NYSE$ONTF
ON24 Inc · Q4 2024 earnings
Q4 2024 earnings · · After market close · Investor relations
Briefing
ON24 exceeded profitability targets for the seventh consecutive quarter and generated positive operating and free cash flow for the fourth consecutive quarter.
ON24 reported a total revenue of $36.7 million for Q4 2024, exceeding profitability targets for the seventh consecutive quarter and generating positive operating and free cash flow. The company also achieved its highest-ever AI-powered ACE growth ARR bookings and improved gross retention rates.
- Achieved Q4 2024 total revenue of $36.7 million.
- Exceeded profitability targets for the 7th consecutive quarter.
- Generated positive operating and free cash flow for the 4th consecutive quarter.
- AI-powered ACE accounted for over 20% of growth ARR bookings in Q4, an all-time high, and exited 2024 with the highest levels of gross retention in the past 3 years.
Headline financials
Revenue & EPS history
ON24 · Revenue · Quarterly
$36.7M
Revenue by segment
ON24 · $40.5M total across 1 segment · Q2 2023
- Core Platform$40.5M—100.0%
Forward guidance
For the full year 2025, ON24 expects total revenue to be in the range of $138.6 million to $141.6 million, and non-GAAP net income per share of $0.02 to $0.05. For the first quarter of 2025, total revenue is expected to be between $34.0 million and $34.5 million, with a non-GAAP net loss per share of $(0.03) to $(0.01).
Tailwinds
- Expected non-GAAP net income per share of $0.02 to $0.05 for the full year 2025.
- Core Platform Revenue, including services, to be in the range of $136.3 million to $139.3 million for the full year 2025.
- Total revenue of $138.6 million to $141.6 million for the full year 2025.
- Core Platform Revenue, including services, to be in the range of $33.4 million to $33.9 million for Q1 2025.
- Total revenue of $34.0 million to $34.5 million for Q1 2025.
Headwinds
- Expected non-GAAP operating loss of $5.5 million to $3.5 million for the full year 2025.
- Expected non-GAAP operating loss of $3.3 million to $2.3 million for Q1 2025.
- Expected non-GAAP net loss per share of $(0.03) to $(0.01) for Q1 2025.
- Restructuring charge of $0.8 million to $1.0 million for Q1 2025, excluded from non-GAAP metrics.
- Approximately 47.5 million diluted shares outstanding for full year 2025 non-GAAP net income per share.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2024
-4.1%
Avg return
Earnings day
-3.0%
Avg return
5 days after
-3.5%
Avg return
30 days after
29%
7 / 24 earnings
Positive
+14.1%
Q3 2025
Best reaction
-31.5%
Q2 2021
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2025 | -0.1% | +0.1% | +0.9% | |
| Q3 2025 | +14.1% | +11.4% | +20.4% | |
| Q2 2025 | +3.8% | +10.6% | +15.9% | |
| Q1 2025 | +0.6% | +14.6% | +17.2% | |
| Q4 2024 | -4.1% | -8.9% | -11.1% | |
| Q3 2024 | -0.8% | -1.7% | +0.0% | |
| Q2 2024 | +1.2% | +3.4% | +1.7% | |
| Q1 2024 | -6.5% | -4.4% | -15.8% | |
| Q4 2023 | -9.5% | -6.4% | -11.7% | |
| Q3 2023 | +2.0% | +7.3% | +16.9% | |
| Q2 2023 | -14.4% | -15.4% | -17.3% | |
| Q1 2023 | -1.1% | -3.3% | -8.6% | |
| Q4 2022 | -19.0% | -16.1% | -13.2% | |
| Q3 2022 | +4.3% | +7.8% | +4.3% | |
| Q2 2022 | +0.3% | -1.3% | -9.6% | |
| Q1 2022 | -6.7% | -12.0% | -2.8% | |
| Q4 2019 | -1.9% | +17.3% | +9.2% | |
| Q4 2021 | -9.6% | -14.6% | -11.6% | |
| Q3 2020 | -2.2% | +2.3% | -0.7% | |
| Q3 2021 | -1.7% | -5.7% | -4.9% | |
| Q2 2020 | -1.5% | -6.8% | -5.2% | |
| Q2 2021 | -31.5% | -32.5% | -34.0% | |
| Q1 2021 | -12.8% | -12.0% | -4.8% | |
| Q4 2020 | -2.2% | -4.5% | -19.5% | |
| Q1 2020 | — | — | — | |
| Q3 2019 | — | — | — |
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