Manhattan Associates, Inc. (MANH) Q3 2025 Earnings Call Transcript
Manhattan Associates, Inc. (NASDAQ:MANH ) Q3 2025 Earnings Call October 21, 2025 4:30 PM EDT Company Participants Michael Bauer Eric Clark - President, CEO & Director Dennis Story - Executive VP, CFO & Treasurer Conference Call Participants Terrell Tillman - Truist Securities, Inc., Research Division Brian Peterson - Raymond James & Associates, Inc., Research Division Joseph Vruwink - Robert W. Baird & Co. Incorporated, Research Division Christopher Quintero - Morgan Stanley, Research Division Dylan Becker - William Blair & Company L.L.C.
Earnings Preview: Manhattan Associates (MANH) Q3 Earnings Expected to Decline
Manhattan Associates (MANH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Manhattan Associates: The Valuation Expansion Has Gone Too Far
Manhattan Associates is expanding margins despite increasing the sales team, investing in marketing, and product development. Cloud revenues accelerated their growth rates, supporting further profitability improvements due to operating leverage. Service revenues declined less than anticipated, but customers keep delaying spending amid macro and tariff uncertainty.
3 Software Stocks to Watch Closely in a Thriving Industry
Steady digital transformation and strong adoption of AI bode well for Computer Software industry participants like MSFT, PTC and MANH amid broader market volatility.
Manhattan Associates, Inc. (MANH) Q2 2025 Earnings Conference Call Transcript
Manhattan Associates, Inc. (NASDAQ:MANH ) Q2 2025 Earnings Call July 22, 2025 4:30 PM ET Company Participants Dennis B. Story - Executive VP, CFO & Treasurer Eddie Capel - Executive Chairman of the Board Eric A.
Manhattan Associates (MANH) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Manhattan Associates (MANH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Manhattan Associates (MANH) Q2 Earnings and Revenues Top Estimates
Manhattan Associates (MANH) came out with quarterly earnings of $1.31 per share, beating the Zacks Consensus Estimate of $1.12 per share. This compares to earnings of $1.18 per share a year ago.
Unveiling Manhattan Associates (MANH) Q2 Outlook: Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Manhattan Associates (MANH), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Why Manhattan Associates (MANH) is Poised to Beat Earnings Estimates Again
Manhattan Associates (MANH) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Manhattan Associates : Corrections Offer A Great Entry Point
Manhattan Associates (MANH) presents a compelling long-term investment opportunity despite weak guidance and management transition concerns, with Q1 2025 results showing signs of stabilization. MANH's recurring revenue model and specialization in warehouse management and supply chain solutions provide a strong moat, making it resilient to macroeconomic fluctuations. Cloud revenue growth of 21% YoY in Q1 2025 indicates a strategic shift towards more stable, long-term contracts, offsetting declines in service revenues.
Manhattan Associates: Valuation Is Back At Reasonable Levels (Rating Upgrade)
Q1 results have been positive despite the tariff uncertainty, with a 21% cloud revenue growth. Guidance remains cautious due to macro uncertainties and spending delays in the services segment. The tariff situation presents some challenges in Manhattan Associates' largest market, but it could also drive higher demand in the long term.
Manhattan Associates, Inc. (MANH) Q1 2025 Earnings Call Transcript
Manhattan Associates, Inc. (NASDAQ:MANH ) Q1 2025 Earnings Conference Call April 22, 2025 4:30 PM ET Company Participants Michael Bauer - Head, IR Eddie Capel - Executive Vice Chairman Eric Clark - CEO Dennis Story - CFO Conference Call Participants Terry Tillman - Truist Securities Brian Peterson - Raymond James Joe Vruwink - Baird Dylan Becker - William Blair George Kurosawa - Citi Mark Schappel - Loop Capital Markets Lachlan Brown - Redburn Atlantic Operator Good afternoon. My name is Paul, and I will be your conference facilitator today.
