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Dec 31, 2024
BILL Q2 2025 Earnings Report
Key Takeaways
BILL Holdings, Inc. reported strong financial results for Q2 FY25, with total revenue increasing 14% year-over-year and core revenue up 16%. The company saw improvements in operating income, net income, and gross profit, driven by increased transaction fees and strategic investments.
Revenue by Segment
Forward Guidance
BILL projects continued revenue growth for Q3 FY25 and the full fiscal year, with non-GAAP operating income and net income improving. The company expects a strong performance despite macroeconomic challenges.
Positive Outlook
- Total revenue guidance for Q3 FY25 set between $352.5M and $357.5M
- Core revenue projected to grow 13%-15% in Q3 FY25
- Full-year FY25 revenue expected between $1.45B and $1.47B
- Non-GAAP net income projected between $216M and $228M for FY25
- Share repurchase program continues to enhance shareholder value
Challenges Ahead
- Macroeconomic uncertainties may impact growth
- Fluctuations in interest rates could affect float revenue
- Higher operating expenses anticipated for continued investments
- Competitive pressures in financial services remain strong
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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