BlackLine (BL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - BlackLine (BL) reported revenue of $183.18 million for the quarter ended December 2025, marking an 8.1% year-over-year increase and a slight surprise of +0.13% over the Zacks Consensus Estimate of $182.95 million [1] - The earnings per share (EPS) for the same period was $0.63, compared to $0.47 a year ago, resulting in an EPS surprise of +7.82% against the consensus estimate of $0.58 [1] Financial Performance Metrics - Total customers reached 4,394, slightly below the average estimate of 4,424 based on two analysts [4] - The retention rate was reported at 105%, exceeding the average estimate of 104% from two analysts [4] - Revenue from professional services was $9.95 million, surpassing the four-analyst average estimate of $8.92 million, reflecting a year-over-year increase of 17.5% [4] - Subscription and support revenues totaled $173.23 million, slightly below the average estimate of $174.1 million, with a year-over-year change of 7.6% [4] - Gross profit from professional services was $2.09 million, in line with the two-analyst average estimate of $2.1 million [4] - Gross profit from subscription and support was $135.64 million, compared to the average estimate of $137.45 million from two analysts [4] Stock Performance - Over the past month, BlackLine's shares have returned -25.2%, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]