ON24 Q4 revenue beats expectations

ON24

25/02/2026 21:31

Overview

B2B marketing platform's Q4 revenue beat analyst expectations

Adjusted net income for Q4 exceeded analyst estimates

Company added 18 net new customers, best performance in 3 years

Outlook

ON24 will not provide forward guidance due to proposed acquisition by Cvent

Result Drivers

AI ARR GROWTH - AI ARR increased 66% year-over-year, with over 20% of customers paying for AI offerings

Company press release: ID:nBw6VpQVsa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$34.60 mln
$34 mln (4 Analysts)
Q4 Adjusted Net Income
Beat
$2.40 mln
$853,670 (3 Analysts)
Q4 Net Income
-$6.50 mln
Q4 Adjusted Operating Income
Beat
$800,000
-$429,750 (4 Analysts)
Q4 ARR
$124 mln
Q4 Free Cash Flow
-$2.20 mln
Q4 Operating Income
-$8.10 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for ON24 Inc is $8.10, about 2.3% above its February 24 closing price of $7.92

The stock recently traded at 60 times the next 12-month earnings vs. a P/E of 119 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)