Filing Flows › Bill Holdings (BILL) › Q4 FY26 › vs Q3 FY26
Bill Holdings (BILL) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Bill Holdings's revenue rose $29.6M (+7%) from $407M in Q3 FY26 to $436M in Q4 FY26. The biggest changes: Subscription and transaction fees +$29.3M (+8%); Interest on funds held for customers +$275K (+0.8%).
Bill Holdings, Q4 FY26: revenue $436M (+14% year over year), operating margin -7.9%, net loss $18.5M, operating cash flow $111M. The chart draws each line against Q3 FY26, the increases inside each band.
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Subscription and transaction fees | $400M | $371M | $29.3M | +8% |
| Interest on funds held for customers | $35.7M | $35.4M | $275K | +0.8% |
| Revenue | $436M | $407M | $29.6M | +7% |
| Other income, net | $14.2M | $15.2M | −$949K | -6% |
| Income tax benefit | $1.6M | −$2.0M | $3.5M | — |
| Net loss | $18.5M | −$12.8M | $31.3M | — |
| Costs & expenses | $470M | $422M | $48.7M | +12% |
| Operating costs | $470M | $407M | $63.5M | +16% |
| Cost of revenue | $80.0M | $74.7M | $5.3M | +7% |
| Research & development | $63.1M | $74.4M | −$11.3M | -15% |
| Sales & marketing | $158M | $153M | $5.1M | +3% |
| General & admin | $70.7M | $72.3M | −$1.6M | -2% |
| Other operating costs | $98.3M | $32.4M | $66.0M | +204% |
| Operating cash sources | $129M | $89.9M | $39.6M | +44% |
| Depreciation & amortization | $8.2M | $8.5M | −$239K | -3% |
| Share-based compensation | $52.8M | $53.9M | −$1.2M | -2% |
| Working capital & other | $68.4M | $27.5M | $41.0M | +149% |
| Net loss absorbed | $18.5M | −$12.8M | $31.3M | — |
| Operating cash flow | $111M | $103M | $8.3M | +8% |
Questions
How much did Bill Holdings's revenue grow quarter over quarter in Q4 FY26?
Bill Holdings's revenue rose $29.6M (+7%) from $407M in Q3 FY26 to $436M in Q4 FY26.
What drove Bill Holdings's revenue change in Q4 FY26?
Subscription and transaction fees +$29.3M (+8%); Interest on funds held for customers +$275K (+0.8%).