Sprinklr customer count drops 13% as AI-native pivot meets Iran conflict disruption

Filed March 19, 2026 · Period ending January 31, 2026 · Compared to 10-K Mar 21, 2025 · ~1 min read

Key Changes

• high

  Customer count fell 13% to 1,677 (from 1,930), framed as 'strategic refinement' toward larger accounts. Large customers ($1M+ ARR) also declined 5% despite higher average revenue per account.

  Business: Customer count and strategic focus verify on EDGAR →
• high

  2026 Iran conflict disrupted Middle East operations, causing inaccessibility and potential loss of customer data at a UAE third-party data center. May require emergency data transfers and unbudgeted infrastructure costs.

  MD&A: Iran conflict impact verify on EDGAR →
• high

  Subscription gross margin compressed 4 points to 76% as data/hosting costs jumped $33M, driven by customer demand and higher vendor rates. Management expects near-term pressure to continue.

  MD&A: Subscription gross margin verify on EDGAR →