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SailPoint, Inc. (SAIL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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SailPoint, Inc. (SAIL - Free Report) reported $294.65 million in revenue for the quarter ended January 2026, representing a year-over-year increase of 22.7%. EPS of $0.08 for the same period compares to -$4.29 a year ago.

The reported revenue represents a surprise of +0.72% over the Zacks Consensus Estimate of $292.53 million. With the consensus EPS estimate being $0.08, the company has not delivered EPS surprise.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how SailPoint, Inc. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • SaaS Annual Recurring Revenue: $746 million versus the three-analyst average estimate of $743.91 million.
  • Annual Recurring Revenue: $1.13 billion versus $1.12 billion estimated by three analysts on average.
  • Revenue- Subscription: $280.78 million versus the three-analyst average estimate of $277.75 million.
  • Revenue- Subscription- SaaS: $169.62 million versus the three-analyst average estimate of $171.71 million.
  • Revenue- Services and other: $13.87 million versus the three-analyst average estimate of $15.4 million.
  • Revenue- Subscription- Term subscriptions: $66.03 million versus the three-analyst average estimate of $61.11 million.
  • Revenue- Subscription- Other subscription services: $8.08 million versus $7.27 million estimated by three analysts on average.
  • Revenue- Subscription- Maintenance and support: $37.06 million versus $37.66 million estimated by three analysts on average.
  • Gross profit- Subscription: $201.13 million versus $202.08 million estimated by two analysts on average.
  • Gross profit- Services and other: $-2.84 million compared to the $-2.22 million average estimate based on two analysts.

View all Key Company Metrics for SailPoint, Inc. here>>>

Shares of SailPoint, Inc. have returned -6% over the past month versus the Zacks S&P 500 composite's -1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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