Winners and losers of Q2: Sprout Social (NASDAQ:SPT) vs the rest of the sales and marketing software stocks
DoubleVerify (NYSE:DV) reported Q2 revenue of $193.8M, up 2.5% YoY, missing estimates. LiveRamp (NYSE:RAMP) reported $214M, up 9.8% YoY, beating estimates. Freshworks (NASDAQ:FRSH) reported $237.4M, up 16% YoY, exceeding expectations. All three stocks have risen since reporting.
How this was made

The 30-second read
Why it matters
All three companies have already experienced sizable price moves; the piece adds no fresh data, limiting trading relevance.
Market read
Recap of already‑published earnings; minimal actionable insight for traders.
What to watch
Potential longer‑term AI spending slowdown not addressed in the recap.
Background
The article reviews Q2 results for three sales‑and‑marketing software companies, noting revenue beats or misses and subsequent stock moves.
Ticker impact
DoubleVerify reported Q2 revenue of $193.8M, missing estimates; stock up 15.4% since results.
likely limited pressure as the 15% rally is already reflected
Results were released over two months ago; article merely recaps numbers and existing price move.
LiveRamp posted Q2 revenue of $214M, beating estimates; stock up 1% since results.
likely minimal impact; modest 1% gain already priced
Quarterly numbers are old; article provides no new information beyond the recap.
Freshworks reported Q2 revenue of $237.4M, beating expectations; stock up 25.1% since results.
likely limited upside as 25% gain is already reflected
Earnings were released over two months ago; article is a recap without new data.
Market effects
No new sector-wide implications; ad verification and data onboarding segments unchanged.
US market only; no regional shift noted.
Limited; article recaps US software earnings without broader macro impact.
Counterpoint
Given the strong post‑earnings rallies, a pull‑back could occur if growth stalls.
Key entities
- CompanyDoubleVerify
Digital ad verification provider.
- CompanyLiveRamp
Data connectivity and privacy platform.
- CompanyFreshworks
Customer engagement SaaS provider.



