E2open Investor Presentation Deck

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July 2023

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#1Investor Overview -84 e2open Moving as one." July 2023#2Disclaimer Forward Looking Statements This presentation contains forward-looking statements including, but not limited to, statements regarding our short-term and long-term financial targets, expectations and objectives; business outlook, opportunities and strategies; customer demand and market expansion; strategies related to our products and technology; industry growth rates; software trends; and other statements related to our expectations for the future. These statements involve risks, uncertainties and other factors that could cause our actual results, time frames or achievements to differ materially from those expressed or implied in our forward-looking statements. Such risks, uncertainties and factors include, but are not limited to: risks from the recessionary business environment, inflation, operations and financial condition; risks and compliance obligations relating to the global nature of our operations; macroeconomic conditions and uncertainty in the global economy; fluctuation of our operating results; the ability to integrate acquisitions, including BluJay Solutions and Logistyx; and more. Additional information on potential risks, uncertainties and other factors that could affect our results is included in filings we make with the Securities and Exchange Commission from time to time, including in the section entitled "Risk Factors" in our Annual Report on Form 10-K and in our Quarterly Reports on Form 10-Q. We undertake no duty, and do not intend, to update any forward-looking statement, whether as a result of new information, future events or otherwise, unless required by law. Non-GAAP Financial Measures This presentation includes certain financial measures not presented in accordance with generally accepted accounting principles ("GAAP") including, but not limited to, Pro Forma Adjusted EBITDA and certain ratios and other metrics derived therefrom. These non-GAAP financial measures are not measures of financial performance in accordance with GAAP and may exclude items that are significant in understanding and assessing our financial results. Therefore, these measures should not be considered in isolation or as an alternative to net income, cash flows from operations or other measures of profitability, liquidity or performance under GAAP. You should be aware that our presentation of these measures may not be comparable to similarly-titled measures used by other companies. We believe these non-GAAP measures of financial results provide useful information to management and investors regarding certain financial and business trends relating to our financial condition and results of operations. We believe that the use of these non-GAAP financial measures provide an additional tool for investors to use in evaluating ongoing operating results and trends in and in comparing our financial measures with other similar companies, many of which present similar non-GAAP financial measures to investors. These non-GAAP financial measures are subject to inherent limitations as they reflect the exercise of judgments by management about which expense and income are excluded or included in determining these non-GAAP financial measures. Please refer to footnotes were presented on each page of this presentation. This presentation also includes certain projections of non-GAAP financial measures. Due to the high variability and difficulty in making accurate forecasts and projections of some of the information excluded from these projected measures, gether with some of the excluded information not being ascertainable or accessible, we are unable to quantify certain amounts that would be required to be included in the most directly comparable GAAP financial measures without unreasonable effort. Consequently, no disclosure of estimated comparable GAAP measures is included, and no reconciliation of the forward-looking non-GAAP financial measures is included. e2open July 10, 2023#3Business Overview e2open#4E2open is a connected supply chain software platform that enables the world's largest companies to transform the way they make, move, and sell goods and services Our Mission Build the most comprehensive and capable end-to-end global supply chain software ecosystem combining networks, data and applications to deliver enduring customer value e2open#5Largest cloud software platform for supply chain Rule Of 40+ Business $652M FY23 Total Revenue e2open 10% FY23 Subscription Revenue Growth (1) ~4,000 Global Employees $217M FY23 Adjusted EBITDA (2) 33.3% Adjusted EBITDA margin (1) Constant Currency basis: Prior year FX rates applied to current year actuals to normalize for FX impact (2) Includes $19M of previously announced investment spend#6e2open The Supply Chain Platform Built for the Digital Economy Demand Manage partners, incentive programs, channel inventory and retail promotions with decision-grade data and proven Al technology The Connected Supply Chain Platform Al Driven Applications - Unified Decision Making - Single Pane of Glass Planning CO Scenario-based planning and execution capabilities. Balance demand, supply, inventory and financial targets Global Trade everage current, comprehensive data for cross-border transactions. Reduce risk of non-compliance, avoiding delays at the border, criminal liability and fines Logistics Manage every aspect of transportation planning, optimization, booking, shipment tracking and payments e2net Open Partner Network Supply Q Automate and collaborate directly with suppliers and contract manufacturers- and their suppliers 6#7The World's Largest Network of Interconnected Partners. The Connected Supply Chain Platform Four Ecosystems | 420,000 Connected Enterprises | 14B Transactions Annually Demand Ecosystem 950K active channel partners $10B incentives managed 862M annual channel sales transactions Global Trade Ecosystem 30M annual export sales order lines 226 countries, territories, jurisdictions covered 62B annual restricted party list screenings E2net Open Partner Network e2opene2open LLC 2023. All Rights Reserved. Confidential Supply Ecosystem 26M annual invoices 59M annual shipments 155M annual orders Logistics Ecosystem 22% of global ocean bookings 66M containers tracked $21B annual TMS freight spend#8Providing clients tangible benefits. "Having visibility to the supply chain gives us and our suppliers the ability to plan its capacity, its resources, its material; it really helps with cost as well to have it all tied together." Vice President, Industrial Systems. L'Oreal "Working with E2open enables us to better fulfill short supplier lead times, reduce inventory levels, and dramatically improve inventory turns-all while lowering the total cost of ownership to our customers." CPO and EVP, Supply Chain Solutions, Celestica e2opene2open LLC 2023. All Rights Reserved. Confidential "Once you can see the shipments moving in transit, you can predict any late shipments and adjust. NCR will see a seven-figure benefit from the implementation; it has added definite value for us." Director, Global Logistics Sourcing, NCR "Centralizing and automating our export control processes, and particularly our trade compliance, not only reduces risk for Sandvik, but opens new opportunities to do more business worldwide." Manager Group Function, Trade Compliance, Sandvik 8#9Strong Client Traction and Value Creation. 15 Years Average Client Tenure(1) ~650 Large Enterprise Clients (2) e2open e2open LLC 2023. All Rights Reserved. Confidential 3 Years Average Client Contract -104% Net Client Retention (³) (1) Average customer tenure based on weighted ARR; top 100 clients (2) Large Enterprise Customers defined as >$1B revenue and > $15K ARR (3) Net revenue retention as of 2/28/2023; Gross revenue retention was 94% as of 2/28/2023 9#10Balanced and Diverse Customer Base % Total Customer Count by Industry 21% e2open 17% 12% 23% 27% Technology Transportation Consumer (¹) Industrial Other (3) (1) Consumer: Includes CPG, Apparel, Footwear and Retail. (2) Industrial: Includes Aerospace & Defense / Automotive. (3) Other: Includes Agriculture, Business and Financial Services, Education, Medical devices, Oil & Gas, Non-profit and Pharma and Biotech. Data as of 12/22/2022 e2open LLC 2023. All Rights Reserved. Confidential (2) 16% % Total Customers by ARR 11% 26% 25% 22% Technology Transportation Consumer (¹) Industrial (3) Other (2) 10#11Growth Through Partnerships System Integrators & BPO accenture KPMG genpact tcs Market Expansion. MAERSK IBM. TATA CONSULTANCY SERVICES EXOSTARⓇ We build trust. CLX LOGISTICS THE WORLD LEADER IN CHEMICAL LOGISTICS e2opene2open LLC 2022. All Rights Reserved. Confidential Technology & Content Uber Freight ➤PayCargo. dun&bradstreet SHIPPEO 11#12Organic Growth Acceleration and Strategic M&A Lead to Nearly 10X Revenue Scale and $220M EBITDA Run Rate in 7 Years FY 2016 - $74M Rev Negative EBITDA -50% GM ~(5%) Organic Growth 2015 New Management Team New Direction July 2015 2016 CPG Demand Sensing March 2016 Retail Demand Signal Repositories June 2016 2018 Cloud-based TMS October 2018 Ocean Shipping Network November 2018 ~36% Revenue CAGR(²) 2017 Sales & Operations Planning February 2017 Indirect Sales Channel Visibility November 2017 e2open e2open LLC 2022. All Rights Reserved. Confidential Sales Channel Performance December 2017 2021 Global Transportation Management September 2021 2019 Channel Marketing Automation June 2019 Global Trade Network May 2019 Today - FY2023 (¹) $652M Rev $217M Adj EBITDA 69% GM 10% Organic Subs Growth 2022 Multi-Carrier E-Commerce Shipping March 2022 (1) Based on FY2023 GAAP full year actuals; constant currency growth rates (2) FY16 to FY23 12#13ESG at e2open. E2open is committed to unifying and optimizing global supply chains through technology and collective actions that improve quality of life, enrich outcomes, and drive meaningful change. ● ● Đ Minimize the impact of our own activities and supply chain with a focus on renewables, carbon emissions reduction toward net zero, and reducing waste Planet Promote environmental stewardship through the conservation of natural resources and organizational activities ● ● People Champion diversity, equity, and inclusion through focused recruiting and retention efforts, employee resource groups, training, and awareness activities Build a culture that enables talented individuals to meet their full potential through training and development, employee recognition, and increased engagement Support and help communities thrive through philanthropic and volunteer activities e2opene2open LLC 2023. All Rights Reserved. Confidential ● Platform Leverage innovation and technology to enable world-class supply chain efficiencies that reduce emissions and waste, conserve natural resources, and improve lifecycle management Respect human rights and be an advocate for them in the supply chain Protect and secure data and infrastructure ● Policy Improved accountability and transparency Maintain high ethical standards at all times Integrate ESG elements into business strategy for continued growth 13#14Corporate Culture Powered by People with Purpose Training & Development Employee Engagement ● ● ● Community Charitable Contributions Employee Giving Volunteerism - Mentorship Professional Organizations 198 Tig ● Learning hub with 800+ courses covering: - Information Security/Data Security Human Resources Ethics and Legal Business Skills and Leadership Role Training - Solutions e2open university LEARNING AS ONE e2opene2open LLC 2023. All Rights Reserved. Confidential ● ● 0⁰⁰⁰0 aD Quarterly Town Hall/ Surveys Diversity, Equity and Inclusion Groups Manager and Employee Feedback Program e2CONNECT e2open Innovation Annual e2opennovation competition Move the needle: Advances our 3-year strategic plan - Hidden gems: Showcases work over the past year that elevates e2open and our clients 14#15FY2024 e2open Strategic Roadmap Strategic Drivers: Value - Growth - Efficiency Build the most connected supply chain SaaS platform combining networks, data, and applications to deliver enduring customer value. FY2024 Strategic Pillars Client ENGAGEMENT Grow through stronger client relationships { Client EXPERIENCE Make client experience a competitive differentiator 8 9 e2open e2open LLC 2023. All Rights Reserved. Confidential Product EXCELLENCE Be recognized for market and product leadership Operational EFFICIENCY Hire and retain the best talent, provide the best training, expect high performance Business KPIs tied to key initiatives for each pillar Simplify our work 15#16The Opportunity DRAFT e2open#17E2open uniquely positioned to solve increasingly complex supply chain challenges. FROM Structural Challenges of Today's Supply Chains NOT Integrated Poor Data Disconnected processes, systems, applications and data Siloed Decisions Misaligned priorities leading disconnected and uniformed decision making e2open Late, inaccurate and incomplete data leading to indecision Reactive A series of hasty decisions and delayed responses resulting in poor outcomes ΤΟ The Modern Supply Chain Integrated Unified supply chain technology platform and interconnected partner network Connected Decisions Real-time decision making capabilities and automated responses Harmonized Timely, accurate, and complete data enabling decision grade insight and information Proactive Business transformation and a supply chain working together as one#18This challenge has created a large untapped market $54B $1B Existing Customer White Space (2) Total Addressable Market(1) e2open (1) $54B+ TAM includes only the company's current core markets of North America and Europe. $45B of TAM is based on bottoms-up build by industry, company size and level of supply chain complexity plus an estimated $9B from middle market customers related to BluJay Solutions. (2) Excludes customers with less than $50K ARR#19E2open is the Only Platform Combining End-to-End Applications With the Largest Network, Producing Decision-Grade Datal e2open Planning¹ Anaplan Coupa Dassault 09 Solutions Wolters Kluwer Infor Blue Yonder Manhattan Oracle SAP Kinaxis e2open Execution² 3T Logistics Alpega Group C.H. Robinson Shipwell Transplace One Network Siemens TrueCommerce Open Text Pagero Multi-enterprise Networks ³ The only network with planning and execution capabilities Multi-tier, Multi-enterprise connections for timely data End-to-end AI/ML-enabled algorithmic applications for holistic decisions Permissioned collaborative platform for all participants across the entire supply chain Competitors deliver point solutions without real-time access to data X Most Planning or Execution vendors lack a Network X Planning or Execution vendors typically operate within an industry niche X Network players cannot match the industry process breadth and connectivity complexity ability of e2net 1. Gartner Magic Quadrant for Supply Chain Planning 2. Gartner Magic Quadrant for Transportation Management Systems 3. Gartner Magic Quadrant for Multi-enterprise Supply Chain Business Networks#20Financial Highlights e2open#21FY'23 Financial Highlights GAAP Revenue 18% Services 82% Subscription e2open e2open LLC 2023. All Rights Reserved. Confidential Adjusted EBITDA Margin 33% $ Non-GAAP Gross Margin 69% 0 (!!!)#22Long-term Target Model 12% + Subscription Revenue Growth Mid 30's%+ Adjusted EBITDA Margin e2open 70%+ Non-GAAP GROSS PROFIT MARGIN ~5% CAPEX as a % of Revenue (1) (1) Excluding M&A or one time capex Long-term targets as of Fiscal-year end 2023#23Appendix -84 e2open Moving as one.#24Reconciliation of Pro Forma Revenue Full Year FY2023 (in millions) Total GAAP Revenue Deferred revenue purchase accounting adjustment (2) BluJay pre-acquisition revenue Logistyx pre-acquisition reve Total non-GAAP revenue Constant currency FX impact (3) Total non-GAAP revenue (constant currency basis) (4) GAAP Subscription Revenue Deferred revenue purchase accounting adjustment (2) BluJay pre-acquisition revenue Logistyx pre-acquisition revenue Non-GAAP subscription revenue Constant currency FX impact (3) Non-GAAP subscription revenue (constant currency basis) (4 FY FY2023 652.2 e2open 652.2 11.2 $663.4 532.9 532.9 8.5 $541.5 FY FY2022 (¹) 425.6 53.6 96.7 40.2 616.0 $616.0 335.5 53.6 75.9 27.9 492.9 $492.9 $ Var 226.7 (53.6) (96.7) 0.2) 36.3 11.2 $47.4 197.4 (53.6) (75.9) (27.9) 40.0 8.5 $48.5 % Var 53.3% n/m n/m n/m 5.9% n/m 7.7% 58.8% n/m n/m n/m 8.1% n/m 9.8% (1) Non-GAAP pro forma inclusive of Logistyx and BluJay, as if acquired on March 1, 2021. (2) Non-GAAP revenue adds back amortization of the purchase accounting fair value adjustment to deferred revenue resulting for the business combination as required by GAAP. This is no longer required beginning in fiscal year 2023. (3) Constant Currency refers to pro forma amounts excluding the impact of translating foreign currencies into U.S. dollars. To calculate foreign currency translation on a constant currency basis, operating results for the current year period for entities reporting in currencies other than the U.S. dollar are translated into U.S. dollars at the exchange rates in effect during the comparable period of the prior year (rather than the actual exchange rates in effect during the current year period) (4) Constant Currency refers to pro forma amounts excluding translation and transactional impacts from foreign currency exchange rates.#25Reconciliation of Pro Forma Gross Profit Full Year FY2023 (in millions) GAAP Gross profit Deferred revenue purchase accounting adjustment (²) Depreciation and amortization Share-based compensation (3) Non-recurring/non-operating costs (4) Non-GAAP gross profit BluJay pre-acquisition gross profit Logistyx pre-acquisition gross profit Total non-GAAP gross profit Non-GAAP Gross Margin % Constant currency FX impact (5) Total non-GAAP gross profit (constant currency basis) (6) Non-GAAP Gross Margin % (constant currency basis) (6) FY FY2023 330.3 e2open 114.1 1.5 2.5 $448.3 $448.3 68.7% 4.5 $452.8 68.3% FY FY2022 (¹) 202.6 53.6 84.9 1.3 1.6 $344.0 64.0 20.5 $428.4 69.6% $428.4 69.6% $ Var 127.7 (53.6) 29.2 0.2 0.9 $104.4 (64.0) (20.5) $19.9 4.5 $24.4 % Var 63.0% n/m 34.3% 17.8% 52.8% 30.3% n/m n/m 4.6% n/m 5.7% (1) Non-GAAP pro forma inclusive of Logistyx and BluJay, as if acquired on March 1, 2021. (2) Non-GAAP revenue adds back amortization of the purchase accounting fair value adjustment to deferred revenue resulting for the business combination as required by GAAP. This is no longer required beginning in fiscal year 2023. (3) Reflects non-cash, long-term share-based compensation expense. (4) Primarily includes other non-recurring expenses such as systems integrations and consulting, advisory fees, and certain severance costs. (5) Constant Currency refers to pro forma amounts excluding the impact of translating foreign currencies into U.S. dollars. To calculate foreign currency translation on a constant currency basis, operating results for the current year period for entities reporting in currencies other than the U.S. dollar are translated into U.S. dollars at the exchange rates in effect during the comparable period of the prior year (rather than the actual exchange rates in effect during the current year period) (6) Constant Currency refers to pro forma amounts excluding translation and transactional impacts from foreign currency exchange rates.#26Reconciliation of Pro Forma EBITDA Full Year FY2023 FY FY2023 (in millions) Net income (loss) Interest expense, net Income tax benefit Depreciation and amortization EBITDA Deferred revenue purchase accounting adjustment (2) Share-based compensation (³) Non-recurring/non-operating costs (4) (5) Acquisition-related adjustments Change in tax receivable agreement liability (6) Change in fair value of warrant liability (7) Change in fair value of contingent consideration Goodwill impairment Right-of-use assets impairment charge Loss on disposition Adjusted EBITDA BluJay pre-acquisition EBITDA and other Logistyx pre-acquisition EBITDA and other Total adjusted EBITDA Adjusted EBITDA Margin % (8) Constant currency FX impact (⁹) Total adjusted EBITDA (constant currency basis) (10) Adjusted EBITDA Margin % (constant currency basis) (10) (720.2) 73.8 (250.4) 213.3 ($683.5) 17.8 10.2 16.3 2.9 (37.5) (16.0) 901.6 4.1 1.4 $217.1 $217.1 33.3% (3.7) $213.4 32.2% FY FY2022 (¹) (189.9) 32.6 (30.1) 142.6 ($44.8) 53.6 11.3 9.7 64.4 0.2 (1.6) 69.8 $162.5 32.8 0.9 $196.1 31.8% $196.1 31.8% $ Var (530.3) 41.2 (220.3) 70.7 ($638.8) (53.6) 6.5 0.4 (48.1) 2.7 (35.9) (85.8) 901.6 4.1 1.4 $54.7 (32.8) (0.9) $21.0 (3.7) $17.3 % Var n/m n/m n/m 49.5% n/m n/m 57.3% 4.4% (74.7%) n/m n/m n/m n/m n/m n/m 33.7% n/m n/m 10.7% n/m 8.8% (1) Non-GAAP pro forma inclusive of Logistyx and BluJay, as if acquired on March 1, 2021. (2) Non-GAAP revenue adds back amortization of the purchase accounting fair value adjustment to deferred revenue resulting for the business combination as required by GAAP. This is no longer required beginning in fiscal year 2023. (3) Reflects non-cash, long-term share-based compensation expense. (4) Primarily includes other non-recurring expenses such as systems integrations and consulting, advisory fees, and certain severance costs. (5) Primarily includes advisory, consulting, accounting and legal expenses incurred in connection with mergers and acquisitions activity, including related valuation, negotiation and integration costs and capital-raising activities for costs related to the Business Combination, as well as the Logistyx and BluJay acquisitions. (6) Represents the expense related to the change in the fair value of the tax receivable agreement liability, including interest. (7) Represents the fair value adjustment at each balance sheet date of the warrant liability related to the public, private placement and forward purchase warrants. (8) Represents the fair value adjustment at each balance sheet date of the contingent consideration liability related to the restricted Series B-1 and B-2 common stock and Sponsor Side Letter. (9) Constant Currency refers to pro forma amounts excluding the impact of translating foreign currencies into U.S. dollars. To calculate foreign currency translation on a constant currency basis, operating results for the current year period for entities reporting in currencies other than the U.S. dollar are translated into U.S. dollars at the exchange rates in effect during the comparable period of the prior year (rather than the actual exchange rates in effect during the current year period). (10) Constant Currency refers to pro forma amounts excluding translation and transactional impacts from foreign currency exchange rates. e2open

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