NASDAQ$SAIL

SailPoint Inc · Q1 2027 earnings

Q1 2027 earnings ·

Briefing

SailPoint reported 22% revenue growth and narrowed GAAP operating loss in its fiscal first quarter ended April 30, 2026.

SailPoint delivered total revenue of $280 million, up 22% year-over-year, with subscription revenue reaching $266 million. ARR grew 26% to $1,163 million while SaaS ARR increased 36% to $781 million. The company generated $38 million in operating cash flow and $33 million in free cash flow, with adjusted operating income of $38 million.

  • Total ARR reached $1,163 million, growing 26% year-over-year, while SaaS ARR hit $781 million, up 36%.
  • Revenue increased 22% to $280 million, led by 23% growth in subscription revenue to $266 million.
  • GAAP operating loss narrowed to $80 million from $185 million, and adjusted operating income rose to $38 million.
  • Operating cash flow was $38 million and free cash flow was $33 million for the quarter.

Headline financials

Total Revenue

$280M

Previous: $230M+21.6%
EPS (adj)

$0.05

Previous: -$0.42+111.9%
Total ARR

$1.16B

No prior period
SaaS ARR

$781M

No prior period
Capital Expenditures

-$969K

Previous: -$2.19M+55.8%
Free Cash Flow

$37.3M

Previous: -$190M+119.7%
Net Income

-$74.7M

Previous: -$187M+60.1%
Operating Income

-$79.8M

Previous: -$185M+56.8%
Gross Profit

$181M

Previous: $128M+41.9%
Cash & Equivalents

$391M

Previous: $228M+71.3%
Total Assets

$7.53B

Previous: $7.41B+1.5%

Revenue & EPS history

SailPoint Inc · Revenue · Quarterly

$280M

Q1 2027+21.6%vs Q1 2026
Beat estimate in 0 of 1 quarters(0%)
ActualEstimate

Forward guidance

Company provided Q2 and full-year fiscal 2027 guidance including ARR, revenue, adjusted operating income, and adjusted EPS targets.

Tailwinds

  • Q2 revenue guidance of $308-312 million implies continued double-digit growth.
  • FY2027 adjusted operating margin expected at 18.7-19.3%.
  • Full-year ARR target of $1,364-1,374 million reflects 21-22% growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 3 quarterly earnings reports · overlaid with Q1 2027

Historical avgQ1 2027

-1.6%

Avg return

Earnings day

+3.6%

Avg return

5 days after

-2.1%

Avg return

30 days after

50%

2 / 4 earnings

Positive

+5.7%

Q3 2026

Best reaction

-11.3%

Q1 2027

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-11.3%
Q3 2026+5.7%+3.8%-1.1%
Q2 2026-4.1%+5.0%+5.2%
Q1 2026+3.4%+1.9%-10.4%

Discussion

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