Sprout Social, Inc · NASDAQ:SPT
Sprout Social — Q3 2025 Earnings Presentation
30 slides from Sprout Social's earnings presentation, Nov 5, 2025
Slide 1: Investor Presentation 3QFY25
Investor Presentation 3QFY25 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: 3Q FY2025 Results
y | sproutsocial 3Q FY2025 Results
Slide 4: Customers in 100+ countries
15% 13% ACV Growth Revenue ≈30,000 Growth Customers in 100+ countries 99% 78% Subscription Gross Profit Revenue *All financial metrics are as of or for the quarter ended 9/30/25. Revenue and ACV growth represents year-over-year growth of Q3 2025 over Q3 2024. 4
Slide 5: Q3 FY2025 Financial Overview
Q3 FY2025 Q3 FY2025 Q3 FY2024 Financial Total Revenue $115.6M $102.6M Overview Customers Contributing >$10k in ARR 9,756 9,119 Customers Contributing >$50k in ARR 1,947 1,610 Average Contract Value (ACV) $16,064 $13,959 RPO $357.1M $311.5M cRPO $258.5M $220.7M Non-GAAP Gross Margin 79% 79% Non-GAAP
Slide 6: Revenue
Revenue ($ Millions) ; $115.6 111.8 $107.1 $109.3 $102.6 $99.4 $96.8 $93.6 $85.5 $79.3 $75.2 $69.7 4Q22 1Q23 2Q23 3Q23 4Q23 1024 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 sproutsocial 6
Slide 7: Non-GAAP Operating Income (Loss)
Non-GAAP Operating Income (Loss) ($ 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. 7
Slide 8: Average Contract Value (ACV)
Average Contract Value (ACV) Recent Customer Highlights ACV calculated as ending quarter ARR divided by ending quarter total customer count 8
Slide 9: Broadening Customer Adoption
Broadening Customer Adoption Recent Customer Highlights 9
Slide 10: EXPAND Customer Story: Fortune Pharmaceutical Company
EXPAND Customer Story Why Sprout? Customer: Fortune 500 Pharmaceutical Company Sprout enables this company to: Products Benefits Consolidate enterprise workflows for 350+ users ● 350 advanced users across business units, creating a single source of ● Centralized social truth for social strategy. media
Slide 11: LAND Customer Story: Major National Convenience Store Chain
LAND Customer Story Why Sprout? Customer: Major National Convenience Store Chain Sprout enables this company to: Products Benefits Unify social media and influencer marketing into a ● Listening single, intuitive platform, eliminating fragmented ● Combined social tools and high multi-vendor costs. medi
Slide 12: EXPAND Customer Story: Enterprise Food & Beverage Company
EXPAND Customer Story Why Sprout? Customer: Enterprise Food & Beverage Company Sprout enables this company to: Products Benefits Consolidate technology into one system that users ● Listening are genuinely excited about and eager to adopt. ● Centralizing all teams into one easy to use ● Premium Analyt
Slide 13: 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 14: 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 15: Guidance
Guidance (Millions, except EPS) Q4 FY 2025 FY2025 Total Revenue $118.2M - $119.0M $454.9M - $455.7M Non-GAAP Operating Income $9.5M - $10.5M $46.1M - $47.1M Non-GAAP Net Income Per Share $0.15- $0.17 $0.77 - $0.79 Weighted average shares of common 59.3M 58.6M stock outstanding 15
Slide 16: 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 17: 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 18: Driven by a world-class executive leadership team
Driven by a world-class executive leadership team Team background: Ryan Barretto Joe Del Preto Rachael Pfenning Alan Boyce CEO CFO Chief of Staff to the CEO CTO Crystal Boysen Heidi Jonas Scott Morris Colleen Geiselhart CPO, People General Counsel CMO SVP, Customer Experience 18
Slide 19: Long Term Operating Model
Long Term Operating Model Medium to Longer 2022 2023 2024 3Q25 Term Goals Revenue Growth 35% 31% 22% 13% >$1B Non-GAAP 77% 78% 79% 79% >80% Gross Margin Non-GAAP -2% 1% 7% 12% >20% Operating Margin Non-GAAP FCF 3% 3% 7% 9% 20-22% Margin Chart displays year over year growth. Non-GAAP Gross Margin, No
Slide 20: Corporate Overview
Corporate Overview Corporate Overview 20
Slide 21: With more than 5.42B consumers using social media
With more than Social media has fundamentally 5.42B consumers using social media transformed the way consumers connect Businesses must adapt or risk with brands becoming irrelevant to nearly half of the world’s population. The ways that businesses attract, acquire, sell to and service customers is b
Slide 22: Social impacts every stage of the customer lifecycle
Social impacts every stage of the customer Attract Establish trust Advocate Protect loyalty lifecycle Target Audience Convert Prove credibility 22
Slide 23: An intuitive solution for smarter, faster business impact
Create exceptional Drive efficiency with customer experiences embedded AI Publishing Analytics Deep partnerships with Engagement Robust insights and all major social networks workflows that amplify ROI An intuitive solution for smarter, faster business impact. Employee Advocacy Listening Influencer Mark
Slide 24: And changed the entire customer experience, across the enterprise
And changed the entire customer experience, across the enterprise Social is a horizontal technology that has tangible benefits to nearly every department within a modern business; businesses must adapt and re-tool to harness the power of social and maximize the value of social data. Marketing Influenc
Slide 25: Requiring a new system of record
Requiring a new system of record Social media is massive, scattered, multi-purpose and does not conform to our existing business systems. A centralized platform is critical to creating strategic business value. Marketing Sales Support Success Product Strategy Commerce Influencer Advocacy 25
Slide 26: Sprout is the platform solution
Sprout is the platform solution Sprout consolidates the complexity of social channels into a powerful, elegant and seamlessly integrated platform that can be leveraged across an organization. Marketing Sales Support Success Product Strategy Commerce Influencer Advocacy Influencer category expansion vi
Slide 27: Appendix
Appendix Sprout Social, Inc. Summary and Reconciliation of Non-GAAP Financial Measures (Unaudited) (in thousands, except per share data) Reconcillation of Non-GAAP Financial Measures Reconciliation of Non-GAAP operating Income Loss from operations Stock-based compensation expense Amortization of acq
Slide 28: Appendix
Appendix sproutsocial Sprout Social, Inc. ‘Summary and Reconciliation of Non-GAAP Financial Measures (Unaudited) {in thousands) Three Months Ended Three Months Ended Fy 2022 FY 2023 FY 2024 September 30, 2024 September 30, 2025 % of % of % of % of % of $ Revenues $ Revenues $ Revenues $ Revenues S$
Slide 29: Appendix
Appendix (Sin 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 Accretion associated with contingent consideration Non-GAAP operating income (
Slide 30: Appendix
Appendix Annual Recurring Revenue (ARR). We define ARR as the annualized revenue run-rate of subscription agreements of the last date of the specified period. Non-GAAP gross profit. We define non-GAAP gross profit as GAAP gross profit, excluding stock-based compensation expense, amortization expense assoc