Manhattan Associates Cloud Revenue Jumps
Manhattan Associates (NASDAQ:MANH), a leading provider of supply chain and omnichannel commerce software, reported results for the second quarter of fiscal 2025 on July 22, 2025. The key news: the company delivered GAAP revenue and non-GAAP earnings above Wall Street estimates, propelled by cloud subscription growth and record-long-term contract bookings. The quarter’s GAAP revenue reached $272.4 million, surpassing the $263.7 million GAAP consensus, while Non-GAAP earnings per share hit $1.31, well above the $1.13 estimate. Despite this outperformance, softness in services revenue and cautious guidance for the full year signal that some challenges remain. Overall, the quarter demonstrated robust demand for Manhattan's cloud offerings and the durability of its backlog, even as macroeconomic uncertainty influences client spending.
Source: Manhattan Associates. Note: Analyst estimates provided by FactSet.
Manhattan Associates specializes in software that helps companies manage supply chains, inventory, and order fulfillment across physical and digital channels. Its primary products include cloud-based platform suites like the Manhattan Active applications, which enable real-time inventory visibility and integration for retailers, distributors, and manufacturers.
Source Fool.com
