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Manhattan Associates (MANH) investor relations material
Manhattan Associates Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary21 Oct, 2025
Executive summary
Q3 2025 results exceeded expectations, with total revenue of $275.8M, up 3% year-over-year, driven by 21% cloud revenue growth and strong services performance.
RPO increased 23% year-over-year to $2.1B, reflecting robust future demand and strong win rates at 70%.
Strategic investments included a new COO, dedicated renewal and conversion teams, and continued hiring in sales, marketing, and engineering.
Product innovation focused on Agentic AI, new Enterprise Promise and Fulfill (EPF) product, and supply chain planning, with early customer adoption and positive feedback.
Targeted investments in talent, solutions, and processes to expand market opportunity and drive adoption of Manhattan Active solutions.
Financial highlights
Cloud revenue rose 21% to $104.9M in Q3; services revenue declined 3% to $133M, with $2M of services revenue pulled forward from Q4.
Adjusted operating profit was $103.4M with a 37.5% margin; GAAP operating income was $75.8M (27.5% margin).
Adjusted EPS was $1.36 (up 1%), GAAP EPS $0.96 (down 7%), impacted by higher tax reserves.
Operating cash flow increased to $93.1M in Q3; cash balance at quarter-end was $263.6M with zero debt.
Share repurchases totaled $49.9M in Q3 and $199.5M year-to-date; repurchase authority replenished to $100M.
Outlook and guidance
Full-year 2025 revenue guidance: $1,073M–$1,077M (3% growth year-over-year); adjusted operating margin midpoint raised to 35.6%.
Adjusted EPS guidance: $4.95–$4.97 (up 5%); GAAP EPS: $3.43–$3.45 (down 2%).
Q4 revenue guidance at $264M, with adjusted operating margin target of 33% and EPS of $1.11.
2026 preliminary outlook: 20% cloud revenue growth, services growth, and 50–75 basis points of adjusted operating margin expansion.
Maintenance attrition expected to accelerate as more customers migrate to cloud.
Outlook for license revenue given Q3 decline?
What drives the significant CapEx increase?
RPO growth vs. 2025 revenue guidance?
Early impact of fixed-fee conversion program?
Agentic AI's margin preservation strategy?
RPO visibility from 18-month renewals?
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Next Manhattan Associates earnings date
Q4 202527 Jan, 2026
Next Manhattan Associates earnings date
Q4 202527 Jan, 2026
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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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