Financial Data and Key Metrics Changes - The company reported record Q2 total revenue of $192 million, representing a 16% increase year-over-year and an 18% increase in constant currency [39] - Adjusted earnings per share (EPS) for Q2 was $0.69, up 13% from the previous year, while GAAP EPS was $0.49 [42] - The remaining performance obligation (RPO) increased by 84% to $898 million, with a 90% increase when excluding foreign exchange impacts [12][40] - Operating cash flow for Q2 was $53 million, up 16%, with an adjusted EBITDA margin of 28% and a free cash flow margin of 27% [43] Business Line Data and Key Metrics Changes - Cloud revenue for Q2 totaled $42 million, reflecting a 48% growth [39] - Services revenue surpassed $100 million, recording a 19% increase [41] - The company added over 300 new team members in the first half of the year, aiming to reach at least 4,000 employees by the end of 2022 [24] Market Data and Key Metrics Changes - Demand for cloud solutions was strong and broad-based across various products, industry verticals, and geographic locations [12] - Retail, manufacturing, and wholesale sectors accounted for over 80% of bookings in the quarter [14] Company Strategy and Development Direction - The company continues to invest in R&D and its workforce to enhance customer satisfaction and innovation [10] - The introduction of new product concepts, such as solution assembly and the Manhattan Active platform developer portal, aims to unify and enhance customer experiences [27][35] - The company is focused on maximizing revenue and profitability for customers, particularly in the context of inventory management [36] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strong demand for solutions despite a turbulent global macro environment [56] - The company raised its total revenue guidance for 2022 to a range of $733 million to $741 million, reflecting an 11% growth [47] - The outlook for cloud revenue was increased to $170 million to $172 million, indicating a 40% growth at the midpoint [50] Other Important Information - The company has zero debt and ended the quarter with $214 million in cash [44] - Deferred revenue increased by 42% year-over-year to $179 million [44] Q&A Session Summary Question: Insights on cloud subscription revenue acceleration - Management is optimistic about cloud subscription revenue growth but will not revise long-term estimates until the end of the year [66] Question: Cash flow expectations for Q3 and Q4 - Cash flow margins are expected to align with operating margins for both quarters [68] Question: Update on cloud warehouse management strategy - Approximately 73 customers are under contract, with over 40 sites live [71] Question: Trajectory of services business - Strong visibility into services demand due to robust software sales and hiring [80] Question: Diversification of customer base - Increased vertical diversity helps mitigate exposure to economic challenges [82] Question: New customer acquisition drivers - Growth in manufacturing verticals and replacing older systems are key drivers for new customer acquisition [93] Question: Impact of macroeconomic conditions on product adoption - Customers are focused on maximizing customer loyalty and inventory management amid inflationary pressures [95] Question: Point-of-sale business performance - The company has seen strategic wins and successful rollouts in the point-of-sale segment [100] Question: Go-to-market strategy for point-of-sale solutions - The strategy is primarily direct sales, supported by partners for implementations [109]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 March 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: 0-23999 2300 Windy Ridge Parkway, Tenth Floor Atlanta, Georgia 30339 (Address of Principal Executive Offi ...

Financial Data and Key Metrics Changes - Total revenue for Q1 2022 increased 14% to $179 million, with adjusted earnings per diluted share rising 40% to $0.60, both exceeding expectations [7][21] - RPO (Remaining Performance Obligations) increased 92% to $810 million, indicating strong future revenue visibility [10][21] - Q1 cloud revenue totaled $37 million, up 40% year-over-year [21] - Operating profit for Q1 was $48 million, with an adjusted operating margin of 26.9%, up 420 basis points year-over-year [22] Business Line Data and Key Metrics Changes - Services revenue set a new Q1 record of $90 million, up 12%, driven by cloud sales [22] - Cloud and services revenue combined represented 71% of total revenue in the quarter [22] - Over 90% of the pipeline consists of cloud opportunities, with net new customers representing about 35% of that demand [11] Market Data and Key Metrics Changes - Demand for cloud offerings remains strong across various products, industry verticals, and geographic locations, with retail, manufacturing, and wholesale driving over 80% of bookings [10] - The company continues to see robust demand from both new and existing customers [10] Company Strategy and Development Direction - The company is focused on increasing its market share and extending its addressable market through strategic hiring, with plans to add about 500 net new employees in 2022 [12] - The company aims to maintain sustainable double-digit top-line growth and top quartile operating margins [24] - The strategic shift towards cloud-native applications is expected to enhance customer integration and cross-selling opportunities [46] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for future growth despite a turbulent global macro environment [34] - The company is raising its 2022 revenue and earnings guidance due to strong business momentum and improved revenue visibility [11][24] Other Important Information - The company launched its ESG website, highlighting its commitment to environmental sustainability and community support [19] - The company plans to hold its annual customer conference in person for the first time since 2019, emphasizing the theme of unifying applications [18] Q&A Session Summary Question: Is the RPO strength indicative of a WMS replacement cycle? - Management indicated that the current demand reflects both a product innovation theme and a potential WMS replacement cycle [38] Question: What is the profile of new customer logos? - New customer deals do not show a discernible difference in size compared to existing customers, indicating strong cross-selling potential [40] Question: What opportunities exist for migrating on-prem solutions to the cloud? - The transition to cloud-native applications is expected to facilitate easier integration and cross-selling among existing customers [46] Question: How is the company performing in the EMEA region? - Management reported strong performance in EMEA, with a robust pipeline for the remainder of the year despite regional turmoil [54] Question: How is the mix of retail between e-commerce and bricks-and-mortar affecting demand? - There has been a normalization in demand, but overall product demand remains strong across the board [58] Question: What is the outlook for free cash flow given the cash taxes? - Management expects free cash flow to build through the year, aligning closely with operating margin profiles [42]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 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: 000-23999 Manhattan Associates, Inc. (Exact name of registrant as specified in its charter) Georgia (State or other jurisdiction of inco ...

Financial Data and Key Metrics Changes - Total revenue increased 17% to $171 million in Q4 2021, with full-year revenue totaling $664 million, up 13% [17] - Adjusted earnings per diluted share rose 7% to $0.48 in Q4, with full-year earnings per share at $2.23, reflecting a 27% growth [18] - Cloud revenue for Q4 reached $35 million, up 51%, with full-year cloud revenue totaling $122 million, up 53% [17] - RPO (Remaining Performance Obligations) grew to $699 million, a 126% increase year-over-year [17] Business Line Data and Key Metrics Changes - Global services revenue in Q4 was $82 million, up 15%, with full-year services revenue at $335 million, up 10% [17] - 20% of 2021 contracted bookings came from net new customers, indicating strong demand from both new and existing clients [6] - The company achieved a win rate of 75% in Q4, highlighting strong market demand for its offerings [6] Market Data and Key Metrics Changes - The company reported strong demand across various verticals, with retail, manufacturing, and wholesale accounting for over 80% of bookings in Q4 [6] - The customer base for Manhattan Active Warehouse Management has expanded to nearly 60 customers globally, indicating strong market interest [8] Company Strategy and Development Direction - The company aims to become a cloud-first organization, with cloud solutions representing 90% of its pipeline opportunities [3] - Plans to add approximately 500 net new employees globally to support growth and innovation [5] - Increased investment in research and development to nearly $100 million in 2022 to meet future customer needs [7] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth potential, citing strong demand for unified commerce and supply chain cloud solutions [5] - The company anticipates sustainable, profitable growth, despite global macroeconomic turbulence [25] - Management noted that supply chain disruptions continue to drive demand for their solutions, emphasizing the importance of supply chain flexibility and agility [48] Other Important Information - The company ended the year with $264 million in cash and zero debt, reflecting strong financial health [19] - A significant portion of the customer base is transitioning from on-premise solutions to cloud-native applications, with about 50% of new customers being existing clients [79] Q&A Session Summary Question: How much are customers wanting to buy both WMS and TMS? - Management confirmed that vendor consolidation is a goal and that conversations about purchasing both solutions are occurring, depending on customer capacity to implement [29][30] Question: What is the visibility regarding RPO activity? - Management indicated strong visibility and confidence in future performance, supported by a robust installed base [32] Question: Are customers willing to commit to more products now? - Management noted that there is a great opportunity for cross-sell and up-sell, with about 15% of 2021 bookings coming from such activities [45] Question: How is the demand environment affected by supply chain disruptions? - Management stated that while disruptions will continue, demand remains high for digital transformation and supply chain optimization [48] Question: What are the biggest new opportunities for the company? - Management highlighted modernization of supply chains and the shift of traditional wholesalers to direct-to-consumer models as key growth drivers [53] Question: How is the point-of-sale business trending? - Management reported building momentum in the point-of-sale business, with increasing demand and reference accounts [71] Question: Are there changes in customer budgeting cycles? - Management indicated no significant changes in customer budgeting cycles [73] Question: Has labor been a bottleneck in services? - Management confirmed that they have been able to hire effectively and have not seen significant delays in customer engagement due to labor shortages [77]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 September 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: 0-23999 MANHATTAN ASSOCIATES, INC. (Exact Name of Registrant as Specified in Its Charter) Georgia 58- ...

Manhattan Associates, Inc. (NASDAQ:MANH) Q3 2021 Earnings Conference Call October 26, 2021 4:30 PM ET Company Participants Michael Bauer - Head of Investor Relations Eddie Capel - President and Chief Executive Officer Dennis Story - Executive Vice President and Chief Financial Officer Conference Call Participants Terry Tillman - Truist Securities Joe Vruwink - Baird Brian Peterson - Raymond James Mark Schappel - The Benchmark Company Yun Kim - Loop Capital Markets Matt Pfau - William Blair Operator Good aft ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 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 June 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: 0-23999 MANHATTAN ASSOCIATES, INC. (Exact Name of Registrant as Specified in Its Charter) Georgia 58-23734 ...

Manhattan Associates, Inc. (NASDAQ:MANH) Q2 2021 Earnings Conference Call July 27, 2021 4:30 PM ET Company Participants Michael Bauer – Head of Investor Relations Eddie Capel – President and Chief Executive Officer Dennis Story – Executive Vice President and Chief Financial Officer Conference Call Participants Terry Tillman – Truist Securities Joe Vruwink – Baird Brian Peterson – Raymond James Mark Schappel – Benchmark Yun Kim – Loop Capital Markets Matt Pfau – William Blair Mark Zgutowicz – Rosenblatt Secu ...

[Mark One] ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q 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: 0-23999 MANHATTAN ASSOCIATES, INC. (Exact Name of Registrant as Specified in Its Charter) Georgia 58-2373 ...