Bridgeline Digital (BLIN)
NASDAQ:BLIN
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Earnings Data
Report Date
Aug 13, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
-0.07Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong commercial momentum: record new-logo wins, a substantial increase in average contract size driven by AI add-ons, 82% pipeline growth, improved operating discipline and markedly better adjusted EBITDA. However, reported GAAP revenue was flat year-over-year, gross profit declined slightly, services revenue slipped, and cash on hand is modest. The positives (accelerating sales, higher ASP, solid retention and pipeline growth) materially outweigh the negatives, which are largely timing and mix-related, suggesting the business is scaling but has not yet fully converted recent wins into recognized revenue.Company Guidance
Record New Logo Wins and Strong Sales Momentum
19 new logo wins in the quarter (the most in company history); $2.8M in total contract value (TCV) with $1.2M in annual recurring revenue (ARR); signed over $1M in professional services agreements; reported that sales this quarter tripled compared to the prior quarter.
Average Sales Price (ASP) and Add-on Revenue Expansion
Average sales price jumped to $44,000 ARR this quarter vs $30,000 last quarter (+46.7% QoQ) and $21,000 in Q2 FY2025 (+109.5% YoY); existing customers bought an average of $28,000 in ARR for add-on products (AI Visual Search), indicating strong upsell potential.
Pipeline and Lead Generation Growth
Qualified pipeline grew 82% year-over-year versus Q2 FY2025, with over 500 qualified leads and nearly $5.5M in ARR in the pipeline; company-reported AQLs have ~20% historical close rate (implying meaningful near-term conversion potential).
Product Recognition and New AI Product Launch
HawkSearch received multiple 2026 honors from Info-Tech Research Group (Leader in Enterprise Search, Top Product Catalog, Top UX, etc.); launched Hawk AI Shopping Assistant built for complex B2B workflows, positioned to drive further sales and differentiation vs incumbents.
Customer Success and Revenue Retention
Net revenue retention for core products was 107%, and HawkSearch suite now represents 65% of subscription revenue (up from 61% a year ago), demonstrating strong retention and expansion within the installed base.
Expense Discipline and Profitability Trajectory
Operating expenses declined to $2.9M from $3.4M in the prior-year period (down ~14.7%); net loss narrowed to $0.4M from $0.7M (improvement of $0.3M, ~42.9%); adjusted EBITDA improved to -$43K from -$239K (improvement of $196K, ~82.1%).
Healthy Balance Sheet Elements and Low Interest Debt
Cash of $1.4M and receivables of $1.4M; total debt was modest at EUR 182K (~$209K) with a weighted average interest rate of 3.2% and principal payments through 2028; no other acquisition earn-outs or additional debt disclosed.
BLIN 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
BLIN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $0.99 | $0.94 | -4.95% |
Feb 12, 2026 | $0.70 | $0.70 | +0.14% |
Dec 18, 2025 | $0.98 | $0.95 | -2.55% |
Aug 14, 2025 | $1.50 | $1.32 | -11.94% |
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 Bridgeline Digital (BLIN) report earnings?
Bridgeline Digital (BLIN) is schdueled to report earning on Aug 13, 2026, After Close (Confirmed).
What is Bridgeline Digital (BLIN) earnings time?
Bridgeline Digital (BLIN) earnings time is at Aug 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BLIN EPS forecast?
Currently, no data Available