MANH — what changed in the latest 10-Q
A section-by-section comparison of MANH's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-07-31 vs the prior 10-Q · 2026-04-24
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +60 | −38 | ~18 | 41 |
| Market risk (Item 3) | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 3 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 2 |
| Risk factors | Text added/removed | +1 | −2 | 0 | 0 |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-07-31
Cloud Subscriptions and Software License Revenue. In the three months ended June 30, 2026, cloud subscriptions revenue totaled $126.7 million or 42% of total revenues. The Americas, EMEA, and APAC segments recognized $97.6 million, $24.3 million, and $4.8 million in cloud subscriptions revenue, resp…
In the three months ended June 30, 2026, license revenue totaled $2.0 million, or 1% of total revenue. The Americas, EMEA, and APAC segments totaled $1.2 million, $0.6 million, and $0.2 million in license revenue, respectively, in the three months ended June 30, 2026. In the six months ended June 30…
Our Unified Omnichannel Commerce and Digital Supply Chain solutions are focused on core omnichannel operation (e-commerce, retail store operations and POS), supply chain commerce operations (Warehouse Management, Transportation Management, and Labor Management), and demand forecasting and replenishm…
Maintenance Revenue. Our maintenance revenue for the three months ended June 30, 2026 totaled $30.5 million, or 10% of total revenue. The Americas, EMEA and APAC segments recognized $23.8 million, $4.7 million, and $2.0 million, respectively, in maintenance revenue in the three months ended June 30,…
Services Revenue. In the three months ended June 30, 2026, our services revenue totaled $133.1 million, or 45% of total revenue. The Americas, EMEA, and APAC segments recognized $99.1 million, $25.7 million, and $8.3 million, respectively, in services revenue in the three months ended June 30, 2026.…
Text removed vs the prior filing · source: 10-Q · 2026-04-24
Cloud Subscriptions and Software License Revenue. In the three months ended March 31, 2026, cloud subscriptions revenue totaled $117.1 million or 41% of total revenues. The Americas, EMEA, and APAC segments recognized $89.5 million, $23.0 million, and $4.6 million in cloud subscriptions revenue, res…
have long sales cycles. During the three months ended March 31, 2026, approximately 58% of the total value of new non-cancelable cloud subscriptions (excluding renewals) signed was with new customers, and 42% was with existing customers. We define new customers as entities from which we either have …
In the three months ended March 31, 2026, license revenue totaled $2.2 million, or 1% of total revenue. The Americas, EMEA, and APAC segments totaled $1.8 million, $0.2 million, and $0.2 million in license revenue, respectively, in the three months ended March 31, 2026.
Our Unified Omnichannel Commerce and Digital Supply Chain solutions are focused on core omnichannel operation (e-commerce, retail store operations and POS), supply chain commerce operations (Warehouse Management, Transportation Management and Labor Management), and demand forecasting and replenishme…
Maintenance Revenue. Our maintenance revenue for the three months ended March 31, 2026 totaled $30.6 million, or 11% of total revenue. The Americas, EMEA and APAC segments recognized $23.8 million, $4.6 million, and $2.2 million, respectively, in maintenance revenue in the three months ended March 3…
Risk factors
Text added vs the prior filing · source: 10-Q · 2026-07-31
In addition to the information set forth in this report, you should carefully consider the risk factors disclosed in Item 1A, “Risk Factors,” of our annual report on Form 10-K for the year ended December 31, 2025, as supplemented by the risk factors disclosed in 1A, “Risk Factors,” of our quarterly …
Text removed vs the prior filing · source: 10-Q · 2026-04-24
In addition to the information set forth below and the other information set forth in this report, you should carefully consider the risk factors disclosed in Item 1A, “Risk Factors,” of our annual report on Form 10-K for the year ended December 31, 2025.
The conflict involving the United States, Israel, and Iran and related geopolitical instability may adversely affect our business. A military conflict involving the United States, Israel, and Iran commenced in February 2026, which has led to disruptions in shipping through the Strait of Hormuz. The …
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice