What guidance did Sprinklr's management provide for the next earnings period?

What is the revenue and EPS growth rate for Sprinklr year over year?

What does Sprinklr do and what are its main business segments?

Did Sprinklr beat or miss consensus estimates last quarter?

What were the key takeaways from Sprinklr's earnings call?

What is the market's earnings forecast for Sprinklr next quarter?

What were the key takeaways from Sprinklr’s earnings call?

What factors drove the changes in Sprinklr's revenue and profit?

- **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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