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SailPoint
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Latest analysis
Updated Jun 9, 2026
SailPoint Q1 FY27: ARR grows 26% YoY to $1.163B as Agentic AI identity governance emerges as primary growth catalyst
SailPoint delivered Q1 FY27 results above the high end of all guided metrics, with total ARR of $1.163 billion (+26% YoY), SaaS ARR of $781 million (+36% YoY), and adjusted operating margin of 13.5% — 330 basis points of YoY expansion. The defining strategic development is the launch of SailPoint Agentic Fabric, a real-time governance layer for non-human identities that already accounts for 40% of new identity growth and 14% of all managed cloud identities, with the Agentic pipeline doubling quarter-over-quarter. Management raised full-year ARR guidance by $8 million to $1.369 billion and revenue guidance by $5 million to approximately $1.27 billion, signaling confidence that Agentic monetization will accelerate in the second half of FY27.
Tone: bullishRevenue
$439M
SAIL 10-K · FY 2021
Employees
1,676
Revenue FY2020
$365.3M
Founded
2005
Profile
SAIL 10-K Item 1 · Feb 28, 2022SailPoint is the leading provider of enterprise identity security solutions, offering both SaaS and on-premises software platforms that help organizations discover, manage and secure human and non-human digital identities across hybrid IT environments. The company serves 2,259 customers in 65 countries, including large commercial enterprises, financial institutions and governments. Its AI- and ML-powered platform automates identity governance, access certifications, provisioning and compliance processes at enterprise scale.
Read filing description ↓ Collapse description ↑
SailPoint Technologies Holdings, Inc. is the leading provider of enterprise identity security solutions. SailPoint's business was built by a team of visionary industry veterans to address the complex enterprise identity security challenge. For the modern enterprise, securely connecting the right people to the right technology is incredibly complex and has moved well beyond human capacity alone. SailPoint's autonomous approach helps organizations easily discover, manage and secure all identities (both human and non-human software bots) and their access to technology resources, all done at the speed and scale their business demands. We strive to meet our customers where they are, offering both software as a service ('SaaS') and software platforms, which provide organizations visibility and the intelligence required to both seamlessly empower users and securely manage their access to systems, applications and data across hybrid information technology ('IT') environments, spanning on-premises and cloud applications and file storage platforms. We help customers enable their businesses with more agile and frictionless IT, streamline and accelerate the delivery of access to their businesses, enhance their security posture and better meet compliance and regulatory requirements. Our customers include many of the world's largest and most complex organizations, including commercial enterprises, financial institutions and governments. Our solutions harness the power of AI and ML to deliver the intelligence, automation and integration needed to easily manage access across the largest, most complex cloud enterprises worldwide. Our go-to-market strategy consists of both direct sales and indirect sales through resellers and system integrators.
Primary products
- IdentityNow
- IdentityIQ
- SailPoint Identity Services
- Access Insights
- Access Modeling
- Access Risk Management
End markets
Geographies
Named customers
As of December 31, 2021, our revenue did not materially depend on any single customer.
Named competitors
“We believe we compete favorably with our competitors on the basis of all the factors above.” Competitive position, as stated in the filing
Revenue commentary · FY 2021
Total revenue grew from $365.3 million in 2020 to $439.0 million in 2021, driven primarily by subscription revenue growth, partially offset by a continued decline in perpetual license revenue as the company completed its transition to a subscription model.
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