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Thinkific Labs (THNC) investor relations material

Thinkific Labs Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary6 Aug, 2025

Executive summary

  • Q2 2025 marked the official launch of the upmarket strategy, focusing on larger, more established customers and integrating AI, communities, and commerce to drive scalable, education-driven revenue models.

  • AI is being deeply integrated across the platform, with a product roadmap centered on AI agents to enhance learning experiences and sales at scale.

  • Commerce features such as order bumps, gifting, and buy now/pay later drive higher transaction sizes and revenue growth.

  • Strategic partnerships, including new collaborations with Spotify and Stripe, expand distribution channels and commerce capabilities.

  • Leadership changes include Russ Mann as the new chairman of the board, bringing SaaS and high-growth expertise.

Financial highlights

  • Q2 2025 revenue was $18.1M, up 12% year-over-year, exceeding guidance due to strong GMV and ARR growth.

  • Subscription revenue reached $14.9M, up 6% year-over-year; commerce revenue was $3.2M, up 48% year-over-year.

  • ARR at June 30 was $60.5M–$61M, up 6% year-over-year.

  • Adjusted EBITDA was $1M (6% of revenue), up from $874K (5%) in 2024.

  • Cash and equivalents at quarter-end were $52–$52.5M, with no debt.

Outlook and guidance

  • Q3 2025 revenue expected between $18.1M and $18.4M, representing 5–7% year-over-year growth, with continued positive Adjusted EBITDA.

  • Deceleration in top-line growth due to tough comps from 2024 and macro headwinds in GMV.

  • Continued investment in upmarket strategy and operating expenses expected to grow sequentially.

  • Growth strategies include moving upmarket, expanding commerce penetration, and leveraging AI-driven learning features.

  • Actual results may differ materially due to various risk factors and uncertainties.

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Frequently asked questions

Thinkific Labs Inc provides a cloud-based platform for creating, marketing, and selling online courses. The company enables entrepreneurs, educators, and businesses to deliver learning experiences via branded websites and integrated tools. It serves a global user base through a software-as-a-service model. The company is headquartered in Vancouver, Canada, and its shares are listed on the TSX.

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