Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at 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 17 sales and marketing software stocks we track reported a mixed Q2. As a group, revenues beat analysts’ consensus estimates by 1.5% while next quarter’s revenue guidance was 1.2% below.
Thankfully, share prices of the companies have been resilient as they are up 7.6% 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 $213.7 million, flat year on year. This print was in line with analysts’ expectations, but overall, it was a softer quarter for the company with full-year EPS guidance missing analysts’ expectations significantly and EPS guidance for next quarter missing analysts’ expectations significantly.
The market seems disappointed with the results as the stock is down 28.3% since reporting and currently trades at $5.45.
Read our full report on Sprinklr here, it’s free.
Best Q2: 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 $78.59 million, up 10.5% year on year, outperforming analysts’ expectations by 13.7%. The business had an incredible quarter with EBITDA guidance for next quarter exceeding analysts’ expectations and revenue guidance for next quarter exceeding analysts’ expectations.
PubMatic pulled off the biggest analyst estimate beat and highest guidance raise in the group. The market seems happy with the results as the stock is up 37.1% since reporting. It currently trades at $18.48.
Is now the time to buy PubMatic? Access our full analysis of the earnings results 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 $193.8 million, up 2.5% year on year, falling short of analysts’ expectations by 4.2%. It was a disappointing quarter, leaving some shareholders looking for more.
Interestingly, the stock is up 15.5% since the results and currently trades at $13.52.
Read our full analysis of DoubleVerify’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 $442.8 million, up 43.5% year on year. This number topped analysts’ expectations by 5.2%. It was a very strong quarter as it also put up an impressive beat of analysts’ billings estimates and full-year EBITDA guidance beating analysts’ expectations.
Zeta Global achieved the highest full-year guidance raise of the whole group. The stock is up 38.8% since reporting and currently trades at $33.68.
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 $715.1 million, up 3% year on year. This print lagged analysts’ expectations by 4.9%. Overall, it was a disappointing quarter as it also logged revenue guidance for next quarter missing analysts’ expectations significantly and EBITDA guidance for next quarter missing analysts’ expectations significantly.
The Trade Desk had the weakest performance against analyst estimates and weakest guidance update among its peers. The stock is down 32.6% since reporting and currently trades at $11.91.
Read our full, actionable report on The Trade Desk 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.
