Sales and marketing software companies delivered solid Q1 results, beating estimates by 2%, with stocks rallying nearly 40% since earnings. Sprinklr saw modest growth and missed EPS guidance but kept full-year revenue on track. PubMatic stunned with a 4.4% beat despite 2% revenue decline, raised guidance most aggressively, and saw its stock surge 26%. Upland Software struggled with a 23.5% revenue drop and missed both earnings and revenue forecasts. Amid AI’s disruptive potential, the sector shows resilience, proving many firms are adapting successfully to the new landscape.
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