BlackLine (BL) Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Earnings

BlackLine posted a modest but clean beat in Q3 2025, with revenue climbing 7.5% year-over-year to $178.29 million against a consensus estimate of $178.11 million, while non-GAAP EPS of $0.51 came in just ahead of the $0.51 consensus. The headline num… Read more BlackLine posted a modest but clean beat in Q3 2025, with revenue climbing 7.5% year-over-year to $178.29 million against a consensus estimate of $178.11 million, while non-GAAP EPS of $0.51 came in just ahead of the $0.51 consensus. The headline numbers, however, mask some margin pressure underneath; non-GAAP operating margin narrowed to 21.4% from 22.7% a year ago, a compression management attributed primarily to the timing of its BeyondTheBlack customer event rather than structural deterioration. GAAP net income fell sharply to $5.29 million, hurt by lower interest income, higher tax provisions, and $2.27 million in restructuring costs. On the brighter side, free cash flow improved to $57.01 million from $49.41 million, and remaining performance obligations grew 12.4% to $964.10 million, pointing to durable demand ahead. For Q4, BlackLine guided revenue of $182 to $184 million with non-GAAP EPS of $0.58 to $0.61, and set full-year 2025 revenue guidance at $699 to $701 million, signaling steady if unspectacular momentum as the company rolls out its AI-powered Verity suite.