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Dec 31, 2025
BlackLine Q4 2025 Earnings Report
BlackLine reported its financial results for the fourth quarter and full year ended December 31, 2025, showing an increase in total GAAP revenues and non-GAAP operating margin.
Key Takeaways
BlackLine, Inc. announced strong fourth-quarter results for 2025, with total GAAP revenues reaching $183.2 million, an 8.1% increase year-over-year. The company also reported a significant rise in non-GAAP operating margin to 24.7% from 18.1% in the prior year, alongside record bookings and a 9.5% increase in billings.
Total GAAP revenues for Q4 2025 increased by 8.1% to $183.2 million compared to Q4 2024.
Non-GAAP operating margin for Q4 2025 significantly improved to 24.7% from 18.1% in Q4 2024.
GAAP net income attributable to BlackLine was $4.9 million, or $0.08 per diluted share, in Q4 2025.
Billings increased by 9.5% to $226.9 million in Q4 2025 compared to Q4 2024.
Revenue by Segment
Forward Guidance
BlackLine provided an optimistic outlook for the first quarter and full year 2026, projecting continued revenue growth and improved non-GAAP operating margins.
Positive Outlook
- Q1 2026 Total GAAP revenue expected to be in the range of $180 million to $182 million.
- Q1 2026 Non-GAAP operating margin expected to be in the range of 18.5% to 19.5%.
- Q1 2026 Non-GAAP net income attributable to BlackLine expected to be in the range of $31 million to $33 million, or $0.44 to $0.46 per share.
- FY 2026 Total GAAP revenue expected to be in the range of $764 million to $768 million.
- FY 2026 Non-GAAP operating margin expected to be in the range of 23.7% to 24.3%.
Challenges Ahead
- Guidance for non-GAAP operating margin, non-GAAP net income, and non-GAAP net income per share excludes specified items, making direct GAAP comparisons difficult.
- The Company expects variability of excluded items could have a significant, and potentially unpredictable, impact on future GAAP operating margin and net income.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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