NASDAQ$SPT

Sprout Social Inc. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Sprout Social's Q2 2023 financial results were announced, exceeding the guidance range.

Sprout Social reported revenue of $79.3 million, a 29% increase compared to Q2 2022. The company's ARR reached $326.1 million, up 27% year-over-year. Sprout Social acquired a record 176 customers through their partnership with Salesforce.

  • Revenue was $79.3 million, up 29% compared to the second quarter of 2022.
  • ARR from customers contributing >$2,000 in ARR grew 33% year-over-year and represents 96% of total ARR.
  • ARR was $326.1 million, up 27% compared to the second quarter of 2022.
  • Non-GAAP net income was $3.8 million, compared to a Non-GAAP net loss of ($1.9) million in the second quarter of 2022.

Headline financials

Total Revenue

$79.3M

Previous: $61.4M+29.1%
EPS (adj)

$0.07

Previous: -$0.04+275.0%
Customers > $50K ARR

1.1K

Previous: 755+48.2%
Capital Expenditures

-$644K

Previous: -$913K+29.5%
Free Cash Flow

-$13.7M

Previous: -$15.5M+11.6%
Net Income

-$13.1M

Previous: -$14.6M+10.4%
Operating Income

-$14.9M

Previous: -$14.5M-2.6%
Gross Profit

$61.1M

Previous: $46.3M+31.9%
Cash & Equivalents

$74.4M

Previous: $68.6M+8.5%

Revenue & EPS history

Sprout Social · Revenue · Quarterly

$79.3M

Q2 2023+29.1%vs Q2 2022
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Sprout Social · $79.3M total across 2 segments · Q2 2023

  • Subscription
    $78.7M+29.6%
  • Professional services and other
    $625K-10.7%

Forward guidance

For the third quarter of 2023, Sprout Social expects total revenue between $84.1 million and $84.2 million and Non-GAAP operating loss to be between ($2.8) million and ($2.7) million. For the full year 2023, the Company currently expects total revenue to be between $328.6 million and $328.7 million and Non-GAAP operating income between $1.4 million and $1.5 million.

Tailwinds

  • Total revenue to be between $84.1 million and $84.2 million for Q3 2023.
  • Non-GAAP operating loss to be between ($2.8) million and ($2.7) million for Q3 2023.
  • Total revenue to be between $328.6 million and $328.7 million for the full year 2023.
  • Non-GAAP operating income between $1.4 million and $1.5 million for the full year 2023.
  • Expects that Q2 will represent the slowest pace of ARR growth this year.

Headwinds

  • Services revenue will be lower than 2022 levels for Q3 2023.
  • Non-GAAP net loss per share of roughly ($0.05) for Q3 2023.
  • Services revenue will be lower than 2022 levels for the full year 2023.
  • Modeled lowest customer tier ARR to zero exiting 2023, which believed reduces forecast risk of this business that has been strategically de-prioritized.
  • The Company does not provide guidance for operating loss, the most directly comparable GAAP measure to non-GAAP operating income (loss).

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.9%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+4.8%

Avg return

30 days after

52%

13 / 25 earnings

Positive

+26.8%

Q1 2020

Best reaction

-42.3%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+8.8%-7.4%
Q4 2025-9.6%-5.1%-22.2%
Q3 2025-3.6%+0.9%+4.5%
Q1 2025+9.5%+11.0%-0.4%
Q4 2024+3.1%-1.1%-17.4%
Q3 2024-8.9%-1.8%+10.6%
Q2 2024-15.7%-21.9%-20.4%
Q1 2024-42.3%-45.7%-34.6%
Q4 2023-5.2%-1.3%-7.7%
Q3 2023+9.7%+16.4%+40.2%
Q2 2023-11.2%-11.4%+0.2%
Q1 2023-15.3%-21.3%-14.0%
Q4 2022+4.0%+2.1%+6.4%
Q3 2022+1.9%+12.9%+31.9%
Q2 2022+13.4%+18.2%+10.8%
Q1 2022-9.3%-19.2%-7.8%
Q4 2021+1.5%+22.1%+54.3%
Q3 2021-2.7%-3.0%-20.6%
Q2 2021+13.5%+18.0%+39.1%
Q1 2021-5.6%-2.8%+3.0%
Q4 2020+9.0%-3.2%-21.8%
Q3 2020-4.2%+5.3%+1.3%
Q2 2020+1.3%-5.0%+14.8%
Q1 2020+26.8%+36.6%+88.3%
Q4 2019+7.5%+8.6%-24.5%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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