MANH Manhattan Associates (MANH) Q2 FY26 earnings call
Manhattan Associates delivered strong Q2 FY26 results, marked by record bookings and accelerated cloud revenue growth, driven by strategic investments in sales and marketing, successful AI agent monetization, and the introduction of new product Editions. The company is expanding its addressable market and enhancing customer value through a tiered product offering, while navigating persistent macro volatility and FX headwinds. Management remains confident in its full-year outlook, raising revenue and EPS guidance.
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MANH operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Remaining performance obligation (RPO) | $2.35BWe ended Q1 with RPO of $2.35 billion, up 24% compared to the prior year and 5% sequentially.Source: earnings call transcript | $2.47BWe ended Q2 with RPO of $2.47 billion, up 23% compared to the prior year and 5% sequentially.Source: earnings call transcript | +5.1% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.