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May 31
E2open Q1 2026 Earnings Report
E2open reported modest revenue growth and a reduced net loss in Q1 2026.
Key Takeaways
E2open showed signs of recovery with a return to YoY subscription revenue growth and improved cash flow, although the company remained unprofitable on a GAAP basis.
GAAP subscription revenue grew to $132.87M, marking a return to YoY growth.
Net loss improved significantly to $15.52M from $42.79M YoY.
Adjusted EBITDA rose 3.0% to $52.2M with a margin of 34.2%.
E2open is moving forward with its acquisition by WiseTech Global, expected to close by year-end.
E2open
E2open
E2open Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comProfessional Services Revenue
CapyFin.com Forward Guidance
E2open reiterated full-year guidance, projecting slight growth in subscription and total revenue, along with solid margins.
Positive Outlook
- FY26 GAAP subscription revenue expected between $525M to $535M.
- FY26 total GAAP revenue projected between $600M to $618M.
- Adjusted EBITDA for FY26 forecasted between $200M to $210M.
- Non-GAAP gross margin guidance range is 68% to 68.5%.
- Company reiterated all guidance from prior quarter, signaling stability.
Challenges Ahead
- Guided subscription revenue growth midpoint is just 0.4%.
- Total revenue midpoint growth forecast is only 0.2%.
- Continued net losses projected if trends persist.
- Heavy reliance on acquisition closure to drive strategic direction.
- Potential execution risks around large cross-sell and integration wins.
Revenue & Expenses
Visualization of income flow from segment revenue to net income