NYSE$BILL
BILL Holdings Inc · Q4 2024 earnings
Q4 2024 earnings · · Investor relations
Briefing
BILL's Q4 2024 financial results were released, highlighted by a new $300 million share repurchase program.
BILL reported strong Q4 2024 financial results, with total revenue of $343.7 million, a 16% year-over-year increase. The company launched an integrated platform, provided SMBs with access to capital, and empowered businesses with additional insights and control of their cash flow.
- Total revenue was $343.7 million, an increase of 16% year-over-year.
- Core revenue, which consists of subscription and transaction fees, was $301.3 million, an increase of 16% year-over-year.
- Float revenue, which consists of interest on funds held for customers, was $42.4 million.
- Net income was $7.6 million, or $0.07 and ($0.03) per share, basic and diluted, respectively.
Headline financials
Revenue & EPS history
BILL · Revenue · Quarterly
$344M
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
BILL provided guidance for the fiscal first quarter ending September 30, 2024 and the full fiscal year ending June 30, 2025.
Tailwinds
- Q1 FY25 Total revenue is expected to be $346 - $351 million.
- Q1 FY25 Core revenue is expected to be $305 - $310 million.
- Q1 FY25 Non-GAAP operating income is expected to be $52 - $57 million.
- Q1 FY25 Non-GAAP net income is expected to be $53 - $57 million.
- Q1 FY25 Non-GAAP net income per diluted share is expected to be $0.48 - $0.51.
Headwinds
- FY25 Total revenue growth is expected to be 10% - 12%.
- FY25 Core revenue growth is expected to be 13% - 16%.
- FY25 Non-GAAP operating income is expected to be $160 - $195 million.
- FY25 Non-GAAP net income is expected to be $154 - $182 million.
- FY25 Non-GAAP net income per diluted share is expected to be $1.36 - $1.61.
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 2024
+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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