Filing Flows › Bill Holdings (BILL) › Guidance & outlook

Bill Holdings (BILL) guidance and outlook

Bill Holdings (BILL) reaffirmed its guidance on Nov 5, 2026: Revenue $340M–$350M for FY2027; EPS +20% for FY2027. Bill Holdings' 10-Q filed Nov 6, 2026 makes 25 forward-looking statements.

Guidance and outlook

Latest guidance

From the earnings release filed Nov 5, 2026 (8-K on EDGAR).

Forward-looking statements, 10-Q filed Nov 6, 2026

• As we add customers and partners, we expect our network to continue to grow organically.
• Furthermore, our newly announced embed partnership with Blackbaud expands upon prior partnerships with Paychex, Oracle NetSuite, and Acumatica — all under our "Embed 2.0" initiative, which aims to deliver our platform capabilities as embeddable solutions through third-party platforms.
• We expect this approach will extend our platform's reach and offer new payment capabilities to our partners' users.
• We intend to continue to monitor macroeconomic conditions closely and to take appropriate financial or operational actions in response to such conditions.
• As of September 30, 2026, we exited a portion of our leased office spaces, which we intend to sublease, and recognized a non-cash impairment charge on operating lease right-of-use (ROU) assets and property and equipment.
• We expect that service costs will increase in absolute dollars, but may fluctuate as a percentage of revenue from period to period, as we continue to invest in growing our business and based on whether or not we are the principal or the agent under arrangements with third parties.
• We expect to continue to make investments in and expand our offerings to enhance our customers’ experience and satisfaction, and to attract new customers.
• We expect our R&D expenses to increase in absolute dollars, but they may fluctuate as a percentage of revenue from period to period as we expand our R&D team to develop new products and product enhancements, including continued investments in our AI tools and offerings, such as AI agents.
• We plan to continue investing in sales and marketing efforts by driving our go-to-market strategies, building our brand awareness, and sponsoring additional marketing events; however, we will adjust our sales and marketing spend level as needed, as the spend may fluctuate from period to period, in response to changes in the economic environment.
• We expect to incur additional general and administrative expenses as we explore various growth initiatives, which include incurring higher costs for professional services.
• We also expect to increase the size of our general and administrative functions to support the growth in our business.
• As a result, we expect that our general and administrative expenses will increase in absolute dollars but may fluctuate as a percentage of revenue from period to period.

Bill Holdings' latest quarter

Questions

Did Bill Holdings raise or lower its guidance?

Bill Holdings (BILL) reaffirmed its guidance on Nov 5, 2026: Revenue $340M–$350M for FY2027; EPS +20% for FY2027.

What does Bill Holdings expect?

As we add customers and partners, we expect our network to continue to grow organically. Furthermore, our newly announced embed partnership with Blackbaud expands upon prior partnerships with Paychex, Oracle NetSuite, and Acumatica — all under our "Embed 2.0" initiative, which aims to deliver our platform capabilities as embeddable solutions through third-party platforms. We expect this approach will extend our platform's reach and offer new payment capabilities to our partners' users.

Open the interactive view →

Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.