Brief: Thinkific Q2 Revenue USD 18.1 Million Vs. IBES Estimate USD 17.9 Million

Thinkific Labs

06/08/2025 21:16

Overview

Thinkific Q2 revenue rises 12% yr/yr to $18.1 mln, beating guidance

Adjusted EBITDA improves to $1.0 mln, 6% of revenue

Co's strategic shift upmarket aims to support long-term growth

Outlook

Thinkific expects Q3 2025 revenue of $18.1 - $18.4 mln

Company aims to maintain positive Adjusted EBITDA in Q3 2025

Company invests in product innovations and AI for future growth

Result Drivers

COMMERCE ADOPTION - Strong adoption of Thinkific Commerce drove a 48% increase in Commerce revenue, boosting ARPU by 9%

UPMARKET STRATEGY - Strategic shift upmarket with enhancements to Commerce capabilities and Communities platform to meet complex needs of Plus customers

SUBSCRIPTION GROWTH - Subscription revenue increased 6%, contributing to overall revenue growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$18.10 mln
$17.90 mln (5 Analysts)
Q2 GMV
$111 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 3 "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 Thinkific Labs Inc is C$4.25, about 48.9% above its August 5 closing price of C$2.17

Press Release: ID:nCNWhYlmqa

(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.)