Summary of BlackLine (BL) FY Conference Call - June 04, 2025 Company Overview - **Company**: BlackLine - **Industry**: Financial software solutions - **Key Products**: - Record to Report stream (financial close processes) - Invoice to Cash stream (accounts receivable lifecycle) - Studio 360 platform (integrates various financial processes and data management) [4][5][6] Core Points and Arguments - **Market Position**: BlackLine holds a market share of approximately 50% or greater among the largest publicly traded companies globally [7] - **Leadership Changes**: Significant changes in management were made in 2023 and 2024 to refocus the company's strategy and operations [9][11][12] - **Innovation Focus**: The introduction of Studio 360 has been a key area of innovation, receiving positive feedback from customers and driving interest in AI applications within finance [13][14][18][34] - **AI Strategy**: Emphasis on the importance of transparency and audit trails in AI applications for finance, ensuring compliance with regulatory standards [15][20][22] Financial Performance and Growth Strategy - **Growth Outlook**: BlackLine anticipates an inflection point in growth in the second half of 2025, with a target revenue growth rate of 13% to 16% over the next three to five years [24][27][30] - **Key Performance Indicators (KPIs)**: Focus on leading indicators such as CRPO, billings growth, and ARR growth to measure success [26] - **Investment Strategy**: Plans to invest in a new pricing model, industry-specific approaches, and international markets, particularly in Mainland Europe and Asia [31][32] Product Development and Pricing Strategy - **Studio 360 Impact**: The platform is seen as a catalyst for a new pricing strategy, moving from user-based to platform-based pricing, which has been well-received by customers [39][40][42] - **Consumption-Based Pricing**: Introduction of consumption-based products that align pricing with customer revenue growth, fostering a mutually beneficial relationship [43][44] ERP Migration and Market Trends - **ERP Migration**: BlackLine is positioned to benefit from the ongoing migration from on-premise to cloud ERP systems, emphasizing the importance of starting with finance to ensure data integrity during the transition [45][46][49][59] - **Customer Engagement**: Increased engagement with customers regarding the value of BlackLine in the ERP migration process, highlighting successful case studies [48][50][56] Macro Environment Insights - **Market Demand**: Despite macroeconomic volatility, BlackLine has seen strong demand and pipeline growth, with confidence in medium to long-term performance [61][62][63] - **Short-Term Concerns**: Potential short-term uncertainties related to upcoming tariffs and economic policies may cause some customers to delay decisions [64][65] Additional Important Points - **Cultural Shift**: A focus on building a hardworking culture within the organization to drive success for shareholders [12] - **Customer-Centric Approach**: Emphasis on understanding customer needs and delivering tailored solutions to enhance engagement and satisfaction [41][44] This summary encapsulates the key insights and strategic directions discussed during the BlackLine FY Conference Call, providing a comprehensive overview of the company's current status and future outlook.

BlackLine (BL) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Company Participants Matt Humphries - VP-IROwen Ryan - Co-CEO & Chairman of the BoardTherese Tucker - Founder and Co-Chief Executive OfficerPatrick Villanova - CFOKoji Ikeda - Director - Enterprise Software Equity ResearchPinjalim Bora - Executive Director, Equity ResearchRyan Krieger - VP - Software Equity ResearchDominique Manansala - Equity Research AssociateAdam Hotchkiss - VP - Emerging Software Equity ResearchWilliam Jellison - Associate VP ...

BlackLine (BL) Q1 2025 Earnings Call May 06, 2025 05:00 PM ET Speaker0 and thank you for standing by. Welcome to the Q1 twenty twenty five BlackLine Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 11 agai ...

BlackLine (BL) 2024 Investor Day November 19, 2024 01:00 PM ET Speaker0 All right. Welcome, everybody. Thanks for joining us here in Orlando. Hope the morning has been good. We've got a full agenda here for Investor Day to say today. So thanks for coming. Those of you listening live at home or via archive, appreciate you taking the time out of your day. I'm Matt Humphreys. I'm Head of Investor Relations here at BlackLine. I'm sure most of you are familiar with me. We do have a very packed agenda today. We'v ...