Sprout Social, Inc · NASDAQ:SPT
Sprout Social — Q4 2025 Earnings Presentation
31 slides from Sprout Social's earnings presentation, Feb 26, 2026
Slide 1: Investor Presentation 4QFY25
Investor Presentation 4QFY25 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: 4Q FY2025 Results
y | sproutsocial 4Q FY2025 Results
Slide 4: Tens of Thousands of Customers in 100+ Countries
16% 13% Tens of ACV Growth Revenue Growth Thousands Customers in 100+ countries 98% 78% Subscription Gross Profit Revenue *All financial metrics are as of or for the quarter ended 12/31/25. Revenue and ACV growth represents year-over-year growth of Q4 2025 over Q4 2024. 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: Q4 FY2025 Financial Overview
Q4 FY2025 Q4 FY2025 Q4 FY2024 Financial Total Revenue $120.9M $107.1M Overview Customers Contributing ≥$30k in ARR 3,803 3,374 Customers Contributing ≥$50k in ARR 2,022 1,718 Average Contract Value (ACV) $17,015 $14,651 RPO $404.0M $351.5M cRPO $284.7M $249.4M Non-GAAP Gross Margin 79% 80% Non-GAAP
Slide 7: Revenue
Revenue ($ Millions) $120.9 $115.6 $111.8 $107.1 SHES $102.6 99.4 $96.8 8 $93.6 $85.5 $79.3 $75.2 1Q23 2Q23 3Q23 4Q23 1Q24 2Q24 3Q24 4Q24 1Q25 2025 3Q25 4Q25 sproutsocial 7
Slide 8: Non-GAAP Operating Income (Loss)
Non-GAAP Operating Income (Loss) ($ 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: Global Information Systems Company
LAND Customer Story Why Sprout? Customer: Global Information Systems Company Sprout enables this company to: Products Benefits Consolidate fragmented point solutions into a ● 450 users ● Reduced costs and single, enterprise-grade social ecosystem. complexity through ● Listening tech stack ● Employee
Slide 12: EXPAND Customer Story: Fortune Technology Company
EXPAND Customer Story Why Sprout? Customer: Fortune 50 Technology Company Sprout enables this company to: Products Benefits Activate social insights within Salesforce to ensure ● 90 users consistent customer care and fully consolidated ● Streamlined customer data across all channels. care, with every
Slide 13: LAND Customer Story: Global Non Profit
LAND Customer Story Why Sprout? Customer: Global Non Profit Sprout enables this company to: Products Benefits Structure social intelligence by streamlining ● 170 users queries and predicting content momentum, ● Ease of scaling Sprout providing state-level users with a clear listening nationwide across
Slide 14: Customer Adoption Journey: Fortune 500 Financial Services Firm
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 per share numbers) 1Q 2026 FY2026 Total Revenue $119.9M - $120.7M $490.2M - $495.2M Non-GAAP Operating Income $9.2M - $10.0M $54.2M - $59.2M Non-GAAP Net Income Per Share $0.15 - $0.16 $0.88 - $0.97 Weighted average shares of common 59.8M 60.8M 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: Approximated TTM Subscription Revenue Contribution 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 Joe Del Preto* Rachael Pfenning Alan Boyce Crystal Boysen CEO CFO Chief of Staff to the CEO CTO CPO, People Heidi Jonas Scott Morris Srinivas Somayajula Lori Jiménez Colleen Geiselhart General Counsel CMO CPO, Product CR
Slide 23: Long Term Operating Model
Long Term Operating Model Medium to Longer 2022 2023 2024 4Q25 Term Goals Revenue Growth 35% 31% 22% 13% >$1B Non-GAAP 77% 78% 79% 79% >80% Gross Margin Non-GAAP -2% 1% 7% 10% >20% Operating Margin Non-GAAP FCF 3% 3% 7% 9% 20-22% Margin Chart displays year over year growth. Non-GAAP Gross Margin, No
Slide 24: Sprout System of Record and Action
Corporate Overview Sprout System of Record and Action 24
Slide 25: Sprout Social Platform Architecture
Two way integrations Custom integrations 26 BS CRM / Helpdesk integrations Sprout Social Platform Architecture Proprietary workflows, Security, Auditability, Approvals & Pll protections and Governance Digital Asset Management Communication tools J Approval workflows: Notifications Audit trail GDPR G
Slide 26: Appendix: Reconciliation of Non-GAAP Operating Income and Net Income
Appendix Sprout Social, Inc. ‘Summary and Reconciliation of Non-GAAP Financial Measures (Unaudited) (in thousands, except per share data) Reconciliation of Non-GAAP Financial Measures Reconciliation of Non-GAAP operating income Loss from operations Stock-based compensation expense Amortization of ac
Slide 27: Appendix: Reconciliation of Non-GAAP Free Cash Flow
Appendix Sprout Social, Inc. Summary and Reconciliation of Non-GAAP Financial Measures (Unaudited) (in thousands, except per share data) Reconciliation of Non-GAAP Financial Measures Reconcillation of Non-GAAP free cash flow Net cash provided by operating activities Expenditures for property and equ
Slide 28: Appendix: Gross, Operating and FCF Margin Reconciliation
Appendix Gross Margin Gross profit Stock-based compensation expense Amortization of acquired developed technology Restructuring charges Non-GAAP gross profit Operating Margin Loss from operations Stock-based compensation expense Acquisition-related expenses Amortization of acquired intangible assets
Slide 29: Appendix: Quarterly Operating Income Reconciliation
Appendix ($ in millions) Loss from operations Stock-based compensation expense Acquisition-related expenses Amortization of acquired intangible asset Restructuring charges (Gain)/Loss on lease modification and termination Accretion associated with contingent consideration Non-GAAP operating income (
Slide 30: Appendix: Metric Definitions
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: Non-GAAP Definitions
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,