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BlackLine (BL)
NASDAQ:BL
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.45Last Year’s EPS
0.49Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call outlined strong operational progress: record bookings, RPO growth, margin expansion, improving sales productivity, enterprise NRR strength, accelerating platform adoption and AI-enabled product momentum. Key challenges remain centered on lower-mid-market churn/headcount transition effects, a near-term debt maturity, and the fact that platform/AI consumption monetization will be modest in 2026. Management provided measured guidance that embeds platform adoption and margin expansion but implies growth just below double digits.Company Guidance
Record Bookings and Strong Bookings Growth
Full-year bookings grew 22%, with management calling Q4 the strongest booking quarter and year in company history; nearly 75% of Q4 new bookings leveraged the platform.
RPO and Contract Momentum
Remaining performance obligations (RPO) grew 23% to $1.1B, with current RPO accelerating to 13%, driven by platform adoption and multiyear renewals.
Revenue and ARR Growth
Q4 total revenue was $183.0M, up 8% year-over-year; Annual Recurring Revenue (ARR) was $702.0M, up nearly 10% (including ~1.5 points FX benefit).
Enterprise Expansion and Retention Strength
Enterprise cohort delivered a net revenue retention (NRR) of 107% and a revenue renewal rate of 95% in the quarter; new customer deal sizes were up 35%, and customers paying >$1M ARR increased 20% to 85 customers.
Strategic Products & Platform Adoption
Strategic products represented 33% of sales; platform pricing ARR was 11% of eligible ARR (up from 4% in prior quarter), illustrating initial adoption of the new commercial model.
Profitability and Efficiency
Q4 non-GAAP operating margin was ~25% and non-GAAP net income margin ~25%; non-GAAP subscription gross margin ~82% and overall non-GAAP gross margin ~80%; operating cash flow was $27M and free cash flow $20M.
Sales Productivity Improvements
Sales productivity improved materially, resulting in a 30% decrease in customer acquisition costs in the quarter and improved trailing twelve-month billings growth (~9%).
AI & Product Momentum
Customer usage of AI capabilities more than doubled quarter-over-quarter, with nearly 20% of customers using some AI features; Verity Prepare in early access and additional agents (Verity Collect, Verity Accruals) on the roadmap to monetize AI over time.
Infrastructure & Partnerships
Google Cloud migration completed (expected to unlock further margin improvement); deeper SAP alignment with Studio 360 product qualification and strengthened partner-driven wins (every deal >$500K in 2025 involved a partner).
Capital Returns and Balance Sheet Actions
Returned ~$34M in Q4 via repurchases (632K shares) and repurchased >$235M in 2025 (~4.5M shares); cash, cash equivalents & marketable securities ~$778M and planned retirement of 2026 notes (to reduce diluted share count by ~1M shares).
BL Earnings History
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
BL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $44.33 | $41.90 | -5.48% |
Nov 06, 2025 | $56.82 | $53.58 | -5.70% |
Aug 05, 2025 | $54.43 | $52.00 | -4.46% |
May 06, 2025 | $46.65 | $50.67 | +8.62% |
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.
FAQ
When does BlackLine (BL) report earnings?
BlackLine (BL) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is BlackLine (BL) earnings time?
BlackLine (BL) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BL EPS forecast?
BL EPS forecast for the fiscal quarter 2026 (Q1) is 0.45.