BNK Stock Price, News, Filings & Events — Blackbaud, Inc.

Blackbaud, Inc. (BLKB.NASDAQ) sells AI-powered solutions designed to enhance social impact, primarily targeting nonprofit organizations. The company's products are typically purchased by decision-makers in nonprofit organizations, such as executives, finance managers, and IT directors, who are responsible for improving operational efficiency and achieving mission-driven goals. The core product wedge is Blackbaud's ability to provide intelligent insights and tools that help these organizations manage their financial operations, donor relationships, and overall impact more effectively.

As of March 31, 2026, Blackbaud, Inc. (NASDAQ: BLKB) reported total annual recurring revenue (ARR) of $1.12 billion, comprising $728.77 million in contractual recurring revenue and $389.91 million in transactional recurring revenue. (stockanalysis.com) Year-over-Year Growth Rates: - Contractual Recurring Revenue: Decreased by 4.13% from March 31, 2025. - Transactional Recurring Revenue: Increased by 7.86% from March 31, 2025. Net Revenue Retention (NRR): - As of Q1 2025, Blackbaud reported an NRR of 92.5%. (cust.co) Growth Trend Analysis: - The decline in contractual recurring revenue and the increase in transactional recurring revenue suggest a shift in revenue composition. - The NRR of 92.5% indicates that existing customers are generating 92.5% of the revenue compared to the previous year, reflecting a stable customer base. While the overall revenue shows a slight decrease, the increase in transactional revenue and stable NRR suggest that Blackbaud is maintaining a steady growth trajectory.

Blackbaud, Inc. reported a net revenue retention (NRR) rate of 92.5% for the first quarter of fiscal year 2025. (cust.co) The company also reported a gross dollar retention rate of approximately 92% for the full year 2025. (financialreports.eu) Implications for Land-and-Expand Strategy and Customer Satisfaction: - Land-and-Expand Strategy: - The NRR of 92.5% indicates that Blackbaud is effectively expanding its existing customer relationships, as the company retains a significant portion of its revenue from existing customers. - The gross dollar retention rate of 92% suggests that Blackbaud is successful in maintaining its customer base, which is essential for the land-and-expand model. - Customer Satisfaction: - High retention rates typically reflect strong customer satisfaction, as clients are more likely to continue their relationships with the company when they are satisfied with the products and services. - The consistent retention rates over time indicate that Blackbaud's customers are generally satisfied with the company's offerings. These retention metrics suggest that Blackbaud's land-and-expand strategy is effective and that the company maintains a high level of customer satisfaction.

Blackbaud, Inc. (NASDAQ: BLKB) has not publicly disclosed its Magic Number or Customer Acquisition Cost (CAC) payback period in recent financial reports. These metrics are typically found in detailed earnings releases or investor presentations, which are not available for Blackbaud at this time. Understanding Magic Number and CAC Payback Period: - Magic Number: Measures sales efficiency by calculating the revenue growth generated per dollar of sales and marketing spend. - CAC Payback Period: Indicates how many months it takes to recover the cost of acquiring a customer through gross profit. A shorter payback period suggests more efficient capital use. For SaaS companies, benchmarks are: - Under 12 months: Excellent - 12–18 months: Healthy - Over 24 months: Potential concern (metrictoolbox.com) SaaS Industry Benchmarks: - Magic Number: A ratio of 0.75 to 1.0 is considered good, indicating that each dollar spent on sales and marketing generates 75 to 100 cents in revenue growth. - CAC Payback Period: Under 12 months is ideal for SMB SaaS; 12–18 months is acceptable for mid-market; over 24 months may be problematic unless churn is very low and financing is stable. (metrictoolbox.com) Conclusion: Without specific disclosures from Blackbaud, Inc., it's challenging to assess its efficiency in acquiring growth compared to SaaS peers. Monitoring future earnings reports may provide these insights.

Blackbaud, Inc. (BLKB) has demonstrated the following financial metrics over the past eight quarters: | Quarter Ending | Gross Margin | Free Cash Flow (FCF) Margin | Rule of 40 Score | |---------------|--------------|-----------------------------|------------------| | Dec 31, 2025 | 58.35% | 26.94% | 41.0% | | Sep 30, 2025 | 59.19% | 22.85% | N/A | | Jun 30, 2025 | 58.78% | 24.99% | N/A | | Mar 31, 2025 | 54.69% | 17.61% | N/A | | Dec 31, 2024 | 54.11% | 18.11% | N/A | | Sep 30, 2024 | 52.24% | 21.77% | N/A | | Jun 30, 2024 | 52.23% | N/A | N/A | | Mar 31, 2024 | N/A | N/A | N/A | Notes: - Gross Margin: Represents the percentage of revenue remaining after subtracting the cost of goods sold. - Free Cash Flow (FCF) Margin: Indicates the percentage of revenue converted into free cash flow. - Rule of 40 Score: Sum of revenue growth rate and adjusted EBITDA margin; a score above 40% is considered strong. Trends: - Gross Margin has remained relatively stable, fluctuating between 52.23% and 59.19% over the past eight quarters. - FCF Margin has varied, with a notable increase to 26.94% in Q4 2025 from 17.61% in Q1 2025. - The Rule of 40 Score reached 41.0% in Q4 2025, indicating strong financial performance. Note: Data for Q1 2024 and Q2 2024 is not available in the provided sources.

Blackbaud, Inc. (NASDAQ: BLKB) is a cloud software provider specializing in solutions for social impact organizations. Specific details regarding customer concentration, average contract value, and the breakdown of pricing models are not publicly disclosed. Customer Concentration: - Blackbaud does not publicly disclose the percentage of Annual Recurring Revenue (ARR) derived from its top 10 customers. Average Contract Value: - The company does not provide specific figures for the average contract value. Pricing Model Breakdown: - Blackbaud's revenue is primarily derived from recurring sources, including: - Contractual Recurring Revenue: $775.1 million, accounting for 68.7% of total revenue. - Transactional Recurring Revenue: $354 million, representing 31.4% of total revenue. - The company does not publicly disclose the specific split between seat-based, consumption-based, and platform pricing models. For more detailed financial information, you can refer to Blackbaud's annual reports. (investor.blackbaud.com)

Blackbaud, Inc. specializes in providing AI-powered solutions tailored for the social impact sector, offering integrated tools for fundraising, CRM, analytics, and financial management. Its deep domain expertise and focus on nonprofit organizations distinguish it from competitors. (blackbaud.com) Competitive Advantages: - Specialized AI Solutions: Blackbaud leverages artificial intelligence to deliver actionable insights and enhance decision-making for social impact organizations. (blackbaud.com) - Comprehensive Product Suite: The company offers an integrated suite covering fundraising, CRM, analytics, and financial management, streamlining operations for nonprofits. (blackbaud.com) - Domain Expertise: With decades of experience, Blackbaud possesses in-depth knowledge of the nonprofit sector, enabling it to develop solutions that address specific challenges faced by these organizations. (en.wikipedia.org) Direct Competitors: - Salesforce, Inc. (CRM): A leading CRM provider expanding into the nonprofit sector with tailored solutions. (owler.com) - Workday, Inc. (WDAY): Offers enterprise cloud applications, including financial management and analytics, with a growing presence in the nonprofit space. (koalagains.com) - Tyler Technologies, Inc. (TYL): Provides software solutions for public sector organizations, including nonprofits. (koalagains.com) - Veeva Systems Inc. (VEEV): Specializes in cloud-based software for the global life sciences industry, with some overlap in nonprofit healthcare sectors. (koalagains.com) - Oracle Corporation (ORCL): Offers a broad range of ente...

Several near-term catalysts could potentially re-rate Blackbaud, Inc. (BLKB.NASDAQ): 1. New AI Features : Blackbaud is actively involved in AI initiatives, as evidenced by the launch of the AI for Social Impact Certification Program and research on AI adoption in the social impact sector. Continued advancements in AI-powered solutions could enhance their product offerings and attract more clients. 2. Big Logos : Participation in high-profile events like the bbcon 2026 Social Impact Tech Conference, featuring notable speakers such as Priya Lakhani OBE and Leslie Odom, Jr., could increase brand visibility and attract significant clients. 3. Sustainability Recognition : Being named to Newsweek's World's Greenest Companies List for the second consecutive year highlights Blackbaud's commitment to sustainability, which could appeal to environmentally conscious investors and customers. 4. Financial Results and Guidance : The upcoming announcement of their second quarter 2026 financial results on July 29, 2026, could provide insights into the company's financial health and future guidance, potentially impacting investor sentiment. These catalysts, if executed effectively, could positively influence Blackbaud's market perception and stock performance.