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Feb 28
E2open Q4 2025 Earnings Report
announced financial results for its fiscal fourth quarter and full year ended February 28, 2025
Key Takeaways
E2open reported a decrease in total GAAP revenue for Q4 FY25 compared to the prior year, but saw an increase in Adjusted EBITDA. The company experienced a significant GAAP net loss due to impairment charges. Subscription revenue was above the midpoint of guidance.
Q4 FY25 GAAP subscription revenue was $133.0 million, a decrease of 1.0% year-over-year.
Total GAAP revenue for Q4 FY25 was $152.7 million, a decrease of 3.6% year-over-year.
Adjusted EBITDA for Q4 FY25 was $56.3 million, an increase of 2.3% year-over-year.
GAAP net loss for Q4 FY25 was $268.5 million, compared to a net loss of $45.5 million in the prior year.
E2open
E2open
E2open Revenue by Segment
Revenue by Segment
Subscription Revenue
CapyFin.comProfessional Services Revenue
CapyFin.com Forward Guidance
For fiscal year 2026, e2open expects slight revenue growth, driven by improvements in retention and sales productivity. Adjusted EBITDA is projected to be between $200 million and $210 million.
Positive Outlook
- Fiscal 2026 GAAP subscription revenue is expected to be in the range of $525 million to $535 million, reflecting growth.
- Fiscal 2026 Total GAAP revenue is expected to be in the range of $600 million to $618 million, reflecting positive growth.
- Fiscal 2026 Non-GAAP gross profit margin is expected to be in the range of 68% to 68.5%.
- Adjusted EBITDA for fiscal 2026 is expected to be in the range of $200 million to $210 million.
- Implied adjusted EBITDA margin for fiscal 2026 is expected to be in the range of 33% to 34%.
Challenges Ahead
- Fiscal first quarter 2026 GAAP subscription revenue is expected to be in the range of $129 million to $132 million, reflecting a negative growth rate at the mid-point.
- The guidance for FY26 revenue growth is relatively modest (0.2% at the mid-point).
- The guidance for FY26 Adjusted EBITDA implies a slight decrease compared to FY25 Adjusted EBITDA ($215.5 million).
- The lower end of the Adjusted EBITDA guidance range ($200 million) would represent a notable decrease from FY25.
- There are ongoing uncertainties mentioned, such as tariff-related uncertainty, which could impact future performance.
Revenue & Expenses
Visualization of income flow from segment revenue to net income