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Jun 30
Manhattan Associates Q2 2025 Earnings Report
Manhattan Associates reported strong Q2 2025 results with revenue and cloud growth surpassing expectations.
Key Takeaways
The company delivered record Q2 results, driven by strong demand for its cloud solutions. Revenue and EPS increased year over year, and RPO surpassed $2 billion, reinforcing Manhattan’s leadership in supply chain commerce solutions.
Revenue reached $272.4M, up from $265.3M last year
Cloud subscriptions grew to $100.4M, up from $82.4M
Net income increased to $56.8M from $52.8M
RPO surpassed $2B milestone, driven by 22% cloud revenue growth
Manhattan Associates
Manhattan Associates
Manhattan Associates Revenue by Segment
Manhattan Associates Revenue by Geographic Location
Revenue by Segment
Cloud subscriptions Revenue
CapyFin.comSoftware license Revenue
CapyFin.comMaintenance Revenue
CapyFin.comServices Revenue
CapyFin.comHardware Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEMEA Revenue
CapyFin.comAPAC Revenue
CapyFin.com Forward Guidance
Manhattan Associates expects steady full-year revenue growth with continued strength in cloud demand, though GAAP EPS is expected to decline slightly due to higher expenses.
Positive Outlook
- Total revenue expected between $1.071B and $1.075B
- Adjusted operating margin projected at 34.8% to 35.3%
- Adjusted EPS expected between $4.76 and $4.84
- Cloud growth momentum expected to continue
- Strong cash position supports share repurchase program
Challenges Ahead
- GAAP EPS expected to decline 6%-8% YoY
- Restructuring expenses anticipated to persist
- Impact from unusual health insurance claims remains
- Macro-economic uncertainty affecting service demand
- Global instability may pose risks to growth
Revenue & Expenses
Visualization of income flow from segment revenue to net income