Sprout Social Inc Class A (SPT)
NASDAQ:SPT
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.16Last Year’s EPS
0.18Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a mix of clear operational and product momentum — double-digit revenue growth (11.2% YoY), expanding enterprise customer mix (30K+ ARR cohort +21% YoY and >60% of subscription revenue), record quarterly free cash flow (+~27% YoY), Trellis moving to GA with strong early adoption, and a $50M buyback authorization — all signaling improving durability and capital discipline. Offsetting these positives are near-term execution challenges: the lower-end (<$30K) cohort remains a drag and will be reworked (with modest deceleration expected), bookings/new-business cadence lags despite durable renewals, and some Q1 margin upside reflected timing; AI cost/monetization execution is also a watch item. Overall, the tone is constructive with manageable near-term headwinds as management invests in AI and repositions the go-to-market motion.Company Guidance
Revenue Growth
Revenue of $121.5M in Q1 fiscal 2026, up 11.2% year-over-year.
Improved Profitability
Non-GAAP operating margin of 11.6% in Q1, up 16 basis points year-over-year; company expects to exit FY2026 with ~15% non-GAAP operating margin and targets 30% under the Rule of 40 by Q4 2027.
Record Free Cash Flow and Strong Cash Generation
Non-GAAP free cash flow of $24.7M in Q1, a ~27% improvement year-over-year and the company's largest non-GAAP FCF quarter on record; trailing 12-month non-GAAP free cash flow exceeded $51M.
Stronger Enterprise Customer Mix
Approximated trailing 12-month subscription revenue from customers contributing $30,000+ ARR grew 21% YoY and crossed 60% of total subscription revenue for the first time; customers contributing $50,000+ ARR grew 18% YoY and that cohort is approaching 50% of subscription revenue.
Customer Additions and ACV Expansion
Added 72 net new customers in the $30K+ ARR segment in Q1 and 424 over the trailing 12 months; Q1 ACV increased 14.5% YoY.
RPO/CRPO Growth and Contract Duration
Total RPO was $395.3M (up ~9.7% YoY) and CRPO was $281.7M (CRPO/next-12-months recognition ~71.3%, CRPO growth ~10% YoY); multiyear contracts now represent nearly half of contract mix (up from ~1/3 two years ago) and monthly customers fell below 10% of mix for the first time.
AI Product Momentum — Trellis GA and Adoption
Trellis (AI orchestration framework) moved out of beta to general availability across Listening and NewsWhip; thousands of customers engaging, Trellis is the most used AI feature on the platform and half of listening customers have discovered it.
Capital Allocation — Share Repurchase Authorization
Board authorized a $50M share repurchase program — management cites confidence in free cash flow generation and view that repurchases are a disciplined use of capital at current valuations.
Product & GTM Initiatives for SMB Market
Introduced 'Essentials' as a simpler, self-serve entry product for customers below $30K ARR; early response encouraging and intended to improve unit economics and lower CAC over time.
Balance Sheet and Liquidity
Cash and equivalents of $111.6M at quarter end, up from $100.9M a year ago.
SPT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SPT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $6.80 | $7.40 | +8.82% |
Feb 26, 2026 | $7.11 | $6.45 | -9.28% |
Nov 05, 2025 | $10.25 | $9.87 | -3.71% |
Jul 30, 2025 | $18.59 | $17.15 | -7.75% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sprout Social Inc Class A (SPT) report earnings?
Sprout Social Inc Class A (SPT) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is Sprout Social Inc Class A (SPT) earnings time?
Sprout Social Inc Class A (SPT) earnings time is at Aug 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SPT EPS forecast?
SPT EPS forecast for the fiscal quarter 2026 (Q2) is 0.16.
