BLACKLINE (BL) Company Report

BlackLine reported Q4 2025 total revenue of $183 million, an 8% year-over-year increase, and Annual Recurring Revenue (ARR) of $702 million, up 10% year-over-year. For the full year 2025, total revenue reached $700.427 million.
The company achieved a Q4 2025 Non-GAAP Operating Margin of 25% and a Free Cash Flow Margin of 11%. For the full year 2025, the Non-GAAP Operating Margin was 22.3% and Free Cash Flow was $135 million, representing a 19% margin.
BlackLine identifies a total market opportunity of $45 billion and serves over 4,300 global customers, including approximately 70% of the Fortune 100.
The company is focused on AI-powered innovation with its Verity™ platform to deliver autonomous finance and enhance financial operations.

Feb 10, 2026, 10:00 PM

Presentation

BlackLine Reports Strong Q4 2025 Results and Provides Positive 2026 Outlook

Earnings

Guidance Update

Revenue Acceleration/Inflection

BlackLine reported strong Q4 2025 results, with total revenue growing 8% to $183 million and annual recurring revenue (ARR) reaching $702 million, up nearly 10%.
The company achieved its strongest booking quarter and year in history, with full-year bookings growth of 22%, and remaining performance obligations (RPO) grew 23% to $1.1 billion.
BlackLine is expanding its market leadership, now serving approximately 70% of the Fortune 100 , and saw enterprise net revenue retention (NRR) improve to 107%.
Strategic initiatives are gaining traction, with nearly 20% of all customers now using AI features and new Verity AI agents being launched. The company also provided a positive outlook for 2026, projecting full-year GAAP revenue between $764 million and $768 million.

Feb 10, 2026, 10:00 PM

Transcript

BlackLine Reports Strong Q4 2025 Results and Positive 2026 Outlook

Earnings

Guidance Update

Revenue Acceleration/Inflection

BlackLine reported strong Q4 2025 financial results, with total revenue growing 8% to $183 million, annual recurring revenue (ARR) reaching $702 million (up nearly 10%), and a non-GAAP operating margin of nearly 25%. This performance was supported by full-year bookings growth of 22% and remaining performance obligations (RPO) increasing 23% to $1.1 billion.
The company's strategic transformation, focusing on platform adoption, AI integration, and an enterprise-first approach, is driving results, with net revenue retention (NRR) at 105% (and 107% for enterprise customers) and new customer deal sizes up 35%. Nearly 20% of customers are now using AI features.
BlackLine provided a positive outlook for 2026, projecting full-year GAAP revenue between $764 million-$768 million (representing 9.1%-9.6% growth) and a non-GAAP operating margin of 23.7%-24.3%. The company also returned $34 million to shareholders through share repurchases in Q4 2025 and plans to retire its 2026 notes with cash on hand.

Feb 10, 2026, 10:00 PM

Transcript

BlackLine Reports Q4 2025 Results and Provides 2026 Outlook

Earnings

Guidance Update

Revenue Acceleration/Inflection

BlackLine reported Q4 2025 total revenue of $183 million, an 8% increase, with Annual Recurring Revenue (ARR) reaching $702 million, up nearly 10%. The company achieved a non-GAAP operating margin of nearly 25% and a non-GAAP net income margin of 25%.
The company's strategic transformation to a unified platform is yielding results, with full-year bookings growth of 22% and Remaining Performance Obligations (RPO) growing 23% to $1.1 billion. BlackLine now serves approximately 70% of the Fortune 100.
Customer engagement remains strong, with the enterprise customer cohort maintaining a revenue renewal rate of 95% and delivering a net revenue retention rate of 107% in Q4 2025. New customer deal sizes increased by 35%, and customers paying over $1 million in ARR grew 20% to 85.
For full-year 2026, BlackLine expects total GAAP revenue between $764 million and $768 million (9.1%-9.6% growth) and non-GAAP operating margin in the range of 23.7%-24.3%. Non-GAAP net income is projected to be $172 million-$180 million, or $2.37-$2.48 per share.
BlackLine returned approximately $34 million to shareholders through share repurchases in Q4 2025 and plans to retire its 2026 notes with cash on hand, which will decrease the fully diluted share count by about 1 million shares.

Feb 10, 2026, 10:00 PM

Transcript

BlackLine Announces Fourth Quarter and Full Year 2025 Financial Results

Earnings

Guidance Update

M&A

BlackLine reported total GAAP revenues of $183.2 million for Q4 2025, an 8.1% increase compared to Q4 2024, and $700.4 million for the full year 2025, a 7.2% increase from 2024.
Non-GAAP net income attributable to BlackLine for Q4 2025 was $45.2 million, or $0.63 per diluted share, and for the full year 2025 was $157.0 million, or $2.13 per diluted share.
The company issued Q1 2026 GAAP revenue guidance in the range of $180 million to $182 million and Full Year 2026 GAAP revenue guidance between $764 million and $768 million.
BlackLine repurchased approximately 0.6 million shares for $33.8 million in Q4 2025, with $164.5 million of buyback capacity remaining at December 31, 2025. Additionally, the company acquired WiseLayer, an AI-powered accounting and finance automation company.

Feb 10, 2026, 9:05 PM

8-K

BlackLine Announces Fourth Quarter and Full Year 2025 Financial Results

Earnings

Guidance Update

Share Buyback

BlackLine reported Q4 2025 GAAP revenues of $183.2 million, an 8.1% increase compared to Q4 2024, and full-year 2025 GAAP revenues of $700.4 million, up 7.2% from 2024.
For Q4 2025, GAAP net income attributable to BlackLine was $4.9 million ($0.08 per diluted share), while non-GAAP net income was $45.2 million ($0.63 per diluted share).
The company provided Q1 2026 GAAP revenue guidance of $180 million to $182 million and full-year 2026 GAAP revenue guidance of $764 million to $768 million.
BlackLine repurchased approximately 4.5 million shares of common stock for $235.5 million during 2025, with approximately $164.5 million of buyback capacity remaining at December 31, 2025.
Strategic highlights include the acquisition of WiseLayer to enhance AI capabilities and achieving a dollar-based net revenue retention rate of 105% at December 31, 2025.

Feb 10, 2026, 9:05 PM

Press Release

BlackLine Confirms Receipt of Director Nominations and Board Changes

Board Change

Guidance Update

Proxy Vote Outcomes

Engaged Capital has nominated three director candidates for election to BlackLine's Board of Directors at the Company’s 2026 Annual Meeting of Stockholders.
The BlackLine Board intends to reduce its size from 12 to 11 directors as Tom Unterman will not seek re-election and in response to stockholder feedback.
BlackLine will provide fourth quarter 2025 results and its first quarter and full year 2026 outlook on its upcoming February earnings call.
The Board has maintained an independent strategic committee for over a year, with Morgan Stanley & Co. LLC serving as financial advisor.

Feb 2, 2026, 6:00 PM

Press Release

Engaged Capital Nominates Directors to BlackLine Board

Board Change

Proxy Vote Outcomes

Engaged Capital, LLC has formally nominated three independent director candidates to the BlackLine, Inc. (BL) Board for the 2026 Annual Meeting of Stockholders.
The nominated individuals are Storm Duncan, Christopher Hallenbeck, and Christopher L. Young, who bring expertise in the software industry, M&A, and governance.
Engaged Capital Flagship Master, LP directly beneficially owns 1,015,619 shares of BlackLine's Common Stock.
Only three seats are available for election at the Annual Meeting, including one currently held by Founder Therese Tucker.

Feb 2, 2026, 1:30 PM

Press Release

Blackline Safety Reports Record Fiscal 2025 Results and Announces New Product Launch

Earnings

Product Launch

CFO Change

Blackline Safety reported record fiscal 2025 revenue of $150.5 million and Adjusted EBITDA of $6.1 million, marking its first full year of positive Adjusted EBITDA.
The company achieved record Annual Recurring Revenue (ARR) of $84.5 million, an increase of 27% year-over-year, and maintained a Net Dollar Retention (NDR) of 128% in the fourth quarter.
Blackline Safety announced the launch of its next-generation connected safety wearable, the G8, with initial commercial shipments expected to begin in February 2026.
Robin Kooyman, Chief Financial Officer, will take a planned leave of absence starting February 2, 2026, and Chris Curry will serve as Interim Chief Financial Officer.

Jan 15, 2026, 12:17 PM

Press Release

BlackLine Acquires WiseLayer

M&A

New Projects/Investments

Guidance Update

BlackLine, Inc. has acquired WiseLayer, a New York-based company that developed AI-powered agents to automate complex, judgment-based finance and accounting processes.
This acquisition integrates WiseLayer's AI agents directly into the BlackLine Verity™ suite, aiming to transform manual accounting work into intelligent, automated workflows for tasks like accruals and payroll accounting.
The integration is expected to reduce risk, increase accuracy, and accelerate the financial close for customers, enhancing BlackLine's platform for the Office of the CFO.
BlackLine also reaffirmed its fourth-quarter and full-year 2025 guidance.

Dec 15, 2025, 9:05 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for BLACKLINE.

Q4 2025

Feb 10, 2026

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Q3 2025

Nov 6, 2025

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Q2 2025

Aug 5, 2025

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View All Transcripts

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BLACKLINE (BL)

Analyst Earnings Quarterly Reports

Q3 2025

Q2 2025

Q1 2025

Q4 2024

Executives

Owen Ryan

Jeremy Ung

Jimmy Duan

Karole Morgan-Prager

Patrick Villanova

Stuart Van Houten

Therese Tucker

Board Members

Barbara Whye

Brunilda Rios

Camille Drummond

David Henshall

Greg Hughes

Mika Yamamoto

Sam Balaji

Scott Davidson

Sophia Velastegui

Thomas Unterman

Analyst Coverage

Christopher Quintero

Adam Hotchkiss

Daniel Jester

Patrick Walravens

Alexander Sklar

Koji Ikeda

Dominique Manansala

Jacob Roberge

Robert Oliver

Steve Enders

Alex Sklar

Billy Fitzsimmons

Patrick Seuss

Robert Simmons

Ryan Krieger

Steven Enders

George Michael Kurosawa

Jaiden Patel

Jake Roberge

Kyle Aberasturi

Matt Vanvliet

Matt Vendley

Patrick Schulz

Pat Walravens

Pinjalim Bora

Will Jellison

Latest news

Earnings Transcripts

Q4 2025

Q3 2025

Q2 2025

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