BlackLine, Inc. (BL) Presents at Citi’s 2026 Global TMT Conference Transcript

Steven Enders
Citigroup Inc., Research Division

All right. Awesome. Well, thanks, everybody. Thanks, everyone, for joining us today for the afternoon of day 2 of Citi’s Global TMT Conference. I’m Steve Enders, part of the software research team here at Citi. And here for this session, very glad to have the team from BlackLine here. So I want to thank you both for joining us today.

Owen Ryan
Chairman & CEO

Thank you.

Patrick Villanova
Chief Financial Officer

Thank you.

Steven Enders
Citigroup Inc., Research Division

Maybe just to start, I think there’s been a lot of changes with BlackLine over the past couple of years. Maybe we can just start with kind of what the core story is today and how you’re kind of viewing the opportunity to invest in BlackLine over the next 3 to 5 years.

Owen Ryan
Chairman & CEO

Yes. So thanks, Steve. So we have been on a rapid journey to transform the business 3 years ago, roughly when I stepped into the role, we did a complete refresh of our strategy, where we wanted to go, focus on certain parts of the market to really be more selective about the customers we chose to do business with, the industries, the geographies, the ERP partners, the system integrators. And so we did a lot of what I would call choices in and choices out.

That served us pretty well as we move through the last couple of years. We really got our innovation back in motion when we brought our founder back into the business who