SailPoint Inc(SAIL) - 2026 Q2 - Earnings Call Presentation

Financial Highlights - The company's Annual Recurring Revenue (ARR) reached $982 million, a 28% year-over-year growth[12] - SaaS ARR grew by 37% year-over-year, reaching $623 million[12] - Q2'26 total revenue was $264 million[12] - Adjusted subscription gross profit margin was 83% for Q2'26[12] - Adjusted operating margin was 20.4% for Q2'26[12] Customer Metrics - The company has approximately 3,105 customers[12] - The dollar-based net retention rate is 114%[12] - Customers with over $250K ARR increased by 27% year-over-year[56] - Customers with over $1 million ARR increased by 48% year-over-year[57] Future Outlook - Q3'26 ARR is projected to be between $1,027 million and $1,031 million, representing a 26% to 27% year-over-year growth[63] - Fiscal Year 2026 ARR is projected to be between $1,105 million and $1,115 million, representing a 26% to 27% year-over-year growth[63]