SailPoint, Inc.
sailpoint.comWhat Do They Do?
Sells cloud-based and customer-hosted software that helps enterprises and government organizations manage employee, machine, and AI-agent access to systems and data.
10-K for FY2026, filed Mar 19, 2026SailPoint, Inc. (together with its consolidated subsidiaries, as appropriate, “SailPoint,” the “Company,” “our,” or “we”) delivers…View ↗
During our 20-year history, we have continuously evolved our offerings to address the most pressing challenges in identity security. We…View ↗
Our customers include many of the world’s largest and most complex organizations, including large enterprises across all major verticals…View ↗
How Do They Make Money?
Customers pay for cloud software access and related support through subscription contracts, typically invoiced in advance in annual installments. They also buy term software licenses, maintenance and support, and configuration, optimization, and training services.
10-K for FY2026, filed Mar 19, 2026Subscription revenue consists of (i) fees for access to, and related support for, the SaaS offerings, (ii) fees for term subscriptions to…View ↗
Subscription arrangements generally have a term of three years and are non-cancellable. The Company typically invoices the customer in…View ↗
Services and other revenue consist primarily of fees from professional services provided to customers and partners to configure and…View ↗
-
10-K for FY2026, filed Mar 19, 2026
FY2026 revenue by product or service ↗
$1.1B
-
10-K for FY2026, filed Mar 19, 2026
$1.1B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
SaaS
Recurring
10-K for FY2026, filed Mar 19, 2026 |
56% |
SaaS, FY2026
$602.1M Sources
|
Recurring |
|
Maintenance
Recurring
10-K for FY2026, filed Mar 19, 2026 |
14% |
Maintenance, FY2026
$150.9M Sources
|
Recurring |
|
Term subscriptions
Mix
10-K for FY2026, filed Mar 19, 2026 |
21% |
Term subscriptions, FY2026
$229.3M Sources
|
Mix |
|
Other subscription services
Recurring
|
2.6% |
Other subscription services, FY2026
$27.9M Sources
|
Recurring |
|
Services and other
Mix
|
5.7% |
Services and other, FY2026
$61.2M Sources
|
Mix |
Who Are Their Customers?
Large enterprises and government organizations buy SailPoint's solutions directly through its sales teams or through channel partners, including system integrators, technology partners, managed service providers, and resellers.
10-K for FY2026, filed Mar 19, 2026Our customers include many of the world’s largest and most complex organizations, including large enterprises across all major verticals…View ↗
We have a diverse global customer base with approximately 3,235 organizations in more than 65 countries as of January 31, 2026. Our…View ↗
We sell our solutions primarily through our direct sales organization, which is comprised of field and digital sales personnel, as well as…View ↗
Partners constitute an essential part of our selling model. We have established a model designed to create zero conflict, and typically…View ↗
Do Revenues Turn Into Profits?
Not on paper. It lost $270.1M in FY2026, but brought in more cash than it spent: $64.6M of free cash flow.
10-K for FY2026, filed Mar 19, 2026
−$307.5MView ↗
10-K for FY2026, filed Mar 19, 2026
−$270.1MView ↗
10-K for FY2026, filed Mar 19, 2026
$64.6MView ↗
How Are They Changing?
- Net income
-
Sources
10-Q for Q2 FY2027, filed Sep 10, 2026
−$50.4MView ↗
- ▲ +377% (Loss)
- vs −$10.6M in Q2 FY2026
10-Q for Q2 FY2027, filed Sep 10, 2026
Open tableView ↗
Who Do They Compete With?
Competes with IBM, Microsoft, Oracle, Palo Alto Networks, CyberArk, Okta, and One Identity
10-K for FY2026, filed Mar 19, 2026We operate in a highly competitive market characterized by constant change and innovation. Our competitors include large public companies…View ↗
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