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Manhattan Associates (MANH) investor relations material
Manhattan Associates Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary22 Jul, 2025
Executive summary
Achieved record Q2 results with total revenue of $272.4M, up 3% year-over-year, driven by 22% cloud revenue growth and strong RPO bookings surpassing $2B.
Adjusted operating profit reached $101M with a 37.1% margin; GAAP operating income was $73.8M; adjusted EPS was $1.31, GAAP EPS $0.93.
Announced leadership transition for 2026, new Chief Sales Officer, and expanded sales team.
Expanded partnerships with Google and Shopify, and launched new AI-driven product capabilities and agentic.ai platform.
Management remains optimistic about growth opportunities despite macroeconomic challenges.
Financial highlights
Q2 total revenue: $272.4M (up 3% YoY); cloud revenue: $100.4M (up 22%); services revenue: $128.9M (down 6%); hardware revenue: $6.5M (down 16%).
Adjusted operating profit: $101M (37.1% margin); GAAP operating income: $73.8M (27.1% margin).
Adjusted EPS: $1.31 (up 11%); GAAP EPS: $0.93 (up 9%).
Operating cash flow for Q2: $74M; cash at quarter-end: $230.6M; share repurchases: $49.6M in Q2, $149.6M YTD.
Six-month revenue: $535.2M (up 3% YoY); six-month operating income: $137M (up 9% YoY).
Outlook and guidance
Full-year 2025 revenue guidance: $1.071B–$1.075B (3% growth); adjusted operating margin midpoint: 35%; adjusted EPS midpoint: $4.80.
Q3 revenue targeted at $270M–$272M; Q4 midpoint at $267M, reflecting retail seasonality.
Cloud revenue midpoint for 2025: $408.5M; services revenue midpoint: $497M.
RPO guidance for year-end: $2.11B–$2.15B, excluding FX.
Tax rate for 2025 raised to 22.5%, benefiting operating cash flow by $30M due to U.S. tax law changes.
Why did services revenue decrease in Q2?
Explain the nature of the health insurance claim.
Detail the restructuring and its impact.
How will unification investments be doubled?
Assess confidence in 20%+ cloud growth.
Detail impact of new sales hires.
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Next Manhattan Associates earnings date
Q3 202521 Oct, 2025
Next Manhattan Associates earnings date
Q3 202521 Oct, 2025
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Frequently asked questions
Manhattan Associates Inc is a software company that provides supply chain and omnichannel commerce solutions. The company develops cloud-based and on-premise platforms for inventory management, warehouse operations, order fulfillment, and transportation logistics. Its products are used by retailers, wholesalers, and manufacturers to optimize supply chain efficiency. Manhattan Associates Inc is headquartered in Atlanta, Georgia, and its shares are listed on the NASDAQ.
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