SailPoint, Inc. provides identity security solutions for enterprises across the Americas, Europe, the Middle East, Africa, and the Asia-Pacific region. Its offerings help organizations define, enforce, and automate policies, enabling them to maintain a strong security posture and meet regulatory compliance requirements.

• CEO Statement- This was a milestone year marked by scalable growth, including 28% year-over-year ARR growth and 38% SaaS ARR growth,” said Mark McClain, CEO and Founder of SailPoint. “This success reflects a market recognizing a key reality of the AI era: as enterprises become more automated, the need for a strong identity control foundation grows. 

• Our platform is uniquely designed to secure all identity types—human, machine, and AI—positioning us as a critical security backbone for AI-driven organizations and supporting long-term, sustainable growth.

• Annual recurring revenue reached $1.125 billion, rising 28% year over year, while SaaS ARR grew 38% to $746 million, reflecting strong demand and continued customer adoption across subscription-based identity security offerings globally.

• Total revenue increased 23% to $295 million, with subscription revenue contributing $281 million, up 25% year over year, highlighting consistent growth momentum driven by recurring revenue streams and expanding enterprise adoption worldwide.

• GAAP operating loss was $40 million, or 14% of revenue, compared to $30 million last year, while adjusted operating income improved to $61 million, representing 21% of revenue, demonstrating stronger operational efficiency.

• Generated $64 million in operating cash flow during fiscal Q4 2026, with free cash flow reaching $57 million, reflecting strong cash generation, disciplined spending, and the company’s continued ability to convert revenue into sustainable liquidity.