Sprinklr, Inc. is a global enterprise software company specializing in cloud-based solutions. Its primary offering is the Unified Customer Experience Management (CXM) ...
Sprinklr, Inc. is a public enterprise-software company headquartered at 441 Ninth Avenue in New York City. It was founded in 2009 by technology executive Ragy Thomas and completed its initial public offering on the New York Stock Exchange on June 23, 2021, under the ticker CXM. The company's current chief ...Sprinklr, Inc. is a public enterprise-software company headquartered at 441 Ninth Avenue in New York City. It was founded in 2009 by technology executive Ragy Thomas and completed its initial public offering on the New York Stock Exchange on June 23, 2021, under the ticker CXM. The company's current chief executive listed in the supplied financial data is Rory Read. Ragy Thomas remains closely associated with the company as its founder and board chairman, and public leadership information has also described him as having held a co-chief executive role during part of the company's corporate history.
Sprinklr's core offering is a cloud-based Unified Customer Experience Management, or Unified-CXM, platform. The platform is designed to consolidate customer interaction data from a highly fragmented communications environment, including social networks, messaging applications, digital channels, voice, traditional contact-center channels, websites, and other sources. Its objective is to help large enterprises understand customer sentiment, coordinate engagement, automate workflows, and deliver more consistent experiences across the customer lifecycle.
The product portfolio has historically included four major areas. Sprinklr Insights, formerly associated with Modern Research, helps organizations collect and interpret unstructured data and online conversations. Sprinklr Service, including the former Modern Care capabilities, supports customer-service case management, routing, agent workflows, automation, and resolution across multiple channels. Sprinklr Marketing and Sprinklr Advertising help brands plan, create, publish, optimize, and measure organic and paid campaigns. Sprinklr Social supports social listening, publishing, engagement, monitoring, analytics, and social selling. Artificial intelligence is embedded across these products to assist with classification, recommendations, summarization, automation, and analysis.
Sprinklr primarily follows a software-as-a-service business model. Customers generally pay recurring subscription fees based on products, users, data volumes, channels, usage, or enterprise agreements. Additional revenue can come from implementation, integration, managed services, training, and consulting. Because the company delivers software rather than physical products, its bill-of-materials structure is largely digital: cloud infrastructure, data storage, third-party technology integrations, cybersecurity, software development, customer support, sales, and implementation personnel are the principal operating inputs. This model can provide high gross margins and recurring revenue, although it requires substantial investment in research and development, cloud operations, sales, marketing, and customer success.
The supplied trailing-twelve-month data indicates approximately 66.3% gross margin, 7.8% EBITDA margin, 6.1% EBIT margin, and 3.3% net profit margin. It also indicates positive free cash flow of approximately $138.2 million to equity and $142.2 million to the firm, with relatively low debt compared with assets and market capitalization. The company reported approximately 3,258 full-time employees in the supplied financial dataset, placing it in the 2,001-to-5,000 employee category, while third-party sources may report different headcounts depending on timing and methodology.
Sprinklr's principal strategic opportunity is to become a central operating layer for enterprise customer experience by combining data, workflow, analytics, automation, and generative artificial intelligence in one platform. Key challenges include competition from customer-service, CRM, marketing-cloud, social-media-management, contact-center, and analytics vendors; long enterprise sales cycles; customer concentration and retention requirements; rapidly changing digital channels; data-privacy obligations; and the continuing cost of developing reliable AI capabilities.
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.
TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).
$857.2M
+7.6%
-2.6%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.
$22.9M
-81.2%
+70.2%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.
+67.4%
-6.6%
-0.1%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).
+6.9%
+129.1%
+2.7%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.
+2.7%
-82.5%
+74.8%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.
$157.8M
+119.8%
-74.6%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.
+18.4%
+104.2%
-73.9%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.
7.9%
-0.9%
-11.3%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.
1.60x
-2.9%
+8.5%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.
Operator: Greetings. Welcome to Sprinklr's Second Quarter Fiscal Year 2027 Call. [Operator Instructions] Please note, this conference is being recorded. I'll now turn the conference over to Eric Scro, Head of Investor Relations.
Eric Scro: Thank you, Operator, and welcome, everyone, to Sprinklr's Second Quarter Fiscal Year 2027 Financial Results Call. Joining us today are Rory Read, Sprinklr's President and CEO, and Anthony Coletta, Sprinklr's Chief Financial Officer. We issued our earnings release a short time ago, filed the related Form 8-K with the SEC, and we've made them available on the Investor Relations section of our website, along with the supplementary investor presentation. Please note that on today's call, management will refer to certain non-GAAP financial measures. While the company believes these non-GAAP financial measures provide useful information for investors, the presentation of this information is not intended to be considered in isolation or as a substitute for financial information presented in accordance with GAAP. You are directed to our press release and supplementary investor presentation for a reconciliation of such measures to GAAP. In addition, during today's call, we'll be making some forward-looking statements about the business and about the financial results of Sprinklr that involve many assumptions, risks, and uncertainties, including our guidance for the third fiscal quarter and full fiscal year of 2027, the impact of our corporate strategies, the benefits of our platform, and our market opportunity. Our actual results might differ materially from such forward-looking statements. Any forward-looking statements that we make on this call are based on our beliefs and assumptions as of today, and we disclaim any obligation to update them. For more details on the risks associated with these forward-looking statements, please refer to our filings with the SEC also posted on our website. With that, I'll now turn it over to Rory.
Rory Read: Thank you, Eric, and hello, everyone. It's great to be with you today. In the second quarter, total revenue was $213.7 million, up 1% year-over-year, and subscription revenue grew 3% to $194.8 million. We delivered $31.3 million in non-GAAP operating income, representing a 15% non-GAAP operating margin. I want to thank our global teams, customers, and partners for their trust and ongoing support. We continue to strengthen our leadership during the quarter with the addition of Tom Addis as our Chief Revenue Officer. And just recently, we added Jordi Ribas to our Board of Directors. Tom brings a proven track record of driving growth, scaling customer-centric organizations, and building high-performance global sales teams. Jordi is a recognized product, engineering, and AI leader with decades of experience at Microsoft, where he serves as President of Search & AI. We're excited to welcome Tom and Jordi to Sprinklr, and we look forward to their many contributions. In the second …
