We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
SailPoint, Inc. (SAIL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Read MoreHide Full Article
SailPoint, Inc. (SAIL - Free Report) reported $308.81 million in revenue for the quarter ended July 2026, representing a year-over-year increase of 16.8%. EPS of $0.09 for the same period compares to $0.07 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $310.4 million, representing a surprise of -0.51%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.08.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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:
Annual Recurring Revenue: $1.23 billion compared to the $1.22 billion average estimate based on three analysts.
SaaS Annual Recurring Revenue: $847 million versus $834.94 million estimated by three analysts on average.
Customers: 3,310 versus the two-analyst average estimate of 3,288.
Revenue- Services and other: $13.61 million compared to the $14.86 million average estimate based on four analysts. The reported number represents a change of -14.9% year over year.
Revenue- Subscription: $295.21 million compared to the $295.52 million average estimate based on four analysts. The reported number represents a change of +19.1% year over year.
Revenue- Subscription- Other subscription services: $9.67 million versus $8.89 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +46.8% change.
Revenue- Subscription- Term subscriptions: $56.2 million versus the three-analyst average estimate of $56.52 million. The reported number represents a year-over-year change of -3.3%.
Revenue- Subscription- SaaS: $193.87 million compared to the $193.85 million average estimate based on three analysts. The reported number represents a change of +33.9% year over year.
Revenue- Subscription- Maintenance and support: $35.47 million versus $36.43 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.8% change.
Gross profit- Subscription: $211.1 million versus the two-analyst average estimate of $216.45 million.
Gross profit- Services and other: $-5.72 million versus $-3.19 million estimated by two analysts on average.
Shares of SailPoint, Inc. have returned -6.7% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
View the Zacks #1 Rank List
Image: Bigstock
SailPoint, Inc. (SAIL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
SailPoint, Inc. (SAIL - Free Report) reported $308.81 million in revenue for the quarter ended July 2026, representing a year-over-year increase of 16.8%. EPS of $0.09 for the same period compares to $0.07 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $310.4 million, representing a surprise of -0.51%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $0.08.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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:View all Key Company Metrics for SailPoint, Inc. here>>>
Shares of SailPoint, Inc. have returned -6.7% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.