earnings
confidence high
sentiment positive
materiality 0.75
Manhattan Associates Q1 beats: adjusted EPS $1.19, revenue $262.8M; cloud revenue up 21% YoY
MANHATTAN ASSOCIATES INC
2025-Q1 EPS reported
$0.85
revenue$262,787,000
- Revenue $262.8M (+3% YoY); GAAP EPS $0.85 vs $0.86; adjusted EPS $1.19 vs $1.03.
- Cloud subscription revenue $94.3M (+21% YoY); services revenue $121.1M (-8% YoY).
- Adjusted operating income $91.3M (+15% YoY); operating cash flow $75.3M (+38% YoY).
- Repurchased 539k shares for $100M in Q1; Board authorized additional $100M repurchase.
- FY2025 guidance: revenue $1.06-$1.07B, adjusted EPS $4.54-$4.64; restructuring of ~100 positions.