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Revenue by Segment
Shows how much revenue comes from different parts of BlackLine’s business (for example subscription licenses vs professional services or different product lines), revealing which offerings drive growth, which carry higher margins, and where the company is prioritizing investment. Investors use it to judge scalability, margin trends, and whether revenue is concentrated in a narrow set of products.Subscription and support is the clear, high‑margin growth engine—steadily compounding—while professional services remains a much smaller but accelerating adjunct as customers implement platform and AI features. Management’s expanding contracted backlog and larger, multiyear deals point to stronger revenue conversion ahead, but timing mismatches (elongated enterprise sales cycles and platform pricing) are muting near‑term ARR recognition. If platform conversion and Agentic adoption proceed as guided, expect sustainable recurring revenue expansion and higher‑quality, upsellable accounts into next year.
Date | Professional Services | Subscription and Support |
|---|---|---|
Jun 30, 2026 | $9.97M | $177.86M |
Mar 31, 2026 | $9.44M | $173.71M |
Dec 31, 2025 | $9.95M | $173.23M |
Sep 30, 2025 | $10.08M | $168.21M |
Jun 30, 2025 | $9.00M | $163.03M |
Mar 31, 2025 | $8.47M | $158.46M |
Dec 31, 2024 | $8.47M | $160.99M |
Sep 30, 2024 | $8.90M | $157.00M |
Jun 30, 2024 | $8.70M | $151.80M |
Mar 31, 2024 | $8.00M | $149.50M |