Blackbaud Earnings Call Transcripts
Fiscal Year 2026
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The meeting covered executive compensation, equity plan amendments, and auditor ratification, all of which passed by majority vote. Directors and auditors were present, and stockholders could submit questions for follow-up by investor relations.
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A leading nonprofit software provider highlighted its resilient market position, strong data moat, and ongoing AI innovation, including autonomous fundraising agents. Operational efficiencies, multi-year contracts, and a growing payments business support robust free cash flow and margin expansion, with share buybacks prioritized.
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Cloud software provider for nonprofits and social impact organizations, with deep, integrated solutions and a strong data moat, is leveraging AI to launch innovative agentic products. Financials show steady growth, robust cash flow, and a focus on share buybacks and targeted M&A.
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Q1 2026 saw 4.2% organic revenue growth, 20% non-GAAP EPS growth, and strong free cash flow, driven by AI innovation and new product launches. Full-year guidance is reaffirmed, with double-digit EPS growth targeted and significant capital allocated to share repurchases.
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The company is a leading cloud software provider for K12 and nonprofits, with strong recurring revenue, robust AI-driven product innovation, and a unique integrated suite. AI initiatives are driving new monetization opportunities, while margin expansion and capital returns remain key priorities.
Fiscal Year 2025
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Achieved strong 2025 results with 5.5% organic revenue growth, margin expansion, and robust free cash flow. 2026 guidance projects continued growth, with new AI-driven products offering future upside not yet included in forecasts.
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Strong financial performance in 2025 led to raised guidance and aggressive share buybacks. AI-driven product innovation, including a new agentic fundraising tool, positions the company for continued growth in a resilient, $10B addressable market.
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Q3 saw 5.2% organic revenue growth, 11% EPS growth, and strong free cash flow, driven by operational discipline, innovation, and new AI offerings. 2025 guidance was reiterated with higher free cash flow, continued stock repurchases, and a focus on margin expansion.
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Q2 2025 saw record revenue, margin, and EPS growth, driven by strong transactional performance, innovation in AI, and new customer wins. Full-year guidance was raised across all metrics, with continued focus on operational discipline, capital returns, and product leadership.
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Q1 delivered 5.8% organic revenue growth, 34.3% EBITDA margin, and strong EPS, with robust transactional revenue and high customer retention. Guidance for 2025 remains unchanged, targeting mid-single-digit growth, margin expansion, and continued share repurchases.
Fiscal Year 2024
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EVERFI divestiture sharpened focus on core business, driving 2024 revenue to $1.155B and strong margin expansion. 2025 guidance projects steady organic growth, robust cash flow, and continued share repurchases, with AI innovation and operational efficiency as key drivers.
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A global cloud software provider for the philanthropic sector is achieving mid-single digit organic growth, strong EBITDA and free cash flow margins, and high recurring revenue. AI and integration drive innovation, while new customer wins and multi-year contracts support expansion. EVERFI remains a challenge, with strategic alternatives underway.
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Q3 revenue grew 3.3% year-over-year, led by strong social sector performance, while EverFi's underperformance prompted a downward revision in annual revenue guidance. Adjusted EBITDA margin improved to 33.2%, and the company remains focused on innovation, cost control, and aggressive share repurchases.
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Q2 2024 saw accelerated revenue and margin growth, led by the social sector's 8.5% increase, while EverFi continued to weigh on corporate results. Full-year guidance was reiterated, with expectations to hit the high end of margin targets and the low end of revenue due to EverFi.
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Achieved Rule of 40 status ahead of schedule, with strong growth and margin expansion driven by new pricing strategies, contract transitions, and product innovation. Free cash flow and share buybacks are at record levels, while ongoing cyber investments and a strategic review of underperforming assets continue.