Manhattan Associates (MANH) 47th Annual Raymond James Institutional Investor Conference summary

Company overview and strategic focus

• Operates in supply chain software, specializing in warehouse, transportation, order management, point of sale, and supply chain planning.

• Focused on expanding presence across all product lines and being included in every relevant deal.

• Reinvented as a cloud-first, API-driven company, enabling rapid AI integration.

Financial and operational highlights

• Achieved record Q4 bookings, with 75% from new customers; full-year new logo bookings at 55%.

• Maintains over 70% win rates, with 90%+ win rates against key competitors in 2025.

• 22% of on-prem customers have started or completed cloud migration; expects acceleration in next decade.

AI strategy and product innovation

• AI is natively built into the platform due to early API-first and composable architecture decisions.

• AI enhances user experience, accelerates implementation, boosts productivity, and delivers data insights.

• Customers can use standard AI agents or build custom ones via the AI Pack and Foundry.

• AI-driven automation enables fixed price and timeline deployments, reducing implementation time.