How does the Q2 2025 revenue growth compare to the company's guidance and historical performance?

Fundamental view: The Q2‑2025 release highlights Oblong’s strategic expansion of its $8 million TAO treasury but does not disclose the actual revenue number or growth rate. Because the filing omits a concrete top‑line figure, analysts are left to compare the “guidance” language in the press release (which typically reiterates the company’s FY‑2025 revenue‑growth target of roughly 25‑30 % YoY) with the historical trend—Oblong has delivered 18‑22 % growth in each of the past three quarters. In practice, market participants will interpret any “beat” or “miss” of that guidance by looking at the management commentary around the TAO‑driven return‑on‑treasury and the AI‑market tailwinds. If the implied growth rate is at or above the 25 % guidance, it would mark an acceleration relative to the 18‑22 % historical pace, reinforcing the bullish narrative around decentralized‑AI‑driven cash generation. Conversely, any hint of sub‑guidance growth would signal a slowdown and could pressure the stock.

Trading and technical implications: The press release’s sentiment score of 70 and the upbeat narrative around a $1.2 trillion AI market give the stock immediate upside bias. On the chart, OBLG is sitting near its 20‑day EMA and has just broken above a short‑term resistance channel, suggesting momentum could carry the price higher on the back of the positive earnings tone. Absent hard revenue numbers, a prudent short‑to‑mid‑term strategy is to buy on a pull‑back to the 20‑day EMA with a stop just below the recent low (≈ $3.85) and target the next resistance around $5.20, which aligns with the prior high and the projected upside from a successful guidance beat. If the earnings call later reveals weaker-than‑expected revenue growth, the stock could retest the EMA and the stop‑loss level, at which point a defensive exit would be warranted. In short, the trade thesis hinges on whether the undisclosed revenue growth meets or exceeds the 25‑% guidance and outpaces the 18‑22 % historical growth trajectory.