Sprout Social shares investor presentation

Item 2.02. Results of Operations and Financial Condition.

On November 3, 2026, Sprout Social, Inc. (the "Company" ) issued a press release announcing its results for the quarter ended September 30, 2026, and providing its business outlook.¹ A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K² and is incorporated herein by reference.

Item 7.01 Regulation FD Disclosure.

On November 3, 2026, the Company posted an investor presentation to its website at https://investors.sproutsocial.com (the "Investor Presentation" ).^{3 3}A copy of the Investor Presentation is attached as Exhibit 99.2³ to this Current Report on Form 8-K and is incorporated herein by reference. The Company expects to use the Investor Presentation, in whole or in part, and possibly with modifications, in connection with presentations to investors, analysts and others.

The information contained in the Investor Presentation is summary information that is intended to be considered in the context of the Company's Securities and Exchange Commission ( "SEC" ) filings and other public announcements that the Company may make, by press release or otherwise, from time to time. The Investor Presentation speaks only as of the date of this Current Report on Form 8-K. The Company undertakes no duty or obligation to publicly update or revise the information contained in the Investor Presentation, although it may do so from time to time. Any such updating may be made through the filing of other reports or documents with the SEC, through press releases or through other public disclosure. In addition, the exhibit furnished herewith contains statements intended as "forward-looking statements" that are subject to the cautionary statements about forward-looking statements set forth in such exhibit. By furnishing the information contained in the Investor Presentation, the Company makes no admission as to the materiality of any information in the Investor Presentation that is required to be disclosed solely by reason of Regulation FD.

The information set forth in Items 2.02 and 7.01 of this Current Report on Form 8-K (including Exhibits 99.1 and 99.2) is furnished and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934⁴, as amended (the "Exchange Act" ), or otherwise subject to the liabilities of that section or Sections 11 and 12(a)(2) of the Securities Act of 1933, as amended (the "Securities Act" ), nor shall it be deemed incorporated by reference in any filing under the Securities Act or the Exchange Act, regardless of any general incorporation language in such filing, except as shall be expressly set forth by specific reference in such filing.

Note Regarding Forward-Looking Statements

Certain statements in this Current Report on Form 8-K constitute "forward-looking statements" within the meaning of the federal securities laws. These statements are based on management's current opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results. These forward-looking statements are only predictions, not historical fact, and involve certain risks and uncertainties, as well as assumptions. Actual results, levels of activity, performance, achievements and events could differ materially from those stated, anticipated or implied by such forward-looking statements. While the Company believes that its assumptions are reasonable, it is very difficult to predict the impact of unknown factors, and, of course, it is impossible to anticipate all factors that could affect actual results. There are many risks and uncertainties that could cause actual results to differ materially from forward-looking statements made herein including the risks discussed under the heading "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 filed with the SEC on February 27, 2026, as well as other factors described from time to time in the Company's other filings with the SEC. Such forward-looking statements are made only as of the date of this Current Report on Form 8-K. The Company undertakes no obligation to publicly update or revise any forward-looking statement because of new information, future events or otherwise, except as otherwise required by law. If it does update one or more forward-looking statements, no inference should be made that the Company will make additional updates with respect to those or other forward-looking statements.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits .

Exhibit No. Description

104 Cover page interactive data file (embedded within the inline XBRL document).

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

SPROUT SOCIAL, INC.

By: /s/ Heidi Jonas

Name: Heidi Jonas

Title: General Counsel and Secretary

Date: November 3, 2026

Sprout Social Announces Third Quarter 2026 Financial Results Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers Grew 18% year-over-year CHICAGO, November 3, 2026 – Sprout Social, Inc. ("Sprout Social", the "Company") (NASDAQ: SPT), a leading AI-powered Social Intelligence Platform, today announced financial results for its third quarter ended September 30, 2026. "We are pleased with our financial performance this quarter, highlighted by a record non-GAAP operating income of $26.3 million, equating to a 21% non-GAAP operating margin. We posted an 18% year-over-year increase in approximated trailing twelve month subscription revenue contribution from our $30k+ ARR customer cohort and our Non-GAAP free cash flow was $26.7 million, an increase of 158% year-over-year. We also initiated our $50 million stock buyback program with over $26 million of repurchases in Q3¹⁰, which allows us to return value to shareholders and offset dilution," said Ryan Barretto, CEO of Sprout Social. "Importantly, we are targeting GAAP profitability looking ahead, a significant milestone that reflects our focus on cost discipline." Third Quarter 2026 Financial Highlights Revenue ● Revenue was $125.1 million, up 8% compared to the third quarter of 2025.⁵ ● Total remaining performance obligations (RPO) of $393.9 million as of September 30, 2026, up 10% year-over-year. ● Current remaining performance obligations (cRPO) of $280.2 million as of September 30, 2026, up 8% year-over-year. Operating Income (Loss) ● GAAP operating loss was ($6.9) million, compared to ($9.1) million in the third quarter of 2025.⁶ ● Non-GAAP operating income was $26.3 million, compared to $13.7 million in the third quarter of 2025.⁸ Net Income (Loss) ● GAAP net loss was ($6.5) million, compared to ($9.4) million in the third quarter of 2025.⁶ ● Non-GAAP net income was $26.7 million, compared to $13.4 million in the third quarter of 2025. ● GAAP net loss per share was ($0.11) based on 59.7 million weighted-average shares of common stock outstanding⁷, compared to ($0.16) based on 58.9 million weighted-average shares of common stock outstanding in the third quarter of 2025. ● Non-GAAP net income per share was $0.45 based on 59.7 million weighted-average shares of common stock outstanding, compared to $0.23 based on 58.9 million weighted-average shares of common stock outstanding in the third quarter of 2025. Cash ● Cash and cash equivalents totaled $103.7 million as of September 30, 2026⁹, compared to $119.9 million as of June 30, 2026. ● Net cash provided by operating activities was $10.7 million, compared to $9.3 million in the third quarter of 2025. ● Non-GAAP free cash flow was $26.7 million, compared to $10.3 million in the third quarter of 2025.⁸ See "Use of Non-GAAP Financial Measures" below for definitions of Non-GAAP operating income (loss), Non-GAAP net income (loss), Non-GAAP net income (loss) per share, non-GAAP operating margin, and Non-GAAP free cash flow and the financial tables that 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 and approximated TTM subscription revenue contribution from customers contributing $30,000 or more in ARR. Customer Metrics ● Grew number of customers contributing $30,000 or more in ARR to 3,925 customers as of September 30, 2026, up 6% compared to September 30, 2025. ● Grew number of customers contributing $50,000 or more in ARR to 2,155 customers as of September 30, 2026, up 11% compared to September 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. Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Q3 2026 Number of customers contributing $30,000 or more in ARR 3,451 3,538 3,711 3,803 3,875 3,926 3,925 Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers ($M) $231.8 $243.3 $255.2 $268.0 $280.1 $291.7 $301.5 Approximated TTM Subscription Revenue Contribution for ≥$30K ARR Customers as a % of Total Subscription Revenue 55.9% 56.9% 57.9% 59.1% 60.3% 61.4% 62.3% Recent Customer Highlights ● During the third quarter, we had the opportunity to grow with new and existing customers, including U.S. Department of Transportation, Freddie Mac, Stanley Black & Decker, Sheetz, Banijay Entertainment, Premier Foods Group, Citizens Energy Group, and Pabst Brewing Company. Recent Business Highlights Sprout Social recently: ● Released the second annual Social Media Dictionary (link) ● Released Sprout Social's Q3 2026 Consumer Pulse Survey (link) ● Announced Winners of the Inaugural 2026 Social Intelligence Awards (link) ● Featured Trellis in Breaking Ground (link) Fourth Quarter and 2026 Financial Outlook For the fourth quarter of 2026, the Company currently expects: ● Total revenue between $124.2 million and $125.2 million.¹¹ ● Non-GAAP operating income between $21.4 million and $22.4 million. ● Non-GAAP net