Manhattan Associates, Inc. (NASDAQ: MANH) Q2 2025 Earnings | 07/23/2025

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Manhattan Associates, Inc. reported its Q2 2025 results, showcasing another period of double-digit revenue growth and robust profitability as the company solidified its leadership in cloud-based supply chain and omnichannel commerce solutions. Total revenue reached a record $285.7 million, up 12% year-over-year, driven by strong customer demand for the company’s Manhattan Active cloud platform and continued expansion of subscription-based services. Cloud subscription revenue, the company’s primary growth engine, rose 24% from the same period last year, reflecting both net new wins and expansions across retail, manufacturing, and distribution verticals. GAAP net income increased to $53.1 million, equating to diluted earnings per share of $0.85, while non-GAAP EPS grew 11% to $0.91. Management highlighted that the robust performance was fueled by record levels of platform adoption, as enterprise clients accelerated digital transformation initiatives within their supply chains to enhance efficiency and customer experience. Omnichannel fulfillment and warehouse management products remained especially strong, with the North America region continuing to post the highest growth. Free cash flow and operating margins also remained healthy, benefiting from a scalable SaaS delivery model and continued investment in product innovation and AI-driven intelligence across the Manhattan Active suite. Manhattan Associates raised its full-year 2025 guidance for cloud subscription revenue growth and non-GAAP EPS, reflecting confidence in both ongoing demand and the resiliency of its recurring revenue base. The company emphasized continued investments in R&D, partner ecosystem expansion, and geographic penetration to drive future growth, all while returning capital to shareholders through ongoing share repurchases. Management also pointed to a strong pipeline of future opportunities, underscoring its commitment to market leadership amid an evolving global supply chain landscape. About Inside Ticker: For more expert analysis and real-time updates on Manhattan Associates, Inc. (NASDAQ: MANH) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #ManhattanAssociates #MANH #Q22025 #Earnings #CloudSoftware #SupplyChain #Omnichannel #SaaS #FinancialResults #RevenueGrowth #StockMarket #AI #BusinessUpdate #Innovation #InsideTicker #Guidance #2025Outlook #DigitalTransformation #PlatformAdoption #SubscriptionRevenue #WarehouseManagement #SaaSPlatform #CloudComputing #EnterpriseSoftware #CustomerExperience #OperationalEfficiency #RecurringRevenue #TechLeadership #R&D #ShareRepurchase #SaaSInnovation #MarketLeadership