BILL HOLDINGS, INC Stock Price, News & Analysis

BILL (NYSE:BILL) reported strong financial results for Q4 and FY2025, with total revenue reaching $1.46 billion, up 13% year-over-year. The company's Q4 total revenue grew 12% to $383.3 million, while core revenue increased 15% to $345.9 million.

Key operational metrics show BILL serving 493,800 businesses, processing $86 billion in payment volume (up 13% YoY), and handling 33 million transactions (up 18% YoY) in Q4. The company's network expanded to 8.3 million members.

Notably, BILL announced a new $300 million share repurchase program and provided FY2026 guidance projecting total revenue growth of 9-11% to $1.59-1.63 billion. The company also welcomed new CFO Rohini Jain and demonstrated improved profitability with non-GAAP operating income of $239.5 million for FY2025, up 22% year-over-year.

BILL (NYSE:BILL), a financial operations platform for SMBs, has scheduled its fiscal fourth quarter and full year 2025 earnings release for August 27, 2025 after market close. The company will host a conference call at 1:30 p.m. PT to discuss the results.

Investors can access the earnings release and live webcast through BILL's investor relations website. The webcast replay will remain available for approximately one year after the call.

BILL (NYSE:BILL) has launched Supplier Payments Plus, a new solution designed to streamline payment processing between enterprise suppliers and small and midsize businesses (SMBs). The platform aims to simplify the handling of high-volume payments from thousands of SMBs, addressing challenges in payment processing and reconciliation.

The solution features customizable remittance advice, integration with existing Enterprise Resource Planning (ERP) systems, and can be implemented within weeks without IT support. Key functionalities include custom reports and the ability to convert checks to digital payments. BILL's network currently connects over seven million members.

BILL (NYSE: BILL) released its 2025 report revealing the dual impact of AI on business finance operations. The survey of 1,000 business leaders highlights that while 54% report AI improving fraud detection, 46% indicate it increases fraud risk. Key findings show 92% of businesses are concerned about fraud, with 56% noting increased fraud attempts in the past year. Established businesses show greater AI adoption, with 70% of 20+ year-old companies believing in AI's potential for financial forecasting. The report also reveals significant operational trends: 40% plan to diversify suppliers, 39% will increase prices, and 38% aim to accelerate automation. Notable challenges include cash flow visibility issues, with two-thirds unable to access real-time financial positions, and 77% expecting higher accounting service costs due to talent shortages.

BILL (NYSE: BILL) has announced significant leadership changes with the appointment of Rohini Jain as Chief Financial Officer and the expansion of John Rettig's role to President and Chief Operating Officer. Jain, who will join on July 7th and report to CEO René Lacerte, brings over 20 years of experience from PayPal, eBay, Walmart, and General Electric. Most recently, she served as CFO and SVP of PayPal's Large Enterprise and Merchant platforms. Jain holds a Masters of Finance from the London School of Economics and is a Chartered Accountant. The leadership changes aim to accelerate BILL's growth in providing financial operations technology for small and midsize businesses (SMBs), with a focus on leveraging AI and innovation to enhance their platform's capabilities.

BILL (NYSE: BILL), a financial operations platform for SMBs, has announced its participation in two upcoming investor conferences. The company will present at the Jefferies Public Technology Conference in Newport Coast on May 28, 2025, at 1:00 p.m. PDT, and at the BofA Securities Global Technology Conference in San Francisco on June 4, 2025, at 2:00 p.m. PDT.

Live webcasts of both presentations will be available at investor.bill.com, with replays accessible for approximately 30 days afterward.

BILL (NYSE: BILL) reported its Q3 FY2025 financial results, showing core revenue growth of 14% year-over-year to $320.3M and total revenue growth of 11% to $358.2M. The company's transaction fees increased 17% to $252.1M, while subscription fees grew 4% to $68.2M. BILL processed $79B in total payment volume, up 11% YoY, and handled 30M transactions, a 16% increase. However, the company reported a net loss of $11.6M compared to net income of $31.8M in Q3 FY2024. For Q4 FY2025, BILL expects total revenue between $370.5M-$380.5M and core revenue of $335.0M-$345.0M. The company served 488,600 businesses and appointed Mike Cieri as EVP, General Manager of Software Solutions.

BILL (NYSE: BILL), a financial operations platform provider for SMBs, announced its upcoming participation in the J.P. Morgan Global Technology, Media and Communications Conference. The event will take place in Boston on May 13, 2025, at 12:10 p.m. PDT. Investors can access the live webcast through BILL's investor relations website, with replay availability for approximately 30 days after the event.

BILL (NYSE: BILL) has appointed Mike Cieri as Executive Vice President and General Manager of Software Solutions. Cieri, who brings over 20 years of software strategy and product development experience, will lead software strategy across the BILL platform, reporting directly to CEO René Lacerte.

Cieri's impressive background includes serving as Chief Product Officer at Gusto, VP of Product Management at Opendoor, and holding key leadership roles at Square. At Square, he helped expand the company from a single product to a multi-product ecosystem for SMBs. His appointment aligns with BILL's focus on enhancing their financial operations platform through software innovation and AI integration to better serve their nearly 500,000 business customers.