Sprout Social, IncNASDAQ: SPT

3Q26 Investor Presentation

· Issued by Sprout Social, Inc

Summary by 6ix AI

Sprout Social, a social media management software company, reported total revenue of $125.1M for the quarter ended September 30, 2026, compared with $115.6M a year earlier, which it describes as 8% revenue growth. Average contract value (ACV) grew 12% to $18,009 from $16,064.

Key details

  • Customers contributing $30k or more in annual recurring revenue (ARR, the yearly run-rate of subscription agreements) numbered 3,925 versus 3,711 a year earlier; those contributing $50k or more numbered 2,155 versus 1,947.
  • Non-GAAP (adjusted, not standard accounting) operating margin was 21% versus 12% a year earlier; non-GAAP free cash flow margin was 21% versus 9%; non-GAAP gross margin was 78% versus 79%.
  • Remaining performance obligations (contracted revenue not yet recognized) were $393.9M versus $357.1M a year earlier; the current portion was $280.2M versus $258.5M.
  • Fourth-quarter 2026 guidance: revenue of $124.2M to $125.2M, non-GAAP operating income of $21.4M to $22.4M and non-GAAP net income per share of $0.36 to $0.38.
  • Full-year 2026 guidance: non-GAAP operating income of $77.8M to $78.8M and non-GAAP net income per share of $1.29 to $1.31.

What’s still pending

  • Fourth-quarter and full-year 2026 figures are guidance ranges, not reported results.

6ix AI wrote this summary from the release below and checked it against the release.

On 6ix: 6ix.com/news/sprout-social-3q26-investor-presentation

Watch Sprout Social's latest callSprout Social (NASDAQ:SPT) Q3 2026 Earnings Call · Replay · Nov 3Read the transcript of Sprout Social (NASDAQ:SPT) Q3 2026 Earnings Call
Investor Presentation 3QFY26

1

3Q FY2026

3

Results

77%

Gross Profit

12%

ACV Growth

8%

Revenue Growth

99%

Subscription Revenue

Tens of Thousands

Customers in 100+ countries

*All financial metrics are as of or for the quarter ended 9/30/26. Revenue and ACV growth represents year-over-year growth of Q3 2026 over Q3 2025.

4

FY2026+ Growth and Profitability Plan

Customer Segment Plans

$30K ARR and Above Continue Investments in R&D & GTM Expand Customer Share of Wallet

Below $30K ARR

New Packaging and Product Approach Utilize AI & Automation to

Improve LTV to CAC

Rule of 40 Target

30% By 4Q 2027

Continued Focus on Growth Opportunities

Opportunities To Drive Incremental Operating Leverage

See appendix for definition of 30% Rule of 40 target.

5

Q3 FY2026

Q3 FY2025

Total Revenue

$125.1M

$115.6M

Customers Contributing ≥$30k in ARR

3,925

3,711

Customers Contributing ≥$50k in ARR

2,155

1,947

Average Contract Value (ACV)

$18,009

$16,064

RPO

$393.9M

$357.1M

cRPO

$280.2M

$258.5M

Non-GAAP Gross Margin

78%

79%

Non-GAAP Operating Margin

21%

12%

Non-GAAP FCF Margin

21%

9%

Q3 FY2026

Financial Overview

See appendix for definitions of the metrics included on this slide. Non-GAAP Gross Margin, Non-GAAP Operating Margin and Non-GAAP FCF 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 measure.

6

Revenue

($ Millions)

7

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

Average Contract Value (ACV)

See appendix for a definition of ACV

9

Broadening Customer Adoption

Recent Customer Highlights

10

Fortune 500 technology company selects Sprout to consolidate fragmented social stack Unifying social intelligence, employee advocacy and listening into one platform

PURCHASED: Premium Analytics | Listening | Employee Advocacy | Trellis Plus | Premier Success USE CASE: Marketing DEAL TYPE: Land

BENEFITS

Consolidate a fragmented social stack, unifying intelligence, advocacy and listening on one platform to end vendor sprawl

Reinvigorate a low-adoption advocacy program across thousands of seats with easy onboarding, role-based permissions and campaign reporting

Democratize listening so non-data-scientists can build topics, monitor competitors and surface sentiment without Boolean queries

Accelerate executive social management with secure authentication and automated reporting, without direct profile access

WHY SPROUT

  • Streamlined operational efficiency

  • Precision cross-channel attribution

  • Automated multi-platform delivery

  • Unified infrastructure consolidation

  • Enterprise-grade data integrity

  • Reduced platform latency

American entertainment company selects Sprout to accelerate publishing and prove influencer ROI Unifying publishing, influencer marketing and AI-powered community management across artist and label rosters

PURCHASED: Trellis Plus | Influencer Marketing | Premium Analytics | Premier Success USE CASE: Marketing, Influencer DEAL TYPE: Land

SPROUT ENABLES THIS COMPANY TO:

Accelerate enterprise publishing velocity across extensive artist and label rosters with a unified release calendar, mobile-first workflows and multi-tier approval gates that eliminate post failures

Quantify influencer program performance with structured creator databases and custom metadata fields, such as rates and artist affiliations, to streamline brand-safety vetting and prove direct ROI

Optimize content strategy through granular campaign tagging, enabling post-level performance audits, release-timing tests with A/B testing and follower-churn analysis

Centralize multi-profile community management with AI-powered inbox intelligence that automatically triages engagement, aggregates sentiment trends and surfaces core audience themes at scale

BENEFITS

  • High-volume publishing acceleration

  • Fail-safe scheduling & governance

  • Creator-level ROI attribution

  • AI-driven inbox centralization

  • Granular audience-retention analytics

  • High-profile event scalability

Global paper manufacturer expands Sprout from reactive tracking to predictive risk intelligence Adding NewsWhip, Trellis Plus and unified listening on one enterprise platform

PURCHASED: Premium Analytics | Listening | Service Cloud | Trellis Plus | NewsWhip | Premier Success USE CASE: Marketing, Care, Crisis Monitoring DEAL TYPE: Expand

BENEFITS

  • Predictive media risk intelligence

  • Automated sustainability narrative monitoring

  • Scalable AI-insight capacity

  • Unified listening & intelligence

  • Seamless legacy vendor displacement

  • Comprehensive historical data retention

SPROUT ENABLES THIS COMPANY TO:

Transition from reactive tracking to proactive risk mitigation with NewsWhip predictive analytics that forecast emerging media spikes up to 24 hours in advance with 80% accuracy

Track macro sustainability conversation trends across deforestation, recycling and carbon intensity with automated intelligence dashboards and AI-generated executive summaries

Scale enterprise AI analytics adoption across power users by deploying Trellis Plus seats and pre-configured Studio prompts to eliminate execution bottlenecks and credit limits

Consolidate market research and engagement infra onto a single enterprise platform, displacing incumbent tooling and unifying media intelligence, 30 listening topics and community care

Customer Adoption Journey

Approximate Annual Recurring Revenue

Enterprise: Fortune 500 Financial Services Firm

$262K

$309K

Started with :

Advanced Plan

$226K $226K

Listening

$28K

Premium Analytics Premier Success Additional users

Additional profiles

Employee Advocacy Additional Users

Service Cloud Additional users

Annual Recurring Revenue: We define ARR as the annualized revenue run-rate of subscription agreements as of the last date of the specified period. ARR at time of first contract was $28K.

Customer Adoption Journey

Approximate Annual Recurring Revenue

Enterprise: Global Auto Manufacturer

$710K

Started with :

Advanced Plan Premier Success

Premium Analytics

Employee Advocacy Additional users

Listening

Additional users New geography

Service Cloud Additional users

Influencer Marketing Additional users

Annual Recurring Revenue: We define ARR as the annualized revenue run-rate of subscription agreements as of the last date of the specified period. ARR at time of first contract was $130K.

15

Customer Adoption Journey

Approximate Annual Recurring Revenue

Midmarket: Consumer Pet Company

Started with :

Advanced Plan

Additional users

Premium Analytics Additional users

Additional users Additional profiles

Additional users Additional profiles

Listening

Annual Recurring Revenue: We define ARR as the annualized revenue run-rate of subscription agreements as of the last date of the specified period. ARR at time of first contract was $30K.

16

(Millions, except EPS)

4Q FY2026

FY2026

Total Revenue

$124.2M - $125.2M

$494.7M - $495.7M

Non-GAAP Operating Income

$21.4M - $22.4M

$77.8M - $78.8M

Non-GAAP Net Income Per Share

$0.36 - $0.38

$1.29 - $1.31

Basic weighted average shares of common stock outstanding

59.0M

59.7M

Guidance

17

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 contribution for this customer cohort and should not be viewed as a substitute for revenue or any other financial measure presented in accordance with GAAP. See the appendix

for a full definition for this metric. 18

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 reflect the actual revenue contribution for this customer cohort and should not be viewed as a substitute for revenue or any other financial measure presented in accordance with GAAP. See the appendix for a full

definition for this metric. 19

Growth strategy

Win the enterprise

Driving increased pipeline creation and strategic logo wins in accounts over $50K in ARR.

Customer Health & Adoption

Increasing our focus on customer health and driving improved onboarding and adoption behaviors.

Partnerships & Ecosystem

Continued partnering with companies like AWS and Salesforce who are able to bring Sprout into larger, strategic accounts.

Improved Account Penetration

Accessing additional budgets within existing accounts with premium modules and professional services.

20

Attention: This is an excerpt of the original content. To continue reading it, access the original document here.

Sprout Social, Inc on 6ix

In the deck

Earlier from Sprout Social

All Sprout Social news releases