As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at sales and marketing software stocks, starting with Sprinklr (NYSE: CXM).

The Internet and the exploding amount of data have transformed how businesses interact with, market to, and transact with their customers. Personalization of offerings, e-commerce, targeted advertising and data-empowered sales teams are now table stakes for modern businesses, and sales and marketing software providers are becoming the tools of evolving customer interaction.

The 19 sales and marketing software stocks we track reported a mixed Q4. As a group, revenues beat analysts’ consensus estimates by 1.4% while next quarter’s revenue guidance was in line.

In light of this news, share prices of the companies have held steady. On average, they are relatively unchanged since the latest earnings results.

Sprinklr (NYSE: CXM)

With a proprietary AI engine processing 450 million data points daily across 30+ digital channels, Sprinklr (NYSE: CXM) provides cloud-based software that helps large enterprises manage customer experiences across social, messaging, chat, and voice channels.

Sprinklr reported revenues of $220.6 million, up 8.9% year on year. This print exceeded analysts’ expectations by 1.7%. Despite the top-line beat, it was still a weaker quarter for the company with full-year guidance of slowing revenue growth and full-year revenue guidance slightly missing analysts’ expectations.

“The fourth quarter capped a pivotal year in our transformation. We strengthened the quality of our customer engagements, advanced our innovation leadership, expanded operating margins, and delivered strong free cash flow,” said Sprinklr President and CEO, Rory Read.

Interestingly, the stock is up 7% since reporting and currently trades at $6.02.

Read our full report on Sprinklr here, it’s free.

Best Q4: PubMatic (NASDAQ: PUBM)

Powering billions of daily ad impressions across the open internet, PubMatic (NASDAQ: PUBM) operates a technology platform that helps publishers maximize revenue from their digital advertising inventory while giving advertisers more control and transparency.

PubMatic reported revenues of $80.05 million, down 6.4% year on year, outperforming analysts’ expectations by 6.2%. The business had an exceptional quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.

PubMatic scored the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 18.3% since reporting. It currently trades at $8.37.

Is now the time to buy PubMatic? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Upland Software (NASDAQ: UPLD)

Operating under the mantra "land and expand," Upland Software (NASDAQ: UPLD) provides cloud-based applications that help organizations manage projects, workflows, and digital transformation across various business functions.

Upland Software reported revenues of $49.31 million, down 27.5% year on year, falling short of analysts’ expectations by 1.4%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly.

Upland Software delivered the slowest revenue growth in the group. As expected, the stock is down 25.6% since the results and currently trades at $0.66.

Read our full analysis of Upland Software’s results here.

Zeta Global (NYSE: ZETA)

Powered by an AI engine that processes over one trillion consumer signals monthly, Zeta Global (NYSE: ZETA) operates a data-driven cloud platform that helps companies target, connect, and engage with consumers through personalized marketing across channels like email, social media, and video.

Zeta Global reported revenues of $394.6 million, up 25.4% year on year. This number surpassed analysts’ expectations by 3.7%. It was a very strong quarter as it also produced an impressive beat of analysts’ billings estimates and full-year guidance of accelerating revenue growth.

The stock is down 4.3% since reporting and currently trades at $16.25.

Read our full, actionable report on Zeta Global here, it’s free.

The Trade Desk (NASDAQ: TTD)

Built as an alternative to "walled garden" advertising ecosystems, The Trade Desk (NASDAQ: TTD) provides a cloud-based platform that helps advertisers and agencies plan, manage, and optimize digital advertising campaigns across multiple channels and devices.

The Trade Desk reported revenues of $846.8 million, up 14.3% year on year. This print beat analysts’ expectations by 0.6%. Zooming out, it was a softer quarter as it logged revenue guidance for next quarter slightly missing analysts’ expectations and EBITDA guidance for next quarter missing analysts’ expectations significantly.

The stock is down 13.4% since reporting and currently trades at $21.80.

Read our full, actionable report on The Trade Desk here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.