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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.
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Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025

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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Frequently asked questions

Sprinklr Inc operates a social software platform that enables the world's leading brands and organizations to publish content in context and on-demand, across any channel – social, mobile and web. The Sprinklr platform includes a powerful publishing, workflow, analytics and media management functionality that empowers brand marketers to act with agility and achieve business impact. Sprinklr's service layer is delivered as a SaaS solution through the cloud. Sprinklr Inc was founded in 2009 and is headquartered in New York.

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