Sprout Social, Inc.SPT

Sprout Social reports growth in high-ARR customers and recent business highlights.

“●​ Grew number of customers contributing $30,000 or more in ARR to 3,926 customers as of June 30, 2026, up 11% compared to June 30, 2025. ●​ Grew number of customers contributing $50,000 or more in ARR to 2,127 customers as of June 30, 2026, up 16% compared to June 30, 2025. Beginning in the fourth quarter of 2025, we replaced our disclosure of customers with ARR of $10,000 or more with customers with ARR of $30,000 or more. We believe this metric better reflects our strategic focus on larger customers and aligns with how management evaluates performance and allocates resources. Prior-period amounts have been presented for comparability. Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Number of customers contributing $30,000 or more in ARR 3,226 3,374 3,451 3,538 3,711 3,803 3,875 3,926 Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers $206.2 $219.2 $231.8 $243.3 $255.2 $268.0 $280.1 $291.7 Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers as a % of Total Subscription Revenue 53.1% 54.5% 55.9% 56.9% 57.9% 59.1% 60.3% 61.4% Recent Customer Highlights ●​ During the second quarter, we had the opportunity to grow with new and existing customers, including Salesforce, Cintas, MillerKnoll, Church & Dwight, Regal Cinemas, Wiley, and CoreWeave. Recent Business Highlights Sprout Social recently: ●​ Released the 2026 Influencer Marketing Report (link) ●​ Named as a Visionary in the 2026 Gartner Magic Quadrant for Social ”

Sprout Social provides non-GAAP financial outlook and targets.

“●​ Non-GAAP operating income between $68.3 million and $70.3 million, an increase of 20% over the midpoint of our prior year outlook. ●​ Non-GAAP net income per share between $1.11 and $1.15 based on approximately 60.6 million weighted-average shares of common stock outstanding. The Company raised its outlook for non-GAAP operating margin exiting the fourth quarter of 2026 from 15% to approximately 17%. The Company reiterates its 30% target for a Rule of 40 framework (as defined by year-over-year revenue growth plus current quarter non-GAAP operating margin) by the fourth quarter of fiscal 2027. The Company’s third quarter and 2026 financial outlook is based on a number of assumptions that are subject to change and many of which are outside the Company’s control. If actual results vary from these assumptions, the Company’s expectations may change. There can be no assurance that the Company will achieve these results. The Company does not provide guidance for operating loss, the most directly comparable GAAP measure to non-GAAP operating income, operating margin, the most directly comparable GAAP measure to non-GAAP operating margin, or net loss per share, the most directly comparable GAAP measure to non-GAAP net income per share, and similarly cannot provide a reconciliation between its forecasted non-GAAP operating income, non-GAAP operating margin and non-GAAP net income per share and these comparable GAAP measures without unreasonable effort due to the unavailability of re”

Sprout Social processes over two billion events daily to provide social intelligence and business tools.

“To act on this, we believed companies would need a business layer on top of consumer social media, a software stack representing how the work should be done, and with the tools to do it. That is often how we described Sprout in those early years: business tools for social media. But what truly excited us was something much larger. Unlocking social intelligence In many ways, the world evolved exactly as we expected. Social became a critical channel for marketing, customer care, reputation management, community building, commerce and brand engagement. Businesses invested heavily. Entire professions emerged. New organizational functions were created. For 16 years, I’ve watched Sprout evolve from a tactical tool into the operational layer of social. We now process more than two billion events every day. Our customers use our software to hear what their audiences are saying, represent their brands, and manage an extraordinary volume of communication. Yet the most important opportunity remained frustratingly incomplete. The real prize has always been extracting deep understanding from the conversation. Social has the potential to be one of the richest sources of business intelligence ever created, representing an incredible sample of societies at scale. Value is in there—but it’s too often latent and locked away in billions of conversations about products, services, competitors, trends, communities, culture and the world itself. Buried within are answers to questions every executiv”

Sprout Social uses Trellis, its proprietary AI agent, for social intelligence.

“For over 15 years, Sprout Social has helped companies command their market on social media. As social has evolved from a marketing channel to a critical source of enterprise intelligence, our platform has evolved with it. Our human-centric AI and advanced analytics - powered by Trellis, our proprietary AI agent - deliver real-time social intelligence from more than 1 billion daily messages, driving impact quickly and boosting productivity. With straight-forward onboarding, powerful integrations, and ease of use, our platform is designed to scale to meet even the largest enterprise needs. Our AI-led suite of solutions helps brands maximize the value of social, connect meaningfully with their audience, and leverage insights to enhance business strategies and customer retention.”

Sprout Social's proprietary AI agent Trellis provides conversational access to social data for insights and analysis.

“Central to this approach is Trellis, our proprietary AI agent that allows teams to ask plain-language questions and receive actionable insights from billions of social data points. Rather than requiring users to navigate complex queries or dashboards, Trellis acts as a conversational interface to our social intelligence, enabling market research, competitive analysis, and strategic decision-making through simple, natural interactions.”

Sprout Social acquired NewsWhip which offers AI agents for predictive intelligence, trend detection and crisis management.

“In today's fast-paced digital environment, brands and publishers face tens of thousands of signals daily from breaking news to emerging trends. Sprout Social's acquisition of NewsWhip in July 2025 expanded our predictive intelligence capabilities, empowering customers to navigate the complex media landscape with differentiated foresight and agility. NewsWhip transforms real-time, AI-powered intelligence into social action, helping brands stay ahead of trends and risks with speed, precision and purpose. NewsWhip's innovative AI agents and real-time monitoring capabilities enable our customers to proactively manage brand crises, detect reputation threats before they escalate, and make data-driven decisions with confidence.”

Sprout Social invests in expanding AI including agentic capabilities but faces competition, regulatory and cost risks.

“We use machine learning and AI technologies in our business, and we are making investments in expanding AI capabilities in our products, services and tools, including improving existing and developing new AI technologies. In recent periods, we have materially expanded the use of AI-powered features in our platform to include natural language processing, generative AI, and agentic AI-based capabilities. Over time, such AI capabilities will likely become increasingly integrated into our products. However, AI technologies are complex and rapidly evolving, and we face significant competition from other companies as well as an evolving regulatory landscape. The proliferation of new and emerging AI technologies may require additional investment in the development of proprietary datasets and machine learning models, new approaches and processes to provide attribution or remuneration to creators of training data and appropriate protections and safeguards for handling the use of customer data with AI technologies, which may be costly and could impact our expenses if we decide to further expand AI technologies in our product offerings.”

Sprout Social reports customer metrics and business performance for 2025.

“accompany this release for reconciliations of our non-GAAP measures to their closest comparable GAAP measures. See “Key Business Metrics” below for how Sprout Social defines RPO, cRPO, the number of customers contributing $30,000 or more in ARR, the number of customers contributing $50,000 or more in ARR, approximated TTM subscription revenue contribution from customers contributing greater than or equal to $30,000 in ARR, dollar-based net retention rate and dollar-based net retention rate excluding SMB customers. Customer Metrics ●​ Grew number of customers contributing $30,000 or more in ARR to 3,803 customers as of December 31, 2025, up 13% compared to December 31, 2024. ●​ Grew number of customers contributing $50,000 or more in ARR to 2,022 customers as of December 31, 2025, up 18% compared to December 31, 2024. ●​ Dollar-based net retention rate was 100% in 2025, compared to 104% in 2024. ●​ Dollar-based net retention rate excluding small-and-medium-sized business (SMB) customers was 102% in 2025, compared to 108% in 2024. Beginning in the fourth quarter of 2025, we replaced our disclosure of customers with ARR of $10,000 or more with customers with ARR of $30,000 or more. We believe this metric better reflects our strategic focus on larger customers and aligns with how management evaluates performance and allocates resources. Prior-period amounts have been presented for comparability. Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Number of customers c”

NewsWhip integrates OpenAI GPT to power its AI Agent that monitors topics and sends alerts.

“SCHEDULE 7 COMPANY AI AI is integrated into one of NewsWhip’s products: Spike. The AI features are as follows: (i) AI Agent. After entering a search or other parameters to filter for a topic responsive to their interests, users can set up an AI “Agent” to monitor that topic continuously. The Agent detects changes in public or media interest in a topic without the need for manual checking. When noteworthy events occur, the user receives an email alert summarising the change and context about that change. AI Integration – NewsWhip uses Open AI’s GPT (Generative Pre-trained Transformer) LLMs (Large Language Models), via API and under their business subscription, to enable the analysis provided by the AI Agent. NewsWhip provides GPT with “context” including the company name and search topic as input for inference. The AI analyses the cause of the change to identify one or more themes. It then decides if it should alert the user based on the identified cause and user context (company name and search topic).An automated email is sent to the customer with the relevant updates including summaries generated by the GPT and graphics generated by NewsWhip. No personal or sensitive data is shared and the output is not used for training the LLM. (ii) AI Digest. After entering a search or other parameters to filter for a topic responsive to their interests (a “Search”), users can set up a scheduled email “digest”. The AI analyses the top articles and identifies and summarises the themes in ”