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Earnings transcript
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SAIL
SailPoint, Inc.
$20.77
2.55
(13.98%)
| Exchange: | NASDAQ |
| Market Cap: | 11.779B |
| Shares Outstanding: | 88.907M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Infrastructure | |||||
| CEO: | Mark D. McClain | |||||
| Full Time Employees: | 3229 | |||||
| Address: |
| |||||
| Website: | https://www.sailpoint.com |
SailPoint, Inc. delivers comprehensive enterprise identity security platforms to organizations across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. The company’s solutions effectively manage and secure a diverse range of identities, from human users (including employees and non-employees) to machine identities, while also governing access to sensitive data and critical applications. These offerings empower businesses to make smarter access decisions, optimize operational processes, and achieve a deeper understanding of their entire identity and access landscape. SailPoint’s primary products are Identity Security Cloud, a cloud-native, SaaS-based platform designed for managing and securing access to vital data and applications for all enterprise identities, and IdentityIQ, a powerful identity security solution hosted directly by the customer. The company was founded in Austin, Texas, in 2005.
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Revenue Segmentation
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 699,572 | 861,611 | 1,071,416 |
| Gross Profit | 422,937 | 555,878 | 690,791 |
| EBITDA | -61,652 | 47,271 | -90,590 |
| Operating Income | -332,729 | -188,734 | -307,486 |
| Net Income | -395,367 | -315,830 | -270,054 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 7,589,732 | 7,411,916 | 7,597,561 |
| Total Liabilities | 8,130,927 | 13,000,356 | 751,330 |
| Total Stockholders Equity | -541,195 | -5,588,440 | 6,846,231 |
| Total Debt | 1,586,936 | 1,046,885 | 18,081 |
| Cash and Cash Equivalents | 211,647 | 121,293 | 358,144 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | -250,354 | -106,391 | 70,580 |
| Capital Expenditure | -4,477 | -13,581 | -18,830 |
| Free Cash Flow | -254,831 | -119,972 | 51,750 |
| Net Income | -395,367 | -315,830 | -270,054 |
| Net Change in Cash | -212,586 | -94,078 | 236,996 |
(* All numbers are in thousands)
Current Key Metrics
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Strengths (preview)
- Company maintains full-time employee base and established sector positioning in industryName with reported totalAssets supporting operational scale.
- Performance metrics indicate positive perf5y trajectory relative to sector_perf5y benchmarks.
- Retained earnings and totalStockholdersEquity reflect accumulated profitability over calendarYear periods.
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Common questions about SAIL valuation
Is SailPoint, Inc. (SAIL) overvalued or undervalued right now?
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What is SAIL’s P/E ratio?
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SAIL
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13.98
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