Sprout Social, Inc · NASDAQ:SPT
Sprout Social — Q1 2026 Earnings Presentation
31 slides from Sprout Social's earnings presentation, May 7, 2026
Slide 1: Investor Presentation 1QFY26
Investor Presentation 1QFY26 1
Slide 2: Disclaimer
Disclaimer Disclaimer Forward-Looking Statements This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify forward-looking st
Slide 3: 1Q FY2026 Results
y | sproutsocial 1Q FY2026 Results
Slide 4: Tens of Thousands of Customers in 100+ Countries
15% 11% Tens of ACV Growth Revenue Growth Thousands Customers in 100+ countries 99% 77% Subscription Gross Profit Revenue *All financial metrics are as of or for the quarter ended 3/31/26. Revenue and ACV growth represents year-over-year growth of Q1 2026 over Q1 2025. 4
Slide 5: FY2026+ Growth and Profitability Plan
FY2026+ Growth and Profitability Plan Customer Segment Plans Rule of 40 Target $30K ARR and Above 30% By 4Q 2027 Continue Investments in R&D & GTM Expand Customer Share of Wallet Continued Focus on Below $30K ARR Growth Opportunities New Packaging and Product Approach Utilize AI & Automation to Oppor
Slide 6: Q1 FY2026 Financial Overview
Q1 FY2026 Q1 FY2026 Q1 FY2025 Financial Total Revenue $121.5M $109.3M Overview Customers Contributing ≥$30k in ARR 3,875 3,451 Customers Contributing ≥$50k in ARR 2,085 1,766 Average Contract Value (ACV) $17,136 $14,961 RPO $395.3M $360.2M cRPO $281.7M $255.8M Non-GAAP Gross Margin 78% 79% Non-GAAP
Slide 7: Revenue
Revenue ($ Millions) $120.9 $121.5 $115.6 $111.8 $107.1 Gis $102.6 $99.4 $96.8 $93.6 $85.5 $79.3 2Q23 3Q23 4Q23 1024 2Q24 3Q24 4Q24 1025 2Q25 3Q25 4Q25 1026 sproutsocial
Slide 8: Non-GAAP Operating Income (Loss)
Non-GAAP Operating Income (Loss) ($ Millions) Non-GAAP Operating Income and Non-GAAP Operating Margin are Non-GAAP financial metrics. See appendix for definitions of these Non-GAAP measures and reconciliations of these measures to their closest comparable GAAP measures. 8
Slide 9: Average Contract Value (ACV)
Average Contract Value (ACV) See appendix for a definition of ACV 9
Slide 10: Broadening Customer Adoption
Broadening Customer Adoption Recent Customer Highlights 10
Slide 11: LAND Customer Story: Fortune Financial Services Firm
LAND Customer Story Why Sprout? Customer: Fortune 500 Financial Services Firm Sprout enables this company to: Products Benefits Standardize global compliance through rigorous ● Listening controls and approval workflows across all social ● Mitigation of networks, ensuring brand consistency and security
Slide 12: LAND Customer Story: Global Product Design & Technology Company
LAND Customer Story Why Sprout? Customer: Global Product Design & Technology Company Sprout enables this company to: Products Benefits Manage a complex support ecosystem of 80+ users ● Guardian through sophisticated automated routing and case ● Streamlined management, ensuring rapid resolution at sca
Slide 13: LAND Customer Story: Fortune Software Company
LAND Customer Story Why Sprout? Customer: Fortune 500 Software Company Sprout enables this company to: Products Benefits Manage diverse social initiatives across NAMER, ● Premium Analytics EMEA, and APAC regions through a centralized, ● Modernized high-governance framework. experience ● Listening arc
Slide 14: Customer Adoption Journey: Fortune 500 Financial Services
Customer Adoption Journey Approximate Annual Recurring Revenue $309K Enterprise: Fortune 500 Financial Services Firm $262K Started with : $226K $226K Advanced Plan Listening $28K Premium Analytics Employee Advocacy Service Cloud Premier Success Additional Users Additional users Additional users Addi
Slide 15: Customer Adoption Journey: Global Auto Manufacturer
Customer Adoption Journey Approximate Annual Recurring Revenue Enterprise: Global Auto Manufacturer $710K Started with : Advanced Plan Premier Success Premium Analytics Employee Advocacy Listening Service Cloud Influencer Marketing Additional users Additional users Additional users Additional users N
Slide 16: Customer Adoption Journey: Consumer Pet Company
Customer Adoption Journey Approximate Annual Recurring Revenue Midmarket: Consumer Pet Company Started with : Advanced Plan Additional users Premium Analytics Additional users Additional users Additional users Additional profiles Additional profiles Listening Annual Recurring Revenue: We define ARR as
Slide 17: Guidance
Guidance (Millions, except EPS) 2Q FY2026 FY2026 Total Revenue $121.7M - $122.5M $492.5M - $495.5M Non-GAAP Operating Income $9.5M - $10.3M $54.9M - $60.4M Non-GAAP Net Income Per Share $0.15 - $0.16 $0.88- $0.97 Weighted average shares of common 60.3M 60.7M stock outstanding 17
Slide 18: Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers
Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers We use Approximated TTM Subscription Revenue Contribution as an approximation of the trailing twelve month subscription revenue contribution for this customer cohort. This metric does not reflect the actual revenue contributio
Slide 19: ≥$30K ARR Customers as % of Total Subscription Revenue
Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers as % of Total Subscription Revenue We use Approximated TTM Subscription Revenue Contribution as an approximation of the trailing twelve month subscription revenue contribution for this customer cohort. This metric does not re
Slide 20: Growth strategy
Growth strategy Win the enterprise Customer Health & Partnerships & Improved Account Adoption Ecosystem Penetration Driving increased pipeline creation Increasing our focus Continued partnering Accessing additional and strategic logo on customer health with companies like budgets within wins in acco
Slide 21: Investment Highlights
Investment Highlights Empowering Recurring SaaS model Disruptive product led Durable moats and businesses to (99% subscription) model and fast time to barriers to entry operationalize social value Social system of Experienced leadership Highly scalable single Large and rapidly record, intelligence t
Slide 22: Driven by a world-class executive leadership team
Driven by a world-class executive leadership team Team background: Ryan Barretto Rachael Pfenning Alan Boyce Crystal Boysen Heidi Jones CEO Chief of Staff to the CEO CTO CPO, People General Counsel Scott Morris Srinivas Somayajula Lori Jiménez Colleen Geiselhart CMO CPO, Product CRO SVP, Customer Exp
Slide 23: Long Term Operating Model
Long Term Operating Model Medium to Longer 2023 2024 2025 1Q26 Term Goals Revenue Growth 31% 22% 13% 11% >$1B Non-GAAP 78% 79% 79% 78% >80% Gross Margin Non-GAAP 1% 7% 11% 12% >20% Operating Margin Non-GAAP FCF 3% 7% 10% 20% 20-22% Margin Chart displays year over year growth. Non-GAAP Gross Margin,
Slide 24: Corporate Overview: Sprout System of Record and Action
Corporate Overview Sprout System of Record and Action 24
Slide 25: Sprout Social Platform Architecture
Two way integrations Custom integrations 26 BS CRM / Helpdesk integrations Sprout Social Platform Architecture Proprietary workflows, Security, Auditability, Approvals & Pll protections and Governance Digital Asset Management Communication tools J Approval workflows: Notifications Audit trail GDPR G
Slide 26: Appendix
Appendix sproutsocial Sprout Social, Inc. Summary and Reconciliation of Non-GAAP Financial Measures (Unaudited) (in thousands, except per share data) Reconciliation of Non-GAAP Financial Measures Reconcillation of Non-GAAP Financial Measures Three Months Ended 3/31, Three Months Ended 3/31, 2026 202
Slide 27: Appendix
Appendix sproutsocial Sprout Social, Inc. Summary and Reconciliation of Non-GAAP Financial Measures (Unaudited) (in thousands, except per share data) Reconciliation of Non-GAAP Financlal Measures Three Months Ended 3/31, 2026 2025 Reconciliation of Non-GAAP free cash flow Net cash provided by operat
Slide 28: Appendix
Appendix Gross Margin Gross profit Stock-based compensation expense Amortization of acquired developed technology Restructuring charges Non-GAAP gross profit Operating Margin Loss from operations Stock-based compensation expense ‘Acquisition-related expenses Amortization of acquired intangible asset
Slide 29: Appendix
Appendix ($ in millions) Loss from operations Stock-based compensation expense Acquisition-related expenses Amortization of acquired intangible assets Restructuring charges (Gain)/Loss on lease modification and termination Change in fair value of contingent consideration Non-GAAP operating income (l
Slide 30: Appendix
Appendix 30% target for a Rule of 40. We define this target as year-over-year revenue growth plus current quarter non-GAAP operating margin equal to 30%. Annual Recurring Revenue (ARR). We define ARR as the annualized revenue run-rate of subscription agreements from all customers of the last date of
Slide 31: Appendix
Appendix Non-GAAP net income (loss). We define non-GAAP net income (loss) as GAAP net loss, excluding stock-based compensation expense, acquisition-related expenses, amortization expense associated with the acquired intangible assets from the Tagger and NewsWhip acquisitions, restructuring charges,