The earnings call for Bill.com Holdings, Inc. highlighted strong revenue growth, significant profitability improvements, and promising advancements in AI and platform expansion. Despite these achievements, there are concerns regarding the take rate and a muted spending environment influencing future growth projections. Overall, the positive aspects outweigh the negative challenges.

Company Guidance

During the fiscal fourth quarter and year-end 2025 conference call for Bill.com Holdings, Inc., the company outlined several key metrics and initiatives that drove its performance. Bill.com reported total revenue of $1.5 billion for fiscal 2025, with core revenue growth of 16% year-over-year. The company exceeded its initial guidance for non-GAAP operating income by over 20%, achieving $240 million in non-GAAP operating income. The platform's network expanded to over 8 million members, a 18% increase from the previous year, with 54% of payments occurring seamlessly within the network. The company also highlighted the successful launch of Supplier Payments Plus and Bill Procurement, which cater to midsize and complex businesses. Additionally, Bill.com processed over 1.3 billion documents on its platform, leveraging AI to increase the number of fully automated bills by 80% since the beginning of 2025. Looking ahead, for fiscal 2026, Bill.com anticipates total revenue growth of 9% to 11% and core revenue growth of 12% to 15%, with a focus on expanding its addressable market, driving growth from its integrated platform, and innovating with AI.

Record Revenue Growth

Bill.com Holdings, Inc. reported a total revenue growth to $1.5 billion with a core revenue increase of 16% year over year.

Profitability Improvements

Non-GAAP operating income exceeded the high end of initial fiscal 2025 guidance by over 20%, achieving $240 million in non-GAAP operating income.

AI and Platform Expansion

Launched the AgenTeq AI platform and financial operations agents, aiming to transform financial operations for SMBs with AI-driven automation.

Strong Customer Network

The Bill network surpassed 8 million members, an increase of 18% from the previous year, enhancing transaction speed and security.

Significant AI Impact

AI solutions increased fully automated bills by 80% and extended $200 million in proactive line increases, while preventing over 8 million fraudulent attempts.

Embedded Strategy Success

Significant growth in Embed 2.0 strategy, including a new strategic partnership with a Fortune 500 software company.

Bill.com Holdings (BILL) Earnings, Revenues Date & History

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BILL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q1)	0.51 / -	0.63	―	―	―
Aug 27, 2025	2025 (Q4)	0.42 / 0.53	0.57	-7.02% (-0.04)
May 08, 2025	2025 (Q3)	0.37 / 0.50	0.6	-16.67% (-0.10)
Feb 06, 2025	2025 (Q2)	0.47 / 0.56	0.63	-11.11% (-0.07)
Nov 07, 2024	2025 (Q1)	0.51 / 0.63	0.54	16.67% (+0.09)
Aug 22, 2024	2024 (Q4)	0.46 / 0.57	0.59	-3.39% (-0.02)
May 02, 2024	2024 (Q3)	0.53 / 0.60	0.5	20.00% (+0.10)
Feb 08, 2024	2024 (Q2)	0.40 / 0.63	0.42	50.00% (+0.21)
Nov 02, 2023	2024 (Q1)	0.50 / 0.54	0.14	285.71% (+0.40)
Aug 17, 2023	2023 (Q4)	0.41 / 0.59	-0.03	2066.67% (+0.62)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BILL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 27, 2025	$41.63	$49.20	+18.18%
May 08, 2025	$47.57	$44.72	-5.99%
Feb 06, 2025	$96.35	$62.13	-35.52%
Nov 07, 2024	$65.90	$77.31	+17.31%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.