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SailPoint
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Latest analysis
Updated Sep 9, 2026
SailPoint posts $1.231B ARR (+25% YoY) with AI-driven solutions crossing $70M ARR and non-human identity governance emerging as a board-level security mandate.
SailPoint's Q2 FY2027 results demonstrate that agentic identity governance is converting from pipeline narrative to booked revenue: AI-driven solutions now account for more than 30% of net new ARR, customers adopting AI solutions increased annual spend by over 60%, and the AI-driven pipeline has more than doubled since Investor Day less than three months prior. The Entro acquisition is accelerating discovery-led sales motions with POC cycles of 30-45 days versus traditional enterprise timelines, while over two-thirds of on-prem migrations now include an AI-enabled product, structurally expanding the migration uplift beyond the 2-3x baseline. The revenue/ARR gap is a deliberate mix shift artifact — 97% of net new ARR landed as SaaS in Q2, creating a recognized-revenue headwind management quantifies as roughly $10M per $5M of SaaS/term mix swing — not a demand signal.
Tone: bullishRevenue
$439M
SAIL 10-K · FY 2021
Employees
1,676
Revenue FY2020
$365.3M
Founded
2005
Profile
SAIL 10-K Item 1 · Feb 28, 2022SailPoint is the leading provider of enterprise identity security solutions, offering both SaaS and on-premises software platforms that help organizations discover, manage and secure human and non-human digital identities across hybrid IT environments. The company serves 2,259 customers in 65 countries, including large commercial enterprises, financial institutions and governments. Its AI- and ML-powered platform automates identity governance, access certifications, provisioning and compliance processes at enterprise scale.
Read filing description ↓ Collapse description ↑
SailPoint Technologies Holdings, Inc. is the leading provider of enterprise identity security solutions. SailPoint's business was built by a team of visionary industry veterans to address the complex enterprise identity security challenge. For the modern enterprise, securely connecting the right people to the right technology is incredibly complex and has moved well beyond human capacity alone. SailPoint's autonomous approach helps organizations easily discover, manage and secure all identities (both human and non-human software bots) and their access to technology resources, all done at the speed and scale their business demands. We strive to meet our customers where they are, offering both software as a service ('SaaS') and software platforms, which provide organizations visibility and the intelligence required to both seamlessly empower users and securely manage their access to systems, applications and data across hybrid information technology ('IT') environments, spanning on-premises and cloud applications and file storage platforms. We help customers enable their businesses with more agile and frictionless IT, streamline and accelerate the delivery of access to their businesses, enhance their security posture and better meet compliance and regulatory requirements. Our customers include many of the world's largest and most complex organizations, including commercial enterprises, financial institutions and governments. Our solutions harness the power of AI and ML to deliver the intelligence, automation and integration needed to easily manage access across the largest, most complex cloud enterprises worldwide. Our go-to-market strategy consists of both direct sales and indirect sales through resellers and system integrators.
Primary products
- IdentityNow
- IdentityIQ
- SailPoint Identity Services
- Access Insights
- Access Modeling
- Access Risk Management
End markets
Geographies
Named competitors
“We believe we compete favorably with our competitors on the basis of all the factors above.” Competitive position, as stated in the filing
Revenue commentary · FY 2021
Total revenue grew from $365.3 million in 2020 to $439.0 million in 2021, driven primarily by subscription revenue growth, partially offset by a continued decline in perpetual license revenue as the company completed its transition to a subscription model.
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