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- **Revenue Growth**: Q4 revenue up 9% YoY to $220.6M, subscription +6% to $193.4M. 
- **AI-Driven Expansion**: ARR from AI-native SKUs +50% YoY, winning multiyear deals with top enterprises. 
- **Profitability**: 17% non-GAAP operating margin, $142M free cash flow in FY '26. 
- **FY '27 Outlook**: 1% total revenue growth, 3% subscription growth, $150M free cash flow. 
- **Strategic Focus**: Accelerating AI innovation (unified intelligence, automation, marketing), while managing macro risks. 
- **Share Buyback**: $200M program signals confidence in long-term value. 


**【CEO Summary Section】**
- Q4 total revenue: $220.6M (+9% YoY), subscription revenue: $193.4M (+6% YoY). 
- FY '26 marked a year of operational progress: cost optimization, go-to-market revamp, and Project Bear Hug execution. 
- Entering Phase 2 (transition & execution) of 3-phase transformation, targeting Phase 3 (acceleration) by FY '28. 
- Key metrics: Q4 renewal rates highest in 4 quarters, ARR from AI-native SKUs +50% YoY. 
- Strategic wins: global payments company consolidates on Sprinklr platform, US telecom provider doubles ARR. 
- AI focus: unified customer intelligence, enterprise automation, AI-driven marketing, and advanced LLM capabilities. 
- FY '27 outlook: cautious due to macro uncertainty, but confident in long-term AI platform strength. 

**【CFO Financial Commentary】**
- Q4 non-GAAP operating income: $37.7M (17% margin), free cash flow: $15.9M. 
- FY '26 free cash flow: $142M (+140% YoY). 
- FY '27 guidance: 
  - Total revenue: $869-871M (+1% YoY), subscription: $778-780M (+3% YoY). 
  - Non-GAAP operating margin: 17%, free cash flow: $150M. 
- Key trends: 
  - Subscription gross margin: 76%, services margin negative due to investments. 
  - Billings: $317.4M (+6% YoY), RPO: $986.5M stable YoY. 
  - Share buyback program: $200M authorized, including $125M accelerated repurchase. 

**【Q&A Key Highlights】**
- **Margin Strategy**: Balanced between innovation investment and profitability, targeting 17% operating margin in FY '27. 
- **Geographic Mix**: ~50% Americas, 35% EMEA, 10% APJ; Middle East region is mid-sized but resilient. 
- **Churn Management**: Q4 renewal rates improved, expect further gains in Q1/Q2. 
- **Services Role**: Lowering services revenue to normalize mix, focusing on ecosystem partnerships. 
- **AI Funding**: Customers allocate existing software budgets to Sprinklr's AI-native platform, not cutting core spend. 
- **Execution Phase**: 90% of revenue from top 900 customers, intense bear-hugging to ensure retention and expansion. 
- **Long-Term Vision**: Positioning as enterprise OS for customer experience, with 180B+ annual conversations driving predictive/AI capabilities. 


Sprinklr, Inc.(CXM)-20260311-2026 Q4 Earnings call transcript

- **Revenue growth**: Q3 total revenue $219.1M (+9% YoY), subscription $190.3M (+5% YoY). 
- **Customer engagement**: Project Bear Hug drives 9% YoY growth in top 700 customers, 113% NDE. 
- **Financial strength**: $480M cash, $15.5M Q3 free cash flow, 15% operating margin. 
- **AI leadership**: 300+ AI engineers, 35% case deflection for Latin American bank, 5,000-agent rollout for streaming giant. 
- **Future focus**: FY '26 transitional year; FY '27 guidance to include margin expansion and services transformation.

**【CEO Summary Section】**
- Total revenue of $219.1 million, up 9% YoY, with subscription revenue at $190.3 million (5% YoY growth). 
- Launched Project Bear Hug to deepen engagement with top 700 customers (80% of revenue), showing early success in improving renewal rates and cross-selling. 
- Highlighted customer wins: Latin American bank saw 35% case deflection and 500% agent productivity boost; streaming giant expanded to 210 countries with 5,000 agents. 
- Emphasized AI-native platform's ability to unify first-party data across channels for hyper-personalized customer experiences. 
- FY '26 seen as transitional year with focus on operational efficiency, leadership team stabilization, and foundational changes for long-term growth.

**【CFO Financial Commentary】**
- Non-GAAP operating income of $33.5 million (15% margin), up from $29 million in Q2. 
- Subscription gross margin 77%, services gross margin 5% (total 67%). 
- Q4 guidance: $216.5-217.5M revenue (7% YoY), $191-192M subscription (5% YoY). 
- Full year FY '26: $853-854M total revenue (7% YoY), $137.5-138.5M non-GAAP operating income. 
- Free cash flow $15.5M Q3, $126M YTD; balance sheet remains strong with $480M cash. 
- Billings expected $320M Q4, up 7% YoY. 
- Investing in AI talent, services delivery, and R&D to drive future growth. 

**【Q&A Key Highlights】**
- **Sustainability of growth**: CEO Rory Read sees 3-4 quarters of execution needed to confirm momentum, with Q3 NAR and renewal predictability improving. 
- **Bear Hug impact**: $1M+ customers showed 9% YoY growth and 113% NDE, with 400+ customer meetings/month. 
- **Leadership stability**: All major leadership changes complete; CFO Anthony Coletta cites 18+ years of transformation experience at SAP. 
- **AI investment**: 300+ AI engineers, with focus on context-aware solutions for agent augmentation and deflection. 
- **Services transformation**: Implementing new project management tools, partner-driven wins (NTT Data, Accenture), and Sprinklr-powered support. 
- **FY '27 outlook**: Guidance to be provided in Q4 call, with focus on margin expansion and free cash flow generation.

Sprinklr, Inc. (CXM) Q3 2026 Earnings Call Transcript

- **Revenue Resilience**: Q2 revenue up 8% YoY to $212M, with 149 customers now generating $1M+ annually.
- **AI-Driven Growth**: Genic AI agents/copilots seeing strong adoption, with 2-3pts gross margin pressure in H2.
- **Customer Engagement**: Project Bearhug engaged 700 top customers, reducing churn and improving satisfaction.
- **Leadership Expansion**: New CRO and Global Services Head to accelerate enterprise sales and implementation.
- **Financial Discipline**: $123.5M free cash flow YTD, with FY26 subscription growth guided at 4% YoY.
- **Risk Management**: 2-3pts gross margin decline expected in H2 due to AI cloud costs, offset by customer expansion.


**【CEO Summary Section】**
- Total revenue grew 8% YoY to $212 million, with subscription revenue at $188.5 million (6% YoY). 
- Launched Project Bearhug to engage top 700 customers (80% of revenue), resulting in 3 new $1M+ customers this quarter.
- Invested in AI-driven products like genic AI agents and copilots, seeing strong early adoption.
- Hired Scott Lahr as CRO and Bit Rambus as Head of Global Services to strengthen go-to-market execution.
- Focused on enterprise customers, with 149 now generating $1M+ annually in subscription revenue.

**【CFO Financial Commentary】**
- Q2 non-GAAP operating income: $38.2M (18% margin), up from $31.1M (14%) in Q1.
- Subscription gross margin: 78%, down 2pts YoY due to cloud/AI costs.
- Free cash flow: $29.8M (Q2), $123.5M YTD (excluding restructuring).
- Q3 guidance: Total revenue $209-210M (4% YoY), subscription $186-187M (3% YoY).
- FY26 guidance: Subscription $746-748M (4% YoY), total $837-839M (5% YoY).
- Expect 2-3pts gross margin pressure in H2 due to AI adoption.

**【Q&A Highlights】**
- **Churn Management**: Reduced challenged accounts from 10s to teens, with 102% net dollar expansion in Q2.
- **AI Costs**: Higher cloud/LLM expenses offset by customer AI usage growth; expect $0.8M Q3 AI-related costs.
- **New Logos**: 25% of deals new logos, focused on Global 2000 enterprises.
- **M&A Strategy**: Prioritize organic growth, with potential tuck-in acquisitions for AI/social capabilities.
- **Gross Margin**: 78% subscription margin, targeting stabilization in H2 after 2-3pts YoY decline.


Sprinklr (CXM)-3 Sep 25-2026 Q2 Earnings call transcript

- **Revenue resilience**: 5% YoY growth ($205.5M) despite macro challenges, $80.7M free cash flow. 
- **AI-driven expansion**: 146+ $1M+ customers (+6% YoY), 30-80% AI containment rates. 
- **FY '26 guidance**: Subscription +3%, free cash flow $125M, $150M buyback. 
- **Key risks**: 10% FX headwind, 70% execution-related churn. 
- **Strategic focus**: Harden CCaaS, reenergize core, achieve Rule of 40 by FY '27. 
- **Execution milestones**: 500+ Bear Hug customers, 100%+ sales cadence adherence. 


**【CEO Summary Section】**
- Q1 2026 total revenue: $205.5M (+5% YoY), subscription revenue: $184.1M (+4% YoY). Non-GAAP operating margin: 18%, free cash flow: $80.7M (record). 
- Challenges: elevated churn/downsell (102% net dollar expansion), macroeconomic scrutiny, technical debt. 
- Progress: 
  - Project Bear Hug: 200+ top customers engaged, 30%+ sales win rate improvement. 
  - AI-native platform: 30-80% containment rates, 146+ $1M+ customers (+6% YoY). 
  - New leadership: CIO Sanjay Macwan to enhance security posture. 
  - Ambidextrous strategy: reenergize core (social media) + expand service (CCaaS). 
- FY '26 outlook: transitional year with focus on execution, predictability, and 2027+ growth. 

**【CFO Financial Commentary】**
- Q1 metrics: 
  - GAAP net income: $0.12/share, non-GAAP EPS: $0.10. 
  - Gross margin: 70% (subscription: 78%, services: 6%). 
  - RPO: $943.2M (+2% YoY), CRPO: $596.8M (+5% YoY). 
- Q2 guidance: 
  - Revenue: $205-206M (+4% YoY), subscription: $184-185M. 
  - Operating income: $33.5-34.5M (17% margin). 
- FY '26: 
  - Subscription: $741-743M (+3% YoY), total revenue: $825-827M. 
  - Free cash flow target: $125M (15% margin). 
  - FX headwind: $10M, offset by cost savings. 
- Buyback: $150M authorized, to complete by June '26. 

**【Q&A Highlights】**
- **Go-to-market execution**: 
  - Pod structure: 80% consistent implementations, 20% tailored. 
  - Enablement: 100-400 level training on 8 selling motions. 
  - 2025 targets: 500+ Bear Hug customers, 100%+ sales cadence adherence. 
- **CCaaS differentiation**: 
  - AI-native platform with unified CX, 80% containment rates. 
  - Hardening roadmap: Q4 '25 maturity, FY '27 acceleration. 
- **Churn drivers**: 
  - 30% macroeconomic, 70% execution/implementation. 
  - Solutions: improved implementation, partner ecosystem expansion. 
- **AI investment**: 
  - 300+ AI specialists, LLM-agnostic architecture. 
  - Project Tiger Shark: UI/UX innovation, acquisition pipeline. 
- **Headcount**: 
  - Flat to +100, focused on AI, technical success, and enablement. 
  - Attrition: 15% workforce reduction, 60%+ new hires in FY '26. 


Sprinklr, Inc. (CXM) Q1 2026 Earnings Call Transcript

- **Q4 Strong Execution**: 4% revenue growth, 13% operating margin, 18% YoY expansion in >$1M ARR customers.
- **FY '26 Strategic Reset**: 15% workforce reduction to reinvest in go-to-market, targeting 16% operating margin.
- **Customer Focus Shift**: 70% on existing customers, 30% new logos, with 149 customers >$1M ARR.
- **Challenges Acknowledged**: 400bps subscription margin pressure, breakeven services, and technical debt resolution in FY '26.
- **Cash Position Strength**: $483M cash, targeting $120M FY '26 free cash flow (15% margin).


**【CEO Summary Section】**
- Q4 total revenue: $202.5M (4% YoY growth), subscription revenue: $182.1M (3% YoY growth). Non-GAAP operating margin: 13%.
- FY '26 strategic focus: stabilize business, optimize cost structure (15% workforce reduction), and reinvest in go-to-market (sales pods, AI, service R&D).
- Customer expansion: 149 customers >$1M ARR (18% YoY growth), with multi-year renewals (e.g., $8M+ deal with global tech leader).
- Operational changes: new go-to-market coverage model, business management system (BMS), and technical debt resolution.
- Leadership updates: Joy Corso (CAO), Jan Hauser & Steve Ward (Board additions) to drive efficiency and growth.

**【CFO Financial Commentary】**
- Q4 non-GAAP net income: $0.10/diluted share. FY '25 free cash flow: $59.2M (7% margin).
- FY '26 guidance: subscription revenue $741-743M (3% YoY), total revenue $821.5-823.5M (3% YoY). Non-GAAP operating margin: 16%.
- Challenges: subscription gross margin impact (-400bps YoY) from data/hosting costs, breakeven professional services margins.
- Restructuring: $22M charges (Q1: $16M, Q2: $6M), freeing capital for strategic hires.
- Cash position: $483.5M (no debt), targeting 15% FY '26 free cash flow margin ($120M).

**【Q&A Key Themes】**
- **Cost Efficiency & Growth Balance**: 15% workforce reduction to reinvest in strategic areas (go-to-market, R&D). FY '26: 70% focus on existing customers, 30% new logos.
- **Implementation Challenges**: Productizing implementations, technical success managers, and C-suite account planning to reduce churn.
- **Macro Environment**: Prudent guidance amid macro uncertainty, with $149M ARR from top 149 customers providing stability.
- **Federal Government Exposure**: Minimal (non-material), focus on enterprise Global 2000-5000.
- **Technical Debt Resolution**: FY '26 roadmap includes AI-driven customer feedback, telephony enhancements, and scalable reporting solutions.


Actual	-0.09	-0.06	-0.05	-0.05	-0.03	0.02	0.06	0.06	0.09	0.11	0.12	0.09	0.06	0.1	0.1	0.12	0.13	0.12	0.13
Forecast	-0.1398	-0.0977	-0.0856	-0.0636	-0.0557	-0.0111	0.0185	0.0113	0.0507	0.0688	0.0871	0.0708	0.0663	0.0816	0.0715	0.0985	0.1003	0.0914	0.0962
Surprise	+35.62%	+38.59%	+41.59%	+21.38%	+46.14%	+280.18%	+224.32%	+430.97%	+77.51%	+59.88%	+37.77%	+27.12%	-9.50%	+22.55%	+39.86%	+21.83%	+29.61%	+31.29%	+35.14%

CXM

CXM fundamentals

CXM Q4 2026 Earnings

Earnings Call

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CXM

CXM fundamentals

CXM Q4 2026 Earnings

Earnings Call

CXM Earnings Call Summary for Q4/20268:30 AM on Mar 11, 2026

CXM Earnings Call Summary for Q3/20268:30 AM on Dec 3, 2025

CXM Earnings Call Summary for Q2/20268:30 AM on Sep 3, 2025

CXM Earnings Call Summary for Q1/20268:30 AM on Jun 4, 2025

CXM Earnings Call Summary for Q4/20258:30 AM on Mar 12, 2025

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