NASDAQ$BLKB

Blackbaud Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Blackbaud's Q3 2024 financial results were announced, featuring revenue growth and strategic innovation plans.

Blackbaud reported a 3.3% increase in GAAP total revenue, reaching $286.7 million, and a 4.3% increase in non-GAAP organic revenue. The company is focused on its operating plan, aiming for balanced revenue growth and improved profitability, and plans to allocate its strong cash flow to benefit stockholders.

  • GAAP total revenue increased by 3.3% to $286.7 million.
  • GAAP recurring revenue rose by 4.1% to $280.0 million, representing 98% of total revenue.
  • GAAP income from operations was $43.8 million, with an operating margin of 15.3%, up by 740 basis points.
  • The company showcased future AI-powered fundraising and financial management at bbcon 2024, rolling out six waves of innovation.

Headline financials

Total Revenue

$287M

Previous: $278M+3.3%
EPS

$0.40

Previous: $1.12-64.3%
Non-GAAP Operating Margin

27.5%

No prior period
GAAP Operating Margin

14.4%

No prior period
Non-GAAP Adjusted EBITDA Margin

36.1%

No prior period
Non-GAAP Free Cash Flow Margin

30.8%

No prior period
Non-GAAP Adjusted Free Cash Flow Margin

34.1%

No prior period
Rule of 40 Score

42.1%

Previous: 41.6%+1.2%
Capital Expenditures

-$7.24M

Previous: -$4.24M-70.5%
Free Cash Flow

$13.3M

Previous: $4.77M+178.7%
Net Income

$20.5M

Previous: $9.02M+127.8%
Operating Income

$43.8M

Previous: $22M+98.8%
Gross Profit

$159M

Previous: $156M+2.1%
Cash & Equivalents

$34.6M

Previous: $31.1M+11.4%
Total Assets

$2.6B

Previous: $2.6B-0.1%
Stock-Based Comp

$18.6M

Previous: $32.4M-42.6%

Revenue & EPS history

Blackbaud · Revenue · Quarterly

$287M

Q3 2024+3.3%vs Q3 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

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

  • Recurring Revenue
    $265M

Forward guidance

Blackbaud revised its 2024 full year financial guidance, expecting GAAP revenue between $1.150 billion and $1.160 billion, a non-GAAP adjusted EBITDA margin between 33.0% and 34.0%, non-GAAP earnings per share between $3.98 and $4.16, and non-GAAP adjusted free cash flow between $235 million and $245 million.

Tailwinds

  • The company expects GAAP revenue of $1.150 billion to $1.160 billion.
  • Non-GAAP adjusted EBITDA margin is projected to be between 33.0% and 34.0%.
  • Non-GAAP earnings per share are expected to be between $3.98 and $4.16.
  • Non-GAAP adjusted free cash flow is anticipated to be between $235 million and $245 million.
  • The company remains committed to its stock repurchase program.

Headwinds

  • The revision of the FY24 guide is a direct result of continued underperformance of EVERFI.
  • GAAP net cash provided by operating activities decreased by $24.0 million.
  • Non-GAAP free cash flow decreased by $22.3 million.
  • Non-GAAP adjusted EBITDA was down $1.9 million.
  • The company plans to continue to update you as appropriate in this area.”

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 2024

Historical avgQ3 2024

-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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro