SailPoint Second Quarter 2026 Earnings: Beats Expectations

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SailPoint (NASDAQ:SAIL) Second Quarter 2026 Results

Key Financial Results

  • Net loss: US$10.6m (flat on 2Q 2025).
  • US$0.019 loss per share.
earnings-and-revenue-growth
NasdaqGS:SAIL Earnings and Revenue Growth September 11th 2025

All figures shown in the chart above are for the trailing 12 month (TTM) period

SailPoint Revenues and Earnings Beat Expectations

Revenue exceeded analyst estimates by 8.6%. Earnings per share (EPS) also surpassed analyst estimates by 84%.

Looking ahead, revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in the US.

Performance of the American Software industry.

The company's shares are down 5.8% from a week ago.

Risk Analysis

Be aware that SailPoint is showing 1 warning sign in our investment analysis that you should know about...

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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

About NasdaqGS:SAIL

SailPoint

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.

Flawless balance sheet and overvalued.

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Trending Discussion

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Checked it. The arithmetic is fine; the inputs aren't, and the conclusion doesn't follow even if they were.1. Fare. $7 is a US robotaxi price. Pony's record peak day in Shenzhen (22 March 2026) was RMB394 net revenue per Gen-7 vehicle on 25 orders — about US$2.20 per order. You're roughly 3x high.2. Utilisation. 25 orders/day is Pony's all-time single-day high, not an average, and you then run it 365 days with zero downtime for charging, cleaning, maintenance, weather or geofence interruption.Corrected, the best day Pony has ever recorded yields ~US$55/day. On $43k of hardware that's ~26 months of gross revenue, before any operating cost. The reported actuals agree: FY2025 robotaxi services revenue US$16.6m on a fleet just past 1,000 units; Q1 2026 US$8.6m with the fleet above 1,700 — call it US$20–25k per vehicle per year against your $63,875.3. The caveat is the whole argument. You flag "not including operational costs (people costs)" and then set it aside. Remote safety operators, platform commissions, charging, insurance, cleaning, depot and maintenance are what determine whether a robotaxi contributes anything at all.4. Payback isn't profitability. Q1 2026: 16.2% gross margin on US$34.3m revenue, US$63.9m of opex, US$53.5m net loss. Marginal hardware payback says nothing about R&D, mapping, licensing or overhead.5. Falling BOM cuts both ways. Pony targets sub-RMB230k (~US$34k) total vehicle cost for 2027. Great for new units, bad for the residual value of fleets already deployed on a five-year depreciation schedule.What you get right: the cost trajectory is real, and city-wide UE breakeven in Guangzhou (Nov 2025) and Shenzhen (Feb 2026) is a genuine milestone. But that is contribution-margin breakeven per trip — not "cracked the per-unit cost," and not an 8-month payback. Your post predates all of it; the data has since landed, and it's less favourable on revenue per vehicle than the model assumed.

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