NYSE$ETWO

E2open Parent Holdings Inc. · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

E2open delivered subscription and total revenue above guidance and maintained strong cash generation.

E2open announced financial results for its fiscal fourth quarter and full year ended February 29, 2024. The company continues to execute its plan to re-accelerate organic growth by refocusing all aspects of the company’s operations and culture around a client-centric mindset.

  • GAAP subscription revenue for the fourth quarter of 2024 was $134.4 million.
  • Total GAAP revenue for the fourth quarter of 2024 was $158.5 million.
  • GAAP Net loss for the fourth quarter of 2024 was $45.5 million.
  • Adjusted EBITDA for the fourth quarter of 2024 was $55.1 million.

Headline financials

Total Revenue

$158M

Previous: $166M-4.7%
EPS (adj)

$0.05

Previous: $0.07-28.6%
Gross Margin

50.8%

No prior period
Non-GAAP Gross Margin

70.0%

No prior period
Adjusted EBITDA

$55.1M

No prior period
Adjusted EBITDA Margin

34.8%

Previous: 36.8%-5.4%
Capital Expenditures

-$6.95M

Previous: $7.59M-191.6%
Net Income

-$45.5M

Previous: -$303M+85.0%
Operating Income

-$13.6M

Previous: -$389M+96.5%
Gross Profit

$80.5M

Previous: $87M-7.5%
R&D Expense

$25.7M

No prior period
Stock-Based Comp

$8.44M

Previous: $4.42M+90.9%

Revenue & EPS history

E2open · Revenue · Quarterly

$158M

Q4 2024-4.7%vs Q4 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 providing guidance for fiscal year 2025, which ends February 28, 2025.

Tailwinds

  • GAAP subscription revenue for fiscal 2025 is expected to be in the range of $532 million to $542 million, reflecting flat growth year over year at the mid-point.
  • Total GAAP revenue for fiscal 2025 is expected to be in the range of $630 million to $645 million, reflecting a 0.5% organic growth rate at the mid-point.
  • Non-GAAP gross profit margin for fiscal 2025 is expected to be in the range of 68% to 70%.
  • Adjusted EBITDA for fiscal 2025 is expected to be in the range of $215 million to $225 million, reflecting an implied adjusted EBITDA margin in the range of 34% to 35%.
  • GAAP subscription revenue for the fiscal first quarter of 2025 is expected to be in the range of $130 million to $133 million, reflecting a negative 2.5% organic growth rate at the mid-point.

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 2024

Historical avgQ4 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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