Let's dig into the relative performance of Yext (NYSE:YEXT) and its peers as we unravel the now-completed Q4 sales and marketing software earnings season.

The Internet and the exploding amount of data have transformed how businesses interact with, market to, and transact with their customers. Personalization of offerings, e-commerce, targeted advertising and data-empowered sales teams are now table stakes for modern businesses, and sales and marketing software providers are becoming the tools of evolving customer interaction.

The 24 sales and marketing software stocks we track reported a mixed Q4; on average, revenues beat analyst consensus estimates by 2.3%. while next quarter's revenue guidance was in line with consensus. Inflation (despite slowing) has investors prioritizing near-term cash flows, but sales and marketing software stocks held their ground better than others, with the share prices up 0.3% on average since the previous earnings results.

Yext (NYSE:YEXT)

Founded in 2006 by Howard Lerman, Yext (NYSE:YEXT) offers software as a service that helps their clients manage and monitor their online listings and customer reviews across all relevant databases, from Google Maps to Alexa or Siri.

Yext reported revenues of $101.1 million, down 0.8% year on year, in line with analyst expectations. It was a weak quarter for the company, with full-year revenue guidance missing analysts' expectations.

The stock is down 1% since the results and currently trades at $5.9.

Read our full report on Yext here, it's free.

Best Q4: PubMatic (NASDAQ:PUBM)

Founded in 2006 as an online ad platform helping ad sellers, Pubmatic (NASDAQ: PUBM) is a fully integrated cloud-based programmatic advertising platform.

PubMatic reported revenues of $84.6 million, up 13.9% year on year, outperforming analyst expectations by 8.2%. It was a stunning quarter for the company, with a significant improvement in its gross margin and optimistic revenue guidance for the next quarter.

PubMatic delivered the biggest analyst estimates beat among its peers. The stock is up 44.6% since the results and currently trades at $23.96.

Is now the time to buy PubMatic? Access our full analysis of the earnings results here, it's free.

Weakest Q4: Upland (NASDAQ:UPLD)

Founder Jack McDonald’s second software rollup, Upland Software (NASDAQ:UPLD) is a one stop shop for sales and marketing software, project management, HR, and contact center services for small and medium sized businesses.

Upland reported revenues of $72.18 million, down 8.4% year on year, in line with analyst expectations. It was a weak quarter for the company, with full-year revenue guidance missing analysts' expectations.

Upland had the weakest full-year guidance update in the group. The stock is down 33% since the results and currently trades at $2.96.

Read our full analysis of Upland's results here.

HubSpot (NYSE:HUBS)

Started in 2006 by two MIT grad students, HubSpot (NYSE:HUBS) is a software-as-a-service platform that helps small and medium-sized businesses market themselves, sell, and get found on the internet.

HubSpot reported revenues of $581.9 million, up 23.9% year on year, surpassing analyst expectations by 4.1%. It was a strong quarter for the company, with an impressive beat of analysts' billings estimates and a decent beat of analysts' ARR (annual recurring revenue) estimates.

The company added 10,993 customers to reach a total of 205,091. The stock is up 4.7% since the results and currently trades at $659.16.

Read our full, actionable report on HubSpot here, it's free.

LiveRamp (NYSE:RAMP)

Started in 2011 as a spin-out of RapLeaf, LiveRamp (NYSE:RAMP) is a software-as-a-service provider that helps companies better target their marketing by merging offline and online data about their customers.

LiveRamp reported revenues of $173.9 million, up 9.6% year on year, surpassing analyst expectations by 1.2%. It was a solid quarter for the company, with accelerating customer growth and full-year revenue guidance topping analysts' expectations.

The company added 6 enterprise customers paying more than $1m annually to reach a total of 105. The stock is down 17.6% since the results and currently trades at $34.59.

Read our full, actionable report on LiveRamp here, it's free.

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