Back to top

Image: Bigstock

Blackbaud (BLKB) Q2 Earnings Top Estimates, Revenues Rise Y/Y

Read MoreHide Full Article

Blackbaud, Inc. (BLKB - Free Report) delivered second-quarter 2020 non-GAAP earnings of 85 cents per share, which beat the Zacks Consensus Estimate by 70%. The figure increased 28.8% year over year.

Total non-GAAP revenues increased 2.5% year over year to $231.9 million, which beat the consensus mark by 7.4%.

Quarter in Detail

Total non-GAAP recurring revenues for the reported quarter were $216.3 million, which contributed 93.2% to total non-GAAP revenues. The figure increased 3.4% year over year.

One-time services and other revenues were $15.7 million, down 8.3% year over year.

Blackbaud, Inc. Price, Consensus and EPS Surprise

Non-GAAP organic revenues rose 2.5% year over year to $231.9 million. Non-GAAP organic revenues on a constant currency (CC) basis amounted to $233.9 million, up 3.4% year over year.

Non-GAAP organic recurring revenues moved up 3.4% year over year to $216.2 million.

Q2 Business Highlights

Blackbaud announced technology innovations specifically designed to support the unique needs of social organizations during COVID-19, which may have generated goodwill around the company’s brand and boosted recognition for its products.

Welcoming more than 5,000 registrants, Blackbaud's annual tech conference for K-12 private school leaders boasted record attendance, marquee keynote speakers and sessions focused on navigating school reopening and hybrid learning.

Additionally, Blackbaud showcased key learnings and trends in employee philanthropic behavior and companies' corporate social responsibility (CSR) programs in the second quarter.

These enhanced capabilities are expected to drive adoption of Blackbaud’s solutions and boost retention among existing customers.

Higher education and healthcare institutions around the world are turning to Blackbaud solutions to power fundraisers for COVID-19 vaccines and lifesaving equipment.

Margin Details

Non-GAAP gross margin contracted 40 basis points (bps) to 60.4%.

Sales, marketing & customer success expenses, as a percentage of revenues, contracted 200 bps from the year-ago quarter to 22.4%. Research and development expenses contracted 70 bps to 10.7%, while general & administrative expenses expanded 20 bps to 12.9%.

Non-GAAP operating margin expanded 430 bps from the year-ago quarter’s figure to 23.5%.

Balance Sheet & Cash Flow

As on Jun 30, 2020, Blackbaud had cash and cash equivalents of $30.5 million compared with $25 million as of Mar 31, 2020.

Total debt (including current portion) as of Jun 30 amounted to $488.1 million compared with $530.9 million as of Mar 31, 2020.

Cash provided by operating activities during the quarter was $37.4 million against $24.5 million of cash used in operating activities in the prior quarter.

Non-GAAP free cash outflow during the quarter was $48.2 million compared with $38.3 million of free cash flow in the last reported quarter.

On May 5, the board of directors announced suspension of quarterly cash dividend payouts to maintain near-term liquidity and financial flexibility during the COVID-19 crisis.

Zacks Rank & Stocks to Consider

Currently, Blackbaud carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader technology sector are Dropbox (DBX - Free Report) , Everbridge and Analog Devices (ADI - Free Report) . While both Dropbox and Everbridge sport a Zacks Rank #1 (Strong Buy), Analog Devices carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Both Dropbox and Everbridge are scheduled to report earnings on Aug 6. Analog Devices is set to release quarterly results on Aug 19.

5 Stocks Set to Double

Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.

Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.

Today, See These 5 Potential Home Runs >>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Analog Devices, Inc. (ADI) - free report >>

Blackbaud, Inc. (BLKB) - free report >>

Dropbox, Inc. (DBX) - free report >>

Published in