Sprout Social, Inc. delivers a comprehensive, cloud-based platform for social media management, operating across a global clientele that spans the Americas, Europe, ...
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Est. EPS $0.29 · Revenue $123.84M · 6 analysts
Est. EPS $0.35 · Revenue $125.35M · 6 analysts
Est. EPS $1.13 · Revenue $494.50M · 5 analysts
Est. EPS $0.37 · Revenue $126.79M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $457.5M | +12.7% | +1.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-43.3M | +30.1% | +51.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +77.6% | +0.1% | +0.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -9.5% | +36.1% | +51.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -9.5% | +38.0% | +52.2% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $39.3M | +68.2% | -60.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +8.6% | +49.3% | -61.1% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 32.8% | +26.3% | -72.9% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 0.93x | -2.8% | +22.8% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $523.1M | +22.1% | +2.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.74 vs 0.78 | -194.4% | -0.05 vs 0.29 | -117.0% |
| Revenue Surprise | $457.5M vs $455.4M | +0.5% | $123.8M vs $123.8M | +0.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Sep 2, 2026 | Howard Justyn Russell | director, 10 percent owner, officer: Executive Chair | Class A Common Stock | D | 10,895 | $11.45 |
| Sep 2, 2026 | Rankin Aaron Edward Frederick | director, 10 percent owner, officer: Chief Technology Officer | Class A Common Stock | D | 717 | $11.45 |
| Sep 1, 2026 | Barretto Ryan Paul | director, officer: CEO | Class A Common Stock | D | 13,323 | $11.47 |
| Aug 11, 2026 | Howard Justyn Russell | director, 10 percent owner, officer: Executive Chair | Class B Common Stock | D | 40,000 | — |
| Aug 11, 2026 | Howard Justyn Russell | director, 10 percent owner, officer: Executive Chair | Class A Common Stock | A | 40,000 | — |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Sprout Social second quarter 2026 earnings call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Lexi Johnson, Investor Relations Manager. Lexi, please go ahead. Lexi Johnson: Thank you, and welcome to Sprout Social's second quarter 2026 earnings call. We will be discussing the results announced in our press release issued after market close today and have also released an updated investor presentation, which can be found on our website. With me are Sprout Social CEO, Ryan Barretto, and Vice President of FP&A, Erin Graupmann. Today's call will contain forward-looking statements which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact are forward-looking. These include, among others, statements concerning our expected future financial performance, including our Q3 and 2026 outlook and business plans and objectives, and can be identified by words such as "expect," "anticipate," "intend," "plan," "believe," "seek," "opportunity," "target," or "will." These statements reflect our views as of today only and should not be relied upon as representing our views at any subsequent date, and we do not undertake any duty to update these statements. Forward-looking statements address matters that are subject to risks and uncertainties that could cause actual results to differ materially. For a discussion of the risks and other important factors that could affect our actual results, please refer to our annual report on Form 10-K for the year ended December 31st, 2025, as well as our quarterly report on Form 10-Q for the quarter ended June 30th, 2026, to be filed with the SEC. During the call, we will discuss non-GAAP financial measures, which are not prepared in accordance with generally accepted accounting principles. Definitions of these non-GAAP financial measures, along with reconciliations to the most directly comparable GAAP financial measures, are included in our second quarter earnings release, which has been furnished to the SEC and is available on our website at investors.sproutsocial.com. As a reminder, we will be referring to the metric approximated subscription revenue contribution for customers contributing $30,000 and above in ARR. This metric is intended to approximate the subscription revenue of a subset of customers over a historical period by using their average ARR as a proxy and annualizing this quarterly estimate on a trailing 12-month basis. For brevity, we'll refer to this metric through the rest of this call as $30,000 and above subscription revenue. Let me turn the call over to Ryan. Ryan? Ryan Barretto: Thank you, Lexi, and welcome to our second quarter …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Ryan Paul Barretto | President, CEO, Director & Interim Principal Financial and Accounting Officer | USD 966,837 | Male | 1980 | Active |
Justyn Russell Howard | Co-Founder & Executive Chairman | USD 511,118 | Male | 1980 | Active |
Scott Morris | Chief Marketing Officer | USD 451,700 | Male | — | Active |
Aaron Edward-Frederick Rankin | Co-Founder & Director | USD 35,000 | Male | 1983 | Active |
Srinivas Somayajula | Chief Product Officer | — | — | — | Active |
Heidi N. Jonas | General Counsel & Secretary | — | Female | — | Active |
Colleen Geiselhart | Senior Vice President of Customer Experience | — | — | — | Active |
Alan Boyce | Chief Technology Officer | — | Male | — | Active |
Crystal Boysen | Chief People Officer | — | Female | — | Active |
Alexander Kurtz | Head of IR & Corp Dev | — | Male | 1975 | Active |
Sprout Social (SPT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
CHICAGO, Aug. 19, 2026 (GLOBE NEWSWIRE) -- One month after Sprout Social (Nasdaq: SPT), the AI-powered Social Intelligence Platform, made Trellis, its proprietary agentic AI, available to every customer on every plan, a pattern is already emerging: social teams are putting it to work on problems far more complex than simply writing captions.
I maintain a Hold rating on Sprout Social, Inc. as the top-line growth rate slows, but operating results approach breakeven, supported by its Trellis Gen AI system. SPT's focus is shifting to higher-value $30K+ ARR clients and cross-selling, while a 20% headcount reduction raises concerns about sustaining revenue growth. The company trades at a forward EV/Sales discount (1.1x vs. SaaS median 4.1x) due to lower forward growth expectations and disruption risks.
Amundi lessened its stake in shares of Sprout Social, Inc. (NASDAQ: SPT) by 33.8% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 183,702 shares of the company's stock after selling 93,819 shares during the period. Amundi owned about 0.31% of Sprout Social worth $1,047,000
Sprout Social, Inc. (SPT) Q2 2026 Earnings Call Transcript
