The earnings call reflected strong financial performance with significant revenue and profitability improvements, driven by successful customer acquisition and innovative payment solutions. However, cautious guidance was given due to economic uncertainties and ongoing challenges in supplier engagement.

Company Guidance

During BILL's Q1 2025 earnings call, the company provided comprehensive guidance and showcased impressive financial metrics. Core revenue grew by 19% year-over-year, exceeding expectations, while non-GAAP operating income margin rose to 19%, an increase of 8 percentage points from the previous year. Free cash flow margin expanded to 23%, marking a 7 percentage point improvement. BILL managed $80 billion in total payment volume through 29 million transactions, serving over 475,000 businesses. The company also highlighted its strategic investments to drive sustainable growth, with a focus on enhancing its platform, expanding payment options, and deepening its ecosystem. BILL's guidance for fiscal Q2 2025 projects core revenue growth of 15% to 17% and a non-GAAP operating income range of $47.5 million to $52.5 million. For fiscal 2025, BILL anticipates total revenue between $1.439 billion and $1.464 billion, with core revenue growth and margin expansion being key targets.

Strong Core Revenue Growth

Core revenue increased 19% year-over-year, exceeding expectations and reflecting an acceleration from 16% growth in the previous quarter.

Improved Profitability

Achieved a non-GAAP operating income margin of 19%, up 8 percentage points from last year, and expanded free cash flow margin to 23%, a 7 percentage points increase year-over-year.

Customer and Payment Volume Growth

Empowered over 475,000 businesses to automate financial operations, managing $80 billion in total payment volume across 29 million transactions.

Innovations in Payment Solutions

Introduced new payment innovations including real-time funding options and expanded international payment local transfers to more than 24 countries.

Successful Investment Initiatives

Investments in international payment solutions and invoice financing resulted in a 10 percentage point increase in annual growth rates for both FX payment volume and revenue.

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Bill.com Holdings (BILL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BILL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 30, 2025	2025 (Q2)	0.46 / -	0.63	―	―	―
Nov 07, 2024	2025 (Q1)	0.51 / 0.63	0.54	16.67% (+0.09)
Aug 22, 2024	2024 (Q4)	0.46 / 0.57	0.59	-3.39% (-0.02)
May 02, 2024	2024 (Q3)	0.53 / 0.60	0.5	20.00% (+0.10)
Feb 08, 2024	2024 (Q2)	0.40 / 0.63	0.42	50.00% (+0.21)
Nov 02, 2023	2024 (Q1)	0.50 / 0.54	0.14	285.71% (+0.40)
Aug 17, 2023	2023 (Q4)	0.41 / 0.59	-0.03	2066.67% (+0.62)
May 04, 2023	2023 (Q3)	0.24 / 0.50	-0.08	725.00% (+0.58)
Feb 02, 2023	2023 (Q2)	0.13 / 0.42	0	―
Nov 03, 2022	2023 (Q1)	0.06 / 0.14	-0.15	193.33% (+0.29)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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BILL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 07, 2024	$65.90	$77.31	+17.31%
Aug 22, 2024	$50.74	$47.34	-6.70%
May 02, 2024	$63.30	$56.58	-10.62%
Feb 08, 2024	$75.75	$65.46	-13.58%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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