Manhattan Associates, Inc. (MANH) Presents at Citi's 2026 Global TMT Conference Transcript

Yes. So Manhattan has been in the supply chain space for more than 30 years, started out building software and services back in the custom days and then the on-prem days. And about a dozen years ago, recreated itself as a cloud company. So today, everything we sell is a cloud-based SaaS. We're the leader in that space. Gartner and Forrester, rate us a leader. We're an 18-year straight leader in warehouse and also a leader in transportation and order management and point of sale. And we recently launched our cloud supply chain planning product as well. So our focus has been on consistent growth in the cloud. We recently launched our AI products in Q1, and we've had very quick adoption of those products. And we announced, by the end of Q2, already 10% of our installed base. We're using our AI products either in pilot or in subscription.