BlackLine(BL) - 2019 Q3 - Earnings Call Presentation

BlackLine Overview - BlackLine estimates a large and growing Total Addressable Market (TAM) of $185 billion for core products[2] - The company experienced 28% topline revenue growth and a 109% dollar-based net revenue retention rate as of September 30, 2019[2] - BlackLine's Last Twelve Months (LTM) revenue was $271 million, derived from approximately 2,900 customers as of September 30, 2019[8] Financial Performance & Growth - BlackLine's Q3 2019 revenue growth was 28%[47] - The company's Q3 2019 dollar-based net revenue retention rate was 109%[47] - BlackLine's Q3 2019 non-GAAP gross margin was 83%[47] - The non-GAAP operating margin for Q3 2019 was 6%[48] Customer Base & Expansion - BlackLine has a strategic product installed base opportunity, with 2,800+ customers as target candidates to add transaction matching, ~800 for Smart Close, and 1,600+ for Intercompany Hub[41] - The portion of this opportunity currently captured is 21% for transaction matching, 4% for Smart Close, and 1% for Intercompany Hub[41]