Bill.com Holdings, Inc.

Bill.com Holdings, Inc. Earnings Recaps

BILL Information Technology 2 recaps
Q3 2026 May 8, 2026

BILL’s shares rose 12.8% following the Q3 report, driven primarily by better-than-expected profitability improvements and accelerating AI-driven productivity gains, which appear to have reassured investors about the company’s operational leverage and growth durability.

Key takeaways
  • Core revenue grew 16% year-over-year, consistent with ongoing solid top-line momentum.
  • Non-GAAP operating margin approached 20%, highlighting significant improvement in profitability.
  • Achieved GAAP profitability, marking an important milestone in operational performance.
  • Accelerated deployment of AI agents, now used by over 100,000 customers, automating millions of invoices and transactions to improve efficiency.
  • AI integration is central to the company’s strategy, driving automation internally and across customer financial operations, supporting a scalable growth model.
Full recap
Q2 2026 Feb 6, 2026

BILL reported strong second-quarter results for Fiscal 2026, achieving 17% core revenue growth and an impressive 18% non-GAAP operating margin, driven by rising SMB spending and innovative product offerings.

Key takeaways
  • Core revenue increased by 17% year-over-year, indicating robust demand and execution.
  • Non-GAAP operating margin improved to 18%, reflecting enhanced profitability.
  • Adoption of invoice financing surged nearly 50% year-over-year, highlighting growth in new financial solutions.
  • Multiproduct usage expanded by 28%, demonstrating increased customer engagement and retention.
  • Significant partnerships, including with NetSuite and Paychex, position BILL to reach up to 1 million additional businesses.
Full recap