ON24 (ONTF) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
ON24's rating is upgraded to a "Buy," considering strong Q3 earnings and multiple re-rating catalysts. ONTF's net profit exceeded expectations, with cost optimization efforts expected to drive further margin upside. New drivers include a LinkedIn alliance and new AI-powered products, which support my favorable expectations of an eventual return to positive revenue growth.
ON24 surged post-Q3 earnings despite ongoing revenue declines, benefiting from renewed small-cap interest and low valuations. ONTF announced a strategic LinkedIn partnership and launched new AI-powered products, including AI Propel+ and machine translation tools. Management slightly raised guidance, but core ARR losses remain steep, casting doubt on sustainable growth and profitability.
ON24, Inc. ( ONTF ) Q3 2025 Earnings Call November 10, 2025 5:00 PM EST Company Participants Lauren Sloane Sharat Sharan - Founder, President, CEO & Chair of the Board Steve Vattuone - Chief Financial Officer Conference Call Participants Robert Oliver - Robert W. Baird & Co. Incorporated, Research Division Scott Berg - Needham & Company, LLC, Research Division Lucas Morison - Canaccord Genuity Corp., Research Division Alinda Li - William Blair & Company L.L.C.
ON24, Inc. (NYSE:ONTF ) Q2 2025 Earnings Conference Call August 7, 2025 5:00 PM ET Company Participants Sharat Sharan - Founder, President, CEO & Chair of the Board Steven Vattuone - Chief Financial Officer Conference Call Participants Robert Cooney Oliver - Robert W. Baird & Co. Incorporated, Research Division Lauren Sloane - The Blueshirt Group, LLC Operator Good afternoon, ladies and gentlemen, and welcome to the ON24 Second Quarter 2025 Earnings Conference Call.
ON24, Inc. (NYSE:ONTF ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Emily Greenstein - Investor Relations, The Blueshirt Group Sharat Sharan - Co-Founder & Chief Executive Officer Steve Vattuone - Chief Financial Officer Conference Call Participants Rob Morelli - Needham & Company Linda Lee - William Blair Operator Good day everyone and welcome to the ON24 Q1 2025 Conference Call. At this time, all participants are in a listen-only mode.
ON24 (ONTF) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to earnings of $0.02 per share a year ago.
ON24 (ONTF) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.06 per share a year ago.
ON24, Inc (NYSE:ONTF ) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Sayo Denloye - Investor Relations Sharat Sharan - Founder, President and CEO Steve Vattuone - Chief Financial Officer Conference Call Participants Robert Oliver - Robert W. Baird Linda Lee - William Blair Noah Herman - J.P.
While the top- and bottom-line numbers for ON24 (ONTF) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
ON24 (ONTF) came out with quarterly earnings of $0.02 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to earnings of $0.03 per share a year ago.
ON24, Inc (ONTF) Q2 2024 Earnings Call Transcript