Manhattan: 3 Key Takeaways for Long-Term Investors

Manhattan Associates reported 28% year-over-year cloud revenue growth in Q3 2026. The company achieved 100% conversion rates from AI pilot programs to full subscriptions, launched tiered platform packaging to reach smaller customers, and expanded its partner ecosystem with year-to-date partner-sourced deals up over 4x. Remaining performance obligations reached $2.6 billion, positioning the company for sustained subscription growth.