BL
Market read
The latest filing evidence is available. 0 of 28 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
Invalidation: The isolated read changes if BL's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 28 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest expense Quarter Ended June 30, Change Six Months Ended June 30, Change 2026 2025 $ % 2026 2025 $ % (in thousands, except percentages) Interest expense $ 2,360 $ 2,533 $ (173) (7 %) $ 4,854 $ 5,055 $ (201) (4 %) Interest expense for the quarter and si…”10-Q · Aug 5, 2026 ↗
“While this seasonality is reflected in our billings and bookings, the impact on overall revenue is minimal due to our ratable revenue recognition model.”10-Q · Aug 5, 2026 ↗
“At June 30, 2026, our dollar-based net revenue retention rate declined from the quarter ended March 31, 2026, primarily due to the impact of unfavorable foreign exchange rates.”10-Q · Aug 5, 2026 ↗
“The increase in research and development expenses for the six months ended June 30, 2025, compared to the six months ended June 30, 2024, was primarily due to the following: 29 • $4.1 million increase in employee compensation and benefits, partially offset by…”10-Q · Aug 6, 2025 ↗
Valuation discipline
Price/sales 2.7× · EV/sales 2.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for BL. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-06.
Capital and cash conversion
Capital-spending intensity declined while free-cash-flow margin improved.
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
No thresholded deterioration was identified.
“The $0.5 million of net cash flows used as a result of changes in our operating assets and liabilities reflected primarily the following: • $16.8 million decrease in accrued expenses and other current liabilities primarily due to payments for annual bonuses, commissions, our Fiscal 2025 restructuring programs, and taxes, partially offset by the timing of invoices for professional and third-party services; • $7.0 million decrease in accounts payable due to timing of payments; • $4.3 million decrease in deferred revenue primarily due to seasonality in the sales cycle, which led to lower billings and higher revenue recognition; and • $3.6 million decrease in operating lease liabilities.”
“The $2.8 million of net cash flows provided as a result of changes in our operating assets and liabilities reflected primarily the following: • $5.5 million decrease in accounts receivable primarily due to increased collections; • $5.4 million increase in other long-term liabilities; • $4.8 million net decrease in prepaid expenses and other current assets primarily due to amortization of prepaid balances and timing of tax payments, partially offset by prepaid insurance and cloud-based data storage costs to support our suite of solutions; • $2.5 million increase in accounts payable due to timing of payments; and • $2.2 million increase in deferred revenue primarily due to customer growth and...”
“29 The increase in sales and marketing expenses for the six months ended June 30, 2026, compared to the six months ended June 30, 2025, was primarily due to the following: • $8.1 million increase in employee compensation and benefits; and • $1.7 million increase in travel-related expenses; partially offset by • $1.0 million decrease in professional fees; and • $0.6 million decrease in digital marketing expense due to streamlined marketing efforts.”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
BL is currently a Participant in the organic co-movement group Equity Risk. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for BL; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.