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- **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

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

CXM

CXM fundamentals

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