I/O Fund - SailPoint is Positioned For Accelerating Growth
November 10, 2021
In the short video below, I give an overview of SailPoint's Q3 results, which I think are much stronger than they initially appear. Growth has been artificially subdued recently as SailPoint undergoes a billing model transition to a subscription service. This transition is largely complete, and subscription sales are growing much faster than as-reported sales.
The market may not fully understand SailPoint's true growth rate due to the impact of the billing model transition. Watch the video below to quickly learn why SailPoint is positioned for accelerating growth going forward and why this matters to investors.
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