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.
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. (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.
22 Jul 2025 (In 1 week) Date | | 1.13 Cons. EPS | - EPS |
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22 Jul 2025 (In 1 week) Date | | 1.13 Cons. EPS | - EPS |
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Software - Application Industry | Technology Sector | Eric A. Clark CEO | XBER 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.