Blackbaud (NasdaqGS:BLKB) Q3 2025 Earnings Call October 29, 2025 08:00 AM ET Company ParticipantsKirk Materne - Senior Managing Director of Software Equity ResearchChad Anderson - EVP and CFOBrian Peterson - Financial AdvisorMatthew Kikkert - Equity Research AssociateTom Barth - Head of Investor RelationsMike Gianoni - CEO, President, and Vice ChairmanConference Call ParticipantsRob Oliver - Managing Director and Software Research AnalystOperatorGood day and welcome to Blackbaud's third quarter 2025 earning ...

Blackbaud (NasdaqGS:BLKB) Q3 2025 Earnings Call October 29, 2025 08:00 AM ET Company ParticipantsKirk Materne - Senior Managing Director of Software Equity ResearchChad Anderson - EVP and CFOBrian Peterson - Financial AdvisorMatthew Kikkert - Equity Research AssociateTom Barth - Head of Investor RelationsMike Gianoni - CEO, President, and Vice ChairmanConference Call ParticipantsRob Oliver - Managing Director and Software Research AnalystOperatorGood day and welcome to Blackbaud's third quarter 2025 earning ...

Blackbaud (NasdaqGS:BLKB) Q3 2025 Earnings Call October 29, 2025 08:00 AM ET Speaker3Good day and welcome to Blackbaud's third quarter 2025 earnings call. Today's conference is being recorded. I will now turn the conference over to Tom Barth, Head of Investor Relations. Please go ahead, sir.Speaker0Good morning, everyone. Thank you for joining us on Blackbaud's third quarter 2025 earnings call. Joining me on the call today are Mike Gianoni, Blackbaud's CEO, President and Vice Chairman, and Chad Anderson, Bl ...

Blackbaud Investor Presentation Ticker: BLKB October 29, 2025 Forward-looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements in this presentation consist of, among other things, statements regarding future operating results, all of which are based on current expectations, estimates, and forecasts, and the beliefs and ass ...

Core Insights - Blackbaud, Inc. is focusing on artificial intelligence and innovation to drive growth, enhancing its product portfolio with AI-driven capabilities for nonprofits, educational institutions, and CSR professionals [1][9] - The company has launched several initiatives aimed at improving donor stewardship and fundraising outcomes, including advancements in AI-driven fundraising and financial management [1][2] - Blackbaud's financial outlook for 2025 has been raised to $1.120–$1.130 billion, indicating approximately 5% organic growth at the midpoint, with an adjusted EBITDA margin projected between 35.4% and 36.2% [6][9] AI and Innovation Initiatives - Blackbaud introduced major enhancements to its Impact Edge platform, incorporating advanced AI capabilities and deeper analytics for CSR reporting [4] - The company has partnered with Constant Contact to improve engagement for social impact organizations through integrated digital channels [3] - Blackbaud's Intelligence for Good strategy emphasizes the integration of responsible AI into its products, enhancing efficiency in donor cultivation and stewardship [2] Competitive Landscape - Blackbaud faces significant competition from companies like Salesforce, Oracle, and Pegasystems, which may pressure pricing and margins [7] - Competitors are also advancing their AI capabilities, with Salesforce expanding its generative AI offerings and Oracle experiencing growth in its cloud database services [8][10][11] - To maintain competitiveness, Blackbaud must continue investing in research and development, which could impact operating margins [7]

Core Insights - Blackbaud, Inc. (BLKB) and Constant Contact have launched an integration aimed at enhancing digital engagement in the social impact sector by embedding Constant Contact's AI-driven marketing tools into Blackbaud's Raiser's Edge NXT [1][9] Group 1: Integration Benefits - The integration allows social impact organizations to engage supporters through a unified interface, utilizing email, SMS, social media, and other digital marketing channels directly within Raiser's Edge NXT [2] - Users of Raiser's Edge NXT will benefit from improved supporter engagement through customized campaigns, with Constant Contact's AI tools facilitating rapid campaign creation, including content suggestions and scheduling [3] - The integration eliminates manual data transfers, enhancing automation, preference management, and data synchronization, thereby streamlining operations [3][6] Group 2: Product Rollout and Future Plans - The integration is being rolled out in phases, starting this month with select Raiser's Edge NXT customers, with general availability expected by early August [5] - Blackbaud plans to expand its product portfolio and accelerate product launches, focusing on cloud software solutions and advanced technologies, with investments anticipated in 2025 [7] Group 3: Market Position and Performance - Blackbaud currently holds a Zacks Rank of 3 (Hold), with its shares declining by 12% over the past year, contrasting with a 13.2% growth in the Computer – Software industry [8]

Core Viewpoint - The strategic integration between Blackbaud Raiser's Edge NXT and Constant Contact aims to enhance digital engagement for social impact organizations by combining advanced fundraising capabilities with AI-driven digital marketing tools [1][2][3]. Group 1: Integration Details - The integration will embed Constant Contact's AI-driven digital marketing platform within Blackbaud Raiser's Edge NXT, allowing users to effectively engage supporters through email, SMS, social media, and other digital marketing functions [2][5]. - This collaboration is expected to provide a holistic view of donor behavior, enabling AI-powered personalization and tailored messaging to constituents at scale [3][5]. Group 2: Benefits for Customers - Enhanced Supporter Engagement: Users can create personalized journeys for supporters using dynamic outreach campaigns tailored to individual interests, leveraging the data within Raiser's Edge NXT [7]. - Accelerated Campaign Creation: Constant Contact's platform allows for quick creation of marketing campaigns, including recommended content and communication schedules, significantly reducing the time needed to launch multi-channel campaigns [7]. - Streamlined Operations: The integration simplifies data management by eliminating manual transfers, allowing for easier automation and personalization based on supporter interactions [7]. Group 3: Rollout Information - A phased rollout of the integration will begin in July 2025 for a limited number of customers, with general availability expected in early August 2025 [6].