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SailPoint Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Dec, 2025
Executive summary
Achieved $1.04 billion in ARR in Q3 2026, up 28% year-over-year, with SaaS ARR growing 38% to $669 million and now representing 64% of total ARR.
Q3 2026 revenue reached $282 million, up 20% year-over-year, with subscription revenue up 22% to $266 million.
Net revenue retention rate remained strong at 114%, and customer base expanded to 3,170.
Completed IPO in February 2025, raising $1.25 billion in net proceeds, repaid all outstanding Term Loans, and Thoma Bravo remains controlling shareholder.
Recognized as a leader in identity governance by major industry analysts in 2024 and 2025.
Financial highlights
Adjusted operating income was $56 million (19.8%–20% margin), exceeding guidance; adjusted EPS was $0.08, while GAAP net loss per share was $(0.06).
Adjusted gross profit margin was 77.9%–78%; adjusted subscription gross profit margin was 82.5%.
Free cash flow for the quarter was $49 million (17.4% margin); cash and cash equivalents at quarter-end were $298 million.
GAAP net loss for the quarter was $36 million, a significant improvement from the prior year.
Outlook and guidance
Raised full-year 2026 ARR guidance to $1.120–$1.124 billion, up 28% year-over-year.
Full-year 2026 revenue guidance is $1.067–$1.071 billion (24% year-over-year growth), with adjusted operating margin of 17.9%–18.1% and adjusted EPS of $0.22–$0.23.
Q4 2026 revenue expected at $290–$294 million (21–22% year-over-year growth), with adjusted operating margin of 19.9%–20.5% and adjusted EPS of $0.08–$0.09.
Diluted share count expected to be approximately 565 million.
What drove the FY26 guidance increase?
SaaS ARR growth vs. maintenance decline impact?
Future equity compensation expense outlook?
Quantify flex licensing's impact on customer growth
What is SailPoint's competitive moat against new IGA entrants?
Describe Observability & Insights' SOC integration strategy
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Frequently asked questions
SailPoint Inc is a U.S.-based software company specializing in identity security solutions. The company provides cloud-based and on-premise software that helps organizations manage user access, compliance, and security across various IT environments. Its platform includes capabilities such as identity governance, access certification, role management, and password management. SailPoint serves enterprises across multiple industries, including healthcare, finance, and government. The company is headquartered in Austin, Texas, and was formerly listed on the NYSE before being acquired and taken private.
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