ON24 has introduced a new integration that embeds LinkedIn’s professional network directly into its event platform, allowing B2B marketers to target LinkedIn audiences and access engagement analytics within ON24 events. The first phase of the partnership focuses on seamless event registration and audience segmentation, while future phases will add deeper analytics and cross‑channel promotion tools.
In its most recent earnings, ON24 reported Q2 2025 revenue of $35.3 million, a 1.55% increase over analyst expectations of $34.76 million. Net income was $1.0 million, and the company posted positive operating and free cash flow for the sixth consecutive quarter. Total annual recurring revenue reached $127.1 million, and gross retention hit a four‑year high.
The earnings per share of $0.02 beat the consensus of $0.01 by $0.01, a 100% surprise. The beat was driven by disciplined cost management and higher margin from AI‑enabled services, which offset modest increases in support and professional services costs. Revenue growth was supported by strong demand for ON24’s core platform, while the LinkedIn integration is expected to accelerate future growth by expanding audience reach.
Management guided full‑year 2025 revenue to $137.7 million–$138.7 million, unchanged from the prior outlook, and reiterated expectations for positive ARR growth in Q4 and a positive adjusted EBITDA for the year. The guidance signals confidence in the company’s ability to scale its AI‑powered engagement solutions while maintaining profitability.
Investors responded with caution, focusing on the forward guidance and valuation multiples rather than the earnings beat. The LinkedIn partnership is positioned as a key driver of market share gains in the competitive intelligent‑engagement space, where ON24 competes with Zoom, Hopin, and Microsoft Teams.
CEO Sharat Sharan said, ‘By partnering with LinkedIn, we are bringing together two leaders from their respective fields. Combining ON24’s intelligent engagement platform with LinkedIn’s professional reach, we’re helping customers attract the right audiences to their events.’ The comment underscores the strategic intent to leverage LinkedIn’s network to enhance ON24’s AI‑driven event marketing capabilities.
The integration is the first phase of a broader strategy that will include deeper analytics, cross‑channel promotion, and AI‑enhanced content optimization. ON24’s focus on AI, exemplified by products such as ON24 AI Propel+ and the AI‑powered ACE platform, positions the company to capture additional market share in the growing intelligent‑engagement market.
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