BlackLine, Inc.
BL
Jodie read · what matters now
Revenue increased 9.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to BL, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 9.7% versus the comparable filing period.
- Operating margin improved 1.3 percentage points.
- Net income increased 34.2% versus the comparable filing period.
What weakened
- Operating cash flow was 5.70x net income; review non-cash and one-time items before treating this as recurring conversion.
Filing receipts
“These increases in the changes to our operating assets and liabilities were partially offset by the following: • $17.5 million decrease in accrued expenses and other current liabilities primarily due to annual bonus payments and payments related to our Fiscal 2025 restructuring programs, partially offset by timing of payments for salaries and employee benefits; • $9.5 million decrease in deferred revenue primarily due to seasonality in the sales cycle, which led to lower billings and higher revenue recognition; • $7.7 million decrease in accounts payable due to timing of payments;”
“related to our Fiscal 2025 restructuring programs, partially offset by timing of payments for salaries and employee benefits; • $9.5 million decrease in deferred revenue primarily due to seasonality in the sales cycle, which led to lower billings and higher revenue recognition; • $7.7 million decrease in accounts payable due to timing of payments; • $3.3 million increase in prepaid expenses and other current assets primarily due to timing of payments for license renewals; and • $1.6 million decrease in operating lease liabilities.”
“These increases in the changes to our operating assets and liabilities were partially offset by the following: • $8.0 million decrease in deferred revenue primarily due to seasonality in the sales cycle, which led to lower billings and higher revenue recognition; • $6.6 million decrease in accrued expenses and other current liabilities primarily due to annual bonus payments, partially offset by severance benefit accruals related to the Fiscal 2025 restructuring programs; and • $3.6 million decrease in accounts payable due to timing of payments.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind BL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
BL is currently a Leader in the organic co-movement group Construction Management Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
Theme membership history
No durable theme membership has been observed for this name yet.