BlackLine (BL) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Wed, May 6, 2026 astatine 10:05 AM CDT 50 min read

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DATE

Tuesday, May 5, 2026 astatine 5 p.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Owen Ryan

• Chief Financial Officer — Patrick Villanova

• Chief Technology Officer — Jeremy Ung

• Vice President, Investor Relations — Matt Humphries

Full Conference Call Transcript

Matt Humphries: Good afternoon, and convey you for joining america today. With maine connected the telephone are Owen Ryan, Chief Executive Officer of BlackLine; arsenic good with Patrick Villanova, Chief Financial Officer. With the Q&A information of today's call, we'll besides person Jeremy Ung, BlackLine's Chief Technology Officer, articulation us. Before we get started, I'd similar to enactment that definite statements made during this league telephone that are not humanities facts, including those regarding our aboriginal plans, objectives and expected performance, successful particular, our guidance for Q2 and afloat twelvemonth 2026 are forward-looking statements wrong the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements correspond our outlook lone arsenic of the day of this call.

While we judge immoderate forward-looking statements made during this telephone are reasonable, existent results could disagree materially, and these statements are based connected our existent expectations arsenic of contiguous and are taxable to risks and uncertainties, including those stated successful our periodic study filed with the Securities and Exchange Commission, successful particular, our Form 10-K and Form 10-Q. We bash not undertake and expressly disclaim immoderate work to update oregon change our forward-looking statements, whether arsenic a effect of caller information, aboriginal events oregon otherwise, but arsenic required by applicable law. All comparisons we marque contiguous connected the telephone volition subordinate to our corresponding play of past year, unless different noted.

Unless different stated, our fiscal measures disclosed connected this telephone volition beryllium non-GAAP. A treatment of these non-GAAP fiscal measures and accusation regarding reconciliations of our humanities GAAP versus non-GAAP results is disposable successful our net merchandise and presentation, which whitethorn beryllium recovered connected our Investor Relations website astatine investors.blackline.com oregon successful our Form 8-K filed with the SEC today. Now I'll crook the telephone implicit to BlackLine's Chief Executive Officer, Owen Ryan. Owen?

Owen Ryan: Thank you, Matt. Good afternoon, everyone. At our AI capitalist league successful March, we shared our exertion imaginativeness successful item and made our lawsuit for wherefore BlackLine is positioned to beryllium the trusted governance and power furniture for CFOs deploying AI crossed their fiscal operations. Today is astir sharing with you the momentum we are gathering arsenic we construe that imaginativeness into reality. Our Q1 results demonstrated that our strategy is working, delivering coagulated apical enactment maturation and profitability. Revenue grew to 9.7% year-over-year and non-GAAP operating borderline improved to 21.6%. These results are underpinned by advancement connected our cardinal strategical initiatives.