)
Bridgeline Digital (BLIN) investor relations material
Bridgeline Digital Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Core products, especially HawkSearch and AI suite, drove a 17% year-over-year increase, now representing 60% of total revenue and over 63% of subscription revenue, offsetting declines in legacy products.
Net revenue retention for core products was 107%, reflecting strong customer satisfaction and product adoption.
New customer acquisition remains robust, with average ARR per customer up 12% to $28,000, and average subscription per customer rising to $33,000 from $25,000 a year ago.
Over 2,000 customers globally, with more than 200 HawkSearch customers and several new B2B and B2C wins leveraging AI-driven features.
AI-powered marketing technology and SaaS solutions are driving demand and recurring revenue growth.
Financial highlights
Total revenue for Q1 FY2026 was $3.9M, up 3% year-over-year from $3.8M.
Subscription revenue was $3.2M (81% of total), up 4% year-over-year; services revenue was $0.8M (19% of total), up 2%.
Gross profit increased to $2.6M, with overall gross margin at 66%.
Operating expenses decreased to $2.8M from $3.0M; net loss narrowed to $0.1M from $0.6M.
Adjusted EBITDA turned positive at $122K, compared to negative $193K prior year.
Outlook and guidance
Expectation for HawkSearch and core products to exceed 70% of overall revenue in FY2026, with anticipated HawkSearch growth rate of 20% this year.
Gross margin expected to remain in the 65%-67% range, with subscription margin around 70% and services margin in the low 50s.
Management expects future revenues and cash flows to supplement working capital and support revenue growth, with tight control over discretionary spending.
Focus remains on expanding AI-driven solutions and deepening industry partnerships.
Next Bridgeline Digital earnings date
Next Bridgeline Digital earnings date
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
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.
Explore our global coverage
)
)