Jul 2026 (Q2 FY27) — Sep 9, 2026
SailPoint Q2 FY27 — Strong AI-Driven ARR Growth and Accelerated SaaS Adoption
Read the full callSailPoint (SAIL) earnings
- Jul 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
SailPoint earnings: last reported Wed, 9 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 309 | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. No quarter a year earlier is in the series, so no change is shown. | |
| Operating margin | -19.1 | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. No quarter a year earlier is in the series, so no change is shown. | |
| Net profit | -50.4 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. No quarter a year earlier is in the series, so no change is shown. |
Guidance
What management said, and what became of it
20 of 20 judged targets kept · 19 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Fiscal Q1 2027 adjusted operating margin | 11.1% | Jan 2026 | Our adjusted operating margin in Q1 was 13.5%. | Achieved |
| Fiscal Year 2027 adjusted operating margin | 18.5% | Jan 2026 | we are raising our adjusted operating margin guidance by 50 basis points to 19%. | Revised Up |
| Fiscal Year 2027 adjusted EPS | $0.32 | Jan 2026 | We expect our diluted share count to be approximately 580 million shares and adjusted EPS to be $0.32. | On Track |
19 of SailPoint, Inc.'s 39 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 36 more targets are in the full ledger.
Claimed
- Total ARR reached $1.231 billion, up 25% year-over-year, exceeding guidance midpoint by $11 million.
- SaaS ARR grew 36% year-over-year to $847 million, with SaaS net new ARR increasing 34% year-over-year to $66 million.
- AI-driven ARR crossed $70 million as of Q2, accounting for over 30% of net new ARR, well ahead of the $100 million FY-end target.
- Remaining Performance Obligation (RPO) accelerated to $1.9 billion, up 30% year-over-year, indicating strong future commitments.
- Customers adopting AI-driven solutions increased their annual spend by over 60%, demonstrating significant expansion potential.
Qualified
- A higher mix of net new SaaS ARR resulted in approximately a $5 million revenue timing headwind in Q2.
- Q3 FY27 adjusted operating margin guidance of 17.7% is lower than Q2's 20.3%.
- Acquired ARR from Entro was less than $3 million, offset by currency headwinds.
Price
$18.9 +0.80% · +$0.15
Performance −85.3% 1Y
1Y: $128.68 on 17 Oct 2025 → $18.9. High $206.06 (27 May 2026), low $17.24 (11 Sept 2026).
- Previous close
- $18.75
- 52-week range
- $17.24 – $206.06
- One year
- −85.44%
Overview
- Symbol
- SAIL
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
20 of 20 judged targets kept · 19 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Fiscal Q1 2027 adjusted operating margin | 11.1% | Jan 2026 | Our adjusted operating margin in Q1 was 13.5%. | Achieved |
| Fiscal Year 2027 adjusted operating margin | 18.5% | Jan 2026 | we are raising our adjusted operating margin guidance by 50 basis points to 19%. | Revised Up |
| Fiscal Year 2027 adjusted EPS | $0.32 | Jan 2026 | We expect our diluted share count to be approximately 580 million shares and adjusted EPS to be $0.32. | On Track |
Claimed
- Total ARR reached $1.231 billion, up 25% year-over-year, exceeding guidance midpoint by $11 million.
- SaaS ARR grew 36% year-over-year to $847 million, with SaaS net new ARR increasing 34% year-over-year to $66 million.
- AI-driven ARR crossed $70 million as of Q2, accounting for over 30% of net new ARR, well ahead of the $100 million FY-end target.
- Remaining Performance Obligation (RPO) accelerated to $1.9 billion, up 30% year-over-year, indicating strong future commitments.
- Customers adopting AI-driven solutions increased their annual spend by over 60%, demonstrating significant expansion potential.
Qualified
- A higher mix of net new SaaS ARR resulted in approximately a $5 million revenue timing headwind in Q2.
- Q3 FY27 adjusted operating margin guidance of 17.7% is lower than Q2's 20.3%.
- Acquired ARR from Entro was less than $3 million, offset by currency headwinds.
The full ledger
Open SailPoint, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 39 tracked commitments, with each call’s wording and source.
Call summaries
Apr 2026 (Q1 FY27) — Jun 9, 2026
SailPoint Q1 FY27 — Strong AI-driven growth and Agentic Fabric launch
Read the full callEvery analysed call
SailPoint earnings calls (SAIL)
Financials
What the filings say
Net profit, against the quarter before: −3063360% (quarter to jul 2026 against jun 2026).
| Line item | Sep 2025 | Oct 2025 | Dec 2025 | Jan 2026 | Mar 2026 | Apr 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 0 | 282 | 0 | 295 | 0 | 280 | 0 | 309 |
| Expenses | 0 | — | 0 | — | 0 | — | 0 | — |
| Operating profit | 0 | -42 | 0 | -40 | 0 | -80 | 0 | -59 |
| Operating margin | 9.0% | −14.8% | 8.0% | −13.6% | 14.0% | −28.5% | 16.0% | −19.1% |
| Other income | -0 | 1 | 0 | 1 | 0 | -0 | 0 | 2 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | — | 0 | — | 0 | — | 0 | — |
| Profit before tax | 0 | -41 | 0 | -39 | 0 | -80 | 0 | -57 |
| Tax rate | 25.0% | 11.8% | 22.0% | 7.2% | 27.0% | 6.7% | 25.0% | 11.8% |
| Net profit | 0 | -36 | 0 | -36 | 0 | -75 | 0 | -50 |
| EPS ($ per share) | 1.01 | -0.06 | 0.91 | — | 4.44 | -0.13 | 3.98 | -0.09 |
| Line item | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|
| Equity capital | — | 0 | 0 |
| Reserves | — | -5,588 | -251 |
| Total liabilities | — | 1,804 | 751 |
| Fixed assets | — | 23 | 35 |
| Total assets | — | 7,412 | 7,598 |
| Line item | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|
| Cash from operations | -250 | -106 | 71 |
| Cash from investing | -13 | -29 | -36 |
| Cash from financing | 50 | 41 | 202 |
| Net cash flow | -213 | -94 | 237 |
| Capital expenditure | -3 | -5 | -6 |
| Free cash flow | -253 | -112 | 65 |
SAIL revenue by segment
Software As A Service Saa S grew from 57% to 63% of revenue over the last six quarters.
| Segment | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|
| Software As A Service Saa S | 57% | 55% | 55% | 58% | 64% | 63% | +33.9% |
| Term Subscriptions Services | 17% | 22% | 23% | 22% | 16% | 18% | -3.3% |
| Maintenance | 16% | 15% | 13% | 13% | 12% | 11% | -7.8% |
| Product and Service Other | 7% | 6% | 6% | 5% | 5% | 4% | -14.9% |
| Other Subscription Services | 3% | 2% | 3% | 3% | 3% | 3% | +46.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
SAIL operating KPIs by quarter
| KPI | 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.
Revenue by region
Q2 FY2027 · share of revenue
- US 66% ↑ 1 pt
- EMEA 20% ↓ 1 pt
- Rest Of The World 13%
As SAIL cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
112 filings between Jan 6, 2026 and Oct 8, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$31.49M
101 sales by 7 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 11
- Award — granted as compensation
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| McClain Mark D. | — | $13.78M | Oct 7, 2026 |
| CAROLAN BRIAN | — | $5.03M | Oct 7, 2026 |
| Mills Matt | — | $4.92M | Oct 7, 2026 |
| Schmitt Christopher | — | $2.65M | Oct 7, 2026 |
| Payne Abby | — | $2.39M | Oct 7, 2026 |
| Gnanasambandam Chandrasekar | — | $1.97M | Oct 7, 2026 |
| REZVAN MITRA | — | $765.8K | Oct 8, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 8, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 1,168 | $23.4K |
| Oct 7, 2026 | Gnanasambandam Chandrasekar EVP Product & CTO | Sale 10b5-1 plan | 87 | $1.8K |
| Oct 7, 2026 | McClain Mark D. Chief Executive Officer | Sale 10b5-1 plan | 114,913 | $2.26M |
| Oct 7, 2026 | Mills Matt President | Sale 10b5-1 plan | 42,279 | $833.3K |
| Oct 7, 2026 | Gnanasambandam Chandrasekar EVP Product & CTO | Sale 10b5-1 plan | 22,522 | $443.9K |
| Oct 7, 2026 | Schmitt Christopher General Counsel and Secretary | Sale 10b5-1 plan | 90 | $1.8K |
| Oct 7, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 17 | $347 |
| Oct 7, 2026 | CAROLAN BRIAN Chief Financial Officer | Sale 10b5-1 plan | 203 | $4.1K |
| Oct 7, 2026 | CAROLAN BRIAN Chief Financial Officer | Sale 10b5-1 plan | 52,619 | $1.04M |
| Oct 7, 2026 | Schmitt Christopher General Counsel and Secretary | Sale 10b5-1 plan | 23,277 | $458.8K |
| Oct 7, 2026 | Mills Matt President | Sale 10b5-1 plan | 163 | $3.3K |
| Oct 7, 2026 | McClain Mark D. Chief Executive Officer | Sale 10b5-1 plan | 443 | $9.1K |
| Oct 7, 2026 | Payne Abby Chief People Officer | Sale 10b5-1 plan | 81 | $1.7K |
| Oct 7, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 4,474 | $88.2K |
| Oct 7, 2026 | Payne Abby Chief People Officer | Sale 10b5-1 plan | 20,946 | $412.8K |
| Oct 6, 2026 | Schmitt Christopher General Counsel and Secretary | Sale 10b5-1 plan | 18,631 | $377.6K |
| Oct 6, 2026 | Payne Abby Chief People Officer | Sale 10b5-1 plan | 2,170 | $45.6K |
| Oct 6, 2026 | Gnanasambandam Chandrasekar EVP Product & CTO | Sale 10b5-1 plan | 1,499 | $31.5K |
| Oct 6, 2026 | Gnanasambandam Chandrasekar EVP Product & CTO | Sale 10b5-1 plan | 11,579 | $234.7K |
| Oct 6, 2026 | Mills Matt President | Sale 10b5-1 plan | 33,842 | $685.9K |
| Oct 6, 2026 | McClain Mark D. Chief Executive Officer | Sale 10b5-1 plan | 91,986 | $1.86M |
| Oct 6, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 2,298 | $46.6K |
| Oct 6, 2026 | Schmitt Christopher General Counsel and Secretary | Sale 10b5-1 plan | 2,412 | $50.7K |
| Oct 6, 2026 | CAROLAN BRIAN Chief Financial Officer | Sale 10b5-1 plan | 3,271 | $68.8K |
| Oct 6, 2026 | Mills Matt President | Sale 10b5-1 plan | 4,381 | $92.1K |
| Oct 6, 2026 | CAROLAN BRIAN Chief Financial Officer | Sale 10b5-1 plan | 25,268 | $512.1K |
| Oct 6, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 298 | $6.3K |
| Oct 6, 2026 | McClain Mark D. Chief Executive Officer | Sale 10b5-1 plan | 11,907 | $250.4K |
| Oct 6, 2026 | Payne Abby Chief People Officer | Sale 10b5-1 plan | 16,766 | $339.8K |
| Aug 13, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 1,214 | $24.3K |
| Jul 8, 2026 | McClain Mark D. Chief Executive Officer | Sale 10b5-1 plan | 93,260 | $1.44M |
| Jul 8, 2026 | Schmitt Christopher General Counsel and Secretary | Sale 10b5-1 plan | 18,890 | $291.2K |
| Jul 8, 2026 | CAROLAN BRIAN Chief Financial Officer | Sale 10b5-1 plan | 46,002 | $709.1K |
| Jul 8, 2026 | Gnanasambandam Chandrasekar EVP Product & CTO | Sale 10b5-1 plan | 19,540 | $301.2K |
| Jul 8, 2026 | Mills Matt President | Sale 10b5-1 plan | 34,312 | $528.9K |
| Jul 8, 2026 | Payne Abby Chief People Officer | Sale 10b5-1 plan | 16,999 | $262.0K |
| Jul 8, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 3,881 | $59.8K |
| Jul 7, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 1,033 | $17.3K |
| Jul 7, 2026 | REZVAN MITRA Chief Accounting Officer | Sale 10b5-1 plan | 1,921 | $30.8K |
| Jul 7, 2026 | McClain Mark D. Chief Executive Officer | Sale 10b5-1 plan | 41,329 | $691.4K |
| Jul 7, 2026 | CAROLAN BRIAN Chief Financial Officer | Sale 10b5-1 plan | 11,353 | $189.9K |
| Jul 7, 2026 | Schmitt Christopher General Counsel and Secretary | Sale 10b5-1 plan | 8,371 | $140.0K |
| Jul 7, 2026 | Schmitt Christopher General Counsel and Secretary | Sale 10b5-1 plan | 15,569 | $249.9K |
| Jul 7, 2026 | Gnanasambandam Chandrasekar EVP Product & CTO | Sale 10b5-1 plan | 5,202 | $87.0K |
| Jul 7, 2026 | Gnanasambandam Chandrasekar EVP Product & CTO | Sale 10b5-1 plan | 9,676 | $155.3K |
| Jul 7, 2026 | McClain Mark D. Chief Executive Officer | Sale 10b5-1 plan | 76,865 | $1.23M |
| Jul 7, 2026 | Mills Matt President | Sale 10b5-1 plan | 15,205 | $254.4K |
| Jul 7, 2026 | Payne Abby Chief People Officer | Sale 10b5-1 plan | 7,533 | $126.0K |
| Jul 7, 2026 | CAROLAN BRIAN Chief Financial Officer | Sale 10b5-1 plan | 21,115 | $338.9K |
| Jul 7, 2026 | Payne Abby Chief People Officer | Sale 10b5-1 plan | 14,009 | $224.9K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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