As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the sales and marketing software industry, including Sprinklr (NYSE: CXM) and its peers.
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 18 sales and marketing software stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 2% while next quarter’s revenue guidance was in line.
Luckily, sales and marketing software stocks have performed well with share prices up 39.2% on average 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 $219.5 million, up 6.8% year on year. This print exceeded analysts’ expectations by 1.7%. Despite the top-line beat, it was still a slower quarter for the company with EPS guidance for next quarter missing analysts’ expectations significantly and full-year revenue guidance meeting analysts’ expectations.
“We delivered solid first‑quarter results with revenue growth, expanding subscription revenue, and strong profitability,” said Sprinklr President and CEO, Rory Read.
Interestingly, the stock is up 3.8% since reporting and currently trades at $5.83.
Read our full report on Sprinklr here, it’s free.
Best Q1: 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 $62.57 million, down 2% year on year, outperforming analysts’ expectations by 4.4%. The business had an exceptional quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and an impressive beat of analysts’ EBITDA estimates.
PubMatic achieved the highest guidance raise of the whole group. The market seems happy with the results as the stock is up 26.6% since reporting. It currently trades at $12.96.
Is now the time to buy PubMatic? Access our full analysis of the earnings results here, it’s free.
Slowest Q1: 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 $48.69 million, down 23.5% year on year, in line with analysts’ expectations. It was a softer quarter as it posted full-year EBITDA guidance missing analysts’ expectations significantly and revenue guidance for next quarter missing analysts’ expectations significantly.
Upland Software delivered the slowest revenue growth in the group. Interestingly, the stock is up since the results and currently trades at $4.89.
Read our full analysis of Upland Software’s results here.
HubSpot (NYSE: HUBS)
Born from the idea that traditional interruptive marketing was becoming less effective, HubSpot (NYSE: HUBS) provides an integrated platform that helps businesses attract, engage, and manage customer relationships through marketing, sales, service, and content management tools.
HubSpot reported revenues of $881 million, up 23.4% year on year. This number surpassed analysts’ expectations by 2.1%. Overall, it was a strong quarter as it also recorded EPS guidance for next quarter exceeding analysts’ expectations and full-year EPS guidance exceeding analysts’ expectations.
The stock is down 4.9% since reporting and currently trades at $231.69.
Read our full, actionable report on HubSpot here, it’s free.
DoubleVerify (NYSE: DV)
Using advanced analytics to evaluate over 17 billion digital ad transactions daily, DoubleVerify (NYSE: DV) provides AI-powered technology that verifies digital ads are viewable, fraud-free, brand-suitable, and displayed in the intended geographic location.
DoubleVerify reported revenues of $180.8 million, up 9.6% year on year. This print was in line with analysts’ expectations. Aside from that, it was a satisfactory quarter as it also logged a solid beat of analysts’ EBITDA estimates but full-year revenue guidance meeting analysts’ expectations.
The stock is up 3.4% since reporting and currently trades at $11.53.
Read our full, actionable report on DoubleVerify here, it’s free.
Market Update
Over the past year, investors have been forced to repeatedly answer the same question: what is the market’s biggest risk? The answer has changed several times, and each shift has reshaped market leadership.
Late in 2025 and early 2026, artificial intelligence became the market’s primary uncertainty. Investors questioned whether AI would erode software pricing power and weaken competitive moats as AI made it easier to replicate once-differentiated products.
By the spring, technology took a back seat to geopolitics. The U.S. conflict with Iran briefly became the market’s dominant narrative, raising concerns about oil prices, inflation, and global growth. But as energy markets remained orderly and fears of a prolonged supply disruption faded, investors quickly turned their focus back to fundamentals.
Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
