NYSE$CXM

Sprinklr Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Sprinklr's Q3 2023 results exceeded expectations across all key metrics, demonstrating profitable revenue growth and operating margin improvement.

Sprinklr reported a strong Q3 fiscal year 2023 with total revenue of $157.3 million, up 24% year-over-year, and subscription revenue of $139.9 million, up 27% year-over-year. The company achieved non-GAAP profitability and continued operating margin improvement.

  • Total revenue reached $157.3 million, a 24% increase year-over-year.
  • Subscription revenue grew to $139.9 million, representing a 27% year-over-year increase.
  • RPO and cRPO increased by 28% and 27% year-over-year, respectively.
  • The company reported 107 customers with over $1 million in revenue, a 34% increase year-over-year.

Headline financials

Total Revenue

$157M

Previous: $127M+23.8%
EPS (adj)

$0.02

Previous: -$0.06+133.3%
Large Customers

107

Previous: 80+33.8%
Capital Expenditures

-$2.92M

Previous: -$5.2M+43.8%
Free Cash Flow

-$8.78M

Previous: -$34.4M+74.5%
Net Income

-$5.86M

Previous: -$29.2M+80.0%
Operating Income

-$4.6M

Previous: -$26.3M+82.5%
Gross Profit

$117M

Previous: $88.4M+32.1%
Cash & Equivalents

$156M

Previous: $522M-70.1%
Total Assets

$897M

Previous: $845M+6.2%
Stock-Based Comp

$11.2M

Previous: $12.4M-9.8%

Revenue & EPS history

Sprinklr · Revenue · Quarterly

$157M

Q3 2023+23.8%vs Q3 2022
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Sprinklr · $157M total across 2 segments · Q3 2023

  • Subscription
    $140M+27.3%
  • Professional services
    $17.3M+1.3%

Forward guidance

Sprinklr provided guidance for the fourth fiscal quarter ending January 31, 2023, and the full fiscal year ending January 31, 2023.

Tailwinds

  • Subscription revenue between $145.5 million and $146.5 million for Q4 2023.
  • Total revenue between $162.3 million and $163.3 million for Q4 2023.
  • Non-GAAP operating income between $6 million and $7 million for Q4 2023.
  • Non-GAAP net income per share between $0.01 and $0.02, assuming 264 million weighted average shares outstanding for Q4 2023.
  • Subscription revenue between $545.8 million and $546.8 million for the full fiscal year 2023.

Headwinds

  • Total revenue between $615.2 million and $616.2 million for the full fiscal year 2023.
  • Non-GAAP operating loss between $1.3 million and $2.3 million for the full fiscal year 2023.
  • Non-GAAP net loss per share between $0.04 and $0.05, assuming 260 million weighted average shares outstanding for the full fiscal year 2023.
  • High variability, complexity and low visibility with respect to the charges excluded from these non-GAAP measures
  • Unpredictable fluctuations in stock price

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 2023

Historical avgQ3 2023

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro