NYSE$CXM

Sprinklr Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Sprinklr had a solid quarter with strength in Sprinklr Service product suite and a record level of profitability.

Sprinklr reported Q2 fiscal year 2024 results with total revenue of $178.5 million, up 18% year-over-year, and subscription revenue of $163.5 million, up 23% year-over-year. The company generated net cash provided by operating activities of $14.6 million and free cash flow of $8.7 million. Sprinklr's RPO and cRPO were up 35% and 22% year-over-year, respectively, and the company had 120 $1 million customers, up 22% year-over-year.

  • Total revenue for the second quarter was $178.5 million, up 18% year-over-year.
  • Subscription revenue for the second quarter was $163.5 million, up 23% year-over-year.
  • Second quarter operating income was $5.5 million, compared to an operating loss of $21.7 million one year ago.
  • Second quarter net income per share, basic was $0.04, compared to net loss per share, basic of $0.09 in the second quarter of fiscal year 2023.

Headline financials

Total Revenue

$178M

Previous: $151M+18.5%
EPS (adj)

$0.09

Previous: -$0.03+400.0%
Large Customers

120

Previous: 98+22.4%
Capital Expenditures

-$4.41M

Previous: -$2.35M-87.6%
Free Cash Flow

$6.07M

Previous: -$26.3M+123.1%
Net Income

$10.5M

Previous: -$23.9M+143.8%
Operating Income

$5.49M

Previous: -$21.7M+125.3%
Gross Profit

$135M

Previous: $108M+24.5%
Cash & Equivalents

$148M

Previous: $154M-4.2%
Total Assets

$1.07B

Previous: $911M+17.7%
Stock-Based Comp

$14.9M

Previous: $16.2M-8.2%

Revenue & EPS history

Sprinklr · Revenue · Quarterly

$178M

Q2 2024+18.5%vs Q2 2023
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Sprinklr · $178M total across 2 segments · Q2 2024

  • Subscription
    $163M+22.8%
  • Professional services
    $15M-14.5%

Forward guidance

Sprinklr is providing the following guidance for the third fiscal quarter ending October 31, 2023:Subscription revenue between $164 million and $166 million.Total revenue between $179 million and $181 million.Non-GAAP operating income between $15 million and $17 million.Non-GAAP net income per share between $0.06 and $0.07, assuming 274 million basic weighted-average shares outstanding.

Tailwinds

  • Subscription revenue between $164 million and $166 million.
  • Total revenue between $179 million and $181 million.
  • Non-GAAP operating income between $15 million and $17 million.
  • Non-GAAP net income per share between $0.06 and $0.07.
  • Assuming 274 million basic weighted-average shares 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 Q2 2024

Historical avgQ2 2024

+1.5%

Avg return

Earnings day

+0.5%

Avg return

5 days after

-3.8%

Avg return

30 days after

60%

15 / 25 earnings

Positive

+20.2%

Q4 2023

Best reaction

-33.6%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-3.2%-3.7%
Q4 2026+6.4%+2.1%-3.9%
Q3 2026+3.1%+2.7%-2.9%
Q2 2026-10.0%-8.0%-9.7%
Q1 2026+0.0%+6.7%+13.9%
Q4 2025+16.6%+6.9%-10.1%
Q3 2025+5.1%+9.3%+6.4%
Q2 2025-9.5%-13.2%-13.4%
Q1 2025-14.1%-16.3%-7.0%
Q4 2024-4.3%-5.0%-6.9%
Q3 2024-33.6%-33.5%-29.2%
Q2 2024+0.4%+0.7%-9.8%
Q1 2024+11.5%+4.8%+3.2%
Q4 2023+20.2%+20.8%+12.4%
Q3 2023-0.4%+2.9%-5.3%
Q2 2023+7.0%+8.7%-14.9%
Q1 2022+5.2%+4.5%+5.1%
Q1 2023+5.2%+4.5%+5.1%
Q4 2020+0.1%+0.1%-20.0%
Q4 2022+16.9%+17.0%+11.9%
Q3 2021+17.1%+11.8%+9.5%
Q3 2022+6.5%+3.8%+4.9%
Q2 2021-7.6%-8.1%-13.8%
Q4 2021-7.6%-8.1%-13.8%
Q2 2022+6.8%+0.2%-3.4%
Q1 2021

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