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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
BlackLine (BL) investor relations material
BlackLine Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved Q3 2025 revenue of $178.3M, up 7.5% year-over-year, with strong new customer acquisition, larger deal sizes, and robust free cash flow, reflecting successful business transformation and platform strategy.
Annual recurring revenue reached $685M, up 7.3% year-over-year, with a 103% net revenue retention rate, including a 1% FX headwind.
Non-GAAP operating margin was 21.4% and non-GAAP net income was $38M (21% margin); GAAP net income was $5.3M, reflecting higher restructuring costs.
Launched new AI-powered solutions (Verity, Vera), expanded platform innovation, and achieved ISO 42001 certification for responsible AI.
Undertook a restructuring program reducing workforce by 7% and closing facilities, with anticipated completion by Q1 2026.
Financial highlights
Q3 2025 GAAP revenue: $178.3M (+7.5% YoY); subscription revenue grew 7%, services revenue up 13%.
Non-GAAP gross margin was 79.4%; GAAP gross margin was 75.1%.
Free cash flow for Q3 2025 was $57M (32% margin); cash and equivalents at quarter-end totaled $804M.
Calculated billings grew 4.4% year-over-year; remaining performance obligation reached $964.1M, up 12.4%.
Diluted net income per share for Q3 2025 was $0.09 (GAAP) and $0.51 (non-GAAP).
Outlook and guidance
Q4 2025 GAAP revenue expected at $182M–$184M (7.4%–8.6% growth); non-GAAP operating margin 24%–25%.
Full-year 2025 GAAP revenue guidance: $699M–$701M (7%–7.3% growth); non-GAAP operating margin 22%–22.5%.
Non-GAAP net income for 2025 expected at $153M–$157M ($2.08–$2.13 per share).
Preliminary 2026 outlook: accelerating revenue growth and continued margin expansion, targeting at least Rule of 33 (growth + margin); Rule of 40 target model expected for 2027.
Management expects continued variability in results due to lengthening sales cycles and macroeconomic uncertainty.
What drove Q3 non-GAAP net income decline?
How does quarterly billing mix impact billings growth?
What is the expected impact of new pricing and AI?
BlackLine's AI competitive advantage?
What drives 20% bookings growth?
How is BlackLine addressing attrition?
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Frequently asked questions
BlackLine, Inc. provides cloud-based solutions to automate and streamline accounting and finance operations worldwide. These solutions include BlackLine Finance Controls and Automation, BlackLine Analytics and Data Insights, BlackLine Transaction Matching and Continuity, BlackLine Transaction Monitoring and Remediation, and BlackLine Grants Administration. BlackLine, Inc. was incorporated in 2001 and is headquartered in Woodland Hills, California.
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