SMAR Earnings Prediction
The chart below shows how SMAR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SMAR sees a +2.99% change in stock price 10 days leading up to the earnings, and a +5.54% change 10 days following the report. On the earnings day itself, the stock moves by -0.84%. This data can give you a slight idea of what to expect for the next quarter's release.
SMAR Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
276.41M
17.33%
5.11%
Gross Margin
81.96%
2.41%
0.40%
Operating Margin
-1.91%
-87.52%
-54.85%
Net Margin
2.84%
120.06%
-184.27%
EPS
0.06
124.00%
-200.00%
No Data Available
SMAR Earnings Analysis
Smartsheet Inc. Corporation (SMAR.N) Earnings Conference Call
Positive
Q2 Revenue Increase: Second quarter revenue came in at $276.4 million, up 17% year-over-year.
Subscription Revenue Growth: Subscription revenue was $263.5 million representing year-over-year growth of 19%.
ARR Growth Rate: Annualized recurring revenue or ARR grew 17% year-over-year in the second quarter to $1.093 billion.
Customer Growth Metrics: The number of customers with ARR over $50,000 grew 17% year-over-year to 4,140, and the number of customers with ARR over $100,000 grew 23% year-over-year to 2,056.
Quarterly Operating Income: Operating income in the quarter was $45.3 million or 16% of revenue.
Negative
Q2 Revenue Misses Expectations: Second quarter revenue came in at $276.4 million, which is lower than expected guidance.
Decline in Profitability: Operating income in the quarter was $45.3 million, representing only 16% of revenue, indicating a decline in profitability.
ARR Growth Rate Decline: Annualized recurring revenue (ARR) grew 17% year-over-year to $1.093 billion, but this growth rate is slowing compared to previous quarters.
Customer Growth Slowdown: The number of customers with ARR over $50,000 grew only 17% year-over-year, suggesting a slowdown in customer expansion.
Churn Rate Increase: The full churn rate increased slightly due to elevated churn rates in smaller customer segments, indicating potential issues with customer retention.
SMAR FAQs
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SMAR Earning Call Sentiment
Smartsheet Inc. (SMAR) Q2 2025 Earnings Call Transcript
1.0x
00:00
00:00
SMAR.N
0%Positive
The earnings call indicates strong financial performance with revenue, ARR, and subscription growth. Guidance has been raised across several metrics, including non-GAAP net income and free cash flow, indicating confidence in future performance. The share buyback program is a positive for shareholder returns. Despite competitive pressures and elevated churn in smaller segments, overall sentiment remains positive. The Q&A session did not reveal major concerns, and the potential acquisition rumors suggest strategic interest in the company. These factors suggest a positive stock price movement in the next two weeks.
