Pre-earnings brief
Reports
Wed, Dec 2, 2026
Est. EPS
—
Est. revenue
—
Implied move
±16.9%
EPS beat rate
100%
—
Est. EPS
—
Est. Rev
—
Impl. Move
±11.8%
Sprinklr, Inc. (CXM) operates in the Information Technology sector, focusing on application software that helps businesses manage customer experiences across various channels. As companies increasingly prioritize customer engagement and digital transformation, Sprinklr's solutions are becoming more relevant in today's market.
Last quarter
In Q2-2027, Sprinklr reported an EPS of $0.11, significantly exceeding expectations with a surprise of 233.33%. However, the stock dropped by 8.55% the following day, indicating market skepticism despite the strong earnings.
Management promises and guidance
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+260.19%
Avg 1-day reaction
+1.85%
Overall, investors are cautiously optimistic about Sprinklr's upcoming earnings, especially given its history of beating EPS estimates. However, the lack of revenue guidance raises concerns about the sustainability of growth.
Bull case
If Sprinklr can demonstrate strong customer growth and maintain or exceed its EPS surprise, it could lead to a positive market reaction and renewed investor confidence.
Bear case
Conversely, if the company fails to provide clear guidance or shows signs of slowing growth, it may lead to further stock declines, especially given the recent insider selling.
Key metrics to watch
Earnings Per Share (EPS)
$0.11EPS is a key indicator of profitability and will show how well the company is managing costs and generating revenue.
Customer Growth Rate
N/AAn increase in customers indicates strong demand for Sprinklr's services and can drive future revenue growth.
The print will turn on these.
Q1
What is the customer growth rate this quarter?
This metric will indicate whether Sprinklr is successfully attracting new clients, which is essential for future revenue.
Q2
Will management provide guidance on revenue for the next quarter?
Clear revenue guidance can help investors gauge the company's growth trajectory and market confidence.
Why consensus could be wrong
The market may underestimate the impact of Sprinklr's recent product innovations, which could drive higher customer retention and acquisition than anticipated.
Supporting evidence
Recent insider selling could indicate a lack of confidence in future growth, contrasting with the optimistic market sentiment.
Options pricing suggests a larger move than historical averages, indicating potential for volatility that may not be fully appreciated.
Sprinklr's consistent EPS surprises show that the company has been able to outperform expectations, which could continue.
Key risk
If customer growth comes in below expectations, it could undermine the bullish sentiment surrounding the stock.
Pre-commit to what would confirm each case.
This quarter's performance hinges on customer acquisition and revenue outlook, which are critical for sustaining investor confidence.
Bull confirmed if
A customer growth rate exceeding 10% would confirm strong demand and support a bullish outlook.
Bear confirmed if
A decline in customer growth or lack of revenue guidance would confirm bearish sentiment.
What the market is pricing for the move.
Implied Move
±16.9%
Historical Avg
±7.2%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings report.
Options are pricing ±16.9% while CXM has averaged ±7.2% over the last 8 prints — setup is pricing rich.
ATM IV
0.5%
30d HV
67.4%
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$1.1M
203,666 sh
1 insider
Net
$1.1M
Net selling
Most Active Insiders· 1 open-market trade
$1.1M
Net selling
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Sprinklr beats expectations and raises guidance, history suggests the stock could rise by around 1.85%, confirming a bullish outlook.
In line / cautious
If results are in line but management is cautious, the stock may see a muted reaction as investors weigh the commentary.
Miss
If the company misses expectations, history suggests a potential decline of around 7.24%, which could raise concerns about future growth.
The lines on the call that would change the story.
Revenue Growth
N/ARevenue growth is crucial for assessing the company's ability to expand its market share and sustain operations.
Recent Transactions
Oct 1, 2026 · @ $5.17
203,666 sh
$1.1M
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.