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Manhattan Associates: Fixed Timelines, Faster Renewals, and a Sharper Cash Flow Profile!

Manhattan Associates reported its 2025 fourth-quarter and full-year earnings, presenting a mixed performance characterized by strong cloud bookings and strategic advancements but tempered by uncertainties and evolving challenges. Let’s delve into the details. Starting with the positives, Manhattan Associates ended the year on a high note with record-breaking achievements in various financial metrics. Notably, the company registered significant increases in cloud bookings, revenue, operating income, free cash flow, and earnings per share. These accomplishments are indicative of the company’s solid operational performance, even amidst a volatile macroeconomic environment. The company’s cloud revenue for the year rose 21% to $408 million, driven by innovative products and strong market adoption. Manhattan Associates has made significant strides in its AI capabilities, with the commercial release of its AI agents through an initiative known as Agent Foundry.