BlackLine (BL)
NASDAQ:BL
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.57Last Year’s EPS
0.51Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong top-line growth, improving profitability, meaningful AI-driven product adoption, larger deal sizes, and expanding RPO—demonstrating clear momentum behind the platform and Verity agent strategy. Key operational highlights include strong gross and operating margins, rising strategic product mix, and measurable AI-driven customer outcomes. Headwinds exist from lower mid-market churn, lumpy platform migration cadence, limited near-term consumption revenue, modest FX and timing items, and regional geopolitical uncertainties; however, management has baked these factors into guidance and provided a credible path to higher platform penetration and margins. Overall, the positive operational and commercial trends significantly outweigh the contained headwinds.Company Guidance
Revenue Growth and ARR Expansion
Total revenue of $183 million, up 10% year-over-year; ARR reached $712 million, up 9% year-over-year, reflecting continued bookings momentum.
Strong RPO and Billings Momentum
Remaining performance obligations (RPO) grew 18% to $1.1 billion with current RPO growth of 12%; calculated billings growth was 9%, trailing 12-month billings growth improved to 9%.
Improved Profitability and Cash Generation
Non-GAAP operating margin improved to 21.6%; non-GAAP gross margin 80.2% and subscription gross margin 83%; non-GAAP net income $40 million (22% margin); operating cash flow $46 million and free cash flow $36 million (20% FCF margin).
Raised Full-Year Guidance
Q2 GAAP revenue guidance of $186–188 million (8.1%–9.3% growth); full-year 2026 GAAP revenue guidance raised to $765–769 million (9.2%–9.8% growth) with non-GAAP operating margin guide of 24%–24.5%.
Platform Momentum and Deal Economics
Studio360 platform adoption reached 13% of eligible ARR (up from 11% in Q4); 94% of eligible new bookings landed on platform pricing; average new deal size rose 85% to $162,000, demonstrating improved deal economics.
Strategic Product Mix and Cross-Sell
Strategic products represented 37% of sales (up from 33% last quarter and 27% prior year), indicating stronger cross-sell and attach rates tied to platform adoption.
AI/Verity Adoption and Usage Acceleration
Over two-thirds of customers actively using embedded Verity AI tools; adoption increased 285% quarter-over-quarter; unique users grew 68% and total usage grew 183% in Q1, signaling AI moving into day-to-day workflows.
Material Efficiency Gains from Verity Agents
Verity Prepare delivered validated customer outcomes including over 90% reduction in reconciliation processing time (example: 3 hours to 10 minutes, ~95% time savings); Verity Match reduced manual investigations by ~64% and achieved up to 25x cost-efficient processing on NVIDIA GPUs; Verity Collect early demand exceeded capacity with dramatic collections efficiency (agent completed tasks in under 30 minutes vs ~45 human hours).
Productivity Improvements in R&D
AI-augmented development reduced time from idea to production by 22% year-over-year, increasing R&D velocity and expected to compound efficiency gains over time.
Enterprise Wins and Customer Base Strengthening
86 customers with >$1M ARR (up 9% YoY), $250k+ cohort up 14%; key enterprise renewals, rip-and-replace wins, and new logos (including large health care provider and AI/data platform customers) validating upmarket motion and governance value proposition.
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 |
|---|---|---|---|
May 05, 2026 | $32.34 | $29.55 | -8.63% |
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% |
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 Aug 11, 2026, After Close (Confirmed).
What is BlackLine (BL) earnings time?
BlackLine (BL) earnings time is at Aug 11, 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 (Q2) is 0.57.