SAIL
You’ve read what changed. Here’s whether the market is confirming it.
Market read
The latest filing evidence is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Invalidation: The isolated read changes if SAIL's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“For the three and six months ended July 31, 2025, the effective tax rate differs from the statutory rate primarily as a result of a net discrete tax benefit for the change in valuation allowance for interest expense and Texas research and development credit c…”10-Q · Sep 10, 2026 ↗
“We expect our general and administrative expenses to increase on an absolute basis as a result of operating as a public company, including costs to comply with the rules and regulations applicable to companies listed on a national securities exchange, costs r…”10-Q · Jun 10, 2026 ↗
“This increase was primarily due to a $1.4 million net decrease in interest expense due to the extinguishment of debt related to the remaining balance of debt issuance costs for our 2022 Revolving Credit Facility in the prior year, a $1.1 million increase in i…”10-Q · Sep 10, 2026 ↗
“This decrease was primarily driven by a $32.9 million decrease in equity-based compensation related to the acceleration of equity-based awards from the completion of our IPO, a $2.8 million decrease in employee-based costs due to lower contract labor costs, a…”10-Q · Jun 10, 2026 ↗
Valuation discipline
Price/sales 10.5× · EV/sales 10.2×. Comparisons use only industry-matched filing peers.
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 29 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for SAIL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-06-10 against the comparable filing from 2025-06-12.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
No thresholded deterioration was identified.
“The following table summarizes our free cash flow for the periods presented: Three Months Ended April 30, 2026 2025 (in thousands) GAAP net cash provided by (used in) operating activities $ 38,241 $ (96,807) Less: Purchase of property and equipment (969) (2,191) Less: Capitalized software development costs (4,752) (1,706) Free cash flow $ 32,520 $ (100,704) Our free cash flow for the three months ended April 30, 2026 increased when compared to the three months ended April 30, 2025, primarily due to a lower net operating loss from higher revenue growth compared to the prior period.”
“This decrease was primarily due to a $22.1 million net decrease in interest expense due to the full repayment of our Term Loans in the prior year, which included a $15.3 million loss on the 30 Table of Contents extinguishment of debt and $6.7 million in related interest expense, partially offset by a $2.8 million increase in other expense related to foreign currency exchange loss.”
“Cost of subscription revenue increased $4.7 million, or 6%, for the three months ended April 30, 2026 compared to the three months ended April 30, 2025 primarily due to an increase in employee-related costs of $5.6 million due to higher headcount and increased investments in existing employees, an increase in software and hosting costs of $4.1 million from the increase in sales of SaaS subscriptions, an increase in amortization of intangible assets of $0.8 million, an increase in third-party royalties of $0.7 million, and an increase in amortization of capitalized software of $0.4 million.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“System Integrators We partner with many large and global system integrators including Accenture, Capgemini, Deloitte, KPMG, and PwC, as well as many regional system integrators.”
“Additionally, our technology alliance partners help us extend our reach throughout a customer’s IT environment with integrations with products like Amazon Web Services ("AWS"), Proofpoint, SAP, and ServiceNow.”
Depended on by
“We partner with hyperscalers, such as AWS, Microsoft, and Google; enterprise platforms, including Salesforce, ServiceNow, and Workday; cybersecurity players, such as CrowdStrike, Elastic, SailPoint, and Trellix; and data & AI platforms, such as Databricks and…”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
SAIL is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SAIL; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.