Thinkific Labs (TSE:THNC)
TSX:THNC
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
0.01Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed constructive progress on strategic priorities (upmarket motion, Commerce penetration, AI product launch) with measurable revenue and ARPU gains and improvement in adjusted EBITDA year-over-year. However, management flagged several near-term headwinds: Self Serve softness and churn, a modest GMV backdrop, margin pressure from a Commerce mix shift, and a planned Q1 hit to adjusted EBITDA due to one-time AI/R&D investments. Leadership transitions were managed with an interim CFO and a board addition. Overall, the tone was cautiously optimistic: execution is showing early signs of success but the company expects short-term investment-driven profit volatility while pursuing upmarket expansion and AI-enabled product initiatives.Company Guidance
Revenue Growth (Q4 and FY2025)
Q4 revenue of $18.7M, up 6% year-over-year; full-year 2025 revenue of $73.2M, up 9% year-over-year.
Commerce Revenue Acceleration
Commerce revenue of $3.5M in Q4, up 13% quarter-over-quarter, and $13.4M for the year, up 32% year-over-year; GPV penetration rose to 62% (Q4) from 52% a year ago.
Subscription, ARPU and ARR Strength
Q4 subscription revenue $15.2M and ARR $61M (both +5% YoY); ARPU $175/month, up 5% in Q4 and +5% for the full year; Thinkific Plus ARPU ~20x Self Serve.
Product & AI Innovation — Thinker Launch
Released Thinker AI agents (Feb), generally available to Plus customers; positioned to improve learner engagement, identify upsell moments and drive ARPU/ACV expansion; included in Plus with outcome-oriented pricing.
Upmarket Progress and Enterprise Win
Evidence of execution toward upmarket strategy: larger brands entering pipeline, growth in customers generating 5- and 6-figure ARR, >50% of new deals are multiyear with built-in accelerators, and a recent win with the education unit of a multinational media company sourced via new outbound motion.
Profitability Momentum and Cash Position
Q4 adjusted EBITDA of $1.0M (6% of revenue), ~+$0.1M vs Q4 2024; full-year adjusted EBITDA $4M vs $3M prior year; cash & short-term investments $51M and positive cash from operations for FY2025 of $5.6M.
Leadership & Governance Updates
Interim CFO Kevin Wilson named; Board strengthened with addition of Jean Lavigueur bringing public-company finance and capital markets experience, supporting strategic execution.
TSE:THNC Earnings History
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
TSE:THNC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | C$1.85 | C$1.69 | -8.65% |
Nov 12, 2025 | C$2.14 | C$1.95 | -8.88% |
Aug 06, 2025 | C$2.17 | C$2.13 | -1.84% |
May 06, 2025 | C$2.72 | C$2.70 | -0.74% |
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 Thinkific Labs (TSE:THNC) report earnings?
Thinkific Labs (TSE:THNC) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Thinkific Labs (TSE:THNC) earnings time?
Thinkific Labs (TSE:THNC) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSE:THNC EPS forecast?
TSE:THNC EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.