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Manhattan Associates (MANH)
NASDAQ:MANH
Earnings Data
Report Date
Jul 29, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.13Last Year’s EPS
1.18Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 22, 2025
|% Change Since: 20.52%
|Next Earnings Date:Jul 29, 2025
Earnings Call Sentiment|Neutral
The earnings call reflects a solid start to 2025, with strong cloud revenue growth and an increase in RPO. However, there are concerns regarding Services revenue decline and macroeconomic uncertainties, particularly around tariffs and FX volatility.Company Guidance
During the Manhattan Associates First Quarter 2025 Earnings Conference Call, the company provided guidance indicating strong financial performance and growth prospects despite the challenging macroeconomic environment. In Q1, the company achieved a 21% year-over-year increase in cloud revenue, with total revenue reaching $263 million, up 3% from the previous year. The company reported an adjusted operating margin of 34.7% and an adjusted EPS of $1.19, up 16%. The company also noted a 25% year-over-year increase in remaining performance obligations (RPO), amounting to approximately $1.9 billion. For the full year, Manhattan Associates reiterated its guidance for total revenue between $1.06 billion and $1.07 billion, with a cloud revenue target of $405 million to $410 million and an adjusted operating margin of 33.25%. Additionally, the company increased its full-year adjusted EPS outlook to a range of $4.54 to $4.64. Despite the uncertain macro environment, the company expressed confidence in its growth opportunities, driven by strong demand for its cloud solutions and strategic investments in sales and marketing.Strong Cloud Revenue Growth
Cloud revenue increased by 21% year-over-year, contributing significantly to the top line outperformance and earnings leverage.
Significant Increase in RPO
RPO ended the quarter up 25% to approximately $1.9 billion, indicating strong demand for Manhattan's mission-critical solutions.
High Win Rates and New Logo Activity
Competitive win rates remain consistent at about 70%, with approximately 50% of new cloud bookings generated from net new logos.
Google Cloud Partnership Recognition
Manhattan Associates was named Google Cloud's Partner of the Year for Supply Chain and Logistics, highlighting its innovation and leadership in the sector.
Successful Service Delivery
In Q1, the Services team completed over 100 go-lives, indicating robust service delivery capabilities.
Innovation in Product Offerings
Launch of Enterprise Promise and Fulfill, designed to optimize B2B order promising and fulfillment, showcasing ongoing innovation.
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MANH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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MANH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2025 | $162.25 | $171.95 | +5.98% |
Jan 28, 2025 | $295.10 | $222.84 | -24.49% |
Oct 22, 2024 | $292.32 | $271.36 | -7.17% |
Jul 23, 2024 | $226.00 | $249.83 | +10.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Manhattan Associates (MANH) report earnings?
Manhattan Associates (MANH) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is Manhattan Associates (MANH) earnings time?
Manhattan Associates (MANH) earnings time is at Jul 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MANH EPS forecast?
MANH EPS forecast for the fiscal quarter 2025 (Q2) is 1.13.
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