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Customers
Tracks the number and types of organizations using BlackLine, along with net new customer additions and churn, indicating sales effectiveness and market demand. Changes in customer count and mix (enterprise vs small business) affect revenue durability, average deal size, and reliance on large accounts.Customer count has plateaued and recently turned down, even as ARR and deal sizes accelerate — a clear shift from growth-by-footprint to growth-by-pocketbook. Management’s commentary points to stronger enterprise wins, upsells, and rapid Verity AI adoption driving revenue per customer, while lingering mid‑market churn and lumpy platform migrations are shrinking the customer base. That mix improves short‑term revenue quality but raises execution risk: continued mid‑market attrition must be offset by sustained large‑deal momentum to meet guidance and longer‑term platform goals.
Date | Customers |
|---|---|
Jun 30, 2026 | 4.26K |
Mar 31, 2026 | 4.30K |
Dec 31, 2025 | 4.39K |
Sep 30, 2025 | 4.42K |
Jun 30, 2025 | 4.45K |
Mar 31, 2025 | 4.46K |
Dec 31, 2024 | 4.44K |
Sep 30, 2024 | 4.43K |
Jun 30, 2024 | 4.43K |
Mar 31, 2024 | 4.41K |