E2open Q1 Earnings: Revenue Rises, Loss Narrows; Fiscal 2026 Guidance Reiterated

E2open's Q1 loss narrows, revenue rises. The company reiterated its fiscal 2026 guidance. E2open is a provider of cloud-based supply chain management software that enables companies to optimize their supply chain through advanced algorithms, artificial intelligence, and machine learning-based advanced analytics. The software is organized into five product families: Channel, Planning, Global Trade, Logistics, and Supply.

E2open, a leading provider of cloud-based supply chain management software, reported its fiscal first quarter 2026 financial results, showing a narrowing loss and an increase in revenue. The company, which specializes in optimizing supply chains through advanced algorithms, artificial intelligence, and machine learning, has reiterated its fiscal 2026 guidance.

Key financial highlights include:

- GAAP subscription revenue for the first quarter of 2026 was $132.9 million, an increase of 1.1% from the year-ago comparable period and 87.0% of total revenue. Subscription revenue increased by 0.9% on a constant currency basis.
- Total GAAP revenue for the first quarter of 2026 was $152.6 million, an increase of 1.0% from the year-ago comparable period. Total revenue increased by 0.7% on a constant currency basis.
- GAAP gross profit for the first quarter of 2026 was $73.6 million, an increase of 1.3% from the year-ago comparable period. Non-GAAP gross profit was $102.4 million, a decrease of 0.2% and down 0.2% on a constant currency basis.
- GAAP net loss for the first quarter of 2026 was $15.5 million compared to a net loss of $42.8 million from the year-ago comparable period.
- Adjusted EBITDA for the first quarter of 2026 was $52.2 million, an increase of 3.0% from the comparable year-ago period. Adjusted EBITDA margin was 34.2% versus 33.6% from the comparable year-ago period.
- GAAP EPS for the first quarter of 2026 was a loss of $0.05. Adjusted EPS for the first quarter of 2026 was $0.05.

E2open's chief executive officer, Andrew Appel, stated, "Our first quarter results demonstrate that our core business continues to strengthen and underscore the progress we have made in putting e2open back on a sustainable growth path. Our entire e2open team remains focused on client satisfaction and retention, flawless delivery of our products, and value-added innovation."

The company also announced that it has confirmed all elements of its full-year guidance issued last quarter and is moving forward with the pending acquisition by WiseTech Global, which is expected to close by the end of this calendar year.

References:

[1] https://www.crunchbase.com/organization/e2open/company_overview/overview_timeline
[2] https://www.marketscreener.com/quote/stock/E2OPEN-PARENT-HOLDINGS-IN-108367217/news/E2open-Announces-Fiscal-2026-First-Quarter-Financial-Results-50483387/