CXM
Sprinklr, Inc.7.85
+0.14+1.82%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Reinforces transformation; adds regions, renewals
Q&A reinforced the prepared script's transformation story but surfaced regional revenue splits—roughly 55% Americas, 35% Europe, 10% APJ—with Middle East an upper-middle performer holding resilient amid tensions. Rory flagged Q1/Q2 renewals improving further on Q4's best-in-year rates, crediting Bear Hug focus on top 900 accounts (90% revenue). Services deceleration signals Bear Hug wrap-up and partner ecosystem push, not demand fade. Analysts probed conservative FY27 guide and cohort dips; management called it prudent for investments, with AI agentic push accelerating. Renewals finally bending up. Watch durability into FY28 acceleration.
Key Stats
Market Cap
1.94BP/E (TTM)
19.15Basic EPS (TTM)
0.41Dividend Yield
0%Recent Filings
10-K
FY2026 results
Sprinklr's 10-K for fiscal year ended January 31, 2026 lacks financial statements or MD&A, offering no revenue, profitability, or quarterly metrics. No Q4 results, y/y deltas, or segment trends disclosed. Executive hires signal leadership refresh: CIO in April 2025 ($385K base, $3M equity), CRO in September 2025 ($475K base, $8M equity), and Chief Product Strategy Officer in October 2025 ($500K base, $7M equity). No debt, liquidity, or capex details provided. No guidance issued. Key risk: heavy executive signing bonuses risk clawbacks if departures hit early.
8-K
Q4 results, $200M buyback
Sprinklr reported Q4 revenue of $220.6M, up 9% year-over-year, with subscription revenue at $193.4M rising 6%; full-year revenue hit $857.2M, up 8%. Board authorized $200M stock repurchase on March 8, planning $125M accelerated buyback soon. Strong balance sheet fuels returns. Program may suspend anytime.
8-K
CMO Pattabhiraman departing
Sprinklr's Chief Marketing Officer Arun Pattabhiraman will depart effective March 16, 2026, announced January 20. He'll stay through a transition period on current base salary and benefits, then receive severance per the Executive Severance Plan. Post-employment covenants bind him. Leadership shift tests marketing continuity.
8-K
Sprinklr names new CAO
Sprinklr appointed Michele Meyers as Chief Accounting Officer effective January 5, 2026, to oversee accounting operations and reporting while Anthony Coletta stays CFO. Meyers, ex-Coursera CAO, brings 20+ years scaling finance teams through IPOs and transformations; her package includes $380,000 base, 40% target bonus, $220,000 signing bonus, and $2M RSUs vesting over four years. She strengthens accounting amid growth. No family ties or prior deals.
10-Q
Q1 FY2026 results
Sprinklr filed its Q1 FY2026 10-Q for the quarter ended October 31, 2025, attaching exhibits on executive changes. CFO Manish Sarin exited via a September 2025 transition agreement, securing $360,360 in base salary continuation over nine months plus a $273,676 prorated FY2026 target bonus. Anthony Coletta joins as new CFO on October 7 with $460,000 base, 90% target bonus, and $5M equity award (75% RSUs, 25% PSUs vesting over four years). No financial statements included. Leadership refresh signals steady hands. Smooth handoff.
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