NYSE$BILL
BILL Holdings Inc · Q1 2025 earnings
Q1 2025 earnings · · Investor relations
Briefing
Reported strong financial results with accelerated core revenue growth and increased total revenue growth.
BILL reported strong financial results for the first quarter of fiscal year 2025, with total revenue of $358.5 million, an increase of 18% year-over-year. Core revenue grew by 19% year-over-year, and the company repurchased $200 million of common stock during the quarter. Net income was $8.9 million, or $0.08 per share.
- Total revenue increased by 18% year-over-year to $358.5 million.
- Core revenue grew by 19% year-over-year to $314.9 million.
- The company served 476,200 businesses using their solutions.
- Approximately 3.7 million shares of BILL common stock were repurchased for a total cost of approximately $200 million.
Headline financials
Revenue & EPS history
BILL · Revenue · Quarterly
$358M
Revenue by segment
BILL · $305M total across 2 segments · Q1 2024
- Subscription and transaction fees$265M+23.6%86.9%
- Interest on funds held for customers$39.8M—13.1%
Forward guidance
The company provided guidance for the fiscal second quarter ending December 31, 2024, and the full fiscal year ending June 30, 2025.
Tailwinds
- Total revenue for Q2 FY25 is expected to be between $355.5 million and $360.5 million.
- Total revenue growth for Q2 FY25 is expected to be between 12% and 13% year-over-year.
- Core revenue for Q2 FY25 is expected to be between $316.0 million and $321.0 million.
- Core revenue growth for Q2 FY25 is expected to be between 15% and 17% year-over-year.
- Non-GAAP operating income for Q2 FY25 is expected to be between $47.5 million and $52.5 million.
Headwinds
- Total revenue growth for FY25 is expected to be between 12% and 13%.
- Core revenue growth for FY25 is expected to be between 15% and 17%.
- Non-GAAP operating income for FY25 is expected to be between $182.5 million and $207.5 million.
- Non-GAAP net income for FY25 is expected to be between $181.5 million and $201.5 million.
- Non-GAAP net income per diluted share is expected to be between $1.65 and $1.83.
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 Q1 2025
+4.1%
Avg return
Earnings day
+4.3%
Avg return
5 days after
+1.8%
Avg return
30 days after
56%
14 / 25 earnings
Positive
+37.6%
Q2 2021
Best reaction
-35.5%
Q2 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | +10.9% | +6.3% | -4.3% | |
| Q2 2026 | +37.2% | +31.8% | +26.3% | |
| Q1 2026 | +2.7% | +17.0% | +20.5% | |
| Q3 2025 | -6.1% | +1.0% | -4.1% | |
| Q2 2025 | -35.5% | -36.6% | -51.0% | |
| Q1 2025 | +19.5% | +37.5% | +50.5% | |
| Q4 2024 | -8.0% | +3.9% | +5.4% | |
| Q3 2024 | -9.9% | -8.2% | -17.1% | |
| Q2 2024 | -12.6% | -16.2% | -8.4% | |
| Q1 2024 | -24.2% | -28.4% | -22.8% | |
| Q4 2023 | +5.7% | +3.5% | +4.3% | |
| Q3 2023 | +19.6% | +22.5% | +36.7% | |
| Q2 2023 | -20.7% | -15.2% | -24.0% | |
| Q1 2023 | -8.7% | -10.5% | +4.4% | |
| Q4 2022 | +15.1% | +8.3% | -1.5% | |
| Q3 2022 | -31.0% | -38.9% | -27.4% | |
| Q2 2022 | +25.5% | +27.9% | +11.1% | |
| Q1 2022 | +14.1% | +16.7% | -19.2% | |
| Q4 2021 | +29.4% | +25.1% | +24.5% | |
| Q3 2021 | +10.7% | +5.5% | +6.5% | |
| Q2 2021 | +37.6% | +29.5% | +11.0% | |
| Q1 2021 | -6.1% | -12.2% | +16.1% | |
| Q4 2020 | -2.6% | -4.5% | -7.6% | |
| Q3 2020 | +26.9% | +19.7% | +6.5% | |
| Q2 2020 | +12.4% | +22.2% | +8.0% | |
| Q1 2020 | — | — | — | |
| Q4 2019 | — | — | — | |
| Q3 2019 | — | — | — | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — |
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