THINKIFIC LABS INC. O.N.

Thinkific Labs reported Q1 2026 revenue up 5% to $18.7 million and ARR of $61.3 million. The Plus segment grew 12%, while increased AI investments raised R&D costs and led to an adjusted EBITDA loss of about $0.5 million. Cash on hand was $49.4 million as of March 31, and the share price rose 2.53%. For Q2 the company expects revenue of $18.2–18.5 million and an adjusted EBITDA loss of 2–5% of revenue due to continued strategic spending. » Plus sur de.investing.com

Thinkific reported Q4 2025 revenue of USD 18.7 million (upper end of guidance), a positive adjusted EBITDA of USD 1.0 million and an ARR of USD 61 million. The Plus segment grew strongly with a 24% CAGR since Q4 2022 and increased average deal size, while the Commerce platform processed a GPV of USD 73 million and grew at a 57% CAGR. For Q1 2026 the company guides revenue of USD 18.6–18.9 million and expects a near-term adjusted EBITDA loss of 2–5% of revenue due to strategic investments in AI and product development. » Plus sur de.investing.com

Thinkific introduced the AI-powered teaching assistant “Thinker,” which delivers contextual, 24/7 answers and recommendations for learners based on course content. Thinker is available on Thinkific Plus plans, uses a credit-based model and relies on third-party LLM infrastructure for responses; the company says customer content is not used to train large language models. The company reports solid metrics (cash > debt, current ratio 3.21, trailing 12-month revenue $72 million, gross margin 74%) and already cites customer deployments such as Learn Tourism. » Plus sur de.investing.com