NYSE$BILL
BILL Holdings Inc · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Bill.com reported record growth in fiscal 2021 with strong adoption of its platform and strategic initiatives.
Bill.com's total revenue for Q4 2021 was $78.3 million, an 86% increase year-over-year. Core revenue, representing subscription and transaction fees, was $77.5 million, a 100% increase year-over-year, including $10.3 million from Divvy. The company served 121,200 Bill.com customers, a 24% increase year-over-year, and processed $41.7 billion in total payment volume, a 64% increase year-over-year.
- Total revenue increased by 86% year-over-year to $78.3 million.
- Core revenue, including Divvy, increased by 100% year-over-year to $77.5 million.
- Organic core revenue increased 73% year-over-year.
- Transaction fees increased 204% year-over-year, including Divvy.
Headline financials
Revenue & EPS history
BILL · Revenue · Quarterly
$78.3M
Revenue by segment
BILL · $78.3M total across 2 segments · Q4 2021
- Subscription and transaction fees$77.5M+99.8%99.0%
- Interest on funds held for customers$761K-77.0%1.0%
Forward guidance
Bill.com provided guidance for the fiscal first quarter ending September 30, 2021, and the full fiscal year ending June 30, 2022. The financial outlook does not include any potential impact from the proposed acquisition of Invoice2go.
Tailwinds
- Q1 FY22 Total revenue (millions): $103.2 – $104.2
- Q1 FY22 Year-over-year total revenue growth: 123% – 126%
- FY22 Total revenue (millions): $476.0 – $480.0
- FY22 Year-over-year total revenue growth: 100% – 102%
Headwinds
- Q1 FY22 Non-GAAP net loss (millions): ($20.0) – ($19.0)
- Q1 FY22 Non-GAAP net loss per share: ($0.21) – ($0.20)
- FY22 Non-GAAP net loss (millions): ($89.0) – ($85.0)
- FY22 Non-GAAP net loss per share: ($0.92) – ($0.88)
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 Q4 2021
+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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