NASDAQ$BLKB

Blackbaud Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Delivered increased profitability driving 11% year over year increase in diluted earnings per share.

Blackbaud announced its Q3 2020 financial results, reporting a total GAAP revenue of $215.0 million, a decrease of 2.8%. The company's GAAP diluted earnings per share increased by $0.01 to $0.10, and non-GAAP diluted earnings per share increased by $0.17 to $0.73.

  • Total GAAP revenue was $215.0 million, down 2.8%, with GAAP recurring revenue representing 93.1% of total GAAP revenue.
  • GAAP income from operations was $10.1 million, with GAAP operating margin of 4.7%, an increase of 110 basis points.
  • Non-GAAP net income was $35.7 million, with non-GAAP diluted earnings per share of $0.73, up $0.17 per share.
  • Non-GAAP free cash flow was $41.4 million, a decrease of $21.1 million.

Headline financials

Total Revenue

$215M

Previous: $221M-2.8%
EPS (adj)

$0.73

Previous: $0.56+30.4%
Capital Expenditures

-$25.8M

Previous: -$9.6M-169.2%
Free Cash Flow

-$21M

Previous: -$5.03M-316.6%
Net Income

$4.88M

Previous: $4.57M+6.8%
Operating Income

$10.1M

Previous: $7.88M+28.0%
Gross Profit

$116M

Previous: $119M-2.5%
Cash & Equivalents

$30.6M

Previous: $29.1M+5.1%
Total Assets

$1.65B

Previous: $1.71B-3.4%
Stock-Based Comp

$20.8M

Previous: $14.9M+40.2%

Revenue & EPS history

Blackbaud · Revenue · Quarterly

$215M

Q3 2020-2.8%vs Q3 2019
Beat estimate in 16 of 16 quarters(100%)
ActualEstimate

Revenue by segment

Blackbaud · $265M total across 1 segment · Q4 2022

  • Recurring Revenue
    $265M

Forward guidance

Blackbaud is focused on driving a strong margin profile, managing revenue pressures, and investing in engineering and security. They completed the purchase of their Charleston headquarters and will optimize their real estate footprint to align with their workforce strategy.

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 Q3 2020

Historical avgQ3 2020

-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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