The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

Financial Data and Key Metrics Changes - Subscription revenue for Q4 FY 2025 was $133 million, slightly above the guidance range of $131 to $134 million, but a year-over-year decline of 1% was noted. On a constant currency basis, the decline was only 0.5% [33] - Total revenue for Q4 FY 2025 was $152.7 million, reflecting a decline of 3.6% year-over-year. For the full fiscal year, total revenue was $607.7 million, a decrease of 4.2% compared to the previous year [34][35] - The net loss for Q4 FY 2025 was $268.5 million, which included a noncash goodwill impairment charge of $245 million. The full fiscal year net loss was $725.8 million, also impacted by goodwill impairment charges [38] Business Line Data and Key Metrics Changes - Professional services revenue in Q4 FY 2025 was $19.7 million, a year-over-year decline of 18.3%. For the full fiscal year, professional services revenue was $79.7 million, down 18.4% [34] - Subscription bookings in Q4 FY 2025 were the highest quarterly total since the end of FY 2023, indicating positive momentum in the go-to-market strategy [22][27] Market Data and Key Metrics Changes - E2Open's global trade application suite is positioned as a critical asset for clients navigating tariff volatility, with significant updates made to the global trade content database [17][18] - The company reported that its end-to-end platform reached over half a million interconnected supply chain partners, the highest number in its history [12] Company Strategy and Development Direction - The company is focused on improving client retention, enhancing the client experience, and laying the groundwork for durable growth, with a commitment to long-term value creation [6][7] - E2Open is investing in product innovation, particularly in artificial intelligence and machine learning, to enhance its software capabilities and maintain competitive advantage [14][15] - The strategic review initiated last year is ongoing, with no further comments provided during the call [19] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's positioning for sustainable growth, citing improvements in retention and subscription bookings momentum [43] - The company expects FY 2026 subscription revenue to range from $525 million to $535 million, indicating a potential return to positive growth [39][40] Other Important Information - The company has made significant progress in reducing customer support backlog by over 60% and improving client satisfaction metrics [6][10] - Adjusted EBITDA for Q4 FY 2025 was $56.3 million, reflecting a margin of 36.9%, with continued strong margins indicating operational efficiency [36][37] Q&A Session Summary Question: Fiscal year 2026 revenue guidance and subscription side linearity - Management indicated that subscription revenue guidance reflects a conservative approach, expecting steady improvement similar to FY 2025 [49][50] Question: Professional services growth confidence - Management noted a conservative view on professional services revenue but highlighted improvements in bookings and backlog [50] Question: Investments in product and commercial business - Management discussed targeted investments in product differentiation and client-specific data platforms to enhance service delivery [51][53] Question: Customer conversations regarding global trade - Management emphasized the importance of supporting clients through tariff complexities and the potential for future opportunities as conditions stabilize [61][64] Question: Demand environment in trucking and freight - Management reported stable conditions in both road and ocean transportation without significant shifts [66] Question: Factors driving first quarter subscription revenue guidance down - Management explained that higher churn is expected in Q1 due to elevated renewals, which is a seasonal trend [70] Question: Willingness to invest in Salesforce structure and headcount - Management confirmed a commitment to invest in client-facing organizations, including commercial and product teams [72] Question: Legacy customer satisfaction and churn normalization - Management indicated that they are in the process of addressing past issues and expect to normalize churn levels in the coming quarters [77][80]

Company Performance - E2open Parent Holdings, Inc. (ETWO) reported quarterly earnings of $0.06 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, and up from $0.05 per share a year ago, representing an earnings surprise of 20% [1] - The company posted revenues of $152.68 million for the quarter ended February 2025, surpassing the Zacks Consensus Estimate by 0.82%, but down from $158.45 million year-over-year [2] - Over the last four quarters, E2open has surpassed consensus EPS estimates just once and topped consensus revenue estimates two times [2] Stock Performance - E2open shares have declined approximately 21.8% since the beginning of the year, compared to a decline of 6% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $148.25 million, and for the current fiscal year, it is $0.20 on revenues of $605.98 million [7] Industry Outlook - The Zacks Industry Rank indicates that the Internet - Software sector is currently in the bottom 43% of over 250 Zacks industries, suggesting potential underperformance compared to the top 50% of ranked industries [8] - The estimate revisions trend for E2open is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expectations of underperformance in the near future [6]

Market Potential - The company reported a significant total addressable market (TAM) for supply chain management (SCM) software in North America and Europe, indicating substantial growth potential[20] - The company operates in a complex supply chain management (SCM) industry with a total addressable market (TAM) that includes significant whitespace within its current client base, indicating strong growth potential[20] Product and Technology - The SaaS platform integrates advanced algorithms with artificial intelligence (AI) to enhance decision-making across supply chain functions, organized into five product families: Channel, Planning, Global Trade, Logistics, and Supply[28] - The software architecture allows for seamless integration of acquisitions and new product applications into a consolidated SaaS solution, enhancing scalability[35] - The SaaS platform offers end-to-end supply chain visibility and is designed to help clients improve efficiency, reduce waste, and operate sustainably, leveraging advanced algorithms and artificial intelligence[21][28] Client Relationships and Growth Strategy - The company aims to expand within existing clients, leveraging cross-selling opportunities due to substantial whitespace within the current client base[40] - The company’s focus on client satisfaction and long-term relationships with a diversified Fortune 1000 client base is central to its growth strategy[37][39] - The client base includes diversified Fortune 1000 companies across various industries, highlighting the software's critical role in managing complex supply chain needs[37] Strategic Partnerships and Acquisitions - The company is focusing on winning new clients through strategic partnerships with system integrators to enhance market reach and identify clients with supply chain software needs[42] - The company evaluates strategic acquisition opportunities to broaden product offerings and expand technology capabilities, focusing on mission-critical solutions and complementary cloud applications[43] Operational and Financial Management - The company aims to maintain a strong operational and financial resource base to support growth and navigate market uncertainties[18] - The company conducts regular enterprise risk assessments to evaluate risks and determine necessary oversight, involving the board of directors and relevant committees[47] - The company operates under an umbrella partnership C corporation structure, allowing equity ownership retention while providing voting rights through Class V common stock[46] Employee Engagement and Culture - The company promotes a culture of diversity and inclusion, reinforced through annual training programs[49] - The company offers a competitive Total Rewards and Health Benefits Program, including unlimited paid time off and retirement plan matching[54] - The company maintains regular communication with employees through All Hands meetings and utilizes internal tools for engagement and feedback[57] - The company utilizes employee feedback from global surveys to improve the employee experience[57] - E2WIN aims to increase the attraction, retention, and promotion of women at the company through various initiatives[53] - E2unite is an employee resource group designed to connect remote employees and enhance their sense of well-being[56] Innovation and Development - The company fosters innovation through an annual contest aimed at developing cost-saving and cutting-edge solutions[55] - The annual e2opennovation contest encourages innovation that aligns with the company's three-year strategic goals[55] Transparency and Reporting - Electronic copies of SEC filings are available on the company's website for investor transparency[59] - The company operates in one reportable segment consisting of cloud-based, end-to-end SCM software and related professional services[58]

Exhibit 99.1 DALLAS – April 29, 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 fourth quarter and full year ended February 28, 2025. "Our fourth quarter results showed continued stabilization in our core business and highlight the meaningful progress we made this fiscal year in repositioning e2open for future growth," said Andrew Appel, e2open ch ...

Core Viewpoint - The market anticipates E2open Parent Holdings, Inc. (ETWO) to report flat earnings of $0.05 per share for the quarter ended February 2025, with revenues expected to decline by 4.4% to $151.44 million compared to the previous year [1][3]. Earnings Expectations - The upcoming earnings report is scheduled for April 29, and the stock price may increase if actual results exceed expectations, while a miss could lead to a decline [2]. - The consensus EPS estimate has been revised down by 20% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [10][11]. - The stock currently holds a Zacks Rank of 3, suggesting a neutral outlook [11]. Historical Performance - In the last reported quarter, E2open was expected to post earnings of $0.06 per share but delivered only $0.05, resulting in a surprise of -16.67% [12]. - Over the past four quarters, the company has only beaten consensus EPS estimates once [13]. Conclusion - E2open does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors before making investment decisions [16].

Company Overview - E2open Parent Holdings, Inc. (NYSE: ETWO) is a significant player in the cloud-based supply chain management software sector, known for its extensive acquisitions since 2000 [1] - The company has strategically acquired other firms to enhance its market position, with notable acquisitions contributing to its growth [1] Investment Focus - The mission of Grassroots Trading emphasizes providing objective and balanced research, focusing on small- to mid-cap companies while also identifying opportunities in larger firms [1]

Group 1 - The core viewpoint is that E2open Parent Holdings (NYSE: ETWO) is recommended as a buy due to a belief that the temporary setback in 2Q25 does not reflect the underlying positive demand [1] - The ideal investment is characterized by core business performance in a sector expected to experience structural growth exceeding GDP growth over the next 5-10 years [1] - Profits should stem from sustainable competitive advantages that lead to attractive unit economics, managed by competent and ethical long-term thinkers, and offered at a fair valuation [1]

Financial Data and Key Metrics - No specific financial data or key metrics changes mentioned in the provided content [1][2][3] Business Line Data and Key Metrics - No specific business line data or key metrics changes mentioned in the provided content [1][2][3] Market Data and Key Metrics - No specific market data or key metrics changes mentioned in the provided content [1][2][3] Company Strategy and Industry Competition - No specific company strategy or industry competition details mentioned in the provided content [1][2][3] Management Commentary on Operating Environment and Future Outlook - The company will be making forward-looking statements regarding future events and financial performance, including guidance for the fiscal fourth quarter and full year 2025 [2] - These forward-looking statements are subject to known and unknown risks and uncertainties, and the company cautions that these statements are not guarantees of future performance [2] Other Important Information - A replay and transcript of the call will be available on the company's investor relations website at investors.e2open.com [1] - Information to access the replay is listed in the press release available on the investor relations website [1] Q&A Session Summary - No Q&A session details provided in the content [1][2][3]

Core Insights - E2open Parent Holdings, Inc. (ETWO) reported quarterly earnings of $0.05 per share, missing the Zacks Consensus Estimate of $0.06 per share, representing an earnings surprise of -16.67% [1] - The company posted revenues of $151.66 million for the quarter ended November 2024, surpassing the Zacks Consensus Estimate by 1.04%, but down from $157.5 million year-over-year [2] - E2open shares have increased by approximately 1.9% since the beginning of the year, outperforming the S&P 500's gain of 0.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.06 on revenues of $153.54 million, and for the current fiscal year, it is $0.19 on revenues of $606.98 million [7] - The estimate revisions trend for E2open is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Internet - Software industry, to which E2open belongs, is currently in the top 12% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]