E2open Parent Holdings Inc at Jefferies Software Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Luv Sodha - Jefferies LLC - Analyst : Why don't we start with, you know, the macro question? I know that's been top of mind for a lot of investors. The supply chain management industry has had some tailwinds given the issues that we all have been facing. Could you talk about like in a slowing macro environment, how your pipelines are positioned, and what do you see out there right now? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 02, 2022 / 5:30PM, ETWO.N - E2open Parent Holdings Inc at Jefferies Software Conference

Question: Luv Sodha - Jefferies LLC - Analyst : That's perfect. Maybe if you could talk about the product portfolio right now, and you've made a bunch of acquisitions over the past, say, year or so. Could you talk about how those acquisitions fit into your overall product portfolio and where you're at in terms of integrating them?

Question: Luv Sodha - Jefferies LLC - Analyst : Got it. As valuations have come in on at least the public side and somewhat on the private side, although they're still [resilient] there, could you maybe talk about the opportunities to do M&A here? What are some other areas on the product side that you could still look to fill over the next few years?

Question: Luv Sodha - Jefferies LLC - Analyst : Got it. Maybe focusing in on the growth levers themselves. Could you talk about the go-to-market evolution that you've had -- you now have -- you're building out two net new logos team. Can you talk about the performance there and how you're incentivizing the reps there?

Question: Luv Sodha - Jefferies LLC - Analyst : Perfect. If you could talk through that expansion journey, you talked a little bit about the land and then the transition to becoming a $1 million plus customer. What is driving that expansion? Is it them using more of the products --?

Question: Luv Sodha - Jefferies LLC - Analyst : That's perfect. If you could talk about the competitive environment, you know, there are a lot of solutions within this space, a lot of vendors. And then you also have the ERP vendors who are trying to address this. So could you talk about how you think of the overall environment and what differentiates your solution? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 02, 2022 / 5:30PM, ETWO.N - E2open Parent Holdings Inc at Jefferies Software Conference

Question: Luv Sodha - Jefferies LLC - Analyst : Got it. I wanted to go back to something that we talked about the net new logos team, as that has become a bigger part of the bookings mix, if you will. But if, let's say we enter into a slower macro environment, could you talk about the resiliency of the existing logo base and the ability there to drive upsell and cross-sell, and how that could tide you through over the downturn?

Question: Luv Sodha - Jefferies LLC - Analyst : I wanted to open it up for audience questions. Unidentified Analyst Since you guys have such great visibility into the world at large, I would be remiss not to ask you what's going on out there as it relates to the bloated inventory and supply chain, as you see it today, because most organizations that I have spoken with, have double, triple, quadruple ordered products across the world. And this has added to an extreme amount of bottlenecking and the like. Where do you think we are in this unwinding phase?

Question: Luv Sodha - Jefferies LLC - Analyst : Awesome. That's a good place to leave it. Thank you again, Michael, I really appreciate you joining us today.