NYSE$ETWO

E2open Parent Holdings Inc. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

E2open achieved solid revenue growth and strong profitability, despite macro headwinds.

E2open announced financial results for its fiscal fourth quarter and full year ended February 28, 2023. GAAP subscription revenue for the fourth quarter of 2023 was $136.9 million and Total GAAP revenue for the fourth quarter of 2023 was $166.3 million.

  • GAAP subscription revenue for the fourth quarter of 2023 was $136.9 million, an increase of 18.2% from the year-ago comparable period and 82.3% of total revenue.
  • Total GAAP revenue for the fourth quarter of 2023 was $166.3 million, an increase of 15.3% from the year-ago comparable period.
  • Net loss for the fourth quarter of 2023 was $303.5 million compared to a net income of $67.7 million from the year-ago comparable period.
  • GAAP EPS for the fourth quarter of 2023 was a loss of $0.90. Adjusted EPS for the fourth quarter of 2023 was $0.07.

Headline financials

Total Revenue

$166M

Previous: $151M+10.4%
EPS (adj)

$0.07

Previous: $0.08-12.5%
Adjusted EBITDA Margin

36.8%

Previous: 35.8%+2.8%
Capital Expenditures

$7.59M

Previous: $7.15M+6.1%
Free Cash Flow

$17.4M

Previous: $15.8M+9.7%
Net Income

-$303M

Previous: $67.7M-548.3%
Operating Income

-$389M

Previous: -$23.2M-1573.5%
Gross Profit

$87M

Previous: $71.7M+21.4%
Cash & Equivalents

$93M

Previous: $155M-40.2%
Total Assets

$4.4B

Previous: $5.41B-18.6%
Stock-Based Comp

$4.42M

Previous: $2.11M+110.1%

Revenue & EPS history

E2open · Revenue · Quarterly

$166M

Q4 2023+10.4%vs Q4 2022
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 providing updated guidance for fiscal year 2024, which ends February 29, 2024.

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 Q4 2023

Historical avgQ4 2023

-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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