)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
BlackLine
BlackLine (BL) investor relations material
BlackLine 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 record bookings in Q4 and for the full year, with Q4 2025 revenue of $183.2M, up 8.1% year-over-year, and annual recurring revenue reaching $702M, up nearly 10% year-over-year.
Platform adoption accelerated, with 75% of new bookings leveraging the platform and strong momentum in enterprise and mega-enterprise segments.
Expanded customer base among large enterprises, now serving 70% of the Fortune 100 and reaching 4,394 total customers at year-end 2025.
AI adoption is rising, with nearly 20% of customers using AI features, new agentic AI offerings launched, and the acquisition of WiseLayer to strengthen AI capabilities.
Launched Verity AI, completed Studio360 platform scale-up, and expanded global presence, including Saudi Arabia and FedRAMP Marketplace listing.
Financial highlights
Q4 2025 GAAP revenue was $183.2M, up 8.1% year-over-year; full-year 2025 GAAP revenue was $700.4M, up 7.2%; subscription revenue was $663M, and services revenue was $37M.
Annual recurring revenue (ARR) reached $702M, up nearly 10% year-over-year, with a 1.5-point FX benefit.
Remaining performance obligations (RPO) grew 23% to $1.1B; Q4 billings reached $226.9M, up 9.5% year-over-year.
Non-GAAP operating margin was 25% in Q4 2025; non-GAAP net income margin also 25%; Q4 non-GAAP net income was $45.2M ($0.63/share).
Free cash flow for 2025 was $134.9M, with Q4 free cash flow at $19.9M.
Outlook and guidance
Q1 2026 GAAP revenue expected at $180–$182M (8–9% growth); non-GAAP operating margin 18.5–19.5%.
Full-year 2026 GAAP revenue guidance: $764–$768M (9.1–9.6% growth); non-GAAP operating margin 23.7–24.3%.
Non-GAAP net income for 2026 expected at $172–$180M ($2.37–$2.48 per share on 75M shares).
Target model projects total revenue growth of 13–16% over the next 3–5 years, with gross margin approaching 85% and operating margin targeted at 26–30%.
Bookings growth target for 2026 remains at 20%; platform pricing adoption expected to reach 25–35% of eligible customers by year-end 2026.
Beyond note gain, what impacted 2025 GAAP NI
Strategy to grow platform pricing ARR from 11%
Reconcile cash flow decline with margin expansion
Timeline for material AI consumption revenue
Key drivers of sales productivity improvement
Why 25% of new bookings didn't choose platform?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next BlackLine earnings date
Q1 20265 May, 2026
BlackLine
Next BlackLine earnings date
Q1 20265 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
BlackLine, Inc. provides cloud-based solutions to automate and streamline accounting and finance operations worldwide. These solutions include BlackLine Finance Controls and Automation, BlackLine Analytics and Data Insights, BlackLine Transaction Matching and Continuity, BlackLine Transaction Monitoring and Remediation, and BlackLine Grants Administration. BlackLine, Inc. was incorporated in 2001 and is headquartered in Woodland Hills, California.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage