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Mar 31, 2025
Manhattan Associates Q1 2025 Earnings Report
Manhattan Associates reported strong revenue and EPS growth in Q1 2025, led by increased cloud and license sales.
Key Takeaways
The company exceeded expectations for Q1 2025 with higher revenue and adjusted EPS, supported by strong growth in cloud subscriptions and software licenses, and a major share repurchase.
Cloud subscription revenue grew over 20% YoY to $94.3M
Adjusted EPS rose to $1.19, up from $1.03 last year
Services revenue declined YoY, reflecting macro impacts
Company repurchased $100M in shares during the quarter
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Manhattan Associates expects modest revenue growth for FY2025 with stable adjusted margins, despite lower GAAP EPS projections.
Positive Outlook
- Total revenue projected between $1.06B and $1.07B
- Adjusted operating margin expected at 33.0% to 33.5%
- Adjusted EPS projected between $4.54 and $4.64
- Strong performance in cloud-native subscriptions
- Continued leadership recognition across supply chain solutions
Challenges Ahead
- GAAP EPS expected to decline by 10–13% YoY
- Restructuring costs following 100 job cuts in January 2025
- Impact of unusual health insurance claim on GAAP margins
- Cash and equivalents down to $205.9M from $266.2M
- Macro-economic uncertainty affecting service capacity demand
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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