SAIL SailPoint (SAIL) Q1 FY27 earnings call
SailPoint delivered robust Q1 FY27 results, driven by strong top and bottom-line growth and increasing demand for identity security in the AI era. The company's new Agentic Fabric platform, designed for nonhuman identities and real-time governance, is gaining significant traction, with its pipeline doubling in the quarter. Management remains optimistic about continued durable, profitable growth, particularly in the latter half of the year as AI-related offerings mature.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
SAIL operating KPIs by quarter
| KPI | This call Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|
| Annual recurring revenue (ARR) | $1.163BWe ended fiscal Q1 '27 with ARR of $1.163 billion an increase of 26% year-over-year, with SaaS ARR of $781 million, growing 36% year-over-year.Source: earnings call transcript | $1.231BWe finished the second quarter with ARR of $1.231 billion, up 25% year-over-year, exceeding the midpoint of our guidance by $11 million.Source: earnings call transcript | +5.8% |
| Annual recurring revenue (ARR) SaaS | $781MWe ended fiscal Q1 '27 with ARR of $1.163 billion an increase of 26% year-over-year, with SaaS ARR of $781 million, growing 36% year-over-year.Source: earnings call transcript | $847MSaaS ARR grew 36% year-over-year to $847 million.Source: earnings call transcript | +8.5% |
| Net new ARR SaaS | $35MNet new SaaS ARR was $35 million, up 5% as reported and over 30% on a constant currency basis.Source: earnings call transcript | $66MNet new SaaS ARR reached $66 million, a 34% increase from last year, underscoring the ongoing market shift toward our cloud-native solutions.Source: earnings call transcript | +88.6% |
| SaaS share of net new ARR | 92%This contributed to an increase in our SaaS mix, which accounted for 92% of net new ARR in the quarter compared to 69% in Q1 of last year.Source: earnings call transcript | 97%In fact, SaaS accounted for 97% of our net new ARR this quarter.Source: earnings call transcript | +5 pt |
| Net revenue retention rate | 113%Dollar-based net revenue retention remained robust at 113%.Source: earnings call transcript | 113%Our dollar-based net revenue retention remained robust at 113%, and our gross retention remains in the high 90s.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.