NYSE$BILL
BILL Holdings Inc · Q4 2022 earnings
Q4 2022 earnings · · Investor relations
Briefing
Delivered strong results driven by revenue growth and strategic investments.
Bill.com reported a strong Q4 2022, with total revenue increasing by 156% year-over-year to $200.2 million. The company served 400,000 businesses and expanded its platform solutions and customer reach.
- Total revenue increased 156% year-over-year to $200.2 million.
- Core revenue, consisting of subscription and transaction fees, increased 151% year-over-year.
- Gross profit was $156.8 million, representing a 78.3% gross margin.
- The company served 157,800 Bill.com customers.
Headline financials
Revenue & EPS history
BILL · Revenue · Quarterly
$200M
Revenue by segment
BILL · $195M total across 1 segment · Q4 2022
- Subscription and transaction fees$195M+151.3%100.0%
Forward guidance
Bill.com provided guidance for the fiscal first quarter ending September 30, 2022 and the full fiscal year ending June 30, 2023.
Tailwinds
- Total revenue (millions): $208.0 – $211.0
- Year-over-year total revenue growth: 76% – 78%
- Non-GAAP net income (millions): $5.5 – $8.0
- Non-GAAP net income per share: $0.05 – $0.07
- Total revenue (millions): $955.5 – $973.5
Headwinds
- Year-over-year total revenue growth: 49% – 52%
- Non-GAAP net income (millions): $27.5 – $45.5
- Non-GAAP net income per share: $0.23 – $0.38
- Actual results may differ materially.
- Bill.com has not provided a reconciliation of non-GAAP net loss or non-GAAP net loss per share guidance measures to the most directly comparable GAAP measures because certain items excluded from GAAP cannot be reasonably calculated or predicted at this time.
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 2022
+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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