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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.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.
How is the upmarket shift affecting churn?
AI's impact on customer selling capabilities?
How will Plus sales force disruption be addressed?
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Next Thinkific Labs earnings date
Q3 202512 Nov, 2025
Next Thinkific Labs earnings date
Q3 202512 Nov, 2025
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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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