Research
FORUM TRANSCRIPT

Supply Chain Software – Q4 2022 Update – Blue Yonder, E2open, Manhattan Associates & More

  • Private Equity
  • TMT
  • North America
PREMIUM

Specialist

Former VP at Blue Yonder Group Inc (JDA Software Group Inc)

Agenda

  • SCM (supply chain management) software industry overview, noting key trends and categories such as planning, execution and collaboration, and legacy offerings such as WMS (warehouse management system) and TMS (transportation management system)
  • Impact of macroeconomic backdrop on demand, sales cycles and pricing
  • Competitive dynamics, highlighting key participants, including Blue Yonder (TYO: 6752), E2open (NYSE: ETWO) and Manhattan Associates (NASDAQ: MANH)
  • 1-3-year outlook, highlighting M&A trends

Questions

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