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ON24 (ONTF) investor relations material
ON24 Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2 2025 revenue was $35.3M, with positive adjusted EBITDA and free cash flow for the sixth consecutive quarter.
ARR ended at $127.1M, with 1,566 customers and 304 generating over $100K ARR each; core platform ARR was $125.1M.
Product innovation, including AI-powered solutions and new launches like ON24 Translate, Lumina, and IQ, drove customer engagement.
Enterprise and regulated industries showed strong growth, with a record share of ARR in multi-year agreements.
Active cost management, including restructuring and workforce reductions, improved operating cash flow and narrowed net loss.
Financial highlights
Q2 2025 revenue: $35.3M; Core Platform revenue: $34.6M; ARR: $127.1M; Core Platform ARR: $125.1M.
Non-GAAP gross margin was 77%; GAAP gross margin was 75%.
Q2 2025 net loss: $7.3M ($0.17/share); non-GAAP net income: $1.0M ($0.02/share); adjusted EBITDA: $0.2M.
Free cash flow was $2.1M in Q2 2025, up from $0.9M a year ago; operating cash flow for H1 2025 was $6.0M.
Cash and investments totaled $179.6M at quarter end.
Outlook and guidance
Q3 2025 revenue expected between $33.6M–$34.2M; gross margin ~76–77%.
Q3 non-GAAP operating loss projected at $1.3M–$0.7M; non-GAAP EPS $0.00–$0.02.
Full-year 2025 revenue guidance raised to $137.7M–$138.7M; Core Platform revenue $135.2M–$136.2M.
Expecting positive adjusted EBITDA and free cash flow for 2025; ARR growth anticipated in Q4.
Q3 restructuring charge of $0.1M–$0.4M excluded from non-GAAP guidance.
How does AI adoption vary across customer segments?
How is enterprise focus impacting customer metrics?
What drives confidence in Q4 ARR growth?
Partial view of Summaries dataset, powered by Quartr API
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Next ON24 earnings date
Q3 202510 Nov, 2025
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Frequently asked questions
ON24, Inc. provides a cloud-based digital experience platform that enables businesses to convert customer engagement into revenue through interactive webinar, virtual event, and multimedia content experiences worldwide. Leveraging the company's proprietary technologies, clients connect with their customers in one-to-many and many-to-many ways to build brand goodwill and drive revenue through Internet applications. From creation to management and delivery, the company's cloud-based digital experience platform aims to provide a seamless interactive experience that turns customers into buyers.
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