Inferra AI / Company / SAIL
Sailpoint, Inc.
SAIL · Information Technology
Last earnings Sep 9, 2026
Key results
Free cash flowquarter
$46 million
free cash flow of $46 million
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
Recurring revenuequarter
$982 million
Fiscal 2026 Second Quarter Financial Highlights Annual Recurring Revenue (ARR) Total ARR was $982 million, an increase of 28% year-over-year.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
Total revenuequarter
$264 million
Revenue Total revenue was $264 million, an increase of 33% year-over-year.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
Subscription revenuequarter
$248 million
Subscription revenue was $248 million, an increase of 36% year-over-year.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
AI analysis
Q2 2026 · reported Sep 9, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Segment mix
Business-unit revenue, as stated
Segment revenue figures as stated in the event record.
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Free cash flow | $46 million | — | — |
| Recurring revenue | $982 million | — | — |
| Total revenue | $264 million | — | — |
| Subscription revenue | $248 million | — | — |
Guidance · company-stated
Direction: Raised
“As a result, we are raising our guidance for the full year across all metrics.”
Classified from the release's primary full-year outlook statement.
Cash flow & capex
Capital allocation
We believe information regarding free cash flow provides investors and others with an important perspective on the cash available to make strategic acquisitions and investments, to fund ongoing operations, and to fund other capital expenditures.
Free cash flow can be volatile and is sensitive to many factors, including changes in working capital and timing of capital expenditures.
Event summary
SailPoint delivered strong second quarter results that exceeded all previously guided metrics, driven by 37% year-over-year SaaS ARR growth and record cash flow from operations
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Company outlook — Raised (“raising”)
“As a result, we are raising our guidance for the full year across all metrics.”
Classified from the release's primary full-year outlook statement.
Capital allocation
We believe information regarding free cash flow provides investors and others with an important perspective on the cash available to make strategic acquisitions and investments, to fund ongoing operations, and to fund other capital expenditures.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
Free cash flow can be volatile and is sensitive to many factors, including changes in working capital and timing of capital expenditures.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
Credit Agreement and Debt 2025 Credit Agreement On June 25, 2025, the Company entered into a credit agreement (the "2025 Credit Agreement") that provides for a five -year $ 250.0 million secured revolving credit facility, including a letter of credit sub-facility of up to $ 10.0 million (the "2025 Revolving Credit Facility").
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
The 2025 Revolving Credit Facility matures on June 25, 2030.
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
All obligations under the 2025 Revolving Credit Facility are unconditionally guaranteed by the Company and each Restricted Subsidiary other than any Excluded Subsidiary (each, as defined in the 2025 Credit Agreement) and are supported by a security interest in substantially all of the borrowers' and guarantors' tangible and intangible assets (subject to permitted liens).
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
The Company may voluntarily repay and reborrow outstanding loans under the 2025 Revolving Credit Facility at any time without a premium or a penalty.
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
Strategy & priorities
Identity security is center stage in enterprise security, and our strategy is clearly working.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
We believe information regarding free cash flow provides investors and others with an important perspective on the cash available to make strategic acquisitions and investments, to fund ongoing operations, and to fund other capital expenditures.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
Although we exclude equity-based compensation expense from our non-GAAP measures, equity-based compensation has been, and will continue to be, an important part of our compensation strategy and a significant component of our expenses and may increase in future periods.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
Forward-Looking Statements This press release and statements made during the above referenced conference call may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding our strategy, future operations, financial position, prospects, plans and objectives of management, growth rate and our expectations regarding future revenue, operating income or loss, or earnings or loss per share.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
The CODM utilizes GAAP and non-GAAP measures of profit and loss for evaluating the Company's overall performance and informing resource allocation to support strategic priorities.
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
Risks & headwinds
These forward-looking statements are not guarantees of future performance, but are based on management s current expectations, assumptions, and beliefs concerning future developments and their potential effect on us, which are inherently subject to uncertainties, risks, and changes in circumstances that are difficult to predict.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
New risks and uncertainties emerge from time to time, and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this press release or made during the above referenced conference call.
SEC original ↗Sailpoint, Inc. — Earnings release (8-K exhibit)EX-99Sep 9, 2025
Legal Proceedings 40 Item 1A.
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
Litigation Claims and Assessments The Company is subject to claims and suits that may arise from time to time in the ordinary course of business.
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
Although the outcome of these legal proceedings cannot be predicted with certainty and no assurances can be provided, based upon current information, the Company does not believe the liabilities, if any, which may ultimately result from the outcome of such matters, individually or in the aggregate, will have a material adverse impact on these condensed consolidated financial statements.
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
Because forward-looking statements relate to the future, they involve substantial risks and uncertainties, and you should not rely upon forward-looking statements as predictions of future events or place undue reliance thereon.
SEC original ↗Sailpoint, Inc. — 10-Q Quarterly report10-QSep 10, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
21 documents- Q2 2026
- 10-QSAIL
Sep 10, 2026
- 8-KSAIL
Sep 9, 2026
- Q1 2026
- 8-KSAIL
Jun 12, 2026
- 8-KSAIL
Jun 10, 2026
- 10-QSAIL
Jun 10, 2026
- 8-KSAIL
Jun 9, 2026
- 8-KSAIL
May 8, 2026
- Q4 2025
- 10-KSAIL
Mar 19, 2026
- 8-KSAIL
Mar 18, 2026
- Q3 2025
- 10-QSAIL
Dec 10, 2025
- 8-KSAIL
Dec 9, 2025
- Q2 2025
- 8-KSAIL
Sep 24, 2025
- 10-QSAIL
Sep 10, 2025
- 8-KSAIL
Sep 9, 2025
- Q1 2025
- 8-KSAIL
Jun 26, 2025
- 10-QSAIL
Jun 12, 2025
- 8-KSAIL
Jun 11, 2025
- Q4 2024
- 8-K/ASAIL
Mar 31, 2025
- 10-KSAIL
Mar 27, 2025
- 8-KSAIL
Mar 26, 2025
- 8-KSAIL
Feb 19, 2025
Earnings releases
8 documentsPresentations
0 documentsNo presentations for Sailpoint, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Sailpoint, Inc. are held in this edition of the library.
Mentioned by
3 companiesOther tracked companies whose held documents mention Sailpoint, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“ the modernization process. ▪ Completed the acquisition of Entro Security, which enhances SailPoint’s holistic identity security solution that bridges broad… …ability to maintain our corporate culture; our ability to successfully introduce, use, and ”
“well as acquisition-related costs and severance of certain key executives, if applicable. SailPoint has not reconciled … …unified, real-time approach empowers many of the world's largest enterprises to harness the potential of artificial intelligence”
“well as acquisition-related costs and severance of certain key executives, if applicable. SailPoint has not reconciled … …ability to maintain our corporate culture; our ability to successfully introduce, use, and integrate artificial intelligence (AI”
See also the earnings calendar for every tracked company’s next earnings date.