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.
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 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.
| Software Industry | Information Technology Sector | Eric A. Clark CEO | XSTU Exchange | US5627501092 ISIN |
| US Country | 4,690 Employees | - Last Dividend | 13 Jan 2014 Last Split | 22 Apr 1998 IPO Date |
Founded in 1990 and headquartered in Atlanta, Georgia, Manhattan Associates, Inc. specializes in developing, selling, deploying, servicing, and maintaining advanced software solutions designed to enhance supply chains, inventory management, and omni-channel operations. Aimed at a diverse range of industries including retail, consumer goods, logistics, food and grocery, and more, the company has established a robust position in the market through its comprehensive suite of products. With operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific, Manhattan Associates focuses on leveraging technology to streamline the complex dynamics of supply chain management, ensuring businesses can meet their customer service expectations efficiently and cost-effectively.
The company’s solutions are delivered through direct sales personnel and strategic partnership agreements with various organizations, tailored to serve a wide range of industries from retail and consumer goods to life sciences and government sectors.