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Sep 30
ON24 Q3 2025 Earnings Report
ON24's Q3 2025 earnings report highlighted total revenue of $34.6 million, with significant progress in AI-driven initiatives and a seventh consecutive quarter of positive operating and free cash flow.
Key Takeaways
ON24 delivered third-quarter results above guidance, achieving $34.6 million in total revenue. The company demonstrated strong progress in its strategic priorities, particularly in AI offerings and regulated industries, leading to improved profitability and positive operating and free cash flow for the seventh consecutive quarter.
Total revenue reached $34.6 million, exceeding guidance expectations for the quarter.
The company achieved its seventh consecutive quarter of positive operating and free cash flow, demonstrating strong financial efficiency.
Nearly one in five customers are now utilizing ON24's AI-powered solutions, indicating successful adoption of new offerings.
ON24 announced a strategic collaboration and integration with LinkedIn to enhance event marketing capabilities and audience engagement.
ON24
ON24
ON24 Revenue by Segment
Revenue by Segment
Core Platform Revenue
CapyFin.comVirtual Conference Revenue
CapyFin.com Forward Guidance
ON24 is raising its full-year 2025 revenue and bottom-line guidance, expecting continued growth in total revenue and core platform revenue, alongside a reduced non-GAAP operating loss and positive non-GAAP net income per share.
Positive Outlook
- Full-year 2025 total revenue guidance raised to $138.6 million to $139.2 million.
- Full-year 2025 Core Platform Revenue guidance raised to $136.0 million to $136.6 million.
- Fourth quarter 2025 total revenue expected to be $33.9 million to $34.5 million.
- Fourth quarter 2025 non-GAAP operating loss projected to be $0.8 million to $0.2 million, indicating improved profitability.
- Fourth quarter 2025 non-GAAP net income per share expected to be $0.01 to $0.02.
Challenges Ahead
- A restructuring charge of $0.5 million to $0.8 million is expected for the fourth quarter of 2025.
- Non-GAAP operating loss is still anticipated for both Q4 and the full year 2025, though reduced.
- The company continues to report GAAP net loss for the full year 2025.
- No specific negative trends or challenges were highlighted in the forward guidance beyond the restructuring charge.
- The guidance does not explicitly detail potential impacts from market competition or economic downturns.
Revenue & Expenses
Visualization of income flow from segment revenue to net income