SailPoint Earnings Call Transcripts
Fiscal Year 2026
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ARR grew 28% year-over-year to $1.125 billion, with SaaS ARR up 38% and strong adoption of AI-driven identity solutions. FY 2027 guidance projects 21% ARR growth, continued SaaS momentum, and $200 million in free cash flow.
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Surpassed $1B in ARR with 28% year-over-year growth and strong SaaS momentum. New product launches and the Flex licensing model drove robust cross-sell and migrations, while guidance for Q4 and FY 2026 was raised, reflecting confidence in continued growth.
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Q2 saw 28% ARR growth and 33% revenue growth, with record new logo wins and strong SaaS momentum. Guidance for FY26 was raised across ARR, revenue, and margins, supported by robust demand, product innovation, and resilient market conditions.
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ARR grew 30% year-over-year to $925M, with SaaS ARR up 39% and strong customer expansion. Revenue and margins exceeded guidance, and full-year outlook was raised, reflecting robust demand, innovation in AI and machine identity, and continued market share gains.
Fiscal Year 2025
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Identity management is evolving to address both human and non-human identities, with innovation focused on agent and machine security. Strong SaaS ARR growth and high retention rates support a strategy centered on large enterprises, with new product launches and platform enhancements planned to address emerging security challenges.
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Strong Q2 results featured record ARR and revenue growth, robust federal renewals, and a balanced mix of new and existing customer expansion. Major product launches, including Agentic AI and accelerated onboarding, are set for the upcoming Navigate conference, supporting continued growth and innovation.
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ARR grew 29% to $877M in FY2025, with SaaS ARR up 39% and strong margin expansion. FY2026 guidance calls for 23% ARR growth and continued SaaS transition, with new AI and machine identity modules driving innovation and customer expansion.