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SailPoint, Inc. (SAIL) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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SailPoint, Inc. (SAIL - Free Report) reported $280.14 million in revenue for the quarter ended April 2026, representing a year-over-year increase of 21.6%. EPS of $0.05 for the same period compares to $0.01 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $276.25 million, representing a surprise of +1.41%. The company delivered an EPS surprise of +17.65%, with the consensus EPS estimate being $0.04.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $781 million compared to the $774.84 million average estimate based on three analysts.
  • Annual Recurring Revenue: $1.16 billion versus the three-analyst average estimate of $1.16 billion.
  • Revenue- Services and other: $14.32 million compared to the $13.75 million average estimate based on four analysts. The reported number represents a change of -5.4% year over year.
  • Revenue- Subscription: $265.82 million compared to the $262.29 million average estimate based on four analysts. The reported number represents a change of +23.5% year over year.
  • Revenue- Subscription- Other subscription services: $8.86 million versus $7.95 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +45.8% change.
  • Revenue- Subscription- Term subscriptions: $43.92 million versus the three-analyst average estimate of $44.35 million. The reported number represents a year-over-year change of +9.7%.
  • Revenue- Subscription- SaaS: $178.48 million versus $174.07 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +35.4% change.
  • Revenue- Subscription- Maintenance and support: $34.56 million compared to the $36.02 million average estimate based on three analysts. The reported number represents a change of -7.6% year over year.
  • Gross profit- Subscription: $185.6 million versus the two-analyst average estimate of $186.95 million.
  • Gross profit- Services and other: $-4.49 million compared to the $-2.54 million average estimate based on two analysts.

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

Shares of SailPoint, Inc. have returned +50.3% over the past month versus the Zacks S&P 500 composite's +0.2% 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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