Earnings Call Insights: SailPoint, Inc. (SAIL) Q4 2026 Management View CEO Mark McClain reported, "We crossed the $1 billion ARR threshold. We delivered 28% overall ARR growth and a consistently strong 38% SaaS ARR growth." McClain highlighted the company's position in delivering growth at scale and emphasized SailPoint's leadership in modern identity security, especially amid the rise of Agentic ...
Earnings Call Insights: SailPoint, Inc. (SAIL) Q4 2026 Management View CEO Mark McClain reported, "We crossed the $1 billion ARR threshold. We delivered 28% overall ARR growth and a consistently strong 38% SaaS ARR growth." McClain highlighted the company's position in delivering growth at scale and emphasized SailPoint's leadership in modern identity security, especially amid the rise of Agentic AI, stating, "We believe AI, coupled with our extensive domain knowledge built over decades, will prove itself a true game changer in the coming years." McClain noted a rapid pace of product advancement, with AI-fueled innovations and a flexible pricing model driving customer momentum. "Non-human identities accounted for approximately 25% of our SaaS identity growth in Q4 and now represents 11% of our SaaS identities under governance." CFO Brian Carolan stated, "We finished the year with a great fourth quarter, bringing our annual recurring revenue to $1.125 billion. This represents 28% year-over-year growth, a rate we have consistently maintained for the past 3 quarters." He added, "Net new ARR from our emerging products more than doubled quarter-over-quarter, accounting for approximately 17% of our net new ARR in fiscal Q4." Outlook SailPoint expects ARR to be $1.155 billion for the fiscal first quarter of 2027, up 25% year-over-year, and $1.361 billion for fiscal year 2027, up 21% year-over-year. Revenue is forecasted at $275 million in Q1 2027, and $1.265 billion for the full year, with adjusted operating margin guidance at 18.5% for the year. Carolan explained, "Our guidance assumes a continued shift towards our cloud platform with 90% to 95% of net new ARR coming from SaaS in FY '27. If we assumed no change in SaaS mix relative to FY '26, our guidance for revenue growth would be approximately 300 basis points higher and our adjusted operating margin would be approximately 200 basis points higher." The company expects adjusted EPS to be $0.04 to $0.05 for Q1 2027 and $...
U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&P 500, according to one technical analyst.
U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&P 500, according to one technical analyst.
Chelsea leapt above Manchester United to go second in the Women’s Super League table as the teenager Lexi Potter scored the winner against Brighton on her first senior start. The defending champions beat United in the League Cup final on Sunday and rubbed salt into the wounds by nipping a point ahead of them with a 2-1 victory at Kingsmeadow. Potter, the 19-year-old Cobham academy graduate, came i...
Chelsea leapt above Manchester United to go second in the Women’s Super League table as the teenager Lexi Potter scored the winner against Brighton on her first senior start. The defending champions beat United in the League Cup final on Sunday and rubbed salt into the wounds by nipping a point ahead of them with a 2-1 victory at Kingsmeadow. Potter, the 19-year-old Cobham academy graduate, came in as one of three changes from the side that lifted the trophy at the weekend and put in an impressive performance in midfield. She made it a memorable outing in the 39th minute, rifling home from close range after neat touches from Aggie Beever-Jones and Alyssa Thompson. Both teams had already exchanged goals to leave the scores level at 1-1, Thompson heading the opener and Carla Camacho’s deflected effort following just three minutes later. Marc Skinner’s Manchester United drew 0-0 at West Ham, despite a handful of chances for the visitors. Kinga Szemik was impenetrable in the Hammers’ goal and the substitute Melvine Malard had three good chances to settle it late on, including one hacked off the line by Eva Nyström. Manchester City lead the WSL table but have had their lead cut following their goalless draw at Aston Villa on Sunday. Chelsea are now seven points behind and United eight.
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Doubleline Capital’s Ken Shinoda, Wedbush Securities’ Matt Bryson, Former Federal Reserve Vice Chair Lael Brainard, Edward Jones CEO Penny Pennington, SEC Corporation Finance Division Director James Moloney, & Former FDIC Chai...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Doubleline Capital’s Ken Shinoda, Wedbush Securities’ Matt Bryson, Former Federal Reserve Vice Chair Lael Brainard, Edward Jones CEO Penny Pennington, SEC Corporation Finance Division Director James Moloney, & Former FDIC Chair Sheila Bair. (Source: Bloomberg)
There has been the feeling at too many points of this traumatic season for Tottenham that they only play when the result is beyond them. This Champions League last-16 tie looked that way when Atlético Madrid went 4-0 up after 22 minutes of the first leg last Tuesday and nobody gave Spurs a prayer of overturning the final scoreline from the Metropolitano of 5-2. They played here. It was a strange e...
There has been the feeling at too many points of this traumatic season for Tottenham that they only play when the result is beyond them. This Champions League last-16 tie looked that way when Atlético Madrid went 4-0 up after 22 minutes of the first leg last Tuesday and nobody gave Spurs a prayer of overturning the final scoreline from the Metropolitano of 5-2. They played here. It was a strange evening because there were times when the hope did crackle. Spurs had massive chances for a two-goal lead on the night. Mathys Tel at 1-0 towards the end of the first half; Pedro Porro at 2-1 on the hour. There was another in stoppage time for Randal Kolo Muani at 3-2. It was surely too late by then. All of them went begging. The idea for the beleaguered Igor Tudor and his players was to build on the positive vibes of Sunday’s 1-1 Premier League draw at Liverpool. The more important game of the week will be here on Sunday against Nottingham Forest. As crazy as that sounds given Spurs had only contested nine previous Champions League knockout fixtures. Staying in England’s top division is the be-all and end-all. Spurs could feel their fragile confidence pepped. There were goals for Kolo Muani and a pair for Xavi Simons, including a late winner on the night from the penalty spot. Atlético, serial participants in the knockout rounds of this competition, were never truly in danger. Julián Alvarez was outstanding, scoring his team’s first for 1-1 and setting up a second equaliser for David Hancko. There were positives for Spurs. Tudor had said before the first leg that Premier League survival was the priority; he repeated himself on the eve of this game and it said plenty that he left Dominic Solanke out the squad entirely. The striker had a small hip problem and ought to be fine to face Forest. Only at Spurs would a star player be wrapped in cotton wool for a Champions League knockout in order to be fit for Forest. The big problems have been everywhere for Tudor and he was depri...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Jim Cramer’s Hottest AI Stock Picks. AI giant NVIDIA Corporation (NASDAQ:NVDA) is the most valuable company in the world, courtesy of its $4.5 trillion in market capitalization. Over the past year, the stock is up by 53%, and since Cramer’s comments in January, it is up by 26.8%. However, soon after Cramer discussed the stock, NVIDIA Corporation (NASD...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Jim Cramer’s Hottest AI Stock Picks. AI giant NVIDIA Corporation (NASDAQ:NVDA) is the most valuable company in the world, courtesy of its $4.5 trillion in market capitalization. Over the past year, the stock is up by 53%, and since Cramer’s comments in January, it is up by 26.8%. However, soon after Cramer discussed the stock, NVIDIA Corporation (NASDAQ:NVDA) went through one of the worst periods in its history after the stock cratered during last year’s DeepSeek selloff as investors fretted about the demand for the firm’s AI GPUs. Yet, since April 2025, the shares have been on a bullish run as they are up by more than 94%. In November, NVIDIA Corporation (NASDAQ:NVDA)’s stock jumped by 6% in extended trading following the firm’s fiscal third quarter earnings report. The results saw it post a 62% annual jump in quarterly sales while its fourth quarter guidance of $65 billion beat analyst estimates of $61.2 billion. However, NVIDIA Corporation (NASDAQ:NVDA)’s shares dipped by 4% in February due to what media reports attributed to a lack of shareholder returns due to continued investment. In January last year, Cramer had wondered whether the stock could go to an all-time high: Jim Cramer Predicted All Time High For Nvidia (NVDA) In January 2025 Photo by Javier Esteban on Unsplash “Customers want cheaper chips. Amazon’s trying to make them. That said, if Jensen can give his customers a four times return on investment, that’s what he’s gonna talk about and show us on Monday night: actual cases of how that can be accomplished. I doubt Amazon or anyone else could compete with that and maybe Nvidia actually goes to a new all-time high.” While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Jim Cramer’s Hottest AI Stock Picks. AI giant NVIDIA Corporation (NASDAQ:NVDA) is the most valuable company in the world, courtesy of its $4.5 trillion in market capitalization. Over the past year, the stock is up by 53%, and since Cramer’s comments in January, it is up by 26.8%. However, soon after Cramer discussed the stock, NVIDIA Corporation (NASD...
NVIDIA Corporation (NASDAQ:NVDA) is one of the Jim Cramer’s Hottest AI Stock Picks. AI giant NVIDIA Corporation (NASDAQ:NVDA) is the most valuable company in the world, courtesy of its $4.5 trillion in market capitalization. Over the past year, the stock is up by 53%, and since Cramer’s comments in January, it is up by 26.8%. However, soon after Cramer discussed the stock, NVIDIA Corporation (NASDAQ:NVDA) went through one of the worst periods in its history after the stock cratered during last year’s DeepSeek selloff as investors fretted about the demand for the firm’s AI GPUs. Yet, since April 2025, the shares have been on a bullish run as they are up by more than 94%. In November, NVIDIA Corporation (NASDAQ:NVDA)’s stock jumped by 6% in extended trading following the firm’s fiscal third quarter earnings report. The results saw it post a 62% annual jump in quarterly sales while its fourth quarter guidance of $65 billion beat analyst estimates of $61.2 billion. However, NVIDIA Corporation (NASDAQ:NVDA)’s shares dipped by 4% in February due to what media reports attributed to a lack of shareholder returns due to continued investment. In January last year, Cramer had wondered whether the stock could go to an all-time high: Jim Cramer Predicted All Time High For Nvidia (NVDA) In January 2025 Photo by Javier Esteban on Unsplash “Customers want cheaper chips. Amazon’s trying to make them. That said, if Jensen can give his customers a four times return on investment, that’s what he’s gonna talk about and show us on Monday night: actual cases of how that can be accomplished. I doubt Amazon or anyone else could compete with that and maybe Nvidia actually goes to a new all-time high.” While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend...
Good morning, it’s Chris here in Melbourne. There’s a changing of the guard coming at BHP’s Collins Street headquarters, but what do we really know about the mining giant’s next boss, Brandon Craig? And how might he differ from his predecessor? My colleague Paul-Alain Hunt did some quick digging into Craig’s background yesterday. You can read his profile on what we know so far, the challenges ahea...
Good morning, it’s Chris here in Melbourne. There’s a changing of the guard coming at BHP’s Collins Street headquarters, but what do we really know about the mining giant’s next boss, Brandon Craig? And how might he differ from his predecessor? My colleague Paul-Alain Hunt did some quick digging into Craig’s background yesterday. You can read his profile on what we know so far, the challenges ahead - and yes, that time he dressed up as Deadpool. Meantime, there’s no good news to report on the fuel front - oil and gas prices surged overnight as the Middle East conflict ramped up. - - Chris Bourke, Melbourne Bureau Chief. What’s happening now BHP has chosen Brandon Craig as its next boss, a life-long company man who has spent a quarter of a century there, honing his skills in iron ore and copper. But, just like his predecessor, Craig will have to navigate an industry under pressure to grow — read our profile of the new CEO. European Commission President Ursula von der Leyen will travel to Australia next week to meet with Prime Minister Anthony Albanese. Hopes are high that this visit signals a long-awaited trade deal between the two sides. Fresh from Tuesday’s rate hike, economists and traders are at odds over whether the RBA will deliver another increase in May or wait for the fallout from the Iran war. If the RBA were to hike for a third straight meeting with the rate already above 4%, it would be the first time since early 2010, when China unleashed its massive stimulus. A major storm is strengthening off our northern coast, threatening to bring destructive winds and heavy rains as it heads for landfall in the North Queensland mining region later this week. The cyclone is expected to bring heavy rain to a swathe of northern Queensland. Two senior private markets executives at Australia’s Future Fund have quit the A$267 billion sovereign wealth fund. David Bluff and Tammi Fisher, who jointly oversaw the fund’s real estate, infrastructure, credit, private equity and ...
AIA Group Ltd. Chief Financial Officer Garth Jones said the insurer is seeing strong momentum in Chinese business growth despite the challenges to Asia’s largest economy. “We saw the business come back into growth in the second half” of 2025, Jones said in an interview in Hong Kong, referring to the mainland China market. “We’ve seen increased agent numbers,” he added. “We’ve seen more activity, a...
AIA Group Ltd. Chief Financial Officer Garth Jones said the insurer is seeing strong momentum in Chinese business growth despite the challenges to Asia’s largest economy. “We saw the business come back into growth in the second half” of 2025, Jones said in an interview in Hong Kong, referring to the mainland China market. “We’ve seen increased agent numbers,” he added. “We’ve seen more activity, again, powered by technology. Our partnerships business has also been growing, and we have the new geographies,” he said. In mainland China, where AIA has 14 branches after adding outlets last year, a measure of the profitability of new policies sold increased 20% year-on-year in the first two months in 2026. That compares with 2% growth in new business value in 2025 to $1.24 billion. Overall, new business value grew 17% to $5.52 billion in 2025, broadly inline with the $5.54 billion average estimate of 17 analysts compiled by Bloomberg. The group also plans to buy back $1.7 billion of its own stock within 2026. The expansion in Hong Kong, the firm’s largest market, was a standout last year, where new business value growth surged 28% to $2.26 billion. Thailand expanded 22% to $993 million. The growth rate has factored in exchange rate changes and other economic factors. “Growth opportunities across AIA’s markets remain highly compelling,” said Mark Tucker , the group chairman, in Thursday’s earnings statement. Despite geopolitical tensions and recent instability in the Middle East, “Asia continues to demonstrate resilience, with economic growth underpinned by long-term trends of urbanization, infrastructure investment and human capital development,” Tucker said. A “very small part” of the company’s investment portfolio is in the Middle East, Jones said. The portfolio is invested in sovereign-backed debt primarily, he added.
Jensen Huang walked off the GTC stage on Monday having just projected at least $1 trillion in chip revenue through 2027. Wall Street analysts spent Tuesday calling it a floor, not a ceiling. And Nvidia (NVDA) stock sat there, barely moving, trading right where it was before the whole thing started. ...
Jensen Huang walked off the GTC stage on Monday having just projected at least $1 trillion in chip revenue through 2027. Wall Street analysts spent Tuesday calling it a floor, not a ceiling. And Nvidia (NVDA) stock sat there, barely moving, trading right where it was before the whole thing started. ...
Shares of Five Below rallied after hours Wednesday after the teen-centric discount retailer offered an upbeat forecast for this year and said shoppers across all income levels were buying at its stores, helped by efforts to draw younger shoppers and keep apace with viral trends online.
Shares of Five Below rallied after hours Wednesday after the teen-centric discount retailer offered an upbeat forecast for this year and said shoppers across all income levels were buying at its stores, helped by efforts to draw younger shoppers and keep apace with viral trends online.
Colin Anderson Productions pty ltd/DigitalVision via Getty Images The Procure Space ETF ( UFO ) came back down to earth last fall. Shares fell from an all-time high of $41 to $31 by late November. The speculative fund then took off like a rocket ship into year-end and through the first few weeks of 2026. Today, despite ongoing macroeconomic and geopolitical jitters, UFO is very close to its early-...
Colin Anderson Productions pty ltd/DigitalVision via Getty Images The Procure Space ETF ( UFO ) came back down to earth last fall. Shares fell from an all-time high of $41 to $31 by late November. The speculative fund then took off like a rocket ship into year-end and through the first few weeks of 2026. Today, despite ongoing macroeconomic and geopolitical jitters, UFO is very close to its early-year high-water mark. I had a hold rating on the ETF in late October , shortly after it began tumbling. But a recovery has resulted in shares returning 18% since my previous analysis, sharply outperforming the S&P 500 (which has a modestly negative total return). Today, I am upgrading UFO to a buy. The somewhat low-P/E product features favorable earnings growth metrics and a much healthier chart today. UFO Outperforming Last 6 Months, Alpha Amid Geopolitical Turmoil Stockcharts.com According to the issuer , UFO is a portfolio of companies involved in space-related industries, seeking investment results that generally correspond to the performance, before fees and expenses, of the S-Network Space Index. The fund holds shares of companies operating across industrial, capital goods, aerospace and defense, spacecraft and satellites, space and spacecraft research, and technology areas. UFO remains a small ETF, with just $371 million in assets under management as of March 17, 2026. That’s up from only $151 million last October 20 , as a result of both appreciation and solidly positive net inflows. Its annual expense ratio is high, however, at 94 basis points, while the trailing 12-month dividend yield is very low at 0.38%. Share-price momentum is sublime, graded with an A+ by Seeking Alpha’s ETF quantitative scoring system. UFO now ranks No. 1 out of 44 in its Sub Class. Still, it’s a highly risky fund, given its somewhat concentrated portfolio and lofty historical realized standard deviation. In fact, the current implied volatility is 52% — more than twice that of the S&P 500. F...
If you've been using the Internet for any length of time, you've probably used a tool like Google Translate to convert webpages or snippets of text to and from languages ranging from Uzbek to Esperanto. But what if you want to translate into more esoteric "languages" like "LinkedIn Speak," "Gen Z slang," or "horny Margaret Thatcher" ? This week, many people across the Internet have been bemused to...
If you've been using the Internet for any length of time, you've probably used a tool like Google Translate to convert webpages or snippets of text to and from languages ranging from Uzbek to Esperanto. But what if you want to translate into more esoteric "languages" like "LinkedIn Speak," "Gen Z slang," or "horny Margaret Thatcher" ? This week, many people across the Internet have been bemused to find that the AI-powered Kagi Translate can perform these and countless other unlikely "translation" tasks. And while the collective discovery highlights the playful, creative side of large language models, it also exposes the risks of letting users play with generalized LLM tools. What is a "language," really? While you might know Kagi best as the paid competitor to Google's ever-worsening search product , the company launched its Kagi Translate tool back in 2024 , saying at the time that it was a "simply better" competitor to tools like Google Translate and DeepL . At launch, the company said Kagi Translate "uses a combination of LLMs, selecting and optimizing the best output for each task," a fact that "can occasionally lead to quirks that we're actively working to resolve." Read full article Comments