← Sprinklr overview

Sprinklr vs ExlService: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Sprinklr Inc (CXM)

Q3 2026
▲2▼2

Sprinklr's growth stalls, but AI demand and raised guidance offer hope

  • Weak billings and slowing revenue growth Sprinklr's billings grew only 5.3% over the last four quarters, and revenue growth is expected to stall after years of double-digit gains. This signals soft demand and competitive pressure, which weighs on the stock price.

    This is the core fundamental problem driving the negative view on CXM.

  • Disappointing EPS guidance Although Q1 revenue beat expectations, the company's EPS guidance for the next quarter missed significantly. This overshadowed the revenue beat and raised concerns about profitability, pushing the stock down.

    Guidance miss is a key negative catalyst for the stock.

  • AI-driven demand lifts enterprise software Enterprise software stocks, including Sprinklr, surged as AI is boosting software adoption. Strong results from Salesforce and others showed AI is a tailwind, not a threat. Sprinklr rose 7.2% in the sector rally.

    This shows a positive external force that can lift CXM's price.

  • Raised subscription revenue guidance Sprinklr raised its FY2027 subscription revenue forecast and beat Q2 EPS estimates, despite a slight revenue miss. The company also highlighted a $20 million deal and growing remaining performance obligations, signaling future revenue visibility.

    This is the latest positive update that could support the stock.

August 2026
▲2▼2

Sprinklr's growth stalls, but AI demand and raised guidance offer hope

  • Weak billings and slowing revenue growth Sprinklr's billings grew only 5.3% over the last four quarters, and revenue growth is expected to stall after years of double-digit gains. This signals soft demand and competitive pressure, which weighs on the stock price.

    This is the core fundamental problem driving the negative view on CXM.

  • Disappointing EPS guidance Although Q1 revenue beat expectations, the company's EPS guidance for the next quarter missed significantly. This overshadowed the revenue beat and raised concerns about profitability, pushing the stock down.

    Guidance miss is a key negative catalyst for the stock.

  • AI-driven demand lifts enterprise software Enterprise software stocks, including Sprinklr, surged as AI is boosting software adoption. Strong results from Salesforce and others showed AI is a tailwind, not a threat. Sprinklr rose 7.2% in the sector rally.

    This shows a positive external force that can lift CXM's price.

  • Raised subscription revenue guidance Sprinklr raised its FY2027 subscription revenue forecast and beat Q2 EPS estimates, despite a slight revenue miss. The company also highlighted a $20 million deal and growing remaining performance obligations, signaling future revenue visibility.

    This is the latest positive update that could support the stock.

Latest
▲2▼2

Sprinklr's growth stalls, but AI demand and raised guidance offer hope

  • Weak billings and slowing revenue growth Sprinklr's billings grew only 5.3% over the last four quarters, and revenue growth is expected to stall after years of double-digit gains. This signals soft demand and competitive pressure, which weighs on the stock price.

    This is the core fundamental problem driving the negative view on CXM.

  • Disappointing EPS guidance Although Q1 revenue beat expectations, the company's EPS guidance for the next quarter missed significantly. This overshadowed the revenue beat and raised concerns about profitability, pushing the stock down.

    Guidance miss is a key negative catalyst for the stock.

  • AI-driven demand lifts enterprise software Enterprise software stocks, including Sprinklr, surged as AI is boosting software adoption. Strong results from Salesforce and others showed AI is a tailwind, not a threat. Sprinklr rose 7.2% in the sector rally.

    This shows a positive external force that can lift CXM's price.

  • Raised subscription revenue guidance Sprinklr raised its FY2027 subscription revenue forecast and beat Q2 EPS estimates, despite a slight revenue miss. The company also highlighted a $20 million deal and growing remaining performance obligations, signaling future revenue visibility.

    This is the latest positive update that could support the stock.

ExlService Holdings Inc (EXLS)

Q3 2026
▲3

EXL's AI pivot drives strong Q2 beat, raised guidance, and new products

  • Q2 beat and raised guidance EXL reported Q2 revenue of $594.8 million, up 15.6% year over year, beating estimates by 3.5% and posting the highest full-year guidance raise among data services peers. Adjusted EPS rose 22%, with data and AI services now 61% of revenue. This strong execution directly boosts investor confidence and supports a higher stock price.

    This is the core fundamental driver: better-than-expected results and raised outlook directly lift the stock.

  • iMerit acquisition completed EXL completed its acquisition of iMerit, an AI model training and reinforcement learning company, creating an end-to-end enterprise AI platform. This expands EXL into high-growth AI technology sectors and deepens its specialized AI capabilities, positioning it to capture more AI spending and drive future revenue growth.

    The acquisition is a strategic move that expands EXL's AI offerings and growth potential, directly affecting its competitive position.

  • New $1B credit facility boosts flexibility EXL closed a new $1 billion senior secured credit facility, increasing borrowing capacity from $600 million and providing greater covenant flexibility. This gives EXL more firepower for acquisitions and share repurchases under its $500 million buyback program, which can support earnings per share and strategic growth.

    The expanded credit facility enhances EXL's ability to fund growth initiatives and return capital, a positive for the stock.

  • Leadership departure and AI product launches President Vivek Jetley is leaving to become CEO of Hexaware, a loss of a key executive who led insurance and healthcare. However, EXL embedded agentic AI into its LifePRO and Payment Integrity solutions, cutting product launch times and boosting productivity. The departure is a negative, but new AI products reinforce growth prospects.

    This captures both a negative event (leadership loss) and a positive development (AI product integration) that affect EXL's future performance.

September 2026
▲3

EXL's AI pivot drives strong Q2 beat, raised guidance, and new products

  • Q2 beat and raised guidance EXL reported Q2 revenue of $594.8 million, up 15.6% year over year, beating estimates by 3.5% and posting the highest full-year guidance raise among data services peers. Adjusted EPS rose 22%, with data and AI services now 61% of revenue. This strong execution directly boosts investor confidence and supports a higher stock price.

    This is the core fundamental driver: better-than-expected results and raised outlook directly lift the stock.

  • iMerit acquisition completed EXL completed its acquisition of iMerit, an AI model training and reinforcement learning company, creating an end-to-end enterprise AI platform. This expands EXL into high-growth AI technology sectors and deepens its specialized AI capabilities, positioning it to capture more AI spending and drive future revenue growth.

    The acquisition is a strategic move that expands EXL's AI offerings and growth potential, directly affecting its competitive position.

  • New $1B credit facility boosts flexibility EXL closed a new $1 billion senior secured credit facility, increasing borrowing capacity from $600 million and providing greater covenant flexibility. This gives EXL more firepower for acquisitions and share repurchases under its $500 million buyback program, which can support earnings per share and strategic growth.

    The expanded credit facility enhances EXL's ability to fund growth initiatives and return capital, a positive for the stock.

  • Leadership departure and AI product launches President Vivek Jetley is leaving to become CEO of Hexaware, a loss of a key executive who led insurance and healthcare. However, EXL embedded agentic AI into its LifePRO and Payment Integrity solutions, cutting product launch times and boosting productivity. The departure is a negative, but new AI products reinforce growth prospects.

    This captures both a negative event (leadership loss) and a positive development (AI product integration) that affect EXL's future performance.

Latest
▲3

EXL's AI pivot drives strong Q2 beat, raised guidance, and new products

  • Q2 beat and raised guidance EXL reported Q2 revenue of $594.8 million, up 15.6% year over year, beating estimates by 3.5% and posting the highest full-year guidance raise among data services peers. Adjusted EPS rose 22%, with data and AI services now 61% of revenue. This strong execution directly boosts investor confidence and supports a higher stock price.

    This is the core fundamental driver: better-than-expected results and raised outlook directly lift the stock.

  • iMerit acquisition completed EXL completed its acquisition of iMerit, an AI model training and reinforcement learning company, creating an end-to-end enterprise AI platform. This expands EXL into high-growth AI technology sectors and deepens its specialized AI capabilities, positioning it to capture more AI spending and drive future revenue growth.

    The acquisition is a strategic move that expands EXL's AI offerings and growth potential, directly affecting its competitive position.

  • New $1B credit facility boosts flexibility EXL closed a new $1 billion senior secured credit facility, increasing borrowing capacity from $600 million and providing greater covenant flexibility. This gives EXL more firepower for acquisitions and share repurchases under its $500 million buyback program, which can support earnings per share and strategic growth.

    The expanded credit facility enhances EXL's ability to fund growth initiatives and return capital, a positive for the stock.

  • Leadership departure and AI product launches President Vivek Jetley is leaving to become CEO of Hexaware, a loss of a key executive who led insurance and healthcare. However, EXL embedded agentic AI into its LifePRO and Payment Integrity solutions, cutting product launch times and boosting productivity. The departure is a negative, but new AI products reinforce growth prospects.

    This captures both a negative event (leadership loss) and a positive development (AI product integration) that affect EXL's future performance.