Manhattan Associates, Inc. (MANH) Earnings Call Transcripts
Manhattan Associates, Inc.'s Latest Earnings Call - June 3, 2026
In the second quarter of fiscal year 2026, Manhattan Associates, Inc. reported strong performance driven by a 20% year-over-year growth in its cloud business, which is a key focus area for the company. The company also announced a small reduction in force of about 6% globally, aimed at reallocating resources towards cloud growth while maintaining margins. Management maintained an optimistic outlook, signaling continued momentum in sales and a commitment to accelerating cloud revenue, with expectations for cloud revenue to surpass services revenue in Q4 2026.
Reported metrics
| Metric | Value |
|---|---|
| Cloud Revenue Growth | 20% (positive) |
| Reduction in Force | 6% (neutral) |
| Customer Shipment Increase | 6% to 30% (positive) |
| Sales Win Rate | 70% (positive) |
| Expected Cloud Revenue vs Services Revenue | surpass in Q4 2026 (positive) |
| RPO Growth | 23% (positive) |
Guidance from management
Management maintained an optimistic outlook, expecting cloud revenue to surpass services revenue in Q4 2026, signaling continued growth and a focus on high-margin offerings.
What management said
Yes. I mean, I think, Eric, you are most of it. Just in general, since COVID days, supply chain has become a lot more [ known word ] and I think people are kind of asking us more than asking us less.
There seems to be a general misconception in the market that you can throw AI at it and it will solve every problem no matter what that is. And I think that's far from the truth. People will realize that it needs a structure. And the deterministic spine build provides that core structure. And then you can kind of go to the brain from the AI, which you can mix it up nicely and create a hybrid system, you'll get the be...
What analysts pressed on
Analysts expressed concerns regarding the impact of the reduction in force on operational efficiency and whether the company can sustain its growth trajectory amidst market volatility. There were also questions about the readiness of customers to adopt AI solutions and the potential risks associated with the transition from legacy systems.
Main topics on the call
- Cloud Revenue Growth — Manhattan's cloud business saw over 20% year-on-year growth, which management attributed to the successful integration of AI agents into their products. Eric Clark stated, "This was about resetting the cost primarily aro...
- Reduction in Force — The company announced a 6% reduction in force globally, primarily to cut costs associated with legacy products while investing in cloud growth. Eric Clark mentioned, "We needed to find areas in the business where we coul...
- AI Integration and Customer Value — The deployment of AI agents has reportedly increased customer shipments by 6% to 30%, showcasing the tangible benefits of the technology. Sanjeev Siotia noted, "The agents are able to help resolve those exceptions as soo...
- Sales Strategy and Pipeline — Management highlighted a structured sales approach that has led to the best pipeline in the company's history, with a 70% win rate across products. Eric Clark stated, "We've made sure that we've got teams that are dedica...
Read the full Manhattan Associates, Inc. transcript (June 3, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Manhattan Associates, Inc.
Manhattan Associates, Inc. (MANH) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 39 calls on record spanning February 4, 2020 to July 28, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 39 Manhattan Associates, Inc. earnings call transcripts on record, spanning February 4, 2020 to July 28, 2026. Based on this history, Manhattan Associates, Inc. reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- MANH
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 39
- First call
- February 4, 2020
- Most recent
- July 28, 2026
- Reporting cadence
- quarterly