Thinkific Labs (THNCF)
OTHER OTC:THNCF
Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.02Last Year’s EPS
0.01Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced tangible operational and product progress—most notably AI product launch (Thinker), Plus segment momentum, GPV/commerce gains and roadmap initiatives—with clear near-term tradeoffs: higher R&D/OpEx, a small adjusted EBITDA loss, gross margin pressure from mix, and cautious Q2 guidance. Management emphasized a strategic pivot (upmarket + AI) that should create longer-term upside, but acknowledged transitional execution risk and near-term volatility.Company Guidance
Solid Top-Line Performance
Q1 revenue of $18.7M, up 5% year-over-year; total ARR of $61.3M, up 2% YoY and up $0.3M sequentially; ARPU $175, up 4% YoY and flat sequentially.
Plus Segment Momentum and Upmarket Traction
Plus segment grew 12% YoY to $5.1M and crossed the $5M mark for the first time, reflecting improved upgrades, retention and early success selling to larger customers (example: large online real estate marketplace).
Commerce and GPV Growth
Commerce revenue surpassed $3.5M for the first time; GPV reached $75.7M, up 16% YoY and 3% sequentially; penetration of commerce (GPV as % of GMV) rose to 64% from 56% a year ago, supporting deeper commerce monetization.
AI Product Launch and Strategic Positioning
Launched Thinker (agentic AI product) in Q1 with positive customer feedback; Thinker agents are trained on customer proprietary data and Thinkific datasets, positioned for outcome-based monetization; company-wide AI adoption accelerating R&D velocity and product iteration.
Product Roadmap Progress and New Capabilities
Upcoming learner hub (launching in May) to unify agents, communities and courses; recent mobile and community improvements showing positive customer response; HIPAA alignment work landed a new, rapidly expanding customer and reinforces ability to enter healthcare/adjoining segments.
Healthy Cash Position
Cash and cash equivalents of $49.4M as of March 31, 2026 (down $1.3M from $50.7M in Q4), with the decrease driven by modest operating cash usage (~$152k), NCIB activity (~$900k) and tax remittances (~$115k).
THNCF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
THNCF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $1.40 | $1.40 | 0.00% |
Mar 05, 2026 | $1.36 | $1.25 | -7.79% |
Nov 12, 2025 | $1.51 | $1.44 | -4.64% |
Aug 06, 2025 | $1.57 | $1.53 | -2.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Thinkific Labs (THNCF) report earnings?
Thinkific Labs (THNCF) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Thinkific Labs (THNCF) earnings time?
Thinkific Labs (THNCF) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is THNCF EPS forecast?
THNCF EPS forecast for the fiscal quarter 2026 (Q2) is -0.02.