E2open Parent Holdings, Inc. (NYSE:ETWO) Q3 2025 Earnings Conference Call January 10, 2025 8:30 AM ET Company Participants Russell Johnson - SVP Treasurer & Head IR Andrew Appel - CEO Greg Randolph - Chief Commercial Officer Marje Armstrong - CFO Conference Call Participants Chris Quintero - Morgan Stanley Adam Hotchkiss - Goldman Sachs Mark Schappel - Loop Capital Operator Greetings. Welcome to the E2open Third Quarter Fiscal Year 2025 Earnings Call. At this time, all participants are in a listen-only mode ...

E2open Parent Holdings, Inc. (ETWO) came out with quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -16.67%. A quarter ago, it was expected that this company would post earnings of $0.05 per share when it actually produced earnings of $0.05, delivering no surprise.Over the last four quarters, the com ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended November 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39272 E2open Parent Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 86-1874570 (State or other ...

Exhibit 99.1 www.e2open.com Press Release E2open Announces Fiscal 2025 Third Quarter Financial Results GAAP subscription revenue of $132.0 million, above midpoint of Q3 guidance range DALLAS – January 10, 2025 – E2open Parent Holdings, Inc. (NYSE: ETWO) ("e2open" or the "Company"), the connected supply chain SaaS platform with the largest multi-enterprise network, today announced financial results for its fiscal third quarter ended November 30, 2024. "During the third quarter, e2open made further progress i ...

Goldman Sachs analyst Adam Hotchkiss downgraded E2open Parent Holdings ETWO from Neutral to Sell and lowered the price target from $3.5 to $2.9. The stock fell.Despite year-to-date stock underperformance, Hotchkiss noted that the lack of visibility into an organic growth turnaround, execution risk as the company works to refine its organic sales engine further, and the company’s floating-rate leverage overhang will likely weigh on E2open Parent shares over the next 12 months.As a business that has historica ...

I recommended a buy rating for E2open Parent Holdings (NYSE: ETWO ) when I wrote about it in July, as I thought the growth slowdown in 1Q25 was not due to structural reasons. So long asI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, and long-term thin ...

文章核心观点 - 公司发布的EPS和收入数据低于预期 [1] - 公司的业绩表现并不理想,但分析师认为还有更多值得关注的地方 [1] 公司概况 - 公司名称为E2open Parent Holdings, Inc., 股票代码为ETWO, 上市于纽约证券交易所 [1] - 公司主营业务为提供客观、公正和平衡的研究,专注于中小市值公司,为投资者提供有价值的观点 [1] 财务数据 - 公司发布的EPS为-$0.10, 低于预期$0.02 [1] - 公司收入为$152.19百万, 低于预期$2.62百万, 同比下降3.97% [1]

财务数据和关键指标变化 - 第二季度订阅收入为1.316亿美元,略高于指引中值 [36] - 第二季度专业服务及其他收入为2.06亿美元,同比下降13.1%,低于预期 [36] - 第二季度总收入为1.522亿美元,同比下降4.0% [36] - 第二季度非GAAP毛利为1.05亿美元,同比下降4.1%,毛利率为69.0% [37] - 第二季度调整后EBITDA为5490万美元,EBITDA率为36.1% [37] - 第二季度经营现金流为负550万美元,年初至今经营现金流为3.36亿美元 [39] 各条业务线数据和关键指标变化 - 订阅业务收入同比下降2.3%,但较上一季度有所改善 [36] - 专业服务业务收入同比下降13.1%,低于预期,但预计未来会有所改善 [30][31] 各个市场数据和关键指标变化 - 未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司正在实施全面的增长计划,包括提高销售执行力、管理销售渠道、提升解决方案交付能力和合作伙伴关系 [12] - 公司正在与主要战略集成商合作,共同为客户提供端到端的供应链转型服务 [56][57][58] - 公司认为供应链软件市场需求旺盛,公司的解决方案具有独特优势 [25][26][27][80][81] - 公司正在评估各种战略选择,包括并购等 [23] 管理层对经营环境和未来前景的评论 - 管理层认为公司订阅业务已经企稳,正在逐步改善,有信心未来会加速增长 [8][22] - 管理层表示,虽然大单交易周期延长,但公司的整体战略和产品实力依然很强,有望在未来实现持续增长 [22][74][75][76] - 管理层预计,随着客户续约率的提高和新订单的增加,公司将在2026财年实现净订单和收入的增长 [85][86] 其他重要信息 - 公司在客户大会上阐述了创新和供应链转型的愿景,包括在嵌入式AI等方面的新产品和解决方案 [13][14][33][34] - 公司正在系统地优化成本结构,包括利用离岸策略、精简办公场地等,以提高盈利能力 [37][38] 问答环节重要的提问和回答 问题1 **Chris Quintero 提问** 询问大单交易延迟的情况,是否有恶化 [47] **Greg Randolph 和 Marje Armstrong 回答** 第二季度情况有所改善,但仍未达预期,主要是客户决策周期延长所致 [48][49] 问题2 **Adam Hotchkiss 提问** 询问SAP客户群带来的机会 [50] **Andrew Appel 和 Greg Randolph 回答** SAP客户在升级过程中,对供应链管理的需求增加,为公司带来新的机会 [51][52][53][54] 问题3 **Taylor McGinnis 提问** 询问下半年订阅收入预期改善的来源 [63] **Marje Armstrong 和 Andrew Appel 回答** 主要来自续约率的提高以及延迟交易的完成,公司有信心这一趋势会持续 [64][65][66][67]

E2open Parent Holdings, Inc. (ETWO) came out with quarterly earnings of $0.05 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post earnings of $0.05 per share when it actually produced earnings of $0.04, delivering a surprise of -20%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. E2open, which bel ...

On October 9, 2024, E2open Parent Holdings Inc (ETWO, Financial) released its 8-K filing detailing its fiscal second quarter 2025 financial results. E2open, a cloudbased supply chain management SaaS platform, reported a total GAAP revenue of $152.2 million, which fell short of the analyst estimate of $154.82 million. The company also reported a GAAP net loss of $32.9 million, translating to a loss of $0.10 per share, compared to the estimated loss of $0.08 per share. Company Overview E2open Parent Holdings ...