Brian Peterson

Dylan Becker

Mark Schappel

George Kurosawa

Chris Quintero

Joe Vruwink

Joseph Vruwink

Lachlan Brown

Terrell Tillman

Terry Tillman

Guy Hardwick

Parker Lane

George Michael Kurosawa

Quinton Gabrielli

Will Jellison

- **Manhattan Associates (MANH)** has achieved **FedRAMP authorization with FEMA** for its Warehouse Management System (WMS), which expands its secure cloud offerings for **U.S. government agencies and federal contractors**.  **[1056696_b124d410e02a4101a96db5ac224da78d_0]** 
- This milestone positions Manhattan as the **only supply chain commerce provider with FedRAMP authorization**, a government-wide program that standardizes security for cloud products and services used by federal agencies.  **[1056696_b124d410e02a4101a96db5ac224da78d_0]** 
- The authorization highlights Manhattan's commitment to providing federal agencies with high levels of **data security, compliance, and reliability**, with these security enhancements also benefiting commercial customers.  **[1056696_b124d410e02a4101a96db5ac224da78d_0]**

Manhattan Associates Achieves FedRAMP Authorization with FEMA

- Manhattan Associates reported **Q3 2025 revenue of $275.8 million**, a **3.4%** year-over-year increase, with cloud-based supply chain software revenue growing **21%**.  **[1056696_e89b224aa724482ca32722a81b5e0f67]** 
- Adjusted earnings per share reached **$1.36**, beating estimates, although GAAP earnings per share decreased slightly to **$0.96** from $1.03 in the previous year.  **[1056696_e89b224aa724482ca32722a81b5e0f67]** 
- The company raised its share buyback authorization to **$100 million** after repurchasing over **233,000 shares** during the quarter.  **[1056696_e89b224aa724482ca32722a81b5e0f67]** 
- Current Chairman and CEO, Eddie Capel, is set to transition to a non-executive chairman position effective **January 1, 2026**.  **[1056696_e89b224aa724482ca32722a81b5e0f67]**

Manhattan Associates Reports Q3 2025 Results with Cloud Growth and Leadership Change

- Manhattan Associates reported **Q3 2025 total revenue of $276 million**, a **3%** increase year-over-year, driven by **21% cloud revenue growth** to **$105 million**.  **[0001056696_2194190_4]**  Adjusted earnings per share (EPS) was **$1.36**, up **1%**.  **[0001056696_2194190_4]** 
- The company's **Remaining Performance Obligation (RPO) increased 23% year-over-year to $2.1 billion** in Q3 2025, with management expecting to achieve towards the **high end of its 2025 RPO outlook** of **$2.11 billion to $2.15 billion**.  **[0001056696_2194190_1]** **[0001056696_2194190_4]** **[0001056696_2194190_5]** **[0001056696_2194190_7]** 
- Manhattan Associates raised its **full-year 2025 guidance**, with the total revenue midpoint increasing to **$1.075 billion**, adjusted operating margin midpoint to **35.6%**, and adjusted EPS midpoint to **$4.96**.  **[0001056696_2194190_5]** 
- Strategic initiatives include the appointment of **Greg Betts as Chief Operating Officer**, the launch of a dedicated renewal team and a conversion program for on-premise customers, and investments in **Agentic AI** with general availability planned for early 2026.  **[0001056696_2194190_2]** 
- The board approved the replenishment of a **$100 million share repurchase authority**, following **$200 million** in buybacks year-to-date.  **[0001056696_2194190_5]**

Manhattan Associates Reports Strong Q3 2025 Results, Raises Full-Year Guidance, and Announces Strategic Initiatives

- **Q3 2025 financial results** exceeded expectations, with **total revenue of $276 million** (up **3%** year-over-year) and **cloud revenue growing 21% to $105 million**.  **[0001056696_2194205_4]**  **Adjusted EPS was $1.36**, up **1%**.  **[0001056696_2194205_4]** 
- **Remaining Performance Obligations (RPO) increased 23% year-over-year to $2.1 billion**  **[0001056696_2194205_1]** **[0001056696_2194205_4]** , and the company expects to achieve towards the **high end of its full year 2025 RPO outlook** of **$2.11 billion to $2.15 billion**.  **[0001056696_2194205_1]** **[0001056696_2194205_4]** **[0001056696_2194205_5]** 
- The company **raised its full year 2025 guidance** for total revenue, adjusted operating margin, and adjusted EPS, with the adjusted EPS midpoint increasing by **$0.16 to $4.96**.  **[0001056696_2194205_5]** 
- For **2026, Manhattan Associates anticipates 20% cloud revenue growth** and expects services revenue to return to growth.  **[0001056696_2194205_5]** **[0001056696_2194205_6]** 
- Strategic initiatives include the appointment of a new **Chief Operating Officer** to scale conversions and renewals, continued investment in **agentic.ai** with general availability in early 2026, and the board's approval of a **$100 million replenishment of share repurchase authority**.  **[0001056696_2194205_2]** **[0001056696_2194205_5]**

Manhattan Associates Reports Strong Q3 2025 Results and Raises Full-Year Guidance

- Manhattan Associates reported **Q3 2025 revenue of $275.8 million**, with **GAAP diluted earnings per share of $0.96** and **adjusted diluted earnings per share of $1.36**.  **[1056696_feafe7f39d794431888b54eea43cff7d_0]** 
- The company achieved **21% cloud revenue growth** and a **23% increase in RPO bookings** over the prior year in Q3 2025.  **[1056696_feafe7f39d794431888b54eea43cff7d_0]**  For the nine months ended September 30, 2025, total revenue reached **$811.0 million**.  **[1056696_feafe7f39d794431888b54eea43cff7d_1]** 
- Manhattan Associates repurchased **233,425 shares** for **$49.9 million** during Q3 2025, and its Board of Directors replenished the share repurchase authority by an aggregate of **$100.0 million** in October 2025.  **[1056696_feafe7f39d794431888b54eea43cff7d_0]** **[1056696_feafe7f39d794431888b54eea43cff7d_1]** 
- The company provided full-year 2025 guidance, projecting total revenue between **$1,073 million and $1,077 million**, GAAP EPS between **$3.43 and $3.45**, and adjusted EPS between **$4.95 and $4.97**.  **[1056696_feafe7f39d794431888b54eea43cff7d_2]**

Manhattan Associates Reports Third Quarter Results and Updates 2025 Guidance

- Manhattan Associates reported **total revenue of $275.8 million** for the third quarter ended September 30, 2025, an increase from $266.7 million in Q3 2024.  **[1056696_0001193125-25-245073_manh-ex99_1.htm:0]** 
- **GAAP diluted earnings per share (EPS) was $0.96** for Q3 2025, compared to $1.03 in Q3 2024. **Non-GAAP adjusted diluted EPS increased to $1.36** in Q3 2025 from $1.35 in Q3 2024.  **[1056696_0001193125-25-245073_manh-ex99_1.htm:0]** 
- **Cloud subscription revenue grew by 21%** to **$104.9 million** in Q3 2025, up from $86.5 million in Q3 2024, driven by solid demand.  **[1056696_0001193125-25-245073_manh-ex99_1.htm:0]** 
- During the third quarter ended September 30, 2025, the company repurchased **233,425 shares** of common stock for a total investment of **$49.9 million**. In October 2025, the Board of Directors replenished the remaining share repurchase authority to an aggregate of **$100.0 million**.  **[1056696_0001193125-25-245073_manh-ex99_1.htm:0]** 
- For the full year 2025, Manhattan Associates provides guidance for **total revenue between $1,073 million and $1,077 million**, **GAAP EPS between $3.43 and $3.45**, and **Adjusted EPS between $4.95 and $4.97**.  **[1056696_0001193125-25-245073_manh-ex99_1.htm:3]**

Manhattan Associates Reports Third Quarter 2025 Results and Updates Full-Year Guidance

- **Manhattan Associates (MANH)** announced that **CEVA Logistics**, a global leader in third-party logistics, will implement its **Manhattan Active Warehouse Management** and **Manhattan Active Order Management** solutions.  **[1056696_41b05fb13b4446718fc4d70814f7ee81_0]** 
- CEVA Logistics chose these **cloud-native tools** as part of a global strategy to create an innovative technology stack, aiming to meet the evolving and diverse needs of its international clientele.  **[1056696_41b05fb13b4446718fc4d70814f7ee81_0]** 
- This strategic implementation by CEVA Logistics is intended to accelerate the deployment of innovations in data, artificial intelligence, wearables, and cobots, benefiting customers and promoting operational efficiency.  **[1056696_41b05fb13b4446718fc4d70814f7ee81_0]** 
- CEVA Logistics reported **$18.3 billion in revenue in 2024** and operates in **170 countries** with approximately **110,000 employees**.  **[1056696_41b05fb13b4446718fc4d70814f7ee81_1]**

Manhattan Associates Announces CEVA Logistics Partnership

- **Manhattan Associates (MANH)** announced that **CEVA Logistics**, a global leader in third-party logistics services, will implement **Manhattan Active® Warehouse Management** and **Manhattan Active® Order Management**.  **[1056696_7715aa71c9bf4fe384bdc0959ddec2fc_0]** 
- The cloud-native solutions will support CEVA Logistics' global strategy to build a **future-proof technology platform** to meet the evolving demands of its international customers.  **[1056696_7715aa71c9bf4fe384bdc0959ddec2fc_0]** 
- CEVA Logistics reported **$18.3 billion in revenue in 2024**.  **[1056696_7715aa71c9bf4fe384bdc0959ddec2fc_1]**

- **Manhattan Associates (MANH)** announced that **CEVA Logistics**, a global leader in third-party logistics with **$18.3 billion US in revenue in 2024**, has selected its **Manhattan Active® Warehouse Management** and **Manhattan Active® Order Management** solutions.  **[1056696_419ec409441d416f88f613a405aac335_0]** **[1056696_419ec409441d416f88f613a405aac335_1]** 
- CEVA Logistics will integrate these **cloud-native solutions** as part of its global strategy to build a next-generation technology foundation, aiming for enhanced flexibility, scalability, and resilience to meet evolving customer demands.  **[1056696_419ec409441d416f88f613a405aac335_0]** 
- This partnership is expected to enable CEVA Logistics to accelerate the integration of advanced technologies like data, AI, and connected devices to maximize customer benefits and operational efficiency across its global operations.  **[1056696_419ec409441d416f88f613a405aac335_0]**

Manhattan Associates Announces CEVA Logistics Adoption of Cloud-Native Solutions

- **Manhattan Associates** announced that **CEVA Logistics** will implement its **Manhattan Active Warehouse Management** and **Manhattan Active Order Management** cloud-native solutions.  **[1056696_f5fc64c707744b88ae0d7fa900927210_0]** 
- **CEVA Logistics**, a global leader in third-party logistics with **US$18.3 billion in revenue in 2024**, is adopting these solutions to build a future-ready technology infrastructure and enhance agility for its international customers.  **[1056696_f5fc64c707744b88ae0d7fa900927210_0]** **[1056696_f5fc64c707744b88ae0d7fa900927210_1]** 
- The partnership aims to integrate advanced technologies, including data and artificial intelligence, to boost efficiency and customer benefits across CEVA's global operations.  **[1056696_f5fc64c707744b88ae0d7fa900927210_0]**

MANHATTAN ASSOCIATES (MANH)