BILL Holdings (BILL) reported earnings of 50 cents per share in the third quarter of fiscal 2025, beating the Zacks Consensus Estimate by 35.14%. However, the reported figure decreased 16.7% year over year.Revenues of $358.2 million increased 10.9% year over year and surpassed the consensus mark by 0.97%.Shares fell 2.49% in the pre-market trading following the results. BILL shares have plunged 43.9% year to date, underperforming the Zacks Computer & Technology sector’s 9.1% drop.BILL Holdings’ Quarter in D ...

For the quarter ended March 2025, BILL Holdings (BILL) reported revenue of $358.22 million, up 10.9% over the same period last year. EPS came in at $0.50, compared to $0.60 in the year-ago quarter.The reported revenue represents a surprise of +0.97% over the Zacks Consensus Estimate of $354.78 million. With the consensus EPS estimate being $0.37, the EPS surprise was +35.14%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

BILL Holdings (BILL) came out with quarterly earnings of $0.50 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.60 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 35.14%. A quarter ago, it was expected that this payment processing software company would post earnings of $0.47 per share when it actually produced earnings of $0.56, delivering a surprise of 19.15%.Over the last f ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________ FORM 10-Q _____________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-39149 _____________________ BILL HOLDINGS, INC. ...

BILL Holdings (BILL) Q3 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to Bill's Third Quarter twenty twenty five Earnings Conference Call. Joining us for today's call are Bill's CEO and Founder, Rene Lacerte President and CFO, John Retik and Vice President of Investor Relations, Karen Sandsock. With that, I'd like to turn the call over to Karen Sandlot for introductory remarks. Karen? Speaker1 Thank you, operator. Welcome to Bill's fiscal third quarter twenty twenty five e ...

BILL NYSE BILL Investor Deck May 2025 Safe harbor This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are statements other than statements of historical facts, and statements in the future tense. Forward-looking statements are based on our expectations as of the date of this presentation and are subject to a number of risks, uncertainties and assumptions, many of which involve factors or circumstances that are beyond our con ...

BILL Reports Third Quarter Fiscal Year 2025 Financial Results SAN JOSE, Calif.--(BUSINESS WIRE) – May 8, 2025 – BILL (NYSE: BILL), a leading financial operations platform for small and midsize businesses (SMBs), today announced financial results for the third fiscal quarter ended March 31, 2025. "We drove strong financial performance and innovated at scale as we added new capabilities to solve more financial back-office pain points for SMBs and their suppliers," said René Lacerte, BILL CEO and Founder. "We ...

The upcoming report from BILL Holdings (BILL) is expected to reveal quarterly earnings of $0.37 per share, indicating a decline of 38.3% compared to the year-ago period. Analysts forecast revenues of $354.78 million, representing an increase of 9.8% year over year.Over the last 30 days, there has been an upward revision of 8.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the cour ...

Core Viewpoint - BILL Holdings (BILL) has experienced a significant decline in share price, dropping 49.7% year-to-date, compared to declines of 10.4% in the Zacks Computer & Technology sector and 5.6% in the Zacks Internet - Software sector, primarily due to broader market weaknesses and regulatory concerns [1] Group 1: Company Performance and Market Position - The company is benefiting from increased platform adoption, AI-driven automation, expanded payment solutions, and partnerships that enhance its small and medium-sized business (SMB) ecosystem [2] - BILL is strengthening its position in the financial technology sector with an expanding portfolio, which has been crucial for its success [3] - In Q2 of fiscal 2025, BILL's platform was utilized by over 480,000 businesses, with nearly $85 billion in payment volume processed across 30 million transactions, indicating strong engagement and effectiveness in streamlining financial processes for SMBs [5] Group 2: Product Enhancements and Client Engagement - In December 2024, BILL introduced new features, including embedded 1099 functionality, which simplified tax form filing and increased the platform's appeal to SMBs, with 5% of customers completing nearly 200,000 1099 filings [4] - The company's partnerships with Regions Financial and Adyen have been key catalysts for expanding its SMB clientele, enhancing digital payment solutions and integrating advanced capabilities into its financial operations platform [6][7] Group 3: Financial Guidance and Earnings Estimates - For Q3 of fiscal 2025, BILL expects revenues between $352.5 million and $357.5 million, reflecting a year-over-year growth of 9-11%, with non-GAAP earnings projected between 35 cents and 38 cents per share [8] - The Zacks Consensus Estimate for Q3 revenues is $355.27 million, indicating a year-over-year growth of 9.98%, while the consensus for earnings is 38 cents per share, showing a year-over-year decline of 40% [9][10] - For fiscal 2025, revenues are expected to be between $1.45 billion and $1.47 billion, implying a 13-14% year-over-year growth, with non-GAAP earnings projected between $1.87 and $1.97 per share [8] Group 4: Competitive Landscape - Despite expanding its SMB clientele, BILL faces stiff competition from accounting software providers like SAP and Intuit, which are enhancing their offerings in the SMB sector [11] - Intuit's recent launch of Tap to Pay on iPhone for QuickBooks Online customers highlights the competitive pressure on BILL, as it enables seamless, secure payments for SMBs [12]

Core Insights - Bill Holdings is a SaaS company that provides a platform for small and midsize businesses to manage financial operations, leveraging AI technology for efficiency [1] - The company experienced significant revenue growth during the COVID-19 pandemic, but growth has since slowed, with the stock currently around 85% below its all-time high despite a revenue growth rate above 20% [2] - Bill's net dollar-based retention rate is 92%, indicating a decline in customer spending, which is lower than most other SaaS companies [3] Financial Performance - Bill Holdings reported a 22% year-over-year revenue growth in fiscal 2024, with an adjusted gross margin of 85% and an adjusted operating margin of 17% [4] - The company serves over 480,000 businesses, highlighting its substantial market presence [4] Market Opportunity - There are 34 million small and midsize businesses in the U.S. and over 72 million globally, indicating a large market opportunity for Bill Holdings [5] - The demand for automation in complex processes continues to grow, and the company is investing in innovation to enhance its platform [5] Stock Volatility - Bill's stock has shown significant volatility, trading between approximately $27 and $349 per share over the past five years, suggesting a turbulent future [6] - If the company can maintain rapid growth and capture market share, it has the potential for a bright future [6]