Smartsheet

Smartsheet, Inc. engages in the design and development of cloud-based platform for work management. It offers ways for customers to plan and manage their work using grids, projects, cards, and calendars. The company was founded by W. Eric Browne, Maria Colacurcio, John D. Creason, and Brent R. Frei in 2005 and is headquartered in Bellevue, WA.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Smartsheet reports robust Q1 performance amidst macro challenges

Smartsheet's Q1 2024 earnings call showcased strong financial performance and notable enterprise expansions. However, challenges in the macro environment have impacted sales productivity, leading to a focus on incremental marketing programs and real-time investment decisions. Despite over-performance in Q1, revenue guidance remains unchanged due to a conservative approach given the dynamic macro environment.

Smartsheet reports strong Q2 performance and anticipates $1B ARR

Smartsheet's Q2 earnings call highlighted robust financial performance, a growing customer base, and plans for future expansion. While facing challenges related to customer retention and sales force productivity, the company is well-positioned to capitalize on opportunities in the enterprise segment and the introduction of new modules. Overall, Smartsheet's performance reflects a positive trajectory for future growth.

Smartsheet exceeds Q3 revenue expectations, cautious outlook for FY '25

Smartsheet's Q3 performance exceeded expectations, with strong revenue growth and significant customer expansions. While facing challenges in SMB expansions and cautious outlook for FY '25, the company sees opportunities in AI integration and global expansion. The focus on self-discovery capabilities and partnerships also presents promising growth potential.

Smartsheet exceeds Q4 expectations, focuses on AI integration for growth

Smartsheet's Q4 performance showcased robust revenue growth, profitability, and customer expansion. The company's focus on product innovation, AI integration, and strategic partnerships positions it well for future growth. While macroeconomic challenges persist, Smartsheet's emphasis on enterprise customers and margin expansion presents opportunities for sustained success.

Smartsheet beats Q1 revenue targets, eyes platform growth opportunities

Smartsheet's Q1 performance exceeded expectations across key metrics.
The company's strengths lie in customer expansions, new plan success, and investments.
Challenges include macro conditions and international headwinds.
Opportunities in platform enhancements, market focus, and partner strategies.

Smartsheet exceeds Q2 revenue targets, eyes enterprise growth opportunities

Smartsheet delivered strong Q2 results, surpassing revenue targets and showcasing growth in key metrics.
While facing challenges in net retention and user conversion, the company's focus on enterprise solutions and product enhancements presents opportunities for future growth.
Recognition in the industry, notable customer expansions, and upcoming product modules position Smartsheet well for continued success and innovation.

Smartsheet surpasses Q3 revenue targets, eyes global expansion and AI integration

Smartsheet delivered strong Q3 results, exceeding revenue guidance and showcasing growth in billings and user base. The company's strategic expansions with key clients and focus on AI integration and global expansion position it well for future success.
While facing challenges in SMB expansions and evolving customer dynamics, Smartsheet's strengths in driving enterprise deals, modular feature development, and partnership strategies offer resilience. The company must navigate uncertainties around Gen AI and industry pressures to capitalize on growth opportunities.
Overall, Smartsheet's performance in Q3 reflects resilience and strategic foresight, with a balance of strengths, challenges, and opportunities shaping its path forward. Navigating industry dynamics and leveraging partnerships will be key to sustaining growth and innovation.

Smartsheet hits $1B ARR milestone, eyes growth amid challenges

Smartsheet's Q4 FY 2024 performance reflects strong financial results, notable customer expansions, and guidance for continued growth in FY '25, underpinned by key strengths in innovation and customer loyalty.
While facing challenges such as pressure on SMBs and margin improvement, the company has opportunities to leverage AI capabilities, address SMB weaknesses, and expand internationally for sustained growth.
Overall, Smartsheet's strategic focus on innovation, customer engagement, and market expansion positions it well for future success, despite navigating challenges and uncertainties in the business landscape.
Investors should monitor Smartsheet's execution of growth strategies, particularly in addressing SMB challenges, leveraging AI capabilities, and capitalizing on international opportunities to drive long-term value.

Smartsheet posts robust Q1 results, eyes sustained growth and innovation

Smartsheet's Q1 FY 2025 earnings call highlighted strong financial performance, customer expansions, and strategic initiatives like the collaboration with KPMG and new pricing model.
The company's focus on AI adoption, product development, and margin improvement underscores a commitment to innovation, customer value, and sustainable growth.
While facing challenges in user conversion, growth consistency, and operational balance, Smartsheet's opportunities lie in sustained revenue growth, market differentiation, and international expansion.

Smartsheet reports robust Q2 earnings, AI adoption drives growth

Smartsheet's Q2 performance reflects strong customer expansion and revenue growth, driven by key deals and AI tool adoption.
While facing challenges in pricing models and market competition, the company's strategic focus on platform modernization and user experience bodes well for future success.
Opportunities lie in AI tool adoption, expansion deals, and raised guidance, positioning Smartsheet for continued growth and profitability.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Smartsheet, Inc. engages in the design and development of a cloud-based platform for work management. It offers ways for customers to plan and manage work using tables, plans, projects, cards, Gantt charts, and calendars, as well as allowing users to toggle between views. The company was founded by W. Eric Browne, Maria Colacurcio, John D. Creason, and Brent R. Frei in 2005 and is headquartered in Bellevue, WA.

Smartsheet Inc. (SMAR) CEO Mark Mader on Q2 2020 Results - Earnings Call Transcript

Smartsheet beat Wall Street expectations for both revenue and profit during its fiscal second quarter, posting revenue of $64.

Smartsheet beats earnings expectations with $64.6M in revenue but shares fall 8%

On Wednesday, September 4, Smartsheet (NYSE: SMAR) will release its latest earnings report.

Smartsheet's Earnings Outlook

Smartsheet (SMAR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Smartsheet (SMAR) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Microsoft

Uber

GDS Hlds

RingCentral

Zoom Video

Chase Coleman (Trades, Portfolio), founder of Tiger Global Management, bought shares of the following stocks in the second quarter.

Chase Coleman Buys Uber, Boosts Microsoft and others

President and CEO of Smartsheet Inc (30-Year Financial, Insider Trades) Mark Patrick Mader (insider trades) sold 40,000 shares of SMAR on 08/12/2019 at an average price of $46.82 a share.

Smartsheet Inc (SMAR) President and CEO Mark Patrick Mader Sold $1.9 million of Shares

CFO and Treasurer of Smartsheet Inc (30-Year Financial, Insider Trades) Jennifer Ceran (insider trades) sold 20,000 shares of SMAR on 08/01/2019 at an average price of $49.92 a share.

Smartsheet Inc (SMAR) CFO and Treasurer Jennifer Ceran Sold $998,400 of Shares

We had written a previous article on Smartsheet. We’ve had a healthy discussion with SA community member spock123 and decided to alter our calculations.

Our Model For Smartsheet Calculates 31% Upside

Smartsheet is addressing a huge untapped market.

Long-Term Model Shows Smartsheet Still Has Value

Once known for organic growth, Smartsheet is making more and larger deals since its IPO. Here's how to know whether the deals are making an impact.

Will Smartsheet's Acquisition Binge Pay Off?

President and CEO of Smartsheet Inc (NYSE:SMAR) Mark Patrick Mader (insider trades) sold 40,000 shares of SMAR on 07/11/2019 at an average price of $53.09 a share.

Smartsheet Inc (SMAR) President and CEO Mark Patrick Mader Sold $2.1 million of Shares

Smartsheet reported a very strong Q1 with revenue growing 55% and beating consensus expectations.

Smartsheet: Smart Investment At An Expensive Multiple

The cloud-based software company, which IPOed last year, has proven to be a smart investment.

Why Smartsheet Stock Soared 95% in the First Half of 2019

Smartsheets is another hyper-growth company with a hyper-valuation to match.

Smartsheets: Some Way Points In Its Evolution

As of late, it has definitely been a great time to be an investor in Smartsheet Inc. (SMAR).

Smartsheet Inc. (SMAR) Shares March Higher, Can It Continue?

Adobe

ServiceNow

Cadence Design Systems

Stock futures: Chips and China names led Monday's stock market rally. But Microsoft, Adobe, ServiceNow are among five top software stocks rising and reclaiming buy points.

Dow Jones Futures: Microsoft, Adobe, ServiceNow Lead 5 Software Stocks In Buy Zones

Anaplan Inc

Athenex

Chubb

Chewy

Seres Therapeutics

MGM Resorts

The GuruFocus All-in-One Screener can be used to find insider trades from the past week.

Largest insider trades of the week: June 21

As of late, it has definitely been a great time to be an investor in Smartsheet.

Smartsheet Inc.'s Shares March Higher, Can It Continue?

Smartsheet aims to raise $339M in new offering, one year after $150M IPO

The cloud-collaboration software provider generated better-than-expected quarterly results.

Why Shares of Smartsheet Gained 10% on Thursday

Smartsheet Inc. (SMAR) CEO Mark Mader on Q1 2020 Results - Earnings Call Transcript

Cloudera

Stitch Fix

Five Below

MongoDB

Dow Jones futures turned lower late Wednesday, along with S&P 500 futures and Nasdaq futures, on reports that the U.S. and Mexico failed to reach a deal to avoid tariffs on Mexican goods.

Dow Jones Futures Fall On No Mexico Tariffs Deal After Stock Market Rally; 5 Big Earnings Movers

Smartsheet's (SMAR) first-quarter fiscal 2020 results are likely to benefit from its significant investments in products and marketing strategies.

What to Expect From Smartsheet (SMAR) This Earnings Season

Smartsheet remains one of the hottest tech stocks this year, up nearly 70% year to date.

Smartsheet: Still A Smart Long-Term Investment

Smartsheet (SMAR) fourth-quarter fiscal 2019 results benefit from portfolio strength and customer wins but increasing expenses remain an overhang.

News for Smartsheet Stock (SMAR)