Every 8-K that SailPoint, Inc. (SAIL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SAIL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SAIL filings page.
SailPoint, Inc. (SAIL) reported strong growth for its fiscal second quarter 2027, ended July 31, 2026, led by expanding subscription and AI-driven offerings. Total ARR reached $1.231 billion, up 25% year-over-year, while SaaS ARR grew 36% to $847 million.
Total revenue was $308.8 million, up 17%, driven by subscription revenue of $295.2 million, up 19%. Despite this, GAAP operating loss widened to $59.0 million (−19.1% margin) and GAAP net loss was $50.4 million. On a non-GAAP basis, adjusted income from operations was $62.8 million with a 20.3% margin and adjusted EPS was $0.09.
The company generated $37.4 million of free cash flow and reported RPO of $1.9 billion and cRPO of $931 million. AI-driven ARR exceeded $70 million and accounted for over 30% of net new ARR. Guidance for fiscal 2027 calls for revenue of $1.265–$1.275 billion and adjusted operating margin of 18.7–19.3%, and SailPoint reaffirmed 2029 targets including at least $2.1 billion of ARR and at least 22% adjusted operating margin.
SailPoint, Inc. disclosed that director Nabil Hamade decided to resign from its board, effective June 12, 2026. The company states his departure is not due to any disagreement over operations, policies, or practices.
Under a Director Designation Agreement with funds affiliated with Thoma Bravo, L.P., Thoma Bravo designated Collin Gallagher to fill the resulting vacancy. The board appointed him as a Class III director, effective June 12, 2026. Gallagher is not currently expected to serve on board committees, will not receive compensation for board service, and has entered into the same form of indemnification agreement used for other directors. The company notes there are no related-party transactions requiring disclosure involving Gallagher, and his appointment arises solely from the Thoma Bravo designation rights.
SailPoint, Inc. held its 2026 Annual Meeting of Stockholders, where investors elected three Class I directors for terms expiring in 2029. William Bock, Sacha May, and Mark McClain each received over 507 million votes in favor, with broker non-votes of 23,697,705 on each director proposal.
Stockholders also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending January 31, 2027. In addition, they approved the company’s named executive officer compensation on an advisory basis and supported holding future say-on-pay votes every year, a frequency the Board has adopted.
SailPoint, Inc. reported strong fiscal first quarter 2027 results for the period ended April 30, 2026, with Annual Recurring Revenue of $1,163 million, up 26% year-over-year, and SaaS ARR of $781 million, up 36%. Total revenue reached $280,142, a 22% increase, driven by subscription revenue of $265,821, up 23%.
GAAP loss from operations narrowed to $(79,826) from $(184,965), while adjusted income from operations improved to $37,843 and adjusted operating margin to 13.5%. GAAP net loss was $(74,674) versus $(187,312) a year earlier, and adjusted net income rose to $28,404. Free cash flow swung to a positive $32,520 from $(100,704). For fiscal 2027, SailPoint guides revenue to $1,265–$1,275 million and adjusted EPS to $0.30–$0.34.
SailPoint, Inc. reported that on April 20, 2026 it detected unauthorized access to a subset of its GitHub repositories. Its incident response team quickly stopped the activity and resolved the issue, which stemmed from a vulnerability in a third-party application that has been fixed.
With support from an external cybersecurity firm, SailPoint found no evidence that customer data in its production or staging environments were accessed and no interruption of services. The company has directly notified affected customers with information in the accessed repositories and informed customers generally that no further action is required at this time.
SailPoint, Inc. reported strong growth for fiscal 2026 while remaining unprofitable on a GAAP basis. Annual recurring revenue reached $1.125 billion, up 28% year-over-year, with SaaS ARR of $746 million, up 38%. Full-year revenue was $1.071 billion, an increase of 24%, driven by subscription revenue of $1.010 billion, up 27%.
The company posted a GAAP operating loss of $307 million (a 29% negative margin) and a GAAP net loss of $270 million, but generated $194 million in adjusted income from operations with an 18% adjusted operating margin. Free cash flow for fiscal 2026 was $52 million, including $57 million in free cash flow in Q4.
For fiscal 2027, SailPoint guides to ARR of $1.356–$1.366 billion (about 21% growth), revenue of $1.260–$1.270 billion (about 18–19% growth), adjusted income from operations of $231.5–$236.5 million, adjusted operating margin of 18.2–18.8%, and adjusted EPS of $0.30–$0.34.
SailPoint, Inc. reported that Kristin Weston has decided to resign from its board of directors, including her role as Chair of the Board, effective October 31, 2025. The company states that her resignation is not due to any disagreement regarding operations, policies, or practices.
Pursuant to a Director Designation Agreement with funds associated with Thoma Bravo, Nabil Hamade has been designated to fill the resulting board vacancy and will join the board on October 31, 2025. He will enter into SailPoint’s standard indemnification agreement for directors and is not expected to receive compensation for his board service.
The company currently expects that existing director William Bock, who serves as Chair of the Audit Committee and previously chaired the board of SailPoint Technologies Holdings, Inc. before its 2022 take-private transaction by Thoma Bravo, will be appointed as the next Chair of the Board when Ms. Weston departs.
SailPoint, Inc. filed a current report to note that it has released its financial results for the fiscal quarter ended July 31, 2025. On September 9, 2025, the company issued a press release describing its results of operations and financial condition for that quarter, and has furnished this press release as an exhibit to the report. The company clarifies that the press release and related information are being furnished rather than filed for securities law purposes, which limits how this information is treated under certain liability provisions and in future SEC filings.
SailPoint (Nasdaq: SAIL) filed an 8-K disclosing a new $250 million revolving credit facility executed on 25 Jun 2025 with Morgan Stanley and other lenders, replacing the August 2022 agreement. The five-year facility permits Base Rate loans at Base Rate + 0.50–1.50% or Term SOFR loans at SOFR + 1.50–2.50%, with commitment fees of 0.175–0.375%, all tiered to the First Lien Net Leverage Ratio. It includes a 4.0× Total Net Leverage covenant (temporary 4.5× after material acquisitions), a $10 million letter-of-credit sub-limit, and broad negative covenants on dividends, debt and M&A. Obligations are secured by substantially all assets of the borrowers and guarantors. No prepayment penalties apply. Item 2.03 confirms the creation of a direct financial obligation.
The agreement enhances near-term liquidity but adds secured leverage and customary restrictions.