Sprinklr vs Suzy

10-Q Financial Filing Analysis for Sprinklr (2026-09-03)

For the second quarter ended July 31, 2026, Sprinklr reported total revenue of $213.74 million, representing a modest 1% increase compared to $212.04 million in the prior-year period. Subscription revenue grew 3% year-over-year to $194.85 million, while professional services revenue contracted 20% to $18.90 million due to lower managed services activity and non-recurring large implementations. Gross margin compressed from 68% to 65% on a GAAP basis, impacted by escalating third-party cloud, infrastructure, and AI hosting costs. GAAP operating income fell 39% to $9.96 million, down from $16.27 million in Q2 2025, and net income decreased to $7.12 million from $12.62 million. Total Remaining Performance Obligations (RPO) reached $1.03 billion, supported by an annualized Net Dollar Expansion (NDE) rate of 102.4%. Sprinklr also executed aggressive capital return measures, settling an accelerated share repurchase program with Citibank for $125 million.

• Q2 fiscal 2027 revenue was $213.74M (+1% YoY), driven by subscription revenue of $194.85M (+3% YoY) offset by professional services declining to $18.90M (-20% YoY).
• GAAP operating income declined 39% YoY to $9.96M (operating margin of 5%), while non-GAAP operating income reached $31.30M (non-GAAP operating margin of 15%).
• Remaining Performance Obligations (RPO) totaled $1.03B ($614.1M current RPO), and the trailing 12-month Net Dollar Expansion rate stood at 102.4%.

Suzy Names Bryan Silverman Chief Executive Officer, Announces New Round of Funding

Suzy names Bryan Silverman CEO as founder Matt Britton moves into the Non-Executive Chairman role, marking the start of Suzy's next AI-first chapter.

CarMax CMO Sarah Lane on Sports Marketing and AI Transparency

In a Speed of Culture podcast episode, CarMax Chief Marketing Officer Sarah Lane discusses how the used-car retailer builds brand loyalty through transparency and strategic sports partnerships. Lane highlights CarMax's long-standing investment in women's sports, including a WNBA partnership dating back to 2020, and its approach to authentic, player-first storytelling with athletes like Sue Bird, Steph Curry, and A'ja Wilson. The conversation also covers the impact of large language models (LLMs) on car buying, noting that nearly 40% of customers now use AI tools, which Lane views as a positive development that validates CarMax's honest pricing model. Lane reflects on her 20-year career at the company and shares leadership insights focused on curiosity and humility.

• CarMax CMO Sarah Lane discussed brand loyalty and transparency on the Speed of Culture podcast.
• CarMax has partnered with the WNBA since 2020, before the league's mainstream surge.
• Nearly 40% of CarMax customers use LLM/AI tools during the car-buying process.

Snap Moves Beyond Smartphones with AR and AI

Ajit Mohan, chief business officer at Snap, appears on Adweek's Speed of Culture podcast to discuss how augmented reality and conversational AI are reshaping user behavior and brand opportunities. Mohan describes a shift from public feeds to private messaging, Snap’s investment in AR-enabled wearables and a full hardware-plus-software stack designed to augment physical presence, and the potential for AI agents to enable native brand utility and discovery within private messaging. The conversation also covers Snap’s audience reach, the role of AI in neutral distribution for brands, and the need for adaptive leadership amid rapid industry cycles.

• Ajit Mohan is Chief Business Officer at Snap and was interviewed on Adweek's Speed of Culture podcast.
• Snap is investing in hardware and building a full stack of hardware and software to create AR-enabled wearables that augment the physical environment.
• The company sees a user shift from public social feeds to private messaging and believes augmented reality can bridge digital experiences with the physical world.