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]

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 ...