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Michael | Stock Spotlight 🎙️ @invest091 on x 1496 followers
Created: 2025-07-22 21:12:46 UTC
🚨 $MANH Q2 '25: Double Beat, Cloud Momentum Builds
Q2 '25 Results: 📈 Revenue: $272.4M vs. $263.5M est. (+2.7% YOY, +3.4% beat) 💰 Adj. EPS: $XXXX vs. $XXXX est. (+11.0% YOY, +15.9% beat)
Key Metrics: 🛠️ Services Revenue: $128.9M (-5.8% YOY) ☁️ Cloud Revenue: $100.4M (+22% YOY) 📚 RPO: $2.01B (+26% YOY)
FY25 Guide (Updated): 📊 Revenue: $1.071–$1.075B (was $1.060–$1.070B in Q1) 💵 Adj. EPS: $4.76–$4.84 (was $4.54–$4.64 in Q1) 📈 Slight upward revision across the board
Cloud engine is driving the story + record backlog show secular tailwinds in full swing. Services, still the largest revenue segment, declined again. While mgmt expects cloud to eventually overtake it, a reversal in services would be a healthy sign for reaccelerating top-line growth.
🎙️ For my full deep dive on $MANH, check out Episode XX on Spotify, Apple Podcasts and YouTube.
XXX engagements
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