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Feb 28, 2025
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.
Revenue by Segment
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).
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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