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Manhattan Associates(MANH) - 2020 Q2 - Quarterly Report
2020-07-27 20:39
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, 2020 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(MANH) - 2020 Q2 - Earnings Call Transcript
2020-07-24 02:59
Manhattan Associates, Inc. (NASDAQ:MANH) Q2 2020 Earnings Conference Call July 23, 2020 4:30 PM ET Company Participants Matt Humphries – Senior Director-Investor Relations Eddie Capel – Chief Executive Officer Dennis Story – Chief Financial Officer Conference Call Participants Terry Tillman – SunTrust Robinson Matt Charles – William Blair Joe Vruwink – Baird Brian Peterson – Raymond James Yun Kim – Rosenblatt Securities Mark Schappel – Benchmark Operator Good afternoon. My name is Jason, and I'll be your co ...
Manhattan Associates(MANH) - 2020 Q1 - Quarterly Report
2020-05-01 18:26
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, 2020 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 ...
Manhattan Associates(MANH) - 2020 Q1 - Earnings Call Transcript
2020-04-22 01:26
Manhattan Associates, Inc. (NASDAQ:MANH) Q1 2020 Earnings Conference Call April 21, 2020 4:30 PM ET Company Participants Eddie Capel - CEO Dennis Story - CFO Matt Humphries - Senior Director of Investor Relations Conference Call Participants Terry Tillman - SunTrust Matt Pfau - William Blair Brian Peterson - Raymond James Yun Kim - Rosenblatt Mark Schappel - Benchmark Joe Vruwink - Baird Operator Good afternoon. My name is Jesse, and I'll be your conference facilitator [Technical Difficulty]. [Operator Inst ...
Manhattan Associates(MANH) - 2019 Q4 - Annual Report
2020-02-08 00:05
Cloud Solutions and Subscription Model - The company reported a transition to cloud subscription-based solutions, which is expected to enhance revenue predictability and customer engagement [10] - The company offers cloud-native products under the Manhattan Active™ Solutions brand, providing "always current" access and regular software updates [22] - Manhattan Active Solutions are sold in multi-year cloud subscription arrangements, typically for three or more years, providing a predictable revenue stream [22] - The operational transition to cloud subscription-based solutions is a key focus for future business development activities [10] - The company offers cloud-based/subscription-based access to certain applications, which lowers the initial and ongoing complexity of ownership [14] Supply Chain and Inventory Solutions - Manhattan's software solutions are designed to optimize supply chain, inventory, and omnichannel operations, targeting major global brands [13] - The Supply Chain Solutions portfolio includes logistics execution solutions built on Microsoft's .NET® platform, aimed at rapid deployment and scalability [15] - The Omnichannel solutions integrate Order Management, Store Inventory Fulfillment, and Customer Engagement tools into a single application [17] - Advanced inventory solutions enable accurate demand forecasting and inventory management across multiple channels [20] - The company’s Transportation Management Solutions help shippers navigate complex transportation demands while minimizing costs [18] - The company’s Inventory solutions enhance the ability to forecast demand and project inventory needs, crucial for omnichannel retail [20] - The company’s solutions are designed to help organizations manage complex supply chains and meet dynamically changing customer requirements [45] - Manhattan's Warehouse Management Solutions (WMS) are recognized as industry-leading systems designed to optimize productivity and throughput in distribution centers globally [14] Customer Engagement and Sales Strategy - The annual renewal rate for perpetual license customers subscribing to comprehensive support and enhancements has exceeded 90% over the past three years [23] - The company employs multi-disciplinary sales teams and plans to invest in sales, services, and marketing organizations across the Americas, EMEA, and APAC [37] - The sales cycle typically requires nine to twelve months, beginning with lead generation through various marketing efforts [38] - The company leverages strategic alliances and indirect sales channels to extend market coverage and generate new business leads [35] International Presence and Operations - The company has a presence in multiple countries, including Australia, China, Germany, and the UK, and aims to leverage relationships with U.S. and Europe-based customers for international expansion [34] - The company’s international revenue includes all sales to customers outside the United States, with approximately 2,000 employees in international operations as of December 31, 2019 [49] - As of December 31, 2019, the company employed approximately 3,400 employees worldwide, with offices in multiple countries including the United States, Germany, and Japan [53] - The company operates in three reportable segments: the Americas, EMEA, and APAC, with international revenue derived from sales outside the United States [49] Competitive Landscape and Risks - The company faces risks related to competition, economic conditions, and the need to protect its intellectual property [11] - The company anticipates increased competition from ERP and SCM application vendors, which may lead to price reductions and reduced earnings [47] - The company has established competitive differentiation through supply chain and omnichannel commerce expertise, continuous innovation, and strong customer relationships [48] - The company relies on various legal protections for its proprietary rights, including patents and trademarks, but faces challenges in safeguarding these rights [50] - The company faces potential infringement claims related to its products, which could result in costly litigation and impact operations [51][52] Research and Development - The company conducts most of its research and development internally in the U.S. and India, while also leveraging external scientific advisors for advanced supply chain strategies [43] - The company focuses on strategic acquisitions to enhance and expand its offerings, targeting technologies and businesses that complement its existing solutions [36] - The company plans to continue enhancing existing solutions and introducing new solutions to address evolving industry standards and market needs [33] Transparency and Stakeholder Engagement - The company provides free access to its financial reports and other information on its website, ensuring transparency with stakeholders [54][55] - The company must continue to adapt to economic consumption models and technological changes to maintain its competitive edge [48]
Manhattan Associates(MANH) - 2019 Q4 - Earnings Call Transcript
2020-02-05 02:12
Manhattan Associates, Inc. (NASDAQ:MANH) Q4 2019 Earnings Conference Call February 4, 2020 4:30 PM ET Company Participants Eddie Capel - Chief Executive Officer Dennis Story - Chief Financial Officer Matt Humphries - Senior Director of Investor Relations Conference Call Participants Yun Kim - Rosenblatt Terry Tillman - Suntrust Robinson Brian Peterson - Raymond James Mark Schappel - Benchmark Operator Good afternoon. My name is Jessie, and I will be your conference facilitator today. At this time, I'd like ...
Manhattan Associates(MANH) - 2019 Q3 - Quarterly Report
2019-10-24 23:07
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, 2019 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(MANH) - 2019 Q3 - Earnings Call Transcript
2019-10-23 03:31
Manhattan Associates, Inc. (NASDAQ:MANH) Q3 2019 Earnings Conference Call October 22, 2019 4:30 PM ET Company Participants Matt Humphries - Senior Director, Investor Relations Eddie Capel - President, CEO & Director Dennis Story - EVP, CFO & Treasurer Conference Call Participants Terrell Tillman - SunTrust Robinson Humphrey Mark Schappel - The Benchmark Company Matthew Pfau - William Blair & Company Brian Peterson - Raymond James & Associates Yun Kim - Rosenblatt Securities Operator Good afternoon, my name ...
Manhattan Associates(MANH) - 2019 Q2 - Quarterly Report
2019-07-25 20:58
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, 2019 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(MANH) - 2019 Q2 - Earnings Call Transcript
2019-07-24 01:06
Manhattan Associates, Inc. (NASDAQ:MANH) Q2 2019 Earnings Conference Call July 23, 2019 4:30 PM ET Company Participants Dennis Story - Executive Vice President, Chief Financial Officer and Treasurer Eddie Capel - President, Chief Executive Officer and Director Conference Call Participants Terry Tillman - SunTrust Robinson Humphrey Brian Peterson - Raymond James & Associates, Inc. Matthew Pfau - William Blair & Company, LLC Mark Schappel - The Benchmark Company, Inc. Operator Good afternoon. My name is Josh, ...