Latest news with #Studio360
Yahoo
27-06-2025
- Business
- Yahoo
5 Insightful Analyst Questions From BlackLine's Q1 Earnings Call
BlackLine's first quarter saw a positive market response following steady revenue growth and a notable margin improvement. Management attributed these results to operational enhancements in sales execution, customer expansion, and the adoption of its Studio360 platform. The leadership team emphasized increased average deal size, especially among enterprise clients, and highlighted the successful rollout of a new pricing model. Co-CEO Owen Ryan pointed to deepening relationships with key partners and customer wins in both North America and international markets as important contributors to quarterly performance. The company also credited faster implementation timelines and improved go-to-market alignment for helping drive customer satisfaction and top-of-funnel activity. Is now the time to buy BL? Find out in our full research report (it's free). Revenue: $166.9 million vs analyst estimates of $166.7 million (6% year-on-year growth, in line) Adjusted EPS: $0.49 vs analyst estimates of $0.38 (28% beat) Adjusted Operating Income: $34.95 million vs analyst estimates of $28.67 million (20.9% margin, 21.9% beat) The company reconfirmed its revenue guidance for the full year of $698.5 million at the midpoint Management raised its full-year Adjusted EPS guidance to $2.17 at the midpoint, a 6.6% increase Operating Margin: 2.1%, up from 1.1% in the same quarter last year Customers: 4,455, up from 4,443 in the previous quarter Annual Recurring Revenue: $656 million at quarter end, up 8.4% year on year Billings: $159 million at quarter end, up 9.2% year on year Market Capitalization: $3.52 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Rob Oliver (Baird) asked about the sustainability of margin expansion amid ongoing growth investments. CFO Patrick Villanova responded that margin gains were achieved without delaying planned investments and that flexibility remains to adjust spending if macro conditions deteriorate. Koji Ikeda (Bank of America) inquired about adoption trends for the new platform pricing model and its impact on user metrics. Villanova clarified that adoption was ahead of plan, especially among large enterprises, and explained how the model shifts user counts to zero for those customers. Patrick Walravens (Citizens) questioned BlackLine's approach to AI compared to competitors. Co-CEO Therese Tucker emphasized the company's focus on delivering 'responsible AI' with strong audit trails and leveraging decades of SaaS data for deeper insights. Pinjalim Bora (JPMorgan) probed the drivers behind changes in renewal rates and potential headwinds. Co-CEO Owen Ryan noted enterprise renewal rates remain strong, with mid-market churn linked to legacy customers and corporate restructuring, while Villanova said the new pricing model supports retention. Dominique Manansala (Truist Securities) asked about public sector traction and expectations for meaningful contribution. Ryan replied that the focus is on building pipelines with partners and SAP, with material impact expected primarily in future periods. Looking forward, our analysts will be watching (1) the pace of AI feature adoption and the impact of expanded Studio360 capabilities on customer engagement, (2) progress on deepening the SAP partnership and the uptake of bundled solutions in cloud ERP migrations, and (3) the effectiveness of the new pricing model in driving renewal rates and reducing churn. Developments in public sector and industry-specific solutions will also be important signposts. BlackLine currently trades at $56.53, up from $46.65 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
Euronews
21-04-2025
- Entertainment
- Euronews
Theseus, Ariadne and a minotaur join the Mount Olympus podcast party
ADVERTISEMENT If you've ever wished your Greek myths came with a touch of Tony-winning sparkle, you're in luck. The Onassis Foundation's smash-hit podcast Live from Mount Olympus is back for its sixth season on 22 April 2025 — and this time, it's diving into the epic tale of Theseus and Ariadne. The award-winning audio drama, which just bagged a Gold Signal Award for Best Road Trip Podcast, continues to spin ancient stories into binge-worthy gold. With narrator André De Shields – yes, that André De Shields from Hadestown – back as the slick, silver-tongued Hermes, this new season promises all the drama, heartbreak, monsters and mystery of Greek myth. The sixth season recounts the the epic tale of Theseus and Ariadne. Illustration: Jason Adam Katzenstein / Courtesy of the Onassis Foundation "Theseus and Ariadne is a powerful myth reflecting the challenges teenagers face as they transition into adulthood. It explores how life's journey, filled with encounters of good and evil, shapes one's identity,' says executive producer Karen Brooks Hopkins. 'It's a story full of drama, mystery, and intrigue — a highly theatrical tale.' Live from Mount Olympus has also made the leap into classrooms. Through a partnership with education platform inquirED, the show now has its own curriculum, reaching more than 1,600 schools across the US since last autumn. 'We view [Greek myths] as evergreen – living, relevant, urgent stories that ask more questions than they answer and are new every time they are told,' says Onassis Foundation artistic director Afroditi Panagiotakou. 'Our Live from Mount Olympus podcast tells them for today, in a contemporary idiom, exploring issues that matter to audiences of all ages.' From the table reading of Season Six. Photo: Zachary Schulman The production is a who's who of theatre royalty. Alongside De Shields, the series boasts a dream team that includes Rachel Chavkin (also of Hadestown fame) and director-producers Zhailon Levingston and Keenan Tyler Oliphant. Julie Burstein (creator of the Peabody Award-winning Studio 360) is the showrunner, with playwright Nathan Yungerberg bringing the scripts to life. The podcast is also known for its top-tier cameos: we're talking Anna Kendrick, John Turturro, Isabella Rossellini in previous series. With over 1.6 million downloads, fans across 170 countries, Live from Mount Olympus is proving that myths never go out of style — absolutely epic, you could say. Season Six of Live From Mount Olympus launches 22 April 2025.
