Loading...
•
Jun 30, 2025
Olo Q2 2025 Earnings Report
Olo's Q2 2025 earnings report showed strong revenue growth and exceeded guidance, with a pending acquisition by Thoma Bravo announced.
Key Takeaways
Olo Inc. reported a strong second quarter in 2025, with total revenue increasing by 22% year-over-year to $85.7 million, exceeding guidance. The company also announced a definitive agreement to be acquired by Thoma Bravo for approximately $2.0 billion in equity value.
Total revenue increased 22% year-over-year to $85.7 million, surpassing the high-end of guidance.
Non-GAAP operating income reached $13.1 million, also exceeding the high-end of guidance.
Olo entered into a definitive agreement to be acquired by Thoma Bravo for $10.25 per share in cash, valuing the company at approximately $2.0 billion.
Key performance indicators showed positive trends, with ARPU up 12% and active locations increasing to 89,000.
Revenue by Segment
Forward Guidance
Due to the pending acquisition by Thoma Bravo, Olo has withdrawn its prior financial guidance for fiscal year 2025 and suspended its practice of providing financial guidance.
Positive Outlook
- The acquisition by Thoma Bravo is expected to accelerate Olo's vision and build on its success.
- The all-cash transaction values Olo at approximately $2.0 billion in equity.
- Shareholders will receive $10.25 per share, representing a 65% premium over the share price as of April 30, 2025.
- The transaction was unanimously approved by Olo's Board of Directors.
- The transaction is expected to close by the end of calendar year 2025 and is not subject to a financing condition.
Challenges Ahead
- Olo will not be hosting an earnings conference call due to the pending transaction.
- Prior financial guidance for fiscal year 2025 has been withdrawn.
- The practice of providing financial guidance has been suspended.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...