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Manhattan Associates, Inc. (MANH) Q3 2024 Earnings Call Transcript Summary

Manhattan Associates, Inc. (MANH) Q3 2024 Earnings Call Transcript Summary

曼哈顿联合公司(MANH)2024年第三季度业绩会电话交流摘要
moomoo AI ·  10/22 19:16  · 电话会议

The following is a summary of the Manhattan Associates, Inc. (MANH) Q3 2024 Earnings Call Transcript:

以下是 Manhattan Associates, Inc. (MANH) Q3 2024 业绩会 记要:

Financial Performance:

金融业绩:

  • Revenue for Q3 2024 increased by 12% to $267 million.

  • Adjusted earnings per share increased by 29% to $1.35.

  • Operating margin for Q3 rose by 670 basis points year-over-year to 37.1%.

  • Record performance across RPO, revenue, operating income, and adjusted earnings per share.

  • 2024年第三季度的 营业收入 增长了12%,达到26700万美元。

  • 调整后的每股收益增长了29%,达到1.35美元。

  • 2024年第三季度的 营业利润率 较去年同期提高了670个基点,达到37.1%。

  • RPO、 营业收入 、营业收入、调整后的每股收益均创下历史记录。

Business Progress:

业务进展:

  • Introduction and development of Manhattan Active Supply Chain Planning, fully integrated into Manhattan's cloud platform, enhances operational visibility and efficiency.

  • Strong product updates and rollouts, including new capabilities in Manhattan Active Omni, are improving fulfillment performance.

  • Over 100 project completions by the global services team in Q3, evidencing robust service execution and client satisfaction.

  • Manhattan Active Supply Chain Planning 的推出和发展,完全整合到 Manhattan 的云平台中,增强了运营可见性和效率。

  • 强大的产品更新和推出,包括在曼哈顿全球货币主动Omni中增加的新功能,正在改善履约表现。

  • 全球服务团队在第三季度完成了100多个项目,证明了强大的服务执行能力和客户满意度。

Opportunities:

机会:

  • Continued strong demand and robust RPO (Remaining Performance Obligation) growth highlight opportunities in cloud and digital transformation projects across supply chain and retail solutions.

  • 持续强劲的需求和强劲的RPO(剩余履约义务)增长凸显了在供应链和零售解决方案领域的云计算和数字化转型项目中的机遇。

Risks:

风险:

  • Market factors and economic conditions causing fluctuations in deal closures and pushing some transformational project timelines.

  • 市场因素和经济状况导致交易封闭出现波动,推迟了一些变革性项目的时间表。

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