Short answer
ON24 INC. (ONTF) filed its Q3 2025 10-Q quarterly report on Nov 10, 2025 for the quarter ended Sep 30, 2025. Quarterly revenue was $35M (down 4.7% year over year) with net income of −$6M.
Q3 2025 key financials · XBRL
- Revenue
- $35M
- −4.7% YoY · −2.1% QoQ
- Net income
- −$6M
- +44.1% YoY · +12.4% QoQ
- Operating margin
- -23.1%
- Gross margin
- 74.7%
- EPS (diluted)
- −$0.15
- +44.4% YoY · +11.8% QoQ
Source: XBRL data from the ON24 INC. (ONTF) Q3 2025 10-Q on SEC EDGAR. USD.
ON24 INC. Q3 2025 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Q3 revenue $34.6M, down 5% YoY from $36.3M
- Gross margin 75% vs 74% YoY; net loss $6.4M vs $11.4M
- Core Platform revenue $34.0M, down 5%; Virtual Conference $0.6M, down 12%
- ARR $124.5M vs $132.2M YoY; customers 1,521 vs 1,666
- Cost reductions and workforce reductions ongoing; additional Q4 restructuring costs expected
Risk Factors
- Revenue decline: Q3 and nine-month 2025 revenue decreased 5% and 6%, respectively, versus 2024
- AI-powered platform risk: Generative AI outputs may trigger copyright claims, regulatory action, or customer dissatisfaction
- Hybrid-cloud dependence: Infrastructure transition may increase cost of revenue without improving capacity or redundancy
- Cybersecurity exposure: June 2021 ransomware incident affected internal systems and a limited number of customer events
- Profitability risk: Net losses totaled $6.4 million in Q3 and $22.4 million for nine months ended September 30, 2025
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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