For the quarter ended July 2025, SailPoint, Inc. (SAIL) reported revenue of $264.36 million, representing no change compared to the same period last year. EPS came in at $0.07, compared to $0 in the year-ago quarter.The reported revenue represents a surprise of +8.6% over the Zacks Consensus Estimate of $243.42 million. With the consensus EPS estimate being $0.04, the EPS surprise was +75%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compar ...

SailPoint (NasdaqGS:SAIL) Q2 2026 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsScott Schmitz - SVP - IRMark McClain - CEO, Founder & DirectorBrian Carolan - CFOBrian Essex - Executive DirectorMeta Marshall - MD & VPTodd Weller - Managing DirectorJonathan Ruykhaver - Managing DirectorMatt Mills - President - Worldwide Field OperationsGabriela Borges - MD - Software ResearchSaket Kalia - Managing DirectorShaul Eyal - Managing Director - Equity ResearchGray Powell - Managing DirectorConfere ...

SailPoint (NasdaqGS:SAIL) Q2 2026 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsMark McClain - Founder and CEOMatt Mills - PresidentBrian Carolan - CFOScott Schmitz - SVP of Investor RelationsOperatorGood day, and thank you for standing by. Welcome to the SailPoint second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you wi ...

SailPoint (NasdaqGS:SAIL) Q2 2026 Earnings Call September 09, 2025 08:30 AM ET Speaker9Good day, and thank you for standing by. Welcome to the SailPoint second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising that your hand is raised. To withd ...

SailPoint (NasdaqGS:SAIL) Q2 2026 Earnings Call September 09, 2025 08:30 AM ET Company ParticipantsMark McClain - Founder and CEOMatt Mills - PresidentBrian Carolan - CFOScott Schmitz - SVP of Investor RelationsOperatorGood day, and thank you for standing by. Welcome to the SailPoint Second Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you wi ...

The cybersecurity company's third-quarter guidance disappoints investors. ...

  September 9th, 2025 – TheNewswire - Rockport, Ontario – New Age Metals Inc. (TSX.V: NAM; OTCQB: NMTLF; FSE: P7J.F) (“NAM” or the “Company”) provides an update on the 2025 field program at its 100%-owned Genesis PGM-Cu-Ni Project in southeast Alaska, approximately 65 km south of Glennallen and ~265 km east of Anchorage. The project is road-accessible and situated within 3 km of the all-season Richardson Highway and a high-capacity power line. From the Tonsina Lodge, which the exploration crew utilized dur ...

Monte dei Paschi di Siena (MPS) has secured control of Mediobanca , with a 16 billion euro ($19 billion) share-and-cash offer. ...

Fiscal Q2'26 Earnings Presentation September 9, 2025 Important notice and disclaimers Forward-Looking Statements This presentation of SailPoint, Inc. (the "Company" or "SailPoint") contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical fact included in this presentation are forward-looking statements. Forward-looking statements give the Company's current expectations and projections relating to its financial condition, results of o ...

收入和利润增长 - 年化经常性收入（ARR）同比增长28%至9.82亿美元[6][7] - SaaS ARR同比增长37%至6.23亿美元[6][7] - 总营收同比增长33%至2.64亿美元[7] - 订阅收入同比增长36%至2.48亿美元[7] - 订阅收入季度同比增长36.4%至2.479亿美元[36] - 总营收季度同比增长33.1%至2.644亿美元[36] - 公司2025年第二季度总营收为2.64359亿美元，同比增长33%[43] - 订阅收入为2.47937亿美元，同比增长36%，其中SaaS收入1.44758亿美元增长37%[43] - 营业亏损季度同比收窄38.0%至4080万美元[36] - 净亏损季度同比收窄87.9%至1055万美元[36] - 净亏损大幅收窄，2025年第二季度为1055.2万美元，去年同期为8713万美元[41] - 2025年第二季度GAAP净亏损为1055.2万美元，调整后净利润为3996.4万美元[48] - 2025年上半年GAAP净亏损为1.97864亿美元，调整后净利润为4318.7万美元[48] - 调整后运营收入为5400万美元，占营收20%[7] 现金流表现 - 经营活动现金流为5000万美元[6] - 自由现金流为4600万美元[6] - 公司经营现金流由负转正，2025年第二季度为4994.5万美元，去年同期为-5279.7万美元[41] - 自由现金流在2025年第二季度为4595.8万美元，而去年同期为负5651.7万美元[46] - 2025年上半年自由现金流包含7800万美元用于结算IPO相关股权奖励的现金支出[47] - 2025年第二季度经营活动现金流为4994.5万美元，利润率为18.9%[46] 成本和费用 - 研发费用季度同比增长11.6%至4811万美元[36] - 销售和营销费用季度同比增长9.8%至1.313亿美元[36] - 销售与营销GAAP费用在2025年第二季度为1.31289亿美元，同比增长9.8%[46] - 研发GAAP费用在2025年第二季度为4811.1万美元，同比增长11.6%[46] - 股权激励费用显著增加，2025年第二季度达4834.9万美元，去年同期为833.7万美元[41] - 股权补偿费用在2025年第二季度为4841.8万美元，上半年总计2.08877亿美元[48] - 无形资产摊销在2025年第二季度为5021.4万美元[48] - 研发投入增加，2025年第二季度资本化软件开发成本为302.5万美元[41] 财务指引 - 第三季度总营收指引为2.69亿至2.71亿美元[5] - 全年总营收指引上调至10.52亿至10.58亿美元[5] - 全年调整后每股收益指引上调至0.20至0.22美元[5] 盈利能力指标改善 - 经调整毛利率提升至78.2%，较去年同期76.8%增长140个基点[45] - 经调整运营利润率为20.4%，较去年同期10.7%大幅改善[45] - 2025年第二季度调整后每股收益为0.07美元，GAAP每股亏损为0.02美元[48] 资产负债表变化 - 现金及现金等价物较期初增长123.5%至2.711亿美元[39] - 长期债务从10.245亿美元降至0[39] - 递延收入季度环比增长0.9%至4.172亿美元[39] - 期末现金及等价物增至2.77316亿美元，较期初2.34335亿美元增长18%[41] - 公司完成IPO融资12.59681亿美元，并偿还10.4亿美元定期贷款[41] - 利息支出季度同比下降96.4%至169万美元[36]