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Sprinklr (CXM) investor relations material
Sprinklr Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Transformation strategy and progress
Transformation follows a three-phase approach: business optimization, transition (burn-in), and acceleration, with most optimization completed in the first nine months.
Transition phase focuses on incremental improvements, customer engagement, and building organizational readiness for growth, with a bend in business expected between 3Q, 4Q, and 1Q.
Project Bearhug targets top 700 accounts, driving better renewals, adoption, and customer satisfaction, with early data showing positive trends.
Leadership team restructuring is nearly complete, with a new CFO search underway and most senior hires in place by the one-year mark.
Company culture is shifting, with buy-in rising from 25% to nearly 50%, aiming for a self-sustaining transformation as more employees embrace change.
Product innovation and market positioning
Platform is AI-native, leveraging years of AI development to unify social, CCaaS, customer feedback, and digital support on a single platform.
CCaaS offering is disruptive, winning large-scale deals (up to 10,000 seats) by providing unified agent experience and cost savings.
New products like customer feedback management and digital support are positioned as future growth drivers.
AI is seen as an additive technology wave, not a replacement, with embedded AI providing a competitive edge over bolt-on solutions.
Unified customer experience across all channels is a key differentiator, attracting global enterprise customers.
Financial outlook and growth potential
Pipeline generation in Q1 and Q2 has rebounded to pre-slowdown levels, indicating strong prospects for the second half.
Business trades at a low revenue multiple, with significant upside if execution and growth targets are met.
Focus is on moving into double-digit growth, improving execution, and leveraging a strong balance sheet for potential acquisitions.
If successful, company could achieve higher valuation multiples, similar to peers, by executing on transformation and growth initiatives.
Leadership expects a fundamentally different and stronger business by spring and summer next year.
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