Main Management Weekly Market Note: September 5, 2025

Main Management's weekly market note for September 5, 2025, discusses market trends and investment strategies. The note includes images and a link to contact Darol Ryan, Head of Sales and National Accounts, for more information on Main Management's services.

Bill's Holdings, Inc. (BILL) is set to release its Q1 2026 earnings on November 6, 2025, with a conference call scheduled at 4:30 PM ET. The company's fiscal 2025 results, announced earlier this year, showcased robust performance across several key areas, providing a strong foundation for future growth.

Key Highlights of Fiscal 2025:

1. Revenue Growth: Bill's total revenue reached $1.5 billion, with core revenue up by 16% year-over-year (YoY) [1].
2. Operating Income: Non-GAAP operating income exceeded the high end of guidance by over 20% [1].
3. AI Platform Launch: The company introduced the AgenTik AI platform, expected to have most customers using at least one agent by the end of fiscal 2026 [1].
4. Supplier Payments Plus: This new solution shifted to an ad valorem fee model, simplifying reconciliation at scale and unlocking transaction revenue potential [1].
5. Mid-Market Expansion: Mid-market customer growth outpaced the overall base by five points, with new Embed 2.0 partnerships extending the platform into tens of thousands more businesses [1].
6. Fiscal 2026 Outlook: Bill guided for 9–11% revenue growth (12–15% core), 15–17% non-GAAP operating margin, and a $300 million share repurchase plan [1].

Strategic Initiatives:

Bill's CEO, René Lacerte, emphasized the company's strategic investments in financial operations agents for SMBs, driving growth and category leadership. The company also launched Supplier Payments Plus, a solution that streamlines millions of payment transactions and simplifies incoming payments at scale for suppliers [1].

Market Trends and Investment Strategies:

Main Management's weekly market note for September 5, 2025, discusses market trends and investment strategies. The note includes images and a link to contact Darol Ryan, Head of Sales and National Accounts, for more information on Main Management's services [2].

Conclusion:

Bill's Holdings, Inc. demonstrated strong performance in fiscal 2025, setting the stage for continued growth in 2026. With strategic initiatives in AI, mid-market expansion, and supplier payments, the company is well-positioned to capitalize on market trends and deliver value to shareholders. Investors should closely monitor the Q1 2026 earnings call for further insights into the company's progress and future prospects.

References:
[1] https://www.marketbeat.com/earnings/reports/2025-8-27-billcom-holdings-inc-stock/
[2] Main Management's weekly market note for September 5, 2025