NYSE$CXM

Sprinklr Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Sprinklr's Q4 performance showed strong results driven by efficient execution and customer value creation with the Unified-CXM platform.

Sprinklr reported a 22% year-over-year increase in total revenue for Q4 2023, reaching $165.3 million. Subscription revenue grew by 26% year-over-year to $148.3 million. The company achieved non-GAAP profitability and generated positive free cash flow, driven by operational improvements.

  • Total revenue for Q4 reached $165.3 million, a 22% increase year-over-year.
  • Subscription revenue for Q4 was $148.3 million, up 26% year-over-year.
  • Net cash provided by operating activities was $22.1 million, with a free cash flow of $16.3 million in Q4.
  • Total RPO reached $719.5 million, a 26% increase year-over-year, and cRPO was $485.2 million, up 23% year-over-year.

Headline financials

Total Revenue

$165M

Previous: $136M+21.9%
EPS (adj)

$0.06

Previous: -$0.05+220.0%
Large Customers

108

Previous: 82+31.7%
Free Cash Flow

$16.3M

Previous: -$15.9M+202.1%
Net Income

-$666K

Previous: -$36.9M+98.2%
Operating Income

-$1.82M

Previous: -$35.8M+94.9%
Gross Profit

$126M

Previous: $95.9M+31.4%
Cash & Equivalents

$188M

Previous: $321M-41.4%
Total Assets

$1.02B

Previous: $920M+11.4%

Revenue & EPS history

Sprinklr · Revenue · Quarterly

$165M

Q4 2023+21.9%vs Q4 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Sprinklr · $165M total across 2 segments · Q4 2023

  • Subscription
    $148M+26.0%
  • Professional services
    $17M-5.5%

Forward guidance

Sprinklr provided guidance for Q1 2024 and full fiscal year 2024.

Tailwinds

  • Subscription revenue between $153 million and $155 million for Q1 2024.
  • Total revenue between $168 million and $170 million for Q1 2024.
  • Non-GAAP operating income between $3 million and $5 million for Q1 2024.
  • Non-GAAP net income per share between $0.00 and $0.01, assuming 268 million weighted average shares outstanding for Q1 2024.
  • Subscription revenue between $644 million and $648 million for full year fiscal 2024.

Headwinds

  • Total revenue between $710 million and $714 million for full year fiscal 2024.
  • Non-GAAP operating income between $41 million and $45 million for full year fiscal 2024.
  • Non-GAAP net income per share between $0.13 and $0.15, assuming 273 million weighted average shares outstanding for full year fiscal 2024.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+1.7%

Avg return

Earnings day

+0.6%

Avg return

5 days after

-3.8%

Avg return

30 days after

63%

15 / 24 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
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 2023+5.2%+4.5%+5.1%
Q1 2022+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%
Q4 2021-7.6%-8.1%-13.8%
Q2 2021-7.6%-8.1%-13.8%
Q2 2022+6.8%+0.2%-3.4%
Q1 2021

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