Smartsheet Inc. (SMAR) Q3 2024 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call summary presents a mixed picture. While there are positive aspects like strong enterprise activity and positive feedback on AI solutions, there are also concerns such as deceleration in billings growth, SMB pressures, and cautious guidance. The Q&A section reveals management's cautious approach and lack of specific guidance, which may lead to investor uncertainty. The overall sentiment is balanced, with no strong positive or negative catalysts, leading to a neutral prediction for stock price movement.
SMAR Transcript
Smartsheet Inc. (SMAR) Q2 2025 Earnings Call Transcript
Positive9-5
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.
Smartsheet Inc. (SMAR) Q1 2025 Earnings Call Transcript
Positive6-6
The earnings call highlights strong financial metrics with a gross margin of 84%, a net retention rate over 120% for enterprises, and an ARR surpassing $1 billion. The launch of AI features and a new pricing model is well-received, indicating potential for future growth. The guidance for FY '25 shows optimism with expected revenue growth and strong cash flow. Despite some uncertainties in the timeframe of pricing model impact, the overall sentiment is positive, suggesting a likely stock price increase in the next two weeks.
Smartsheet Inc. (SMAR) Q4 2024 Earnings Call Transcript
Unknown3-15
The earnings call summary and Q&A reflect mixed signals. While there is strong enterprise growth and positive AI adoption, SMB performance is weak, and guidance is conservative. Management's focus on capital allocation and potential M&A is positive, but the macro environment and unclear responses regarding SMB issues and AI impact create uncertainties. The lack of clear guidance on AI revenue growth and leadership changes further dampens sentiment. Overall, the sentiment is neutral, balancing positive enterprise trends with SMB challenges and macroeconomic pressures.
Smartsheet Inc. (SMAR) Q3 2024 Earnings Call Transcript
Unknown12-8
The earnings call summary presents a mixed picture. While there are positive aspects like strong enterprise activity and positive feedback on AI solutions, there are also concerns such as deceleration in billings growth, SMB pressures, and cautious guidance. The Q&A section reveals management's cautious approach and lack of specific guidance, which may lead to investor uncertainty. The overall sentiment is balanced, with no strong positive or negative catalysts, leading to a neutral prediction for stock price movement.
SMAR Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
