财务数据和关键指标变化 - 总收入同比增长19%,达到3.23亿美元 [9] - 核心收入(包括订阅和交易收入)同比增长17%,达到2.81亿美元 [46] - 非GAAP毛利同比增长19%,达到2.81亿美元,毛利率为87% [46] - 非GAAP营业利润同比增长68%,达到5900万美元,营业利润率为18% [47][48] - 非GAAP净利润同比增长42%,达到6860万美元,净利润率为21% [66] 各条业务线数据和关键指标变化 - Spend & Expense业务收入同比增长29% [50] - Spend & Expense业务新增1800家客户 [50] - Spend & Expense业务交易量同比增长29%,达到44亿美元 [51] - BILL独立业务交易量同比增长9%,达到670亿美元 [54] - BILL独立业务交易收入同比增长20% [54] 各个市场数据和关键指标变化 - 公司未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司致力于成为中小企业财务运营的核心平台,提供集成的解决方案 [10][14] - 公司拥有12种支付渠道,8种支付方式,覆盖130多个国家,为客户提供灵活的支付选择 [31][32] - 公司正在加强生态系统建设,与Xero等软件公司合作嵌入支付功能 [38][39] - 公司通过AI技术和大数据优势为客户提供自动化和洞见 [17][18] 管理层对经营环境和未来前景的评论 - 管理层表示当前宏观环境仍存在不确定性,但公司业务保持稳定,未见明显下滑 [68][69] - 管理层对公司未来发展前景保持乐观,认为公司有很大的市场机会 [10][40] 问答环节重要的提问和回答 问题1 **Tien-Tsin Huang 提问** 询问公司对宏观环境和交易量的看法 [82] **Rene Lacerte 回答** 公司目前看到交易量保持稳定,未见明显扩张,但对未来保持乐观 [83] 问题2 **Kenneth Suchoski 提问** 询问公司交易收费率提升的原因,以及未来提升虚拟卡收费的计划 [92][93] **John Rettig 回答** 公司本季度交易收费率提升有一定的非经常性因素,未来会继续推动新的支付产品提升收费率 [94][95] 问题3 **Andrew Schmidt 提问** 询问公司FI渠道客户数下降的原因,以及整体客户增长情况 [104][105] **Rene Lacerte 回答** FI渠道客户数下降主要是由于清理了部分非活跃客户,但公司整体客户增长势头良好 [105][106]

BILL (NYSE: BILL) Investor Deck May 2024 Safe harbor This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are statements other than statements of historical facts, and statements in the future tense. Forward-looking statements are based on our expectations as of the date of this presentation and are subject to a number of risks, uncertainties and assumptions, many of which involve factors or circumstances that are beyond our ...

BILL Reports Third Quarter Fiscal Year 2024 Financial Results • Q3 Transaction Fees Increased 25% Year-Over-Year • Q3 Core Revenue Increased 17% Year-Over-Year • Q3 Total Revenue Increased 19% Year-Over-Year SAN JOSE, Calif.--(BUSINESS WIRE) – May 2, 2024 – BILL (NYSE: BILL), a leading financial operations platform for small and midsize businesses (SMBs), today announced financial results for the third fiscal quarter ended March 31, 2024. “We delivered strong profitable growth for the quarter, continued our ...

BILL Holdings (BILL) is scheduled to report third-quarter fiscal 2024 results on May 2. BILL Holdings’ third-quarter fiscal 2024 revenues are projected between $299 million and $309 million, suggesting year-over-year growth of 10-13%. Non-GAAP earnings are expected between 48 cents and 57 cents per share. The Zacks Consensus Estimate for revenues is pegged at $304.95 million, suggesting an increase of 11.88% from the year-ago quarter’s reported number. The consensus mark for third-quarter fiscal 2024 earnin ...

Wall Street analysts expect BILL Holdings (BILL) to post quarterly earnings of $0.53 per share in its upcoming report, which indicates a year-over-year increase of 6%. Revenues are expected to be $304.95 million, up 11.9% from the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Ahead of a company's earnings disclosure, it is crucial to ...

BILL Holdings (BILL) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this payment processing software company have returned -7.8%, compared to the Zacks S&P 500 composite's -3% change. During this period, the Zacks Internet - Software industry, which BILL Holdings falls in, has lost 4.1%. The key question now is: What could be the st ...

股价表现 - BILL Holdings 最新收盘价为 $60.61，较前一交易日上涨了 +1.68% [1] - BILL Holdings 过去一个月股价下跌了12.4%，落后于计算机和科技行业的下跌幅度 [2] 财务预测 - BILL Holdings 预计于2024年5月2日发布财报，预计每股收益为 $0.53，同比增长6%，预计营收为 $304.95 百万美元，同比增长11.88% [3] - Zacks Consensus Estimates 预计 BILL Holdings 全年每股收益为 $2.23，营收为 $1.24十亿美元，同比增长分别为 +35.15% 和 +17.09% [4]

Subscribers to Schaeffer's Weekend Trader options recommendation service received this BILL commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters. Learn more about why Weekend Trader is one of our most popular options trading services. Software stock Bill Holdings Inc (NYSE:BILL) is trading below a trendline connecting higher lows since February, and earlier this month retested the level at which the breakdown of this trendline occurre ...

BILL Holdings (BILL) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this payment processing software company have returned -1.1%, compared to the Zacks S&P 500 composite's +1.6% change. During this period, the Zacks Internet - Software industry, which BILL Holdings falls in, has gained 3.5%. The key question now is: What could be the stock's futu ...

CEVA-Waves Links系列产品 - CEVA公司推出了一系列多协议无线平台知识产权（IP）产品Ceva-Waves Links[1] - Ceva-Waves Links100是该系列中的第一个IP，结合了Wi-Fi 6、蓝牙 5.4和802.15.4，适用于物联网（IoT）应用，具有优化的共存方案，可适应不同的无线电和配置[2] 物联网设备需求增长 - CEVA公司正在从物联网设备需求的增长中受益，这些设备以小巧、低成本、高性能和创新的特点而闻名，需要集成在一块芯片上以提供多功能[5]