BlackLine(BL) - 2025 Q2 - Earnings Call Presentation

Financial Highlights - BlackLine's Q2'25 Annual Recurring Revenue (ARR) reached $677 million, reflecting a 9% year-over-year growth[9] - The company achieved a 22% Non-GAAP Operating Margin in Q2'25[9] - BlackLine's LTM (Last Twelve Months) Free Cash Flow was $144 million, with a 21% margin[10] - Total Revenue for Q2 2025 was $172 million, a 7% year-over-year increase[43] - Total RPO (Remaining Performance Obligations) reached $944 million, an 11% year-over-year increase[43] Market and Customer Base - BlackLine estimates its Total Addressable Market (TAM) at $45 billion[8, 9, 21] - The company serves over 4,400 global customers, with over 389,000 users in 100+ countries[11] - BlackLine is trusted by over 60% of the Fortune 500 companies[11] - BlackLine has 632 customers with an ARR of $250k+[37] Growth Strategy - BlackLine aims for a target model with 13%-16% Total Revenue Growth[55] - The company is expanding into the Public Sector market[29, 35] - BlackLine is focused on deepening relationships with the world's largest and most complex organizations[32]