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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Blackbaud (BLKB) investor relations material
Blackbaud 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary10 Dec, 2025
Business overview and market position
Operates as a vertical software provider focused on the global social good sector, serving mid-tier and enterprise nonprofits, foundations, schools, and corporate CSR programs.
Total addressable market estimated at $10 billion, with strong performance in K-12 and corporate segments.
Revenue model is a mix of transaction-based and cloud software subscriptions, with multi-year contracts and no seat pricing.
Sales cycles typically last 6–8 months, targeting executive decision-makers in client organizations.
Competitive landscape consists mainly of smaller, founder-led firms and niche players; no direct enterprise-level competitors.
Financial performance and outlook
Achieved strong results in 2025, raising guidance for cash flow and other financial metrics after Q2 and Q3.
Projects mid-single-digit organic revenue growth, higher EBITDA growth, double-digit EPS growth, and robust cash flow.
Aggressively buying back shares, with 7–8% of shares repurchased in 2025 and 10% over the past two years.
Capital allocation prioritizes buybacks, debt reduction, and small tuck-in acquisitions.
Expects further cash flow improvements in 2026 due to operational efficiencies and favorable legislative changes.
Product innovation and AI strategy
Over 70 AI capabilities embedded in core solutions, with a new fully agentic AI fundraising product launching in 2026.
The AI development agent acts as a virtual fundraiser, using text, email, and avatars to engage untapped donor bases.
Monetization of new AI products will follow a subscription model, with potential for additional transaction revenue.
Internal AI adoption includes sales forecasting, lead generation, and customer support, driving productivity and ROI.
Strategic partnerships with Microsoft, McKinsey, and Anthropic support both internal and customer-facing AI initiatives.
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Q4 202512 Feb, 2026
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Frequently asked questions
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, corporations, education institutions, healthcare organizations, and other charitable giving entities to help them realize their missions. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.
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