NASDAQ$BLKB

Blackbaud Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Blackbaud's Q2 2022 results were announced with total revenue increasing 15% year-over-year.

Blackbaud reported strong Q2 2022 results, with double-digit total revenue growth and mid single-digit organic recurring revenue growth. The company is monitoring the macro environment and balancing operating discipline with strategic investments.

  • GAAP total revenue was $264.9 million, up 15.5%, with $252.5 million in GAAP recurring revenue, up 16.4%.
  • Non-GAAP organic recurring revenue increased 5.1%.
  • GAAP net loss was $3.4 million, with GAAP diluted loss per share of $0.07, down $0.21 per share.
  • Non-GAAP net income was $38.9 million, with non-GAAP diluted earnings per share of $0.75, down $0.07 per share.

Headline financials

Total Revenue

$265M

Previous: $229M+15.5%
EPS (adj)

$0.75

Previous: $0.82-8.5%
Non-GAAP Adjusted EBITDA Margin

26.6%

Previous: 28.7%-7.3%
Capital Expenditures

-$7.52M

Previous: -$6.13M-22.7%
Free Cash Flow

-$10.9M

Previous: $603K-1914.3%
Net Income

-$3.42M

Previous: $6.73M-150.8%
Operating Income

$54K

Previous: $13M-99.6%
Gross Profit

$139M

Previous: $121M+14.8%
Cash & Equivalents

$29M

Previous: $28.3M+2.6%
Total Assets

$2.83B

Previous: $1.9B+48.4%
Stock-Based Comp

$27.9M

Previous: $30.5M-8.8%

Revenue & EPS history

Blackbaud · Revenue · Quarterly

$265M

Q2 2022+15.5%vs Q2 2021
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Blackbaud · $253M total across 1 segment · Q2 2022

  • Recurring Revenue
    $253M

Forward guidance

Blackbaud revised its 2022 full year financial guidance:

Tailwinds

  • Non-GAAP revenue of $1.05 billion to $1.07 billion
  • Non-GAAP adjusted EBITDA margin of 23.7% to 24.2%
  • Non-GAAP earnings per share of $2.43 to $2.63
  • Non-GAAP adjusted free cash flow of $140 million to $150 million
  • Non-GAAP annualized effective tax rate is expected to be 20%

Headwinds

  • Interest expense for the year is expected to be approximately $34 million to $37 million
  • Fully diluted shares for the year are expected to be in the range of 52 million to 53.5 million
  • Capital expenditures for the year are expected to be in the range of $60 million to $70 million, including approximately $50 million to $60 million of capitalized software and content development costs
  • Unfavorable foreign exchange rate movement
  • Higher interest rates

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-0.1%

Avg return

Earnings day

-0.3%

Avg return

5 days after

-0.2%

Avg return

30 days after

51%

35 / 68 earnings

Positive

+17.9%

Q2 2020

Best reaction

-14.3%

Q3 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+4.1%+0.0%-18.2%
Q4 2025-1.2%+1.7%-7.4%
Q3 2025+6.0%-0.4%-12.1%
Q1 2025-5.5%-2.4%-2.9%
Q4 2024-11.2%-14.6%-20.0%
Q3 2024-13.7%-12.3%-4.0%
Q2 2024-0.8%-4.6%+4.3%
Q1 2024-3.6%-1.1%-2.4%
Q4 2023-14.2%-15.7%-10.1%
Q3 2023+8.5%+11.9%+15.1%
Q2 2023-1.6%-2.5%+0.9%
Q1 2023+3.8%+3.9%+9.7%
Q4 2022-5.0%-4.1%-9.7%
Q3 2022+1.4%+4.8%+10.1%
Q2 2022-6.3%-8.8%-15.8%
Q1 2022-3.7%-9.4%+10.9%
Q4 2021-6.4%-0.5%-3.8%
Q3 2021+16.0%+20.0%-0.7%
Q2 2021-1.0%+2.6%+0.4%
Q1 2021-1.6%-4.6%-1.9%
Q4 2020+9.3%+8.4%+2.4%
Q3 2020-12.0%-17.2%-4.9%
Q2 2020+17.9%+16.2%+19.5%
Q1 2020+4.2%+1.1%+12.9%
Q4 2019+4.2%+3.9%-21.8%
Q3 2019+1.7%-0.3%-2.7%
Q2 2019+4.9%+2.0%+4.2%
Q1 2019-8.5%-2.3%-4.5%
Q4 2018+1.9%+8.2%+8.8%
Q3 2018+3.1%+4.2%+4.4%
Q2 2018-12.2%-14.7%-7.7%
Q1 2018-5.0%-4.6%-7.6%
Q4 2017+10.1%+3.7%+22.6%
Q3 2017+5.8%+10.7%+12.7%
Q2 2017-3.0%-4.6%-8.4%
Q1 2017+0.5%-1.3%+2.9%
Q4 2016+10.8%+12.8%+17.3%
Q3 2016-5.1%-4.2%-1.4%
Q2 2016+0.2%+1.0%+0.8%
Q1 2016-4.3%
Q4 2015+3.4%
Q3 2015-2.2%
Q2 2015+3.3%
Q1 2015-1.2%
Q4 2014-3.9%
Q3 2014+1.5%
Q2 2014+4.9%
Q1 2014+7.9%
Q4 2013+3.6%
Q3 2013-14.3%
Q2 2013+3.5%
Q1 2013+2.8%
Q4 2012+6.2%
Q3 2012-7.7%
Q2 2012-8.7%
Q1 2012-1.2%
Q4 2011-2.6%
Q3 2011-3.0%
Q2 2011-2.7%
Q1 2010+10.4%
Q1 2011+2.3%
Q4 2010-1.1%
Q4 2008-1.1%
Q3 2010+1.4%
Q3 2009+1.4%
Q2 2009+1.4%
Q2 2010+1.4%
Q4 2009+1.4%

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