Feed / CXM

Sprinklr, Inc.

CXM

Technology · 5.45 +2.6% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Sprinklr, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.

P/E78.5xlatest annual facts
Revenue YoY+7.6%2026-01-31
Operating margin4.7%+1.7 pts YoY
Company+2.6% todayVolume comparison unavailable
Market group0 of 16 activeAI-Powered Software · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • Operating cash flow fell as deferred revenue declined and payments for bonuses, commissions, taxes, and vendors affected the period.
  • Research and development expense increased as personnel costs rose, partly offset by higher capitalized research and development costs.

Invalidation: The isolated read changes if CXM's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Software - Application

No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Operating cash flow fell as deferred revenue declined and payments for bonuses, commissions, taxes, and vendors affected the period.
  • Research and development expense increased as personnel costs rose, partly offset by higher capitalized research and development costs.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods7
Price observations319
Usable filing statements150
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +7.6% year over year.
  • Operating margin changed +1.7 percentage points in the latest annual period.
  • Operating cash flow covered net income at 6.95x in the latest annual period.
  • Demand and volume has repeated favorable evidence across 5 filings.
  • Macroeconomic conditions has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -12.6 percentage points in the latest annual period.
  • Restructuring and cost reductions has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 97% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 59% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

5.45
6m-6.4%12m-37.1%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-01-31$492.4M+27.3%$-0.57—
2023-01-31$618.2M+25.5%$-0.21+33.1%
2024-01-31$732.4M+18.5%$0.18+10.6%
2025-01-31$796.4M+8.7%$0.44-4.3%
2026-01-31$857.2M+7.6%$0.09-6.1%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 5 filings
“Costs of Revenue and Gross Margin Nine Months Ended October 31, (in thousands) 2025 2024 $ Change % Change Costs of subscription revenue $ 130,763 $ 102,599 $ 28,164 27 % Costs of professional services revenue 72,888 60,342 12,546 21 % Total costs of revenue…”
10-Q · Dec 4, 2025 ↗
Supply chain and availabilitymixed · 5 filings
“In addition, because personnel-related expenses represent the largest component of cost of professional services revenue, we may experience changes in our professional services gross margin due to the timing of delivery of those services.”
10-Q · Sep 3, 2026 ↗
Macroeconomic conditionsmixed · 4 filings
“NDE was stable year-over-year despite continued churn and down-selling of certain existing customers, which was partially driven by the current macroeconomic environment.”
10-K · Mar 19, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.6× · EV/sales 1.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

5.45+2.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CXM. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CXM. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CXM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MSFTMicrosoft CorporationsupplierMar 19, 2026 ▾

“Sprinklr marketplace integrations include 80+ out-of-the-box connectors with CRMs, CDPs, DAMs, and Data Visualization, as well as with other enterprise platforms like Microsoft, Salesforce, Adobe, Google, Oracle, SAP and ServiceNow.”

ACNAccenture plcpartnerMar 19, 2026 ▾

“We work with agencies and partners across nine different partner categories, including System Integrators, Transformational partners and Resellers, which includes partners such as Microsoft, Accenture, Deloitte, Salesforce, SAP, ServiceNow, Adobe, Oracle and…”

ADBEAdobe Inc.partnerMar 19, 2026 ▾

“We work with agencies and partners across nine different partner categories, including System Integrators, Transformational partners and Resellers, which includes partners such as Microsoft, Accenture, Deloitte, Salesforce, SAP, ServiceNow, Adobe, Oracle and…”

Filing peers

SPTFRSHHUBS

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CXM is currently a Follower in the organic co-movement group AI-Powered Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for CXM; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.