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Blackbaud
Blackbaud (BLKB) investor relations material
Blackbaud Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved Rule of 40 status two years ahead of plan, driven by operational efficiency, product innovation, and strong recurring revenue growth, especially in AI enablement and go-to-market improvements.
Aggressively investing in generative and agentic AI, launching products like Blackbaud AI Chat and Agents for Good, and partnering with Anthropic to enhance customer fundraising and operational efficiency.
Multi-year subscription model with increasing contract lengths; over 20% of customers now on four-year or longer contracts.
Strong customer retention and cross-sell opportunities, with AI products expected to drive future upside.
Completed divestiture of EVERFI, impacting year-over-year revenue comparisons.
Financial highlights
FY25 non-GAAP organic revenue grew 5.5% to $1.128 billion, with Q4 2025 non-GAAP organic revenue of $295.3 million, up 4.3% year-over-year.
Adjusted EBITDA rose 8% to $405 million, with margin expanding 220 basis points to 35.9%.
Non-GAAP EPS increased 12% to $4.45; adjusted free cash flow was $208 million, with a margin of 18.5%.
Repurchased 8% of outstanding shares in 2025, following 11% in 2024, and reduced common stock outstanding by 13% since Q4 2023.
Reduced debt leverage from 2.9x to 2.5x during 2025, with $369.8 million in debt repayments.
Outlook and guidance
2026 organic revenue growth projected at 4%-4.5%, with revenue of $1.173-$1.179 billion.
Adjusted EBITDA guidance of $430-$438 million, up 6%-8% year-over-year.
Non-GAAP EPS expected at $5.15-$5.25, representing 16%-18% growth.
Free cash flow guidance of $280-$290 million, reflecting recovery from 2025 one-time items.
2026 guidance excludes material AI revenue impact, viral event-based giving, and major productivity gains from internal AI use.
How does AI differentiate Blackbaud's market position?
What is the rationale for the 2026 share repurchase?
What factors drive the significant 2026 FCF increase?
When will AI products materially impact revenue?
What's the biggest margin expansion driver by 2030?
What M&A criteria would shift capital allocation?
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Next Blackbaud earnings date
Q1 202629 Apr, 2026
Blackbaud
Next Blackbaud earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, corporations, education institutions, healthcare organizations, and other charitable giving entities to help them realize their missions. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.
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