Cloud LeadershipManhattan offers differentiation as an investment idea with leadership in cloud-based supply chain systems and a large opportunity to migrate customers and land new logos.
Financial OutlookManagement raised its full-year guidance outlook for revenue, adjusted operating margin, and adjusted EPS, while reiterating its full-year RPO outlook.
Revenue GrowthTotal revenues increased 15% YoY, recurring revenue increased 22% YoY, with strong cloud bookings.