The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Chris Quintero - Morgan Stanley & Co. LLC - Analyst
: Hey, Andrew, Greg, Marje. Thanks for taking our questions here. I wanted to ask about subscription billings. Based on our calculation, it seems like
that was up 8% year over year. And similarly, deferred revenue was up 6% year over year. And those are both pretty nice improvements from the
previous couple of quarters. So I was just curious if there's anything you all would call out there for those two?
Question: Chris Quintero - Morgan Stanley & Co. LLC - Analyst
: Got it. That's super helpful, Marje. And then maybe one for Greg here. I know you -- I think it was back in the Q4 call, but you talked about the three
new kind of growth initiatives, cross-selling the new system innovator channel and then driving new logos. Just curious if you could stack -- rank
those in terms of which ones are kind of seeing the earlier success so far?
Question: Chris Quintero - Morgan Stanley & Co. LLC - Analyst
: Excellent. Thank you so much, and a happy new year.
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JANUARY 10, 2025 / 1:30PM, ETWO.N - Q3 2025 E2open Parent Holdings Inc Earnings Call
Question: Adam Hotchkiss - The Goldman Sachs Group, Inc. - Analyst
: Great. Thanks so much for taking the questions. I wanted to touch a little bit more on the midmarket. You had mentioned that you had some mixed
results in the past kind of the go-to-market there, but that's a renewed focus. Can you just talk a little bit more about what needs to happen there
from a success perspective? Is this product innovation? Is it changes in go-to-market? Is it being more active with customers in that piece of segment
of the market? How would you sort of describe what needs to happen there?
Question: Adam Hotchkiss - The Goldman Sachs Group, Inc. - Analyst
: Okay, great. That's really helpful color. And then just on the trade policy uncertainties that you mentioned, could you just give us maybe a little bit
of a -- any examples of historical precedents around really volatile or quickly changing environments? And what typical customer behavior looks
like from enterprise and mid-market folks in your deal conversations? How does that inform how you're thinking about the opportunity as we head
into the new administration?
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JANUARY 10, 2025 / 1:30PM, ETWO.N - Q3 2025 E2open Parent Holdings Inc Earnings Call
Question: Mark Schappel - Loop Capital Markets LLC - Analyst
: Hi. Thank you for taking my question. Andrew, in your prepared remarks, it was noted that the large deals continue to take longer to close. I was
wondering if you could just talk about whether you're seeing sales cycles lengthen from, say, the prior quarter? And also with respect to the slip
deals from the August quarter, could you just speak to whether any of those deals have since closed?
Question: Mark Schappel - Loop Capital Markets LLC - Analyst
: With respect to the slip deals in the August quarter, could you just talk about if any of those deals have since closed.
Question: Mark Schappel - Loop Capital Markets LLC - Analyst
: Great, thanks. And then there are some macro signs out there that suggest the domestic trucking market may be bottoming after a long trucking
recession. I was wondering if you could just talk about some of the demand trends that you're seeing in your TMS and your partial delivery businesses.
Question: Mark Schappel - Loop Capital Markets LLC - Analyst
: Thank you.
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