Event will Offer K-12 Customers an Opportunity to Connect In-Person and Get the Most Out of Their Blackbaud Software Blackbaud recently announced this news during the Association of Technology Leaders in Independent Schools' (ATLIS) annual conference in Atlanta, where it was received with excitement from attendees and the ATLIS team. As a Diamond Sponsor of this year's conference, Blackbaud hosted the welcome reception and led an eight-session speaker track around topics including artificial intelligence, c ...

As we move through the Q1 earnings season against a tough macroeconomic backdrop, investors should continue to exercise very disciplined single-stock selection. A number of struggling companies will find this environment even more difficult to navigate, andWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has ...

Blackbaud, Inc. (BLKB) reported first-quarter 2025 non-GAAP earnings per share (EPS) of 96 cents, which surpassed the Zacks Consensus Estimate by 6.7%. The bottom line increased 3.2% year over year.Total revenues decreased 3.1% year over year to $270.7 million. This was due to the divestiture of EVERFI. The top line surpassed the Zacks Consensus Estimate by 0.9%.Blackbaud’s strong first-quarter results reflect solid execution of strategic goals, with organic revenue growth, improved profitability and stock ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 000-50600 Blackbaud, Inc. (Exact name of registrant as specified in its charter) Delaware 11-2617163 (State or other jurisdiction of incorpo ...

Former CFO Tony Boor to Take on New Role as Executive Vice President of Corporate Development and StrategyCHARLESTON, S.C., April 30, 2025 /PRNewswire/ -- Blackbaud (NASDAQ: BLKB), the leading provider of software for powering social impact, today announced the promotion of Chad Anderson to executive vice president and chief financial officer (CFO). Anderson will oversee the company's financial reporting and controls, and investor relations. Tony Boor, who has successfully served as Blackbaud's CFO for 14 y ...

Blackbaud (BLKB) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.67%. A quarter ago, it was expected that this software and services provider in the nonprofit sector would post earnings of $1.08 per share when it actually produced earnings of $1.08, delivering no surprise.Over the l ...

财务数据和关键指标变化 - 第一季度营收2.71亿美元，有机增长5.8%，非GAAP调整后EBITDA利润率为34.3%，非GAAP摊薄每股收益0.96美元，Rule of 40得分为40.1% [6] - 非GAAP调整后EBITDA为9300万美元，较之前增加约400万美元，利润率提高250个基点 [19] - 调整后自由现金流在本季度为负1100万美元，主要受一次性现金支出、利息费用增加和供应商付款时间波动影响 [20] - 预计全年营收在11.25亿 - 15亿美元之间，有机增长4.2% - 5.1%，按固定汇率计算增长4.5% - 5.4% [22] - 预计2025年EBITDA利润率约为34.9% - 35.9%，非GAAP每股收益在4.16 - 4.35美元之间，同比增长2% - 7% [23] - 预计全年调整后自由现金流在1.85亿 - 1.95亿美元之间 [24] 各条业务线数据和关键指标变化 - 交易业务是第一季度业绩超预期的最大驱动力，交易业务收入增长约9%，带来约200万美元的增量收入 [35] - 新预订量在第一季度大幅增长，各垂直市场表现良好 [52] 各个市场数据和关键指标变化 - 亚太地区和欧洲市场销售预订和客户留存情况良好，JustGiving在英国和欧洲表现出色，YourCause平台受企业客户关注 [53][54] 公司战略和发展方向和行业竞争 - 公司目标是到2030年2月成为Rule of 45公司，将继续专注于有机收入增长、成本控制和提高EBITDA，通过创新驱动新客户和现有客户业务拓展 [6][15] - 2023年开始将合同续约期限从一年转为三年，为近三分之二的收入基础提供更高可见性和稳定性 [7] - 过去几年将多数产品和客户转移到第三方云，关闭多个私有数据中心，仅保留两个自有数据中心 [8] - 利用AI创新，提升客户能力和内部生产力，同时精简运营，合理调整办公租赁和重新谈判供应商合同 [9] - 计划在2025年回购最多5%的流通股，未来根据市场情况动态分配资本，包括额外股票回购、并购或偿还债务 [15][26] 管理层对经营环境和未来前景的评论 - 社会影响市场数十年来持续增长，公司软件在不确定环境下对客户运营更关键，有助于提高筹款效果和成本管理 [6] - 公司运营举措使其在挑战市场中表现良好，对实现Rule of 45目标有信心 [6] - 尽管宏观环境存在不确定性，但公司未看到对业务的重大影响，对全年业务发展持乐观态度 [47] 其他重要信息 - 公司CFO Tony Bohr将职责过渡给Chad Anderson，Tony将担任企业发展和战略执行副总裁 [13][14] - 公司将参加5月和6月的多个投资者活动 [86] 总结问答环节所有的提问和回答 问题1: 联邦资金影响下，公司在客户留存率和预订环境方面是否有变化 - 公司解决方案不涉及联邦赠款资金流，客户受影响时公司捐赠平台更重要，目前未看到对销售预订、客户留存和销售管道的影响 [31][32] 问题2: 交易业务在第一季度的表现及对中期有机增长的影响 - 交易业务是第一季度业绩超预期的最大驱动力，增长约9%，带来约200万美元增量收入，中期有机增长的“+”通常与交易业务相关，若有更多类似野火事件的病毒式捐赠活动，全年业绩有上行空间 [35][36] 问题3: 年度指导中考虑了哪些宏观因素，以及中期个位数增长预期信心提升的原因和时间范围 - 多数客户不受联邦赠款影响，公司未看到对业务的重大影响，设定年度指导时假设宏观环境无重大变化，第一季度表现良好，对全年业务发展乐观，目前不改变指导，将在第二季度报告时再评估 [42][46][47] 问题4: 2025年第一季度新客户细分市场表现及剩余年份新客户管道情况 - 公司成功转向关注新客户，第一季度新预订量大幅增长，管道情况良好 [51][52] 问题5: 国际市场与国内市场的机会对比 - 亚太和欧洲市场销售预订和客户留存情况良好，JustGiving在英国和欧洲表现出色，YourCause平台在企业客户中有很大潜力 [53][54] 问题6: 公司对终端市场需求环境有信心的原因 - 终端市场健康，公司创新成果与客户和潜在客户产生共鸣，产品中的AI功能、更好的集成和用户体验推动新客户和交叉销售 [61][62] 问题7: 2025年合同续约情况及续约周期季节性 - 客户留存率高，续约对话进展顺利，多数中小客户采用自动续约，合同以三年为主，部分大客户选择四到五年合同，续约高峰在第二季度末和第三季度初 [64][65][69] 问题8: 若提前达到2025年股票回购目标，是否会考虑增加回购计划 - 截至第一季度末已回购约4.2%的股票，公司将持续评估资本分配策略，根据市场情况、股价、债务水平和利率等因素决定是否调整回购计划 [71][72][73] 问题9: 公司AI技术的货币化思路 - 目前嵌入式AI和预测分析功能包含在合同定价中，未单独收费，AgenTeq AI未来将考虑货币化模型 [80][81] 问题10: 美元汇率对公司全年业绩的影响 - 目前汇率较制定指导时更有利，若维持现状，对公司全年业绩有一定推动作用 [83]

Blackbaud (BLKB) Q1 2025 Earnings Call April 30, 2025 08:00 AM ET Company Participants Tom Barth - Head of Investor RealtionsMike Gianoni - President, CEO & Vice Chairman of the Board of DirectorsAnthony Boor - EVP of Finance & Administration and CFOChad Anderson - CAOBrian Peterson - Managing DirectorMatthew Kikkert - Equity Research AssociateKoji Ikeda - Director - Enterprise Software Equity ResearchKirk Materne - Senior Managing Director - Equity Research Conference Call Participants Rob Oliver - Senior ...

Exhibit 99.1 PRESS RELEASE Blackbaud Announces 2025 First Quarter Results Company Reiterates FY 2025 Financial Guidance Charleston, S.C. (April 30, 2025) — Blackbaud (NASDAQ: BLKB), the leading provider of software for powering social impact, today announced financial results for its first quarter ended March 31, 2025. "Our strong first quarter results are a testament to our continued execution against our strategic initiatives to drive long- term profitable growth," said Mike Gianoni, president, CEO and vi ...

Blackbaud Investor Presentation Ticker: BLKB April 30, 2025 Forward-looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements in this presentation consist of, among other things, statements regarding future operating results, all of which are based on current expectations, estimates, and forecasts, and the beliefs and assum ...