NYSE$ETWO

E2open Parent Holdings Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Announced financial results for the fiscal second quarter of 2022.

E2open reported a strong second quarter, exceeding expectations for revenue, gross margin, and EBITDA and achieved double-digit organic growth one quarter early. The company reaffirmed its revenue guidance raised on September 1st and increased adjusted EBITDA guidance. They also acquired BluJay Solutions.

  • Total GAAP revenue for fiscal second quarter 2022 reached $78.1 million, a decrease of 4.6% from $81.8 million in the fiscal second quarter of 2021.
  • Total non-GAAP revenue was $92.3 million, an increase of 12.8% compared to $81.8 million in the fiscal second quarter of 2021.
  • Adjusted EBITDA was $33.5 million with a margin of 36.3%, an increase from $26.2 million in the fiscal second quarter 2021 with a margin of 32.0%.
  • Net loss for the fiscal second quarter of 2022 was $24.0 million compared with a net loss of $17.5 million in the same quarter of 2021.

Headline financials

Total Revenue

$92.3M

No prior period
EPS (adj)

$0.02

Previous: -$0.02+200.5%
Gross Margin

49.3%

No prior period
Adjusted EBITDA

$33.5M

No prior period
Adjusted EBITDA Margin

36.3%

No prior period
Capital Expenditures

$4.99M

No prior period
Free Cash Flow

-$2.77M

No prior period
Net Income

-$24M

Previous: -$1.13M-2025.6%
Operating Income

-$13M

Previous: -$1.14M-1038.4%
Gross Profit

$38.5M

Previous: $0.00
Cash & Equivalents

$473M

No prior period
Total Assets

$4.07B

No prior period
Stock-Based Comp

$2.51M

No prior period

Revenue & EPS history

E2open · Revenue · Quarterly

$92.3M

Q2 2022
Beat estimate in 11 of 13 quarters(85%)
ActualEstimate

Revenue by segment

E2open · $16.4M total across 1 segment · Q2 2022

  • Professional Services
    $16.4M

Forward guidance

E2open is reaffirming its non-GAAP revenue guidance and raising its adjusted EBITDA guidance for its full fiscal year 2022.

Tailwinds

  • Total non-GAAP revenue is expected to be in the range of $470 million to $474 million reflecting a more than 10% growth rate.
  • Adjusted EBITDA is expected to be in the range of $161 million to $163 million versus prior guidance of $158 million provided at the announcement of the BluJay transaction.
  • Total synergies related to the recent BluJay combination are projected to be $25 million compared to $20 million announced previously.
  • The company expects to achieve between 50 to 60% run-rate savings by the end of fiscal 2022.
  • Non-GAAP gross profit margin is expected to be in the range of 70% to 72%.

Historical earnings impact

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

Avg. return before/after earnings

Based on 12 quarterly earnings reports

Historical avg

-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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro