The earnings call reflects a positive trajectory for ON24 with notable achievements in revenue, customer base expansion, and AI adoption. Despite challenges in ARR performance and specific market segments, the company demonstrates strong financial discipline and strategic alignment, positioning it well for future growth.

Company Guidance -

Q3 2025

During the ON24 Second Quarter 2025 Earnings Conference Call, the company provided guidance for the third quarter and full fiscal year 2025. ON24 expects Q3 total revenue to range between $33.6 million and $34.2 million, with core platform revenue, including services, between $33.0 million and $33.6 million. The anticipated gross margin for Q3 is approximately 76%, and ON24 expects a non-GAAP operating loss between $1.3 million and $0.7 million, with non-GAAP net income per share ranging from $0.00 to $0.02. For the full year 2025, ON24 projects total revenue between $137.7 million and $138.7 million, with core platform revenue between $135.2 million and $136.2 million. The gross margin for the year is estimated to be between 76% and 77%, and the company aims for a non-GAAP operating loss between $5.2 million and $3.8 million, alongside non-GAAP net income per share of $0.02 to $0.05. ON24 also highlighted its strategic focus on AI innovation and enterprise customer engagement, expecting to achieve positive ARR growth in Q4 2025, driven by improved retention and new business performance.

Exceeded Q2 Expectations

ON24 exceeded its Q2 expectations with total revenue of $35.3 million and core platform ARR of $125.1 million, supported by high gross retention and increased enterprise customer commitments.

Growth in $100,000-plus ARR Customer Base

The $100,000-plus ARR customer base grew, showing traction in enterprise segments with high-value accounts leveraging ON24's solutions for business results.

AI-Powered ACE Adoption

A mid-teens percentage of customers are paying for ON24's AI-powered ACE solutions, indicating growing customer commitment and adoption of AI innovations.

Positive Adjusted EBITDA and Free Cash Flow

ON24 achieved positive adjusted EBITDA and positive free cash flow for the sixth consecutive quarter, emphasizing operational discipline.

Enterprise Go-to-Market Strategy Success

ON24 made meaningful advances in aligning sales, customer success, and marketing around a unified approach, resulting in improved pipeline and customer engagement.

Customer Win-Backs and New Entrants

Continued win-back momentum from boomerang customers and new enterprise customers, including a leading financial services company and a global payments platform.

Capital Return Program

ON24 utilized $6.8 million for share repurchases under a $50 million capital return program, highlighting strong balance sheet management.

ON24 (ONTF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ONTF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.01 / -	0.02	―	―	―
Aug 07, 2025	2025 (Q2)	<0.01 / 0.02	0.03	-33.33% (>-0.01)
May 07, 2025	2025 (Q1)	-0.03 / -0.01	0.02	-150.00% (-0.03)
Feb 25, 2025	2024 (Q4)	0.02 / 0.06	0.06	0.00% (0.00)
Nov 07, 2024	2024 (Q3)	0.00 / 0.02	0.03	-33.33% (>-0.01)
Aug 06, 2024	2024 (Q2)	0.01 / 0.03	0.04	-25.00% (-0.01)
May 07, 2024	2024 (Q1)	-0.01 / 0.02	-0.04	150.00% (+0.06)
Feb 22, 2024	2023 (Q4)	0.01 / 0.06	-0.04	250.00% (+0.10)
Nov 07, 2023	2023 (Q3)	0.00 / 0.03	-0.07	142.86% (+0.10)
Aug 08, 2023	2023 (Q2)	-0.01 / 0.04	-0.14	128.57% (+0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ONTF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$4.73	$4.93	+4.23%
May 07, 2025	$4.72	$4.73	+0.21%
Feb 25, 2025	$6.04	$5.79	-4.14%
Nov 07, 2024	$6.51	$6.58	+1.08%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ON24 (ONTF) report earnings?

ON24 (ONTF) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is ON24 (ONTF) earnings time?

ON24 (ONTF) earnings time is at Nov 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ONTF EPS forecast?

ONTF EPS forecast for the fiscal quarter 2025 (Q3) is 0.01.

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