BI
BILL
BILL What BILL Holdings promised, and what happened
Guidance
What management said, and what became of it
40 of 52 judged targets kept · 43 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Core revenue | $392 million to $402 million | Mar 2026 | In Q4, we delivered $400.5 million in core revenue, growing 16% year-over-year. | Achieved |
| Customer adoption of BILL agents | Majority of customers using at least 1 agent | Jun 2025 | To date, we have had over 175,000 businesses using our agents to improve their financial operations across S&E and AP. | Missed |
| Non-GAAP EPS | $2.00 to $2.20 | Jun 2025 | We expect non-GAAP net income in the range of $298.7 million to $302.7 million and non-GAAP EPS to be between $2.61 and $2.64. | Revised Up |
The full ledger
Open BILL Holdings’s full ledger
A free account opens 5 company ledgers a month. All 95 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 95 tracked commitments for BILL Holdings
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.