Manhattan Associates, Inc. (MANH): Marketing Mix Analysis [Dec-2025 Updated]

You're trying to get a sharp read on Manhattan Associates, Inc. (MANH) market footing as we close out 2025, right? Well, here's the quick math on their strategy: they've successfully pivoted their core Product-Manhattan Active-to a pure, versionless cloud platform, which dictates everything else. Place is now global SaaS delivery, Promotion leans hard on analyst validation and thought leadership around supply chain resilience, and Price is locked into that recurring, usage-based subscription model. If you want to see exactly how these four pillars-Product, Place, Promotion, and Price-define their competitive moat, dig into the details right here.

Manhattan Associates, Inc. (MANH) - Marketing Mix: Product

Manhattan Active is the core, cloud-native supply chain platform from Manhattan Associates, Inc. (MANH). This platform is built on a microservices architecture and runs on the Google Cloud Platform, offering customers what the company describes as always current, version-less product access.

The product element centers on this unified platform, which is designed to handle complex supply chain problems across various industries. Manhattan Associates, Inc. (MANH) is a 17-time Leader in Gartner's Magic Quadrant for Warehouse Management Systems (WMS), recognized for its cloud-native, microservices-based WMS solutions. As of a May 2025 event, the WMS solution had 433 live sites.

Key modules anchor the platform's capabilities, helping to unify operations. The platform is continuously enhanced, with the team aiming to release 40-45 new features every quarter. For example, Agentic AI assistants and the Agent Foundry platform are scheduled for general availability starting in Fall 2025.

The product portfolio is segmented to address distinct, yet integrated, supply chain functions. For instance, Manhattan Active Warehouse Management (WM) was noted in the 2025 Gartner Critical Capabilities for WMS as the only solution achieving the highest score for Level 3 - Level 5 complexity warehouse operations. The company also sells supply chain planning solutions, with Supply Chain Planning added to the Active Platform in 2024. Furthermore, a new Manhattan Active Allocation solution, designed for softlines/apparel inventory planning, was launched in October.

Omnichannel Commerce solutions are a critical offering, designed to create a single, seamless customer and associate experience. Core applications within this suite include Order Management, Store Inventory Fulfillment, Call Center, Point of Sale (POS), and Customer Engagement. The 2025 Unified Commerce Benchmark indicated that only 5% of retailers achieve unified commerce leadership.

Manhattan Associates, Inc. (MANH) targets retail, wholesale, and manufacturing industries globally with its unified platform. The company's financial performance reflects the shift to its cloud offerings. For the full fiscal year 2025, the midpoint guidance for Cloud Revenue was set at $408.5 million. In the third quarter of 2025, Cloud subscription revenue specifically reached $104.9 million.

Here's a look at how the revenue streams break down based on recent guidance and reported figures:

The continuous, versionless software update model is a key product feature, eliminating traditional, disruptive upgrades. This is supported by the platform's cloud-native, all-microservice API architecture. The company's WMS solution is estimated to hold a market share of 1.33% in the warehouse-management-system market, with over 364 companies using it as of 2025. The Transportation Management System (TMS) platform supports route optimization and carrier selection within a global TMS market projected to reach USD 48.0 billion by 2033.

The product strategy emphasizes unification and intelligence, which is reflected in the company's financial outlook:

• Full-Year 2025 Total Revenue guidance range: $1.073 billion to $1.077 billion.
• Full-Year 2025 Adjusted EPS guidance range: 4.950 to 4.970.
• Remaining Performance Obligations (RPO) at the end of Q2 2025: $2.01 billion, up 26% year-over-year.
• The company reported a Net Margin of 20.25% for the quarter ending October 21st, 2025.
• The average contract duration for solutions remains between 5.5 to 6 years.

Manhattan Associates, Inc. (MANH) - Marketing Mix: Place

Manhattan Associates, Inc. distributes its supply chain and omnichannel commerce software primarily through a modern, cloud-centric model, supported by a global infrastructure and a network of implementation partners.

Global Reach and Physical Presence

Manhattan Associates, Inc. maintains a global footprint to support its customer base, which exceeds 1,200 customers worldwide. The corporate headquarters, anchoring US operations, is located at 2300 Windy Ridge Parkway, Tenth Floor, Atlanta, Georgia, 30339, United States. The company's international presence is supported by key offices across various regions, indicating a structure designed for global service delivery.

• Europe offices include locations in Barcelona, Dusseldorf, and Paris.
• Asia-Pacific operations are supported by offices in Bangalore (India), Melbourne, and Sydney (Australia).
• Additional international locations include Santiago, Chile.

Cloud-First Delivery Model

The primary method of product delivery is via the cloud, leveraging a Software as a Service (SaaS) approach that ensures accessibility from any location. This strategy is reflected in the accelerating financial performance of the subscription segment.

The company's total Remaining Performance Obligations (RPO), representing contracted future revenue, reached $2.1 billion as of the end of Q3 2025, up 23% year-over-year, signaling strong future commitment to the cloud platform.

Sales Channel and Implementation Capacity

Large enterprise accounts and complex solution integrations are managed through a dedicated direct sales force, which has seen increased investment, including hiring new leaders for key product areas like TMS (Transportation Management System). The focus on securing new, large customers remains high, with net new logos accounting for 50% of new cloud bookings year-to-date in Q3 2025. Furthermore, win rates against the top 5 competitors were consistently over 70% in Q2 2025.

Implementation capacity is significantly expanded through strategic partnerships. Manhattan Associates, Inc. has formalized relationships with major technology providers and global systems integrators (SIs). Key technology partnerships include those with Google and Shopify, with Manhattan Active solutions now available on the Google Cloud Marketplace. The Chief Operating Officer is tasked with scaling the operational frameworks across global SIs and technology partners. The Manhattan Value Partner (MVP) program is in place to connect the company with trusted third-party integrators and technology innovators to deliver added value to customer engagements.

• New cloud bookings from net new logos in Q2 2025: Over 70%.
• New cloud bookings from net new logos in Q3 2025: 17%.
• Total customer base size: Exceeds 1,200.

Finance: draft 13-week cash view by Friday.

Manhattan Associates, Inc. (MANH) - Marketing Mix: Promotion

Promotion for Manhattan Associates, Inc. (MANH) centers on demonstrating platform unification, technological leadership, and the tangible business value derived from its cloud-native architecture, especially with the recent push into Agentic AI.

Annual 'Momentum' conference is the main customer and prospect engagement event. Manhattan Momentum 2025, held in Las Vegas from May 19 through May 22, served as the premier event for supply chain leaders, featuring over 70 educational sessions covering topics like transportation management and omnichannel commerce. The event spotlighted game-changing innovations, including Agentic AI, under the theme "New Horizons". The Momentum Expo Floor included over 60 trade show exhibitors showcasing the latest advancements. The next annual conference is already scheduled for May 18-21, 2026.

Strong focus on analyst relations, consistently positioned as a Leader in Gartner Magic Quadrants. The consistent recognition by Gartner validates the technology's market position and execution capability. You can see the latest standing here:

Digital content marketing emphasizes thought leadership on supply chain resilience. Content strategy reinforces the platform's ability to handle market uncertainty through unification and advanced technology. A key part of this was the rollout of Agentic AI, which was announced at Momentum 2025 and is set to be generally available in Fall 2025. This innovation moves beyond static configurations to dynamic, intelligent orchestration.

The new Agentic AI suite includes several out-of-the-box digital agents:

• Intelligent Store Manager
• Labor Optimizer Agent
• Wave Inventory Research Agent
• Contextual Data Assistant
• Virtual Configuration Consultant

Furthermore, Manhattan Associates, Inc. (MANH) launched Agent Foundry™, a platform enabling customers to build custom agents, supporting interoperability standards like A2A and MCP.

Targeted advertising campaigns focus on the shift to cloud-native WMS. The promotion highlights the success of the unified platform and expanded go-to-market channels. Win rates against the top 5 competitors were consistent at over 70% in the second quarter of 2025. Additionally, more than 70% of new cloud bookings in that quarter came from net new logos. The company also detailed expanded sales and marketing initiatives, including the largest sales talent recruitment in the past ten years. New distribution channels include making all Manhattan Active solutions available on Google Cloud Marketplace and launching the connector app for Manhattan Active Order Management in the Shopify App Store. Sales and marketing expenses for the third quarter of 2025 were reported as $18,057 thousand.

Customer success stories and case studies are used to defintely drive credibility. Real-world deployments showcase the platform's performance and unification benefits. For instance, Giant Eagle is transitioning its DCs to Manhattan Active Warehouse Management, with the final two DCs planned for transition by September 2025. In its first week of operation, Giant Eagle's latest facility surpassed expectations, processing hundreds of thousands of inbound and outbound cases. Pacsun successfully implemented Manhattan Active Point of Sale, unifying commerce and cutting checkout times. The CEO noted that cross-sell results from the unified Manhattan Active Supply Chain Execution have far exceeded prior platform achievements, with 80% of customers purchasing TMS also buying warehouse management.

Manhattan Associates, Inc. (MANH) - Marketing Mix: Price

Manhattan Associates, Inc.'s pricing structure is fundamentally anchored in a subscription-based Software-as-a-Service (SaaS) model, reflecting the industry shift toward recurring revenue streams.

The transition from older revenue sources to this model is nearly complete, which helps stabilize the company's forward revenue visibility. For the twelve months ended December 31, 2024, License revenue was only $15.1 million, a notable decrease from $18.2 million the prior year, clearly demonstrating the move away from perpetual sales. Conversely, Cloud subscription revenue for the twelve months ended December 31, 2024, reached $337.2 million. Looking into 2025, the full-year guidance for Cloud Revenue midpoint was set at $408.5 million. The company maintains confidence in a sustainable growth rate of 20% for this cloud subscription revenue segment.

In the new cloud model, Manhattan Associates, Inc. enters into non-cancellable contracts typically spanning 5+ years. These contracts are generally priced in the range of $1-1.5M per year per software product. The pricing reflects the mission-critical nature of the software, which supports supply chain, inventory, and omni-channel operations, allowing the company to command premium pricing for its specialized technology.

While specific usage metrics like Annual Gross Merchandise Volume (GMV) or user counts are not publicly detailed as direct pricing levers, the structure is usage-dependent within the enterprise context. The bookings mix for the new cloud business shows a concentration in core areas:

The complexity of large, enterprise deployments inherently involves significant initial investment for customers, which manifests as high initial implementation costs, largely captured through the Services revenue stream.

The Services revenue component, which covers implementation, planning, and consulting, is a direct proxy for these initial deployment efforts. For the second quarter of 2025, Services revenue was $129 million. This figure was down 6% year-over-year. In the first quarter of 2025, Services revenue was $121 million, an 8% decrease YoY, which the company attributed to customer budgetary constraints leading to deferrals of Services work. The professional services team comprises approximately 1,800 individuals out of the total employee base of about 4,200. The sales cycle for these complex deployments typically requires nine to twelve months to close.

The pricing strategy is supported by strong customer commitment, as evidenced by the Remaining Performance Obligations (RPO). For Q2 2025, RPO stood at $2.01 billion, representing a 26% increase compared to the prior year.

• Cloud Revenue (Q2 2025): $100.4 million
• Cloud Revenue Growth (Q2 2025 YoY): 22%
• Total Revenue (Q2 2025): $272.4 million
• FY 2025 Total Revenue Guidance Midpoint: $1.073 billion
• FY 2025 Adjusted EPS Guidance Midpoint: $4.80

The value-based approach is reinforced by the high Return on Equity (ROE) reported at 73.58%, signaling efficient profit generation from shareholder equity.