SailPoint at Goldman Sachs Communacopia + Technology Conference: agentic push
On Thursday, September 10, 2026, at the Goldman Sachs Communacopia + Technology Conference, SailPoint CEO Mark McClain emphasized the growing importance of identity governance in the era of agentic AI. McClain stated that the opportunity in this market is substantial, though still in its infancy, and that revenue recognition could be uneven in the near term.
The company targeted $800 million in agentic revenue for fiscal 2029, driven by its deep experience in complex enterprise identity environments and its Agentic Acceleration tool, which can reduce migration time and cost by up to 90% in some cases. Despite competition from Okta, Microsoft, ServiceNow, and CyberArk, SailPoint maintains its position in enterprise identity governance, positioning itself as a key player in the upcoming wave of AI-driven enterprise AI.
McClain highlighted that agentic systems still require human-defined controls, with agents inheriting policies from the people and systems that authorize them, thus making identity governance central to the next phase of enterprise AI. The company aims for mid-20s annual recurring revenue growth, targeting $2.1 billion in total revenue by fiscal 2029, with $800 million, or about 38%, anticipated to come from agentic-related revenue.
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