SailPoint, Inc. · SAIL · Next earnings

SailPoint, Inc. reports Tuesday, Dec 8, 2026

SAIL reports before market open with consensus EPS at — and revenue at —. Last quarter: SailPoint pairs 25% ARR growth with accelerating AI-driven adoption

Reports Before market open78 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date Dec 8, 2026 Tuesday, date estimated
Session Before market open 78 days away

Where SAIL left off: FY2027 Q2

Full report

SailPoint pairs 25% ARR growth with accelerating AI-driven adoption

EPS surprise +13.8% Reported $0.09 vs $0.08
Revenue surprise -0.5% Reported $308.8M vs $310.3M
Stock move -1.2% Event window
Subsequent drift +12.8% Up to 20 sessions

Management raised FY27 guidance to $1.38 billion ARR and $1.27 billion revenue, with adjusted operating margin targeted around 19%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Revenue timing pressure as customers move from upfront licenses to SaaS.
  • Longer sales cycles or deal slippage for large enterprise contracts.
  • Competitive pressure from identity and AI-governance vendors.
  • Greater regulatory requirements, including anticipated EU AI Act enforcement in 2027.

Questions analysts left open

  • Whether the doubled AI-driven pipeline converts into revenue on the expected timeline.
  • Whether a high SaaS mix creates full-year revenue-recognition headwinds.
  • Whether RPO acceleration reflects larger, longer-duration contracts.
  • Whether the 60% customer-spend uplift for AI-driven solutions is sustainable.

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Recent SAIL quarters

All SAIL earnings
-1.2%FY2027 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.