Sprinklr Inc
NYSE:CXM

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Sprinklr Inc
NYSE:CXM
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Price: 5.44 USD 0.74% Market Closed
Market Cap: $803.5m

Sprinklr Inc
Investor Relations

Sprinklr Inc. emerged as a unique player in the digital age by focusing on a comprehensive approach to customer experience management. Founded in 2009, the company's journey is a testament to the growing importance of harmonious digital interactions. Sprinklr has designed a unified platform that integrates marketing, advertising, customer service, and sales — a smart move in an era where the customer journey is increasingly digital and multifaceted. The company’s product suite enables businesses to engage with their clientele across various digital channels including social media, messaging, and live chat, all centralized in one platform. This integration allows companies to maintain a consistent brand message while harnessing real-time analytics to enhance decision-making and customer outcomes.

Sprinklr's financial model capitalizes on the subscription-based software as a service (SaaS) model, which has proven to be both scalable and predictable. This approach not only provides recurring revenue streams but also fosters long-term relationships with its clients, which include some of the world's largest enterprises. By continuously advancing its technology and expanding its features, Sprinklr incentivizes existing clients to scale their usage while attracting new ones. Moreover, the company's focus on AI-driven insights and automation helps their clients increase operational efficiency, thereby further entrenching itself as a vital tool in modern digital strategy. By offering tailored solutions across a range of verticals, Sprinklr ensures its relevance in various industries, maintaining its position as a leader in the competitive customer experience management market.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Mar 11, 2026
AI Summary
Q4 2026

Revenue: Q4 total revenue $220.6M, up 9% YoY; subscription revenue $193.4M, up 6% YoY — results came in ahead of expectations.

Profitability: Q4 operating income $37.7M (17% margin) and non-GAAP EPS $0.13; full-year operating income $146.2M and EPS $0.49 with $142M free cash flow for FY '26.

Guidance: FY '27 guide is modest: subscription revenue $778M–$780M (3% growth) and total revenue $869M–$871M (1% growth); full-year operating income $144M–$146M (17% margin).

Renewals & Churn: Management said churn was elevated in FY '26 but Q4 delivered the best renewal rates of the year and they expect further improvement in Q1–Q2 of FY '27.

AI Momentum: ARR from generative AI-native SKUs grew 50% YoY; company is positioning Sprinklr as an "AI-native" unified customer experience platform and is investing in agentic AI and copilots.

Services mix: Professional services revenue declined expectedly vs. FY '26 (guidance: $91M services for FY '27) as large implementation projects complete and more work is pushed to partners.

Capital allocation: $502.5M cash and marketable securities, no debt, and a new $200M share buyback program (including $125M accelerated repurchase).

Key Financials
Total revenue (Q4)
$220.6 million
Subscription revenue (Q4)
$193.4 million
Operating income (Q4)
$37.7 million
Operating margin (Q4)
17%
Subscription gross margin (Q4)
76%
Professional services gross margin (Q4)
1%
Total gross margin (Q4)
67%
Non-GAAP net income per diluted share (Q4)
$0.13
Free cash flow (Q4)
$15.9 million
Free cash flow (FY '26)
$142 million
Cash and marketable securities
$502.5 million
Calculated billings (Q4)
$317.4 million
Total RPO
$986.5 million
Current RPO (cRPO)
$618.8 million
Customers contributing $1M+ in trailing 12 months
141
Net dollar expansion rate (subscription, Q4)
103%
Net dollar expansion (1M+ cohort, Q4)
115%
Average revenue per customer (1M+ cohort)
above $3 million
ARR from generative AI-native SKUs (FY '26)
grew 50% year-over-year
Total revenue (FY '26)
$857.2 million
Subscription revenue (FY '26)
$756.3 million
Offshore & Services revenue (FY '26)
$100.9 million
Operating income (FY '26)
$146.2 million
Operating margin (FY '26)
17%
Non-GAAP net income per diluted share (FY '26)
$0.49
Q1 FY '27 revenue guide
$215.5M to $216.5M
Q1 FY '27 subscription guide
$193M to $194M
Q1 FY '27 non-GAAP operating income guide
$28.5M to $29.5M
Q1 FY '27 non-GAAP net income per diluted share guide
$0.09 (approx.)
FY '27 subscription revenue guide
$778M to $780M
FY '27 total revenue guide
$869M to $871M
FY '27 professional services guide
$91 million
FY '27 operating income guide
$144M to $146M
FY '27 non-GAAP net income per diluted share guide
$0.47 to $0.48
FY '27 free cash flow guide
$150 million
Share count assumption (Q1)
245 million diluted weighted average shares
Share count assumption (FY)
244 million diluted weighted average shares
Tax provision (FY '27 estimate)
$42 million
Q1 tax provision estimate
$8.5 million
Earnings Call Recording
Other Earnings Calls

Management

Ms. Diane K. Adams
Chief Culture & Talent Officer
No Bio Available
Mr. Scott Michael Harvey
Chief Customer Officer
No Bio Available
Mr. Rory P. Read
President, CEO & Director
No Bio Available
Mr. Amitabh Misra
Chief Technology Officer
No Bio Available
Mr. Arunkumar Pattabhiraman
Chief Marketing Officer
No Bio Available
Mr. Eric Scro
Vice President of Finance
No Bio Available

Contacts

Address
NEW YORK
New York City
29 West 35Th Street, 8Th Floor
Contacts
+19179337800.0
www.sprinklr.com
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