Sprout Social, Inc · NASDAQ:SPT
Sprout Social — Q2 2025 Earnings Presentation
31 slides from Sprout Social's earnings presentation, Aug 6, 2025
Slide 1: Investor Presentation 2Q FY25
Investor Presentation 2Q FY25 1
Slide 2: Disclaimers
Disclaimers 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 statements b
Slide 3: 2Q FY2025 Results
2Q FY2025 Results @ sproutsocial wy
Slide 4: Customers in 100+ countries
14% 12% ACV Growth Revenue Growth ~30,000 Customers in 100+ countries 99% 78% Subscription Gross Profit Revenue *All financial metrics are as of or for the quarter ended 6/30/25. Revenue and ACV growth represents year-over-year growth of Q2 2025 over Q2 2024. 4
Slide 5: Q2 FY 2025 Financial Overview
Q2 FY 2025 Financial Overview ($ Millions) Q2 FY2025 Q2 FY2024 Total Revenue $111.8M $99.4M Customers Contributing >=$10k in ARR 9,517 8,966 Customers Contributing >=$50k in ARR 1,826 1,545 Average Contract Value (ACV) $15,321 $13,403 RPO $347.0M $295.1M cRPO $251.6M $212.5M Non-GAAP Gross Margin 79
Slide 6: Revenue
Revenue ($ Millions) $111.8 $107.1 $109.3 $102.6 $99.4 $96.8 $93.6 $85.5 $79.3 $75.2 $69.7 $65.3 3Q22 4Q22 1923 2Q23 3Q23 4Q23 1924 2024 3024 4Q24 1925 2025 sproutsocial
Slide 7: Non-GAAP Operating Income (Loss)
Non-GAAP Operating Income (Loss) ($ Millions) Non-GAAP Operating Income and Non-GAAP Operating Margin are Non-GAAP financial metrics. See appendix for reconciliations of these measures to their closest comparable GAAP measures and definitions of these Non-GAAP measures. 7
Slide 8: Average Contract Value (ACV)
Average Contract Value (ACV) 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: LAND Customer Story
LAND Customer Story Why Sprout? Customer: Global Brand Management Company Sprout enables this company to: ● Unify social strategy across 50+ managed Products Benefits brands by centralizing governance, streamlining workflows, and ensuring brand ● Listening ● Streamlined consistency at scale operations
Slide 11: EXPAND Customer Story: Fortune Global Healthcare Company
EXPAND Customer Story Why Sprout? Customer: Fortune 500 Global Healthcare Company Sprout enables this company to: Products Benefits ● Align global brand messaging by unifying social presence across domestic and ● Listening ● Strategic international teams—ensuring consistent, partnership content-drive
Slide 12: EXPAND Customer Story: Global Health Technology Company
EXPAND Customer Story Why Sprout? Customer: Global Health Technology Company Sprout enables this company to: Products Benefits ● Amplify brand messaging with the weight of 60 publishers and 15,000 advocates ● Service Cloud ● Expand reach and ● Collect and extract all social data for deep ● Premium An
Slide 13: Sprout Social Acquires NewsWhip
Sprout Social Acquires NewsWhip Consideration for the NewsWhip acquisition consisted of $55 million of cash and up to $10 million in performance-based cash earnouts applicable over the next two years. The acquisition, which closed on July 30, 2025, was funded with Sprout’s revolving credit facility
Slide 14: Born in the Newsroom, Protecting the World's Biggest Brands
Born in the Newsroom, Protecting the World’s Biggest Brands RICH, LIVE CONTEXT ON ANY ISSUE UNIQUE, ACTIONABLE METRICS - INC. PREDICTION OF SCALE SMART INSIGHT DISTRIBUTION ACROSS THE ORG 14 14
Slide 15: The Problems NewsWhip solve for Sophisticated Brands
The Problems NewsWhip solve for Sophisticated Brands Use cases Monitoring and managing Getting insight on the Distributing media & live issues wider landscape and key public interest updates topics and insights internally Tracking the narrative and interest in rapidly evolving Identifying what the p
Slide 16: Guidance
Guidance (Millions, except EPS) Q3 FY2025 FY2025 Total Revenue $114.4 - $115.2 $452.9 - $455.9 Non-GAAP Operating Income $9.3 - $10.3 $43.1 - $45.1 Non-GAAP Net Income Per Share $0.15 - $0.16 $0.71 - $0.75 Weighted average shares of 59.0 58.7 common stock outstanding 16
Slide 17: Growth Strategy
Growth Strategy Win The Customer Health & Partnerships & Improved Account Enterprise Adoption Ecosystem Penetration Driving increased Increasing our focus Continued partnering Accessing additional pipeline creation and on customer health with companies like budgets within strategic logo wins in and
Slide 18: Investment Highlights
Investment Highlights Empowering Recurring SaaS model Disruptive product Durable moats and businesses to (99% subscription) led model and fast barriers to entry operationalize social time to value Social system of Experienced Highly scalable Large and rapidly record, intelligence leadership team sin
Slide 19: Driven by a world-class executive leadership team
Driven by a world-class executive Ryan Barretto Joe Del Preto Rachael Pfenning Alan Boyce Colleen Geiselhart CEO CFO Chief of Staff CTO SVP, Customer Experience leadership team Heidi Jonas General Counsel Mike Wolff CRO Scott Morris CMO Crystal Boysen Chief People Officer Team background: 19
Slide 20: Long Term Operating Model
Long Term Operating Model Medium to Longer 2022 2023 2024 2Q25 Term Goals Revenue Growth 35% 31% 22% 12% >$1B Non-GAAP 77% 78% 79% 79% >80% Gross Margin Non-GAAP -2% 1% 7% 9% >20% Operating Margin Non-GAAP FCF 3% 3% 7% 5% 20-22% Margin Chart displays year over year growth. Non-GAAP Gross Margin, Non
Slide 21: Corporate Overview
Corporate Overview @ sproutsocial
Slide 22: 5.24 billion consumers using social media
With more than Social media has fundamentally 5.24 billion transformed the way consumers using social media consumers connect Businesses must adapt or risk becoming irrelevant with brands to nearly half of the world’s population. The ways that business attract, acquire, sell to and service customers
Slide 23: Social impacts every stage of the customer lifecycle
Attract Advocate Establish trust Protect loyalty Social impacts every stage of the Target Audience customer lifecycle Convert Prove credibility 23
Slide 24: An intuitive solution for smarter, faster business impact
Create exceptional Drive efficiency with customer experiences embedded AI Publishing Analytics Deep partnerships with all Engagement Robust insights and major social networks workflows that amplify ROI An intuitive solution for smarter, faster business impact Employee Advocacy Listening Influencer Marke
Slide 25: 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 26: Requiring an entirely new system of record
Requiring an entirely 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 26
Slide 27: 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 28: Appendix
Appendix Sprout Social, Inc. Summary and Reconciliation of Non-GAAP Financial Measures (Unaudited) (in thousands, except per share data) Reconciliation of Non-GAAP Financlal Measures Reconcillation of Non-GAAP operating Income Loss from operations Stock-based compensation expense Amortization of acq
Slide 29: 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 assets
Slide 30: 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 Non-GAAP operating income (loss) GAAP operating margin Non-GAAP operating marg
Slide 31: Appendix
Appendix Non-GAAP gross profit. We define non-GAAP gross profit as GAAP gross profit, excluding stock-based compensation expense, amortization expense associated with the acquired developed technology from the Tagger Media, Inc. acquisition and restructuring charges. We believe non-GAAP gross profit prov