BILL (BILL) Q4 FY26 earnings call

BILL completed a significant AI-native transformation and organizational restructuring in Q4 FY26, driving strong business performance with core revenue growth and expanding non-GAAP operating margins. The company is pivoting to an agentic platform, focusing on higher ROI customers, and expanding value through new product introductions. Management is navigating go-to-market changes and an accounting presentation shift for rewards expense, while aiming for meaningful GAAP profitability and exceeding the Rule of 40 threshold by the end of FY27.