Earnings Report: Bill.com Meets Q4 Expectations Despite Guidance Miss

Financial Highlights

* Revenue of $362.6 million, in line with analyst estimates (13.9% YoY growth)
* Non-GAAP EPS of $0.56, exceeding consensus estimates by 20.1%
* Adjusted operating income of $62.81 million, surpassing estimates by 22%

Revenue Guidance

* Next quarter's revenue guidance of $355 million, below analyst expectations of $360 million
* Decelerating growth trajectory, with sell-side analysts projecting 12.2% revenue growth over the next 12 months

Company Overview

* Founded in 2006, Bill.com offers SaaS platforms for payment and billing processes, targeting small and medium-sized businesses.

Sales Growth

* Compounded annual growth rate of 49.8% over the past three years
* Strong customer adoption and market resonance

Customer Acquisition

* Customer acquisition cost (CAC) payback period of 63.1 months
* Competitive market dynamics impact customer acquisition efficiency

Market Reaction

* Shares declined by 28.1% to $69.30 after earnings release
* Market reaction driven by missed revenue guidance

Analyst Recommendations

* In-depth research report available here, providing insights into Bill.com's valuation and overall attractiveness as an investment opportunity.