NYSE$ETWO

E2open Parent Holdings Inc. · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

E2open delivered subscription revenue above guidance and maintained strong adjusted EBITDA margins.

E2open reported a decrease in total GAAP revenue by 4.0% year-over-year, with subscription revenue also declining by 2.3%. The company is focused on improving client retention and sales execution, adjusting its FY25 revenue guidance conservatively due to extended deal closure timelines.

  • GAAP subscription revenue was $131.6 million, at the high end of guidance.
  • Total GAAP revenue decreased by 4.0% year-over-year to $152.2 million.
  • GAAP net loss was $32.9 million, an improvement from the previous year's $38.6 million loss.
  • Adjusted EBITDA was $54.9 million with a margin of 36.1%.

Headline financials

Total Revenue

$152M

Previous: $158M-4.0%
EPS (adj)

$0.05

Previous: $0.04+25.0%
Gross Margin

49.0%

No prior period
Adjusted EBITDA Margin

36.1%

Previous: 35.4%+2.0%
Capital Expenditures

$6.19M

Previous: -$9.51M+165.2%
Net Income

-$32.9M

Previous: -$38.6M+14.8%
Operating Income

-$15.1M

Previous: -$25.9M+41.7%
Gross Profit

$74.6M

Previous: $79.2M-5.8%
Stock-Based Comp

$12.9M

Previous: $7.44M+73.6%

Revenue & EPS history

E2open · Revenue · Quarterly

$152M

Q2 2025-4%vs Q2 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 updating its full year 2025 guidance and providing third quarter 2025 guidance. GAAP subscription revenue for fiscal 2025 is expected to be in the range of $526 million to $532 million. Total GAAP revenue for fiscal 2025 is expected to be in the range of $607 million to $617 million.

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 2025

Historical avgQ2 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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