Overview

* Olo Q2 2025 rev up 22% yr/yr, beating analyst expectations, per LSEG data

* Adjusted operating income beats estimates, per LSEG data

* Co on July 3 said it to be acquired by Thoma Bravo for $2.0 bln in all-cash deal

Outlook

* Olo withdraws fiscal year 2025 financial guidance due to pending acquisition

* Company suspends practice of providing financial guidance amid merger

Result Drivers

* PLATFORM REVENUE - Platform revenue increased 21% yr/yr, contributing to overall revenue growth

* ARPU GROWTH - Average revenue per unit rose 12% yr/yr, indicating increased customer value

* ACTIVE LOCATIONS - Ending active locations increased 9% yr/yr, reflecting expanded customer engagement

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $85.70 $82.10

Revenue mln mln (6

Analysts

)

Q2 Meet $13.10 $13.10

Adjusted mln mln (5

Net Analysts

Income )

Q2 Net $1.60

Income mln

Q2 Beat $13.10 $11.50

Adjusted mln mln (6

Operatin Analysts

g Income )

Q2 -$2.70

Operatin mln

g Income

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the software peer group is "buy."

* Wall Street's median 12-month price target for Olo Inc ( OLO ) is $10.25, about 1.4% below its August 1 closing price of $10.39

* The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)