UNITED STATES SECURITIES AND EXCHANGE COMMISSION ☐ 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) 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, 2023 OR Georgia 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, 2023 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 2023 Earnings Conference Call July 25, 2023 4:30 PM ET Company Participants Michael Bauer - Head of Investor Relations Eddie Capel - Chief Executive Officer Dennis Story - Chief Financial Officer Conference Call Participants Terry Tillman - Truist Securities Brian Peterson - Raymond James Joe Vruwink - Baird Matt Pfau - William Blair Mark Schappel - Loop Capital Markets Blair Abernethy - Rosenblatt Securities Operator Good afternoon. My name is Camilla, and I will ...

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, 2023 Georgia 58-2373424 (State or Other Jurisdiction of Incorporation or Organization) 2300 Windy Ridge Parkway, Tenth Floor Atlanta, Georgia 30339 MANHATTAN ASSOCIATES, INC. (Address of Principal Executive Offices) (Zip Code) (Exact Name of Registrant as Specified in Its Charter) OR ☐ T ...

Manhattan Associates, Inc. (NASDAQ:MANH) Q1 2023 Earnings Conference Call April 25, 2023 4:30 PM ET Company Participants Michael Bauer - Head of IR Eddie Capel - President and CEO Dennis Story - EVP and CFO Conference Call Participants Terry Tillman - Truist Securities Brian Peterson - Raymond James Joe Vruwink - Baird Matt Pfau - William Blair Mark Schappel - Loop Capital Markets Blair Abernethy - Rosenblatt Securities Operator Good afternoon. My name is Robert and I'll be your conference facilitator today ...

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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Title of each class Name of each exchange on which registered Commission File Number: 000-23999 Manhattan Associates, Inc. (Exact name of registrant as specifie ...

Financial Data and Key Metrics Changes - In Q4 2022, total revenue reached $198 million, marking a 16% increase year-over-year, with adjusted earnings per diluted share rising 69% to $0.81 [6][27] - Full-year revenue totaled $767 million, also up 16%, while full-year adjusted operating margin improved to 27.6%, an increase of 80 basis points [49][50] - RPO (Remaining Performance Obligations) increased 50% to $1.1 billion at the end of 2022, indicating strong future revenue visibility [19][26] Business Line Data and Key Metrics Changes - Cloud revenue in Q4 totaled $52 million, up 49%, with full-year cloud revenue reaching $176 million, a 44% increase [26] - Services revenue increased 22% in Q4 to $100 million, with full-year services revenue up 18% to $394 million [13] - The company reported double-digit revenue growth across all geographies, with over 40% of bookings generated from new logos and over 30% from cross-sell opportunities in 2022 [7][19] Market Data and Key Metrics Changes - The company noted strong demand across its product portfolio, particularly in retail, manufacturing, and wholesale, which accounted for over 80% of bookings in the quarter [7] - The pipeline remains robust, with net new potential customers representing about 35% of demand, and less than 10% of on-premise customers converted to the cloud as of year-end [20][19] Company Strategy and Development Direction - The company plans to continue investing in growth, including hiring between 400 and 600 new associates in 2023, aiming for a fourth consecutive record revenue year [5] - The focus remains on becoming a cloud-first company, with significant investments in R&D, totaling over $110 million in 2022, up 15% from the previous year [17][5] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the global economy, noting robust demand for solutions and high customer satisfaction levels [18][58] - The company anticipates continued growth drivers, including new customer acquisitions and the conversion of on-premise customers to cloud solutions [18][19] Other Important Information - The company reported a strong balance sheet with $225 million in cash and zero debt, alongside a $175 million investment in share buybacks for the year [52] - The effective tax rate for Q4 was lowered to 16% due to a tax benefit, contributing to a full-year EPS of $2.76, up 24% [27] Q&A Session Summary Question: Insights on new customer acquisitions and deal sizes - Management noted that new customers tend to purchase one product at a time in a subscription model, with follow-on upsell opportunities contributing to 30% of revenue [60] Question: Visibility on installed base transitioning to cloud - Management expects most existing customers to migrate to the cloud within the next six to seven years, with ongoing cross-sell opportunities shortening the time horizon for cloud adoption [93] Question: Impact of cash taxes on free cash flow margin - Management indicated that cash taxes would remain stable, with free cash flow margin expected to follow operating margin trends [41][65] Question: Competitive landscape for point-of-sale solutions - Management highlighted the importance of omnichannel solutions and noted that the competitive differentiation lies in providing integrated software solutions rather than just hardware [119] Question: Updates on fiscalization for international customers - Management confirmed progress in fiscalization efforts, focusing on Europe while also expanding to APAC and Latin America [109][117]

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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Commission File Number: 0-23999 MANHATTAN ASSOCIATES, INC. (Exact Name of Registrant as Specified in Its Charter) Georgia 58- ...

Financial Data and Key Metrics Changes - Q3 total revenue reached a record $198 million, up 17% year-over-year and up 21% in constant currency [28] - Adjusted earnings per share for Q3 was $0.66, with GAAP earnings per share at $0.47 [32] - RPO increased 69% to $970 million, with a constant currency increase of 76% [13][29] - Operating cash flow for Q3 was $40 million, with year-to-date operating cash flow at $124 million [33] Business Line Data and Key Metrics Changes - Cloud revenue for Q3 totaled $45 million, reflecting a 41% increase [29] - Global services revenue was a record $103 million, up 17% [31] - The company experienced strong demand for services, with over 100 go-lives in the quarter [15] Market Data and Key Metrics Changes - Demand for cloud solutions remained strong across all product portfolios, with double-digit revenue growth across all geographies [10] - Retail, manufacturing, and wholesale sectors drove over 80% of bookings in the quarter [14] Company Strategy and Development Direction - The company is focusing on aggressive growth and investment goals, particularly in innovation and customer success [9] - The strategy includes expanding the addressable market and enhancing customer satisfaction through industry-leading solutions [12] - The company aims for sustainable double-digit top-line growth and top quartile operating margins in the SaaS sector [41] Management's Comments on Operating Environment and Future Outlook - Management remains cautious regarding the global economy but optimistic about the company's growth trajectory [10][50] - The company is raising its 2022 guidance for both revenue and earnings, anticipating a strong finish to the year [36] - For 2023, the preliminary revenue estimate is between $800 million and $820 million, representing 16% growth excluding license and maintenance attrition [43] Other Important Information - The company won a TrustRadius 2020 Tech Cares Award for its corporate social responsibility and ESG initiatives [24] - The company plans to continue investing in hiring, with over 500 new team members added in the first nine months of 2022 [11] Q&A Session Summary Question: Impact of retail and e-commerce on business - Management noted modest adjustments in conversations with retailers, emphasizing the importance of customer loyalty and satisfaction [56][57] Question: Product cycle around cloud WMS - The company reported about 80 customers under contract for cloud WMS, with strong global demand [58][59] Question: Maintenance revenue decline and customer readiness - Management indicated that maintenance revenue is expected to decline in 2023, but there is no major change in customer dynamics [65][66] Question: Revenue guidance visibility for 2023 - Management expressed good visibility into cloud revenue based on prior deals, while services revenue visibility is less certain but still strong [81][84] Question: Margin outlook for next year - Management acknowledged strong demand and the need for aggressive hiring, which may impact margin improvements [75][76] Question: Dynamics of active WMS customers - Management reported a balanced mix of new and existing customers, with opportunities for expansion in both categories [77][96]

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, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ (Exact Name of Registrant as Specified in Its Charter) Georgia 58-2373424 (State or Other Jurisdiction of Incorporation or Organiz ...