NYSE$ETWO

E2open Parent Holdings Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

E2open's financial performance remained below potential despite subscription revenue near the high end of guidance and strong adjusted EBITDA margins.

E2open reported a total GAAP revenue of $158.5 million for Q2 2024, a decrease of 1.4% year-over-year. Subscription revenue increased by 2.4% to $134.7 million. The company's net loss was $38.6 million, an improvement from the $409.6 million loss in the same period last year. Adjusted EBITDA increased by 16.1% to $56.1 million.

  • GAAP subscription revenue was $134.7 million, up 2.4% year-over-year.
  • Total GAAP revenue was $158.5 million, a decrease of 1.4% year-over-year.
  • Net loss was $38.6 million, improved from a net loss of $409.6 million in the prior year.
  • Adjusted EBITDA was $56.1 million, an increase of 16.1% year-over-year.

Headline financials

Total Revenue

$158M

Previous: $161M-1.4%
EPS (adj)

$0.04

Previous: $0.05-20.0%
Non-GAAP Gross Margin

69.1%

No prior period
Adjusted EBITDA Margin

35.4%

Previous: 30.1%+17.6%
Capital Expenditures

-$9.51M

Previous: $12.3M-177.4%
Free Cash Flow

$5.3M

Previous: $40.6M-87.0%
Net Income

-$38.6M

Previous: -$410M+90.6%
Operating Income

-$25.9M

Previous: -$7.22M-258.5%
Gross Profit

$79.2M

Previous: $77.4M+2.3%
Cash & Equivalents

$135M

Previous: $98.1M+37.3%
Total Assets

$3.9B

Previous: $4.85B-19.7%
Stock-Based Comp

$7.44M

Previous: $5.15M+44.4%

Revenue & EPS history

E2open · Revenue · Quarterly

$158M

Q2 2024-1.4%vs Q2 2023
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 updating full year 2024 guidance previously provided on May 1, 2023, and providing third quarter 2024 guidance.

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 Q2 2024

Historical avgQ2 2024

-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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