY.
- **Market Shift**: Transitioning from static admin-time controls to real-time identity security for AI agents. Launched SailPoint Agent Identity Security at Navigate 2026 to govern AI workflows.
- **Product Innovations**: Introduced SailPoint Accelerated Application Management for rapid app governance and onboarded Savvy assets for enhanced SaaS visibility. Machine Identity Security ARR doubled YoY.
- **Customer Wins**: Largest deal with a Forbes Global 2000 auto manufacturer, modernizing governance across 20:1 machine-to-human identities.

**【CFO Financial Commentary】**
- **Revenue Performance**: Q2 revenue $264 million (+33% YoY), driven by 33% SaaS growth. Adjusted operating margin 20.4% (vs 10.6% prior year), with $50M operating cash flow.
- **Guidance Updates**: Q3 ARR target $1.029B (+26.5% YoY), FY2026 ARR $1.11B (+26.6% YoY). Revenue guidance raised to $1.055B (+22.4% YoY), operating income $179M (+17% margin).
- **Federal Dynamics**: $7M term renewal timing shift from Q3 to Q2, contributing to Q2 upside. 100% federal renewals with no ARR impact.

**【Q&A Highlights】**
- **ARR Growth Drivers**: 30% YoY increase in avg ARR per new SaaS customer, 40% attach rate for add-on modules (vs 25% prior year). Emerging modules ARR doubled YoY.
- **Machine Identity Security**: 125M+ identities managed, including 37% YoY growth in non-human identities. Solutions address discovery, ownership, and lifecycle governance for machines.
- **Competitive Landscape**: Strong win rates vs legacy IGA players. New entrants focus on converged platforms but lack scale (e.g., 8M vs SailPoint's 125M+ identities).
- **AI Agent Strategy**: Agent Identity Security integrates identity, data, and security contexts to govern AI workflows. Launches at Navigate with real-time authorization for subagents.
- **SaaS Migration**: 86% of Q2 net new ARR from SaaS, with record new logo ARR. Customers migrating for Agentic readiness and entitlement explosion management.

SailPoint, Inc. (SAIL) Q2 2026 Earnings Call Transcript

- **ARR Growth Accelerates**: 30% YoY ARR growth ($925M) driven by 39% SaaS ARR expansion and 62% increase in $1M+ customers.
- **Market Leadership Solidifies**: 21% IGA market share vs. 5x nearest competitor, displacing legacy solutions in 50% of new deals.
- **Innovation Differentiation**: 
  - Machine Identity Security wins with Fortune 500 manufacturer and 25 retailer
  - Agent Identity Security planned Q4 2026 release
  - AI-powered Harbor Pilot automates 62% of identity workflows
- **Financial Strength**: 23% revenue growth, 10.2% operating margin, $228M cash, and FY26 ARR guidance raised by $20M.
- **Customer Expansion**: 115% NRR driven by 30%+ module upsell (MIM, NERM, DAS) and 2-3x SaaS migration uplift.

**【CEO Summary Section】**
- **ARR Growth**: Q1 2026 ARR reached $925 million, up 30% YoY, with SaaS ARR growing 39% YoY. Customers with ARR >$1M increased 62% YoY.
- **Market Leadership**: 21% IGA market share, 5x nearest competitor. Enterprise-class governance drives share gains over legacy and niche players.
- **Innovation Focus**: 
  - **Machine Identity Security**: Fortune 500 manufacturer expanded to manage service accounts; Fortune 25 retailer adopted full suite with MIM.
  - **Agent Identity Security**: Planned Q4 2026 release to govern AI agents alongside human/machine identities.
  - **Harbor Pilot AI**: Delivers real-time insights (e.g., role entitlement analysis) and automates workflows, acting as a "digital employee".
  - **Atlas Platform**: Unified intelligence layer for entitlement-level risk modeling and proactive threat detection.
- **Customer Expansion**: 50% of ARR growth from existing customers; NRR 115% driven by suite upgrades, migrations, and module upsells.

**【CFO Financial Commentary】**
- **Q1 Results**: 
  - Total Revenue: $230M (+23% YoY)
  - Subscription Revenue: $215M (+27% YoY)
  - Adjusted Gross Margin: 76.3%
  - Adjusted Operating Margin: 10.2%
- **Guidance Update**: 
  - FY26 ARR: $1.1B (+25.5% YoY vs. prior 23.2%)
  - FY26 Revenue: $1.039B (+21% YoY)
  - Q2 ARR: $965M (+26% YoY vs. consensus 23.5%)
- **Financial Strength**: 
  - $228M cash, no debt
  - Adjusted operating margin expansion from 9.5% to 15.7% YoY

**【Q&A Highlights】**
1. **Machine Identity Pricing**: Value-based, not fixed. Pricing reflects complexity of governing access vs. just authenticating machines.
2. **Macro Impact**: No material impact on demand. Identity security remains top priority for CIOs/CISOs.
3. **Customer Migration**: 2-3x ARR uplift from on-prem to SaaS migrations. 30% of ARR growth from new customers displacing legacy solutions.
4. **Agent Identity Security**: Will coexist with other vendors focused on authentication. SailPoint focuses on authorization and entitlement governance.
5. **Partner Dynamics**: Accenture remains top partner. Deloitte alliance enables AI agent governance at scale.


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%

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%

SAIL

SAIL fundamentals

SAIL Q4 2026 Earnings

Earnings Call

You can ask Aime

SAIL

SAIL fundamentals

SAIL Q4 2026 Earnings

Earnings Call

SAIL Earnings Call Summary for Q4/20268:30 AM on Mar 18, 2026

SAIL Earnings Call Summary for Q3/20268:30 AM on Dec 9, 2025

SAIL Earnings Call Summary for Q2/20268:30 AM on Sep 9, 2025

SAIL Earnings Call Summary for Q1/20268:30 AM on Jun 11, 2025

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