Thinkific Labs Inc (FRA:5S0A)

Q4 2025 Thinkific Labs Inc Earnings Call Transcript

Mar 5, 2026 / 10:00 PM GMT

Release Date Price: €1.13 (+0.89%)

Transcript

Key Points

Positve

Thinkific Labs Inc (THNCF) reported Q4 2025 results at the high end of their guidance range, indicating strong execution of their upmarket strategy.
The company is integrating AI into their development processes, with the release of Thinker AI agents, enhancing platform capabilities and customer growth potential.
Thinkific Labs Inc (THNCF) saw strong growth in commerce revenue from Plus customers, with significant improvements in billing environments and functionality for larger group orders.
The company secured a major win with a large multinational media conglomerate, showcasing their improved outbound motion and enhanced support capabilities.
Thinkific Labs Inc (THNCF) is making targeted AI-related investments in R&D to accelerate their product roadmap and drive productivity gains, positioning them for long-term growth.

Negative

The company expects a 2 to 5% adjusted EBITDA loss in Q1 2026 due to increased AI-driven investments.
Gross margin declined to 72.5% in Q4 2025, down from 75% in Q4 2024, due to a shift in revenue mix towards lower-margin commerce revenue.
There is a near plateau for commerce adoption, with penetration growth expected to slow down and flatten as they approach the mid-60% range.
The deceleration of Plus revenue in Q4 2025 was due to hard comparisons following the release of a highly anticipated feature in 2024 and salesforce disruption in early 2025.
The company is experiencing higher churn and lower tier accounts in the self-serve segment, impacting revenue growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

THNC.TO - Thinkific Labs Inc
Q4 2025 Thinkific Labs Inc Earnings Call
Mar 05, 2026 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon. My name is Ina, and I will be your conference operator today. I would like to welcome everyone to thank K's 4th quarter and full year 2025 financial results conference call. Following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press 0 for the operator. I would now like to turn a conference call over to Chohan Kim, head of investor relations. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you and good afternoon everyone. Welcome to Thinkic's 4th quarter

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.