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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