NASDAQ$SPT

Sprout Social Inc. · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

Sprout Social's Q3 2021 financial results were announced, exceeding the guidance range with strong revenue growth.

Sprout Social reported a strong third quarter with revenue of $49.1 million, a 46% increase year-over-year. The company's growth was driven by accelerated momentum in large-customer cohorts. Sprout Social is updating its full year 2021 revenue guidance to $185.8 to $185.9 million, representing overall growth of 40%.

  • Revenue was $49.1 million, up 46% compared to the third quarter of 2020.
  • ARR was $204.6 million, up 44% compared to the third quarter of 2020.
  • Grew number of customers to 30,705 as of September 30, 2021, up 20% compared to September 30, 2020.
  • Grew number of customers contributing over $10,000 in ARR to 4,380 customers as of September 30, 2021, up 57% compared to September 30, 2020.

Headline financials

Total Revenue

$49.1M

Previous: $33.7M+45.8%
EPS (adj)

-$0.03

Previous: -$0.13+76.9%
Customers > $10K ARR

4.4K

No prior period
Customers > $50K ARR

478

No prior period
Capital Expenditures

-$662K

Previous: -$2.22M+70.1%
Free Cash Flow

-$7.66M

Previous: -$9.21M+16.9%
Net Income

-$6.99M

Previous: -$7M+0.1%
Operating Income

-$6.84M

Previous: -$6.92M+1.2%
Gross Profit

$36.7M

Previous: $24.9M+47.6%
Cash & Equivalents

$115M

Previous: $118M-2.1%

Revenue & EPS history

Sprout Social · Revenue · Quarterly

$49.1M

Q3 2021+45.8%vs Q3 2020
Beat estimate in 5 of 11 quarters(45%)
ActualEstimate

Revenue by segment

Sprout Social · $49.1M total across 2 segments · Q3 2021

  • Subscription
    $48.6M+45.5%
  • Professional services and other
    $521K+76.0%

Forward guidance

For the fourth quarter of 2021, the Company currently expects:Total revenue between $51.2 and $51.3 million, or overall growth of 37%.Non-GAAP operating loss between ($4.0) million and ($3.5) million.Non-GAAP net loss per share of between ($0.07) and ($0.06) based on approximately 54.1 million weighted-average shares of common stock outstanding.

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 Q3 2021

Historical avgQ3 2021

-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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