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E2open Parent (ETWO) investor relations material
E2open Parent Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary10 Jul, 2025
Executive summary
Achieved first year-over-year growth in subscription revenue since mid-FY2024, with Q1 FY26 GAAP subscription revenue of $132.9 million, exceeding guidance and signaling improved client retention.
Total Q1 FY26 revenue reached $152.6 million, up 1.0% year-over-year, driven by stable subscription and professional services revenue.
Adjusted EBITDA for Q1 was $52.2 million (34.2% margin), up 3% year-over-year, reflecting ongoing cost discipline and operational improvements.
Net loss for Q1 narrowed significantly to $14.1 million–$15.5 million from $38.9 million–$42.8 million in the prior year.
Announced pending acquisition by WiseTech Global, with shareholders to receive $3.30 per share in cash and closing expected by year-end 2025.
Financial highlights
Q1 FY26 subscription revenue was $132.9 million, up 1.1% year-over-year and above guidance; professional services revenue was $19.7 million, flat year-over-year.
Total Q1 revenue reached $152.6 million, a 1.0% increase over the prior year quarter.
Non-GAAP gross profit for Q1 was $102.4 million (67.1% margin); GAAP gross profit was $73.6 million (48% margin).
Adjusted EBITDA for Q1 was $52.2 million (34.2% margin), up from $50.7 million (33.6% margin) year-over-year.
Cash and cash equivalents increased to $230.2 million as of May 31, 2025; adjusted operating cash flow for Q1 was $48.0 million.
Outlook and guidance
FY2026 subscription revenue expected between $525 million–$535 million, with year-over-year growth of -1.0% to +1.0%.
FY2026 total revenue guidance is $600 million–$618 million, representing -1.3% to +1.7% growth.
FY2026 non-GAAP gross profit margin projected at 68%–68.5%.
FY2026 adjusted EBITDA forecasted at $200 million–$210 million (33%–34% margin); net leverage ratio expected at 3.8x.
No forward-looking financial guidance provided due to pending transaction.
How will WiseTech partnership impact supply chain capabilities?
What's driving the expected FY26 non-GAAP gross margin?
Explain the strategic review's impact on operating costs.
Which E2open product lines are key for WiseTech?
What specific actions improved client retention?
Why is full year subscription revenue guidance flat?
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Frequently asked questions
E2open Parent Holdings, Inc. provides cloud-based and end-to-end supply chain management SaaS platform in the Americas, Europe, and the Asia Pacific. The company’s cloud-based and end-to-end supply chain management software suite helps enable enterprise customers to manage their business operations from planning, through procurement and production, to finance and distribution. It also offers E2open Boost, a software solution designed to collect data from each stage of the product development process.
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