Revenue Growth and Quarterly Performance
Q4 revenue of $120.9M representing ~12.9% year-over-year growth; subscription revenue of $118.5M, up 12% YoY; Q4 ACV up 16% YoY.
Improved Profitability and Cash Flow
Full-year non-GAAP operating margin of 10.5%, up 306 basis points YoY; Q4 non-GAAP operating margin of 9.5%; non-GAAP free cash flow of $10.9M in Q4 and $45.9M for FY2025, an improvement of ~55% YoY.
Stronger Contract Visibility and RPO Expansion
Total RPO of $404.0M (up ~14.9% YoY) and current remaining performance obligations (CRPO) of $284.7M (up ~14% YoY); multiyear contracts now represent nearly half of contract mix (up from ~1/3 two years ago).
Upmarket Momentum and $30K+ Cohort Strength
$30K-and-above subscription revenue grew 22% in FY2025 and represented 59% of total subscription revenue; >$50K cohort showed ~27% approximated subscription revenue growth in FY2025; multiproduct attach rate for $30K+ customers is well over 70%.
Notable Enterprise Wins and Large Deals
Closed several large deals in the quarter, including a $1.4M new business deal, a $1.3M new business deal, and a $630K expansion; announced strategic logos such as GE Aerospace, Caesars Entertainment, McDonald's, P&G and Palo Alto Networks.
Product and AI Momentum (Trellis and Multiproduct Strategy)
Launched Sprout AI initiatives and Trellis (listening AI agent) with 1,000+ beta users; expanded product portfolio (Influencer Marketing, Guardian, NewsWhip) and emphasized cross-product integrations to drive higher win rates and monetization opportunities.
Guidance and Medium-Term Financial Targets
FY2026 revenue guidance of $490.2M to $495.2M; Q1 FY2026 revenue guidance $119.9M–$120.7M; target to reach a 30% Rule of 40 (YOY growth + current quarter non-GAAP operating margin) by Q4 2027 and an expected exit non-GAAP operating margin near ~15% by Q4 FY2026.