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ON24, Inc.(ONTF)Earnings, Financials & Key Ratios
ONTF•NYSE
$8.10
Price updated Jun 20, 2026
AboutON24, 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. The company provides ON24 Experience products, such as ON24 Elite, a live and interactive webinar experience; ON24 Breakouts, a live breakout room experience that facilitates networking, collaboration and interactivity between users; ON24 Go Live, a live, interactive video event experience that enables presenters and attendees to engage face-to-face in real-time; ON24 Virtual Confrence, a live and large scale virtual event experience; ON24 Engagement Hub, a rich multimedia content experience; and ON24 Target, a personalized and curated rich multimedia content experience, as well as solutions; ON24 Intelligence, an analytics backbone that captures first-person data to power the insights, benchmarking, reporting, and artificial intelligence and machine learning engine; and ON24 Connect, an ecosystem of third-party application integrations. It also offers professional services, such as experience management, monitoring, premium support, and implementation and other services. The company sells its products through direct sales. It serves technology, financial services, healthcare, industrial and manufacturing, professional services, and business-to-business information service industries. The company was formerly known as NewsDirect, Inc. and changed its name to ON24, Inc. in December 1998. The company was incorporated in 1998 and is headquartered in San Francisco, California.Show more
- Revenue$139M-5.9%
- EBITDA-$31M+32.5%
- Net Income-$29M+31.6%
- EPS (Diluted)-0.68+32.7%
- Gross Margin74.63%+0.4%
- EBITDA Margin-22.2%+28.3%
- Operating Margin-25.68%+24.9%
- Net Margin-20.71%+27.2%
- ROE-19.31%+22.2%
ONTF Price & Volume
ON24, Inc. (ONTF) stock price & volume — 10-year historical chart
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Persistent Revenue Contraction Challenges Operational Profitability Sustainability
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Contracting
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Liquidity depletion and burn
Key Thesis Takeaways
- ON24 faces a challenging fundamental outlook characterized by sustained top-line revenue contraction, which fell 5.6% year-over-year in 2025Q4.
- The company's inability to achieve operating leverage, evidenced by a -23.5% operating margin, is compounded by a rigid cost structure and significant stock-based compensation expenses of $6.9M.
- Investors should remain cautious as the company's $37M cash position faces ongoing pressure from negative net income and aggressive capital allocation strategies like share repurchases.
Verdict Logic
Negative: The company's persistent revenue decline and negative operating margins of -23.5% suggest that the current valuation of 2.48x P/S does not adequately account for the ongoing erosion of the $37M cash balance.
ONTF Growth Metrics
ON24, Inc. (ONTF) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-2.35%
3 Years-9.96%
TTM-5.92%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM31.56%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM32.67%
Return on Capital
10 Years-26.59%
5 Years-21.34%
3 Years-25.75%
Last Year-23.21%
ONTF Recent Earnings
ON24, Inc. (ONTF) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 12/12 qtrs (100%)
Q1 2026Latest
Feb 25, 2026Metric
Actual
Est
EPS
$0.05+150.0%
$0.02
Rev
$35M+1.9%
$34M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$0.03+50.0%
$0.02
Rev
$35M+1.8%
$34M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.02+166.7%
$0.01
Rev
$35M+4.8%
$34M
Q2 2025
May 7, 2025Metric
Actual
Est
EPS
$0.01+66.7%
$0.03
Rev
$35M+1.5%
$34M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 25, 2026 | $0.05vs $0.02+150.0% | $35Mvs $34M+1.9% |
| Q4 2025 | Nov 10, 2025 | $0.03vs $0.02+50.0% | $35Mvs $34M+1.8% |
| Q3 2025 | Aug 7, 2025 | $0.02vs $0.01+166.7% | $35Mvs $34M+4.8% |
| Q2 2025 | May 7, 2025 | $0.01vs $0.03+66.7% | $35Mvs $34M+1.5% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for ON24, Inc. (ONTF)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.10 | $345.4M | -11.91 | -5.92% | -20.71% | -19.31% | — | |
| $86.48 | $25.36B | 13.99 | 4.36% | 41.99% | 21.79% | — | |
| $372.97 | $2.77T | 27.34 | 14.93% | 39.34% | 33.13% | — | |
| $5.16 | $1.27B | 58.11 | 7.64% | 3.29% | 5.25% | — | |
| $185.47 | $9.5B | 215.66 | 19.17% | 3.04% | 5.02% | — | |
| $21.02 | $2.37B | -17.23 | 24.4% | -15.51% | -20.27% | — |
Compare ONTF vs Peers
ON24, Inc. (ONTF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ONTF SEC Filings & Documents
ON24, Inc. (ONTF) SEC filings — annual & quarterly reports (10-K, 10-Q)
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ONTF Frequently Asked Questions
ON24, Inc. (ONTF) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is ON24, Inc.'s revenue?
ON24, Inc. (ONTF) reported $139.3M in revenue for fiscal year 2025. This represents a 69% increase from $82.6M in 2018.
How fast is ON24, Inc. growing?
ON24, Inc. (ONTF) saw revenue decline by 5.9% over the past year.
Is ONTF profitable?
ON24, Inc. (ONTF) reported a net loss of $28.9M for fiscal year 2025.
Dividend & Returns
What is ONTF's return on equity?
ON24, Inc. (ONTF) has a return on equity (ROE) of -19.3%. Negative ROE indicates the company is unprofitable.
What is ON24, Inc.'s free cash flow?
ON24, Inc. (ONTF) generated $4.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.