E2open(ETWO)

Search documents
E2open(ETWO) - 2023 Q3 - Quarterly Report
2023-01-08 16:00
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, 2022 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 | | --- | -- ...
E2open(ETWO) - 2023 Q2 - Earnings Call Transcript
2022-10-12 00:02
E2open Parent Holdings, Inc. (NYSE:ETWO) Q2 2023 Earnings Conference Call October 11, 2022 5:00 PM ET Company Participants Adam Rogers - Head, IR Michael Farlekas - CEO Marje Armstrong - CFO Conference Call Participants Chad Bennett - Craig-Hallum Mark Schappel - Loop Capital David Ridley-Lane - Bank of America Fred Lee - Credit Suisse Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the E2Open Fiscal Second Quarter 2023 Earnings Call. At this time, all participants have been place ...
E2open(ETWO) - 2023 Q3 - Earnings Call Presentation
2022-10-11 22:00
e2open® Moving as one: Fiscal Second Quarter 2023 Supplemental Slides Disclaimer Forward Looking Statements This presentation contains forward-looking statements including, but not limited to, statements regarding our short-term and long-term financial targets, expectations and objectives; business outlook, opportunities and strategies; customer demand and market expansion; strategies related to our products and technology; industry growth rates; software trends; planned acquisitions and buybacks; and the c ...
E2open(ETWO) - 2023 Q2 - Quarterly Report
2022-10-10 16:00
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 August 31, 2022 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. | --- | --- | --- | |------------------------------------------------------------------------ ...
E2open(ETWO) - 2023 Q1 - Earnings Call Transcript
2022-07-11 23:52
Financial Data and Key Metrics Changes - In Q1 FY 2023, the company generated over $160 million in total revenue, with $130 million from subscription revenue, which represents over 80% of total revenue and produces approximately 80% gross margin [10][11] - Organic subscription revenue grew over 12% on a constant currency basis compared to the previous year, marking an acceleration in organic subscription growth for five of the six quarters since going public [10][11] - Adjusted EBITDA was $51 million, up 12% year-over-year, representing a 31% EBITDA margin, with unlevered free cash flow exceeding $41 million, equating to 80% of EBITDA and 25% of total revenue [11][53] Business Line Data and Key Metrics Changes - Subscription revenue for Q1 was reported at $129.5 million, reflecting an organic growth rate of 10.7% on a pro forma basis or 12.1% on a constant currency basis [48] - Professional services and other revenue was $30.8 million, with an organic growth rate of 6.3% on a pro forma basis or 8.2% on a constant currency basis [50] - Total revenue for Q1 was $160.4 million, reflecting a total organic revenue growth rate of 9.8% on a pro forma basis or 11.4% on a constant currency basis [51] Market Data and Key Metrics Changes - The company noted a slowdown in international and domestic transportation volumes, indicating a broader economic slowdown [13] - The strengthening U.S. dollar created a currency headwind for the company's top line, although the impact on revenues was less than 2% for the current fiscal year [46][47] - The company is experiencing decision delays and project slowdowns primarily from Europe and some large technology clients, but these are not seen as a trend [18][19] Company Strategy and Development Direction - The company is focused on organic subscription growth by expanding within its client base while adding new logos, with 70% of bookings coming from existing clients [21][24] - E2open aims to capitalize on the fragmented supply chain software market by providing an integrated end-to-end solution, contrasting with smaller point solution providers [23] - The growth strategy includes expanding strategic partnerships and pursuing inorganic product extensions through M&A to increase total addressable market (TAM) [24][29] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to grow profitably despite macroeconomic challenges, emphasizing the predictability of subscription revenue [20][41] - The company is closely monitoring the impact of macroeconomic conditions on its pipeline, close rates, and sales cycle length, particularly in the Euro area and tech sector [61] - Management remains optimistic about the future, citing strong demand and a solid client base as key factors for continued growth [22][41] Other Important Information - The company launched a brand refresh to increase awareness and assert itself as a platform of choice for leading companies [36][37] - E2open was recognized by Gartner as a leader in the 2022 Magic Quadrant for Multienterprise Supply Chain Business Networks [39] - The integration of recent acquisitions, including BluJay and Logistyx, is progressing well, with significant synergies expected [55] Q&A Session Summary Question: Can you provide the full year guidance for subscription revenue and total revenue? - The company adjusted its guidance to account for foreign exchange impacts, with a $7 million impact on subscription revenues and a $9 million impact on total revenues [76][77] Question: Did the macro environment impact bookings and billings? - The company observed select deals closing slower, particularly in the Euro area and tech sector, but these impacts are factored into the guidance [79] Question: What is the contribution of Logistyx in the quarter? - The company is still early in the integration of Logistyx and will provide updates as more information becomes available [83] Question: How does the company view capital allocation and appetite for M&A? - The company is closely monitoring capital markets and sees opportunities for strategic and financially accretive M&A, while also considering its leverage position [91][92] Question: Why is the company still ramping up its go-to-market hiring despite decision delays? - The company believes in balancing profitability and growth, and sees enough evidence of progression to continue its investments [96] Question: Are win rates improving with the broader E2open platform? - The company tracks win rates closely and has seen consistent growth in its pipeline, with high win rates when articulating the need for its platform [99][100]
E2open(ETWO) - 2023 Q1 - Quarterly Report
2022-07-10 16:00
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 May 31, 2022 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. | --- | --- | --- | |--------------------------------------------------------------------------- ...
E2open(ETWO) - 2022 Q4 - Annual Report
2022-04-28 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 28, 2022 ☐ 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(ETWO) - 2022 Q4 - Earnings Call Transcript
2022-04-28 01:50
E2open Parent Holdings, Inc. (NYSE:ETWO) Q4 2022 Earnings Conference Call April 27, 2022 5:00 PM ET Company Participants Adam Rogers - Senior Director of Investor Relations Michael Farlekas - President & Chief Executive Officer Jarett Janik - Chief Financial Officer Conference Call Participants David Ridley-Lane - Bank Of America Taylor McGinnis - UBS Mark Schappel - Loop Capital Adam Rogers Good afternoon, everyone. At this time, I would like to welcome you all to the E2open Fiscal Fourth Quarter and Full ...
E2open(ETWO) - 2022 Q3 - Quarterly Report
2022-01-11 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 Securities registered pursuant to Section 12(b) of the Act: 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, 2021 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 Sp ...
E2open Parent Holdings (ETWO) Investor Presentation - Slideshow
2021-12-06 19:45
� E20PEN® Investor Presentation November 2021 CONFIDENTIAL I @ 2021 E2open, LLC. All rights reserved. Disclaimer Forward Looking Statements This presentation contains forward-looking statements including, but not limited to, statements regarding our short-term and long-term financial targets, expectations and objectives; business outlook, opportunities and strategies; customer demand and market expansion; strategies related to our products and technology; industry growth rates; software trends; planned acqu ...