Mar 31, 2022

Manhattan Associates Q1 2022 Earnings Report

Reported record quarterly revenue and earnings, with RPO bookings increasing 92% year-over-year and raising 2022 full-year revenue and EPS guidance.

Key Takeaways

Manhattan Associates reported a strong start to 2022, with robust demand for its cloud-native suite of Manhattan Active® solutions driving solid pipeline and revenue momentum. Cloud and services revenue growth exceeded expectations, leading to exceptional operating results, and the company raised its 2022 guidance.

Consolidated total revenue was $179.0 million for Q1 2022, compared to $156.9 million for Q1 2021.

GAAP diluted earnings per share was $0.48 for Q1 2022, compared to $0.35 for Q1 2021.

Adjusted diluted earnings per share, a non-GAAP measure, was $0.60 for Q1 2022, compared to $0.43 for Q1 2021.

GAAP operating income was $34.0 million for Q1 2022, compared to $25.4 million for Q1 2021.

Total Revenue
$179M
Previous year: $157M
+14.1%
EPS
$0.6
Previous year: $0.43
+39.5%
Gross Profit
$95.5M
Previous year: $82.8M
+15.4%
Cash and Equivalents
$216M
Previous year: $197M
+9.7%
Free Cash Flow
$30.6M
Previous year: $39.3M
-22.1%
Total Assets
$512M
Previous year: $459M
+11.6%

Manhattan Associates

Manhattan Associates

Manhattan Associates Revenue by Segment

Manhattan Associates Revenue by Geographic Location

Forward Guidance

Manhattan Associates provides revenue, operating margin and diluted earnings per share guidance for the full year 2022.

Positive Outlook

  • Total revenue $720 to $727 million, 8% to 9% growth
  • GAAP operating margin 16.0% to 16.7%
  • Adjusted operating margin 24.2% to 24.8%
  • GAAP EPS $1.45 to $1.53, -16% to -11%
  • Adjusted EPS $2.14 to $2.22, -4% to 0%

Revenue & Expenses

Visualization of income flow from segment revenue to net income