NYSE$ETWO

E2open Parent Holdings Inc. · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

E2open's first quarter of fiscal year 2025 financial results were announced, showing progress on its plan to return to strong, sustainable organic growth.

E2open reported a GAAP subscription revenue of $131.4 million and a total GAAP revenue of $151.2 million for the first quarter of fiscal year 2025. The company is focused on improving client retention and sales execution, with adjusted EBITDA margin remaining strong and robust cash generation.

  • GAAP subscription revenue was $131.4 million, a 2.6% decrease year-over-year.
  • Total GAAP revenue was $151.2 million, a 5.6% decrease year-over-year.
  • GAAP net loss was $42.8 million, compared to a $360.9 million loss in the prior year.
  • Adjusted EBITDA was $50.7 million, a 5.7% decrease year-over-year, with a margin of 33.6%.

Headline financials

Total Revenue

$151M

Previous: $161M-6.0%
EPS (adj)

$0.04

Previous: $0.05-20.0%
Gross Margin

48.1%

No prior period
Non-GAAP Gross Margin

67.8%

Previous: 69.0%-1.7%
Adjusted EBITDA

$50.7M

Previous: $53.8M-5.8%
Adjusted EBITDA Margin

33.6%

Previous: 33.6%+0.0%
Capital Expenditures

$6.08M

Previous: $6.55M-7.1%
Net Income

-$42.8M

Previous: -$361M+88.1%
Operating Income

-$16.8M

Previous: -$423M+96.0%
Gross Profit

$72.7M

Previous: $79.4M-8.5%
R&D Expense

$24.8M

No prior period
Stock-Based Comp

$11.8M

Previous: $4.45M+165.2%

Revenue & EPS history

E2open · Revenue · Quarterly

$151M

Q1 2025-6%vs Q1 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

E2open · $30M total across 1 segment · Q3 2022

  • Professional Services
    $30M

Forward guidance

E2open is reiterating full year 2025 guidance previously provided on April 29, 2024, and providing second quarter 2025 guidance.

Tailwinds

  • GAAP subscription revenue for fiscal 2025 is expected to be in the range of $532 million to $542 million, reflecting flat growth year over year at the mid-point.
  • Total GAAP revenue for fiscal 2025 is expected to be in the range of $630 million to $645 million, reflecting a 0.5% organic growth rate at the mid-point.
  • Non-GAAP gross profit margin for fiscal 2025 is expected to be in the range of 68% to 70%.
  • Adjusted EBITDA for fiscal 2025 is expected to be in the range of $215 million to $225 million, reflecting an implied adjusted EBITDA margin in the range of 34% to 35%.

Headwinds

  • GAAP subscription revenue for the fiscal second quarter of 2025 is expected to be in the range of $129 million to $132 million, reflecting a negative 3.1% organic growth rate at the mid-point.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

-5.7%

Avg return

Earnings day

-9.5%

Avg return

5 days after

-1.5%

Avg return

30 days after

33%

7 / 21 earnings

Positive

+15.4%

Q4 2021

Best reaction

-48.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026
Q2 2026
Q1 2026+0.0%+0.3%
Q4 2025-6.2%+7.7%+53.1%
Q3 2025-5.9%-4.5%+3.0%
Q2 2025-20.2%-20.0%-16.6%
Q1 2025-11.2%-3.2%-10.8%
Q4 2024+12.8%+10.2%+8.6%
Q3 2024+1.7%-11.8%-5.6%
Q2 2024-48.1%-42.0%-25.2%
Q1 2024+3.1%-7.4%-12.8%
Q4 2023-29.9%-26.4%-20.4%
Q3 2023-0.9%+3.3%+12.1%
Q2 2023-5.7%-13.8%+0.3%
Q1 2023-14.6%-16.5%-4.0%
Q4 2022+6.4%
Q3 2022-16.2%
Q2 2022+1.3%
Q1 2022-1.1%
Q4 2021+15.4%
Q3 2021+0.4%
Q2 2021-0.4%
Q1 2021-0.8%
Q4 2020

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