On24 INC

Market Movers (8-K)

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ON24, Inc. stockholders have overwhelmingly approved the Agreement and Plan of Merger with Cvent Atlanta, LLC, leading to its acquisition.
ON24, Inc. has filed an 8-K to provide supplemental disclosures to its definitive proxy statement, addressing shareholder lawsuits and clarifying financial projections related to its pending merger with Cvent Atlanta, LLC.
Delay expected
ON24 reported strong fourth quarter and full year 2025 financial results, surpassing guidance, with record ARR in multi-year agreements and customer product adoption, as it moves towards a proposed acquisition by Cvent.
Better than expected
ON24, Inc. announced early termination of the Hart-Scott-Rodino waiting period for its acquisition by an affiliated entity of Cvent, Inc., moving the merger closer to completion.
ON24, Inc. has entered into a definitive merger agreement to be acquired by Cvent Atlanta, LLC, an affiliate of Cvent, Inc., for $8.10 per share in cash.
Capital raise
Delay expected
ON24, a leading intelligent engagement platform, has entered into a definitive agreement to be acquired by Cvent for $8.10 per share in an all-cash transaction.
Better than expected

Quarterly Earnings (10-Q)

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ON24 reports a 5% revenue decrease in Q3 2025, alongside an improved net loss driven by aggressive cost management and new AI-powered product launches.
Worse than expected
Capital raise
ON24, Inc. reported a narrower net loss for the second quarter and first half of 2025, driven by aggressive cost management, despite a continued decline in total revenue, customer count, and annual recurring revenue.
Worse than expected
Capital raise
ON24's Q1 2025 revenue decreased by 8% year-over-year to $34.7 million, while the company continues to focus on cost management and platform innovation.
Worse than expected
ON24's Q3 2024 results show a revenue decrease of 7% year-over-year, alongside ongoing cost reduction efforts and a net loss.
Worse than expected
ON24's Q2 2024 results show a decrease in revenue compared to the same period last year, alongside ongoing cost reduction efforts.
Worse than expected
ON24's first quarter 2024 results show a revenue decrease of 12% year-over-year, alongside ongoing cost reduction efforts and a net loss of $10.7 million.
Worse than expected

Annual Reports (10-K)

ON24, Inc. filed an amendment to its 2025 annual report to include detailed information on its board of directors, executive compensation, and corporate governance, ahead of its definitive proxy statement.
Delay expected
ON24, Inc. reported a 6% decrease in total revenue for 2025, alongside a reduced net loss, as it navigates a proposed merger with Cvent Atlanta, LLC.
Worse than expected
ON24's 2024 annual report reveals a decrease in revenue and a net loss, alongside strategic cost reduction efforts and continued investment in AI-powered solutions.
Worse than expected
ON24, Inc. reported a 14% decrease in revenue for 2023, alongside a net loss, as the company navigates a challenging macroeconomic environment and shifts in customer behavior.
Worse than expected

Insider Trading (Form 4)

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ON24 Inc. has completed its merger with Cvent Atlanta, LLC, with shareholders receiving $8.10 per share in cash.
Director Anthony Zingale reports the cancellation and conversion of ON24 common stock following the company's acquisition by Cvent.
ON24, Inc. has completed its merger with Cvent Atlanta, LLC, resulting in the cancellation of all outstanding common stock for $8.10 per share.
Director Anil Arora reports the disposal of ON24 common stock following the company's acquisition by Cvent.
Director Teresa Anania reports the cancellation and conversion of ON24 common stock following the company's acquisition by Cvent.
Director Dominique Trempont reports the cancellation and conversion of ON24 equity holdings following the company's acquisition by Cvent.

Proxy Statements (Def-14A)

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ON24, Inc. stockholders will vote on a definitive merger agreement for an all-cash acquisition by Cvent Atlanta, LLC, an affiliate of Cvent, Inc., at $8.10 per share, following unanimous board approval and committed financing.
Better than expected
Capital raise
ON24, Inc. announced a definitive agreement to be acquired by Cvent Atlanta, LLC for $8.10 per share in cash, with the transaction expected to close in the first half of 2026.
ON24, Inc. has entered into a definitive merger agreement to be acquired by Cvent Atlanta, LLC and Summit Sub Corp., affiliates of Cvent, Inc., for $8.10 per share in cash.
Capital raise
ON24, Inc. announced an agreement to be acquired by Cvent Atlanta, LLC, becoming a wholly-owned subsidiary, pending shareholder and regulatory approvals.
Better than expected
Delay expected
ON24, a leading intelligent engagement platform, announced its definitive agreement to be acquired by Cvent for $8.10 per share in an all-cash transaction valued at approximately $400 million.
Better than expected
ON24, Inc. has filed a definitive proxy statement with the SEC regarding its upcoming shareholder meeting.

Schedule 13D - Activist Investments

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ON24 Inc. has completed its merger with Cvent Atlanta, LLC, with shareholders receiving $8.10 per share in cash.
ON24 Inc. has completed its merger with Cvent Atlanta, LLC, resulting in the delisting of its common stock from the NYSE and a cash payout of $8.10 per share.
ON24 Inc. has entered into a definitive merger agreement to be acquired by Cvent Atlanta, LLC for $8.10 per share in cash, with major shareholder Indaba Capital supporting the deal.
ON24 Inc. has entered into a definitive merger agreement to be acquired by Cvent Atlanta, LLC for $8.10 per share in an all-cash transaction.
Lynrock Lake LP and its affiliates have further increased their beneficial ownership in ON24 Inc., acquiring over 526,000 additional shares through open market transactions and bringing their aggregate stake to 19.6%.
Major institutional investor Lynrock Lake LP and its affiliates have significantly increased their beneficial ownership in ON24 Inc. through recent open market purchases, now holding 18.4% of the company's common stock.

Schedule 13G - Passive Investments

Former ON24 executive Sharat Sharan reports zero beneficial ownership of company stock following the completion of the merger with Cvent Atlanta, LLC.
The Vanguard Group filed an amendment to its Schedule 13G, disclosing a 4.67% beneficial ownership in ON24 Inc. and an internal realignment affecting future reporting.
BlackRock, Inc. has filed an amended Schedule 13G, reporting a 5.3% passive beneficial ownership stake in ON24 Inc.'s common stock as of March 31, 2025.