Sprout Social, Inc. (SPT) Earnings
Sprout Social, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.16. SPT has beaten EPS estimates in 12 of its last 12 reported quarters (average surprise +38.5% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.16 | $0.23 | +43.8% | $121M | +1.0% |
| Nov 5, 2025 | $0.16 | $0.23 | +43.8% | $116M | -2.6% |
| Aug 6, 2025 | $0.15 | $0.18 | +20.0% | $112M | -1.6% |
| May 8, 2025 | $0.15 | $0.22 | +46.7% | $109M | +1.5% |
| Nov 7, 2024 | $0.12 | $0.13 | +8.3% | $103M | -3.8% |
| Aug 1, 2024 | $0.08 | $0.09 | +12.5% | $99M | +0.7% |
| May 2, 2024 | $0.01 | $0.10 | +1758.7% | $97M | -0.5% |
| Feb 20, 2024 | $0.00 | $0.02 | +515.4% | $94M | +3.1% |
| Nov 2, 2023 | $-0.05 | $-0.01 | +80.0% | $86M | +1.6% |
| Aug 3, 2023 | $0.01 | $0.07 | +516.2% | $79M | +0.8% |
| May 2, 2023 | $0.01 | $0.06 | +925.6% | $75M | +0.2% |
| Feb 21, 2023 | $0.01 | $0.03 | +257.1% | $70M | -0.2% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Trellis is delivering speed to insights, like the example of an entertainment company resolving a reputational issue quickly. • The company is seeing strong value for customers in social intelligence, content creation, and responding to customer issues. • Q1 leverage performance was pleasing with discipline on spend, but Q1 beta upside came from expense timing and spend cadence. • The company has a hybrid monetization model planned for Trellis combining user access and usage-based monetization. • The majority of business is direct through sales teams with integrations into other organizations helping. • Renewal base remains durable with multi-year contracts making up half of the overall contract mix. • The company is early in changes below 30K with Essentials product and self-serve to create more efficient onboarding and support model. • Making progress with Trellis and AI, with adoption scaling and more to be shared at Breaking Ground on May 13th.
Guidance
• Expect modest deceleration in sub-30K segment this year and stabilization next year. • Maintaining flexibility for the balance of the year not assuming Q1 expense benefit repeats. • Raised operating margin for the year and committed to 15% operating margin exiting the year and getting to 30% for Q4 2027. • RPO and CRPO grew ~10% year over year, with 30K and above segment growing 21% year over year and crossing 60% of total subscription revenue.
Segment performance
The 30K Plus customer segment is a clear growth engine, up 21% year over year and representing more than 60% of subscription revenue. The sub-30K segment is expected to have a modest deceleration this year and then stabilize next year.
Risks & headwinds
• Concern that large social networks may develop their own conversational agents for brand users, but Sprout's platform is needed for customers to think holistically across all social networks.
Analyst Q&A
Q: Speak to conversations with customers about appetite to purchase social marketing products, budget tightness due to AI, and how Trellis helps in deals.
A: Customers are buying but expect strong ROI and fast speed to value. Opportunities include revenue growth, customer service, and social intelligence.
Q: How to think about token costs in AI products as they scale?
A: Engineering team is managing costs, optimizing models, and will factor in costs in monetization model.
Q: Mix of channel for new logo?
A: Majority direct through sales teams with integrations into other organizations helping.
Q: AI in marketing budget, stack rank, and prioritization?
A: Customers see AI as part of marketing, with opportunities in growth, customer service, and data-driven investment.
Q: Risk of large social networks developing conversational agents?
A: Sprout's platform is needed for customers to think holistically across all networks.
Q: Impact of AI feature set on top of funnel and upsell?
A: AI features are differentiating, early on but resonating, and Trellis impacts upsell conversations.
Q: Target of Essentials package?
A: Targeting net new customers.
Q: Approach to third-party models and agents accessing data?
A: Secret sauce is in the proprietary models and insights, with future conversation on handing off insights.
Q: Usage and resolution rate in customer care with Trellis?
A: Excited about Trellis driving efficiencies in customer care, with human in the loop important.