WHY NOW
Verified recent context
0 itemsNo verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.
WHY THIS GROUP EXISTS
Shared filing context
34/36 members coveredModerate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BL, BOX, DBX, DOCU, FRSH, GEN, GWRE, INTA, IOT, MDB, NET, NOW, PATH, PCOR, QTWO, SAIL, TEAM, TRMB, TTAN, VERX, WDAY, ZETA, ZM.
product pipeline / R&D affecting expense
“36 Table of Contents Part I Item 2 Research and Development Research and development expenses during the three months ended June 30, 2026 and 2025 were as follows: Three Months Ended June 30, Change 2026 2025 Amount % (in thousands, except percentages) Research and development $ 16,563 $ 12,960 $ 3,603 27.8 % Percentage of revenue 13.3 % 12.7 % — — GAAP research and development $ 16,563 $ 12,960 $ 3,603 27.8 % Stock-based compensation expense (1,764 ) (2,322 ) 558 (24.0 )% Non-GAAP research and development $ 14,799 $ 10,638 $ 4,161 39.1 % Non-GAAP percentage of revenue 11.9 % 10.4 % — — Research and development expenses increased 27.8% to $16.6 million for the three months ended June 30, 2026, primarily driven by a $2.6 million increase in personnel costs and a $0.5 million increase in training and professional development.”
AVPT 10-Q · 2026-08-06
restructuring affecting expense
“Non-GAAP net income attributable to BlackLine is defined as GAAP net income attributable to BlackLine adjusted for the income tax effects of acquisitions, stock-based compensation shortfalls and windfalls, and the discrete tax impact of other non-GAAP adjustments, amortization of intangible assets, stock-based compensation, amortization of debt issuance costs from our 1.00% Convertible Senior Notes due in 2029 (the “2029 Notes”) and 0.00% Convertible Senior Notes, which matured and were paid off in 2026 (the “2026 Notes” and, together with the 2029 Notes, the “Notes” or “convertible senior notes”), change in fair value of contingent consideration, transaction-related costs, restructuring costs, legal settlement gains or costs, adjustment to the redeemable non-controlling interest to the redemption amount, and gain on extinguishment of convertible senior notes.”
BL 10-Q · 2026-08-05
credit / rates affecting interest expense
“Interest expense Year Ended December 31, Change 2025 2024 $ % (in thousands, except percentages) Interest expense $ 10,149 $ 8,758 $ 1,391 16 % The increase in interest expense during the year ended December 31, 2025, compared to the year ended December 31, 2024, was primarily due to the cash interest expense and amortization of debt issuance costs related to our 2029 Notes issued in May 2024, partially offset by a decrease in interest expense from the partial repurchase of our 2026 Notes and the repayment of our 2024 Notes in August 2024.”
BL 10-K · 2026-02-26
CONFIRMATION NETWORK
Outsiders and cross-asset links
0 outsiders confirmingCRM → UNGInverse historical lead/lag · strength -0.23
CRM → SLVPositive historical lead/lag · strength 0.20
Filing-linked outsiders test whether the move is spreading beyond the established cohort.
No high-confidence filing-linked outsiders are available for this group yet.