The earnings call presented a mixed outlook with positive trends in subscription revenue stability, retention improvements, and strategic leadership appointments. However, challenges remain with Professional Services revenue decline, significant goodwill impairment, and prolonged deal closures. The cash position remains strong, but FX headwinds and revised guidance signal caution.

Company Guidance

During the E2open Q3 2025 earnings call, the company provided guidance for the fiscal fourth quarter and full year 2025, with subscription revenue expected to be between $131 million and $134 million, representing a year-over-year decline of 2.5% to 0.3%. The full-year subscription revenue is anticipated to range from $526 million to $529 million, indicating a year-over-year growth rate of negative 2.0% to negative 1.5%. Total revenue for FY 2025 is projected to be between $607 million and $611 million, reflecting a decline of 4.3% to 3.7%. E2open also expects to maintain a gross profit margin between 68% and 70% and finish the year with an adjusted EBITDA near the low end of the initial guidance range of $215 million to $225 million, maintaining an adjusted EBITDA margin of approximately 35%. The guidance accounts for recent U.S. dollar strengthening and weaker-than-expected Q3 professional services revenue.

Stable Subscription Revenue

Subscription revenue was $132.0 million, above the midpoint of the $130 million to $133 million guidance, with a year-over-year decline of only 0.6%, showing improvement in retention and net new ARR.

Positive Retention Trends

Q3 retention results were positive and consistent with internal targets, showing recovery from peak churn in Q1 and stabilization towards industry benchmarks.

Strategic New Deals and Expansions

Closed deals with notable companies, including a household name manufacturer and a consumer goods client, expanding the scope of relationships and demonstrating cross-sell capabilities.

Strong Cash Position

Ended Q3 with $151.2 million in cash and cash equivalents, a $40.9 million increase year-over-year, demonstrating strong cash generation.

New Leadership and Strategic Focus

Pawan Joshi appointed as Chief Strategy Officer and Rachit Lohani as Chief Product and Technology Officer to enhance growth and innovation.

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E2open Parent Holdings (ETWO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ETWO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 18, 2021	2021 (Q4)	-0.07 / 0.17	―	―	―	―
Jul 14, 2021	2022 (Q1)	0.02 / -0.76	―	―	―	―
Oct 13, 2021	2022 (Q2)	-0.03 / -0.11	―	―	―	―
Jan 12, 2022	2022 (Q3)	>-0.01 / -0.19	-0.129	-47.29% (-0.06)	―	―
Apr 27, 2022	2022 (Q4)	0.02 / 0.08	0.174	-54.02% (-0.09)	―	―
Jul 11, 2022	2023 (Q1)	0.07 / 0.07	-0.76	109.21% (+0.83)	―	―
Oct 11, 2022	2023 (Q2)	0.06 / 0.05	-0.11	145.45% (+0.16)	―	―
Jan 09, 2023	2023 (Q3)	0.07 / 0.06	-0.19	131.58% (+0.25)
May 01, 2023	2023 (Q4)	0.07 / 0.07	0.08	-12.50% (>-0.01)
Jul 10, 2023	2024 (Q1)	0.05 / 0.05	0.07	-28.57% (-0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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ETWO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 10, 2025	$2.71	$2.54	-6.27%
Oct 09, 2024	$4.08	$3.20	-21.57%
Jul 10, 2024	$4.45	$4.14	-6.97%
Apr 29, 2024	$4.26	$4.85	+13.85%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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