Question-and-Answer SessionRory ReadPresident, CEO & Director Yes. I think one of the key things, Tyler, when you take on a transformation like this, you really want to lay out a game plan. I kind of look at it across the three phases of a transformation. The first phase is around business optimization. It's really improving the execution, making sure you have the business management system, the capabilities. You want to make sure you're building a company that can really execute more cleanly. You want to t ...

Summary of Sprinklr (CXM) 2025 Conference Call Company Overview - **Company**: Sprinklr - **Industry**: Software, specifically focusing on customer experience management (CXM) and customer engagement solutions Key Points and Arguments Transformation Strategy - **Three Phases of Transformation**: 1. **Business Optimization**: Focus on improving execution, cost reduction, and cultural change within the first six to nine months [3][4] 2. **Transition Phase**: Lasts four to six quarters, focusing on embedding changes and gaining team buy-in [4][5] 3. **Acceleration Phase**: Involves heavier investment in go-to-market strategies and marketing positioning [5][6] - **Current Status**: The company is in the transition phase, expecting to see a positive bend in business performance by Q3 or Q4 [6][12] Customer Engagement and Project Bearhug - **Project Bearhug**: A go-to-market initiative targeting the top 700 accounts, which represent 90% of revenue, aimed at improving customer engagement and renewal rates [10][11] - **Customer Feedback**: Over 250 customer meetings have provided insights for improvement, leading to better business management and metrics [6][10] Technology and Product Development - **AI-First Platform**: Sprinklr's platform is AI-native, leveraging unstructured social data and integrating various customer engagement capabilities [6][16] - **CCaaS Growth**: Significant growth in CCaaS (Contact Center as a Service) with large implementations, indicating a competitive edge against established players [16][19] Market Position and Growth Potential - **Valuation**: Currently trading at approximately 2 times revenue, indicating potential for significant upside if execution improves [26][28] - **Future Growth**: Potential to grow into a billion-dollar company with a focus on social platforms, digital support, and customer feedback management [28][29] Cultural Transformation - **Employee Engagement**: Aiming to increase employee buy-in from 45% to 55-60% to create a self-sustaining culture of change [31][32] - **Leadership Changes**: Ongoing recruitment for senior leadership roles to support the transformation [39][40] Challenges and Roadblocks - **Employee Resistance**: Some employees are resistant to change, requiring proof points and transparent communication to gain their support [34][36] Conclusion - **Long-Term Vision**: The CEO emphasizes the importance of patience and consistent progress, comparing the transformation to a baseball season where success accumulates over time [45][46] - **Customer-Centric Focus**: The goal is to create significant value for customers through improved execution and innovative solutions [46] Additional Important Content - **Market Dynamics**: The CEO discusses the evolving landscape of AI and its integration into existing technologies, asserting that AI will not displace traditional solutions but enhance them [20][22][24] - **Competitive Landscape**: Sprinklr's unique position allows it to offer a comprehensive view of customer interactions across various channels, setting it apart from competitors [25][26]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40528 Sprinklr, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware (State or other Jurisdiction of Incorporati ...

Sometimes, a double-digit profitability increase just isn't sufficient for a demanding investor pool.The clouds looked rather dark for cloud computing specialist Sprinklr's (CXM -10.00%) stock on Wednesday. After all, the market clearly wasn't impressed with the company's second quarter of fiscal 2026 results, expressing this by trading the stock down by 10%. And that was on a generally positive day for stocks in general, as the bellwether S&P 500 index inched up by 0.5%. A shower of growthSprinklr took in ...

The stock market is showing signs of strain near all-time highs, a clear signal that investors are worried about valuations. And yet, we note that not every stock is expensive: rather, it's mainly the large-cap tech stocks that have driven the majority of the year'sWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today ...

Sprinklr (CXM) Q2 2026 Earnings Call September 03, 2025 08:30 AM ET Company ParticipantsEric Scro - VP - Finance & Head - IRRory Read - President, CEO & DirectorManish Sarin - CFOWillow Miller - Senior Equity Research Associate - Software & SaaSElizabeth Porter - Executive Director - Equity ResearchMatt Vanvliet - MD & Software Equity ResearchParker Lane - DirectorRaimo Lenschow - Managing DirectorAndrew King - Senior Research AssociateConference Call ParticipantsPat Walravens - Director - Technology Resear ...

Sprinklr (CXM) Q2 2026 Earnings Call September 03, 2025 08:30 AM ET Speaker0Greetings. Welcome to Sprinklr's second quarter fiscal year 2026 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Eric Scro, Head of Investor ...

Sprinklr (CXM) Q2 2026 Earnings Call September 03, 2025 08:30 AM ET Speaker0Greetings. Welcome to Sprinklr's second quarter fiscal year 2026 earnings call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. Please note this conference is being recorded. I will now turn the conference over to Eric Scro, Head of Investor ...

Sprinklr (CXM) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +30.00%. A quarter ago, it was expected that this customer experience software developer would post earnings of $0.1 per share when it actually produced earnings of $0.12, delivering a surprise of +20%.Over the last four qu ...

Financial Performance - Total RPO reached $924 million[4], with subscription revenue accounting for 78%[4] - The company achieved a net dollar expansion rate of 102%[4] - Q2 total revenue grew by 8% year-over-year[4] - LTM Q2 FY26 subscription revenue was $735.3 million, a 5% increase year-over-year[25] - LTM Q2 FY26 total revenue reached $820.8 million, reflecting a 6% year-over-year growth[25] - The company has 149 customers with over $1 million in revenue[4] Guidance - Q3 FY26 subscription revenue is projected to be between $186 million and $187 million, a 3% increase year-over-year at the midpoint[37] - Q3 FY26 total revenue is expected to be between $209 million and $210 million, a 4% increase year-over-year at the midpoint[37] - Full-year fiscal 2026 subscription revenue is guided to be between $746 million and $748 million, a 4% increase year-over-year at the midpoint[37] - Full-year fiscal 2026 total revenue is projected to be between $837 million and $839 million, a 5% increase year-over-year at the midpoint[37]