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E2open Parent Holdings, Inc. (ETWO) Q2 2025 Earnings Call Transcript Summary

E2open Parent Holdings, Inc. (ETWO) Q2 2025 Earnings Call Transcript Summary

E2open母公司控股公司 (ETWO) 2025年第二季度業績會業績摘要
富途資訊 ·  10/10 08:46  · 電話會議

The following is a summary of the E2open Parent Holdings, Inc. (ETWO) Q2 2025 Earnings Call Transcript:

以下是E2open母公司控股公司(ETWO)2025財年第二季度業績會成績單摘要:

Financial Performance:

金融業績:

  • Subscription revenue for Q2 2025 was $131.6 million, which while down year-over-year, was above the midpoint of guidance.

  • Total revenue for Q2 was $152.2 million, marking a year-over-year decline of 4%.

  • Professional services and other revenue showed a year-over-year decline of 13.1% at $20.6 million.

  • E2open achieved an adjusted EBITDA of $54.9 million in Q2, with a margin of 36.1%, indicative of efficiency gains despite a revenue decline.

  • 2025財年第二季度訂閱營業收入爲13160萬美元,雖然同比下降,但超過了指導中點。

  • 第二季度總營業收入爲15220萬美元,同比下降4%。

  • 專業服務和其他營收同比下降13.1%,達到2060萬美元。

  • E2open在第二季度實現調整後的EBITDA爲5490萬美元,邊際率爲36.1%,儘管營業收入下降,但表現出效率提升。

Business Progress:

業務進展:

  • E2open reported progress in key areas such as sales execution, pipeline management, solution delivery, and partner relations.

  • Significant improvements were made in client retention and reducing churn compared to Q1, with a sharp focus on client-centric operations.

  • Subscription bookings grew year-over-year, demonstrating resilience in demand for E2open's supply chain solutions.

  • Professional services revenue underperformed expectations, but management anticipates improvement as backlog execution accelerates.

  • E2open在銷售執行、管道管理、解決方案交付和合作夥伴關係等關鍵領域取得進展。

  • 與Q1相比,在客戶保留和減少流失方面取得了顯著改善,着重於以客戶爲中心的運營。

  • 訂閱預訂同比增長,顯示E2open供應鏈解決方案的需求具有韌性。

  • 專業服務營收未達預期,但管理層預計隨着積壓項目的加速執行將有所改善。

Opportunities:

機會:

  • Renewed focus on customer satisfaction and strategic partnerships is seen as an opportunity to stabilize and eventually increase the business growth trajectory.

  • 重新關注客戶滿意度和戰略合作伙伴關係被視爲穩定和最終增加業務增長軌跡的機會。

Risks:

風險:

  • The company continues experiencing delays in closing large deals which is affecting the financial performance and outlook.

  • Professional Services revenue has been impacted by delayed subscription bookings, reflecting execution challenges in larger deals and project completions.

  • 公司繼續經歷大宗交易的關閉延遲,這影響了財務表現和前景。

  • 專業服務營收受到訂閱預訂延遲的影響,反映了在較大交易和項目完成方面的執行挑戰。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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