Business
SailPoint Announces Fiscal Second Quarter 2026 Results
Grew ARR 28% year-over-year to $982 millionIncreased SaaS ARR 37% year-over-year to $623 millionDelivered cash flows from operating activities of $50 million,
About this update from Sailpoint, Inc.
[{"type":"text","content":"Grew ARR 28% year-over-year to $982 millionIncreased SaaS ARR 37% year-over-year to $623 millionDelivered cash flows from operating activities of $50 million, and free cash flow of $46 million AUSTIN, Texas, Sept. 09, 2025 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced financial results for its fiscal second quarter ended July 31, 2025. \"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. We are seeing strong continued demand for our comprehensive, intelligent approach to secure humans and machines in the AI era,\" said Mark McClain, SailPoint CEO and Founder. \"Identity security is center stage in enterprise security, and our strategy is clearly working. As a result, we are raising our guidance for the full year across all metrics.\" Fiscal 2026 Second Quarter Financial Highlights Annual Recurring Revenue (ARR): Total ARR was $982 million, an increase of 28% year-over-year. SaaS ARR was $623 million, an increase of 37% year-over-year.Revenue: Total revenue was $264 million, an increase of 33% year-over-year. Subscription revenue was $248 million, an increase of 36% year-over-year.Operating Income (Loss): GAAP operating loss was $(41) million, or (15)% of revenue, compared to $(66) million, or (33)% of revenue, in fiscal Q2 2025. Adjusted income from operations was $54 million, or 20% of revenue, compared to $21 million, or 11% of revenue, in fiscal Q2 2025. Financial Outlook For the third quarter and full year of fiscal 2026, SailPoint expects (in millions, except per share amounts and percentages): Q3’26 GuidanceFY’26 GuidancePrior FY’26 GuidanceTotal ARR$1,027 to $1,031$1,105 to $1,115$1,095 to $1,105Total ARR YoY growth %26% to 27%26% to 27%25% to 26% Total revenue$269 to $271$1,052 to $1,058$1,034 to $1,044Total revenue YoY growth %14% to 15%22% to 23%20% to 21% Adjusted income from operations$42.5 to $43.5$177 to $181$161 to $166Adjusted operating margin %15.7% to 16.2%16.7% to 17.2%15.4% to 16.1% Adjusted earnings per share (Adjusted EPS)$0.05 to $0.06$0.20 to $0.22$0.16 to $0.20 These statements regarding SailPoint’s expectations of its financial outlook are forward-looking, and actual results may differ materially. Refer to “Forward-...