What guidance did OLO provide for the next quarter and full‑year 2025, and how does this compare to analysts' expectations? | OLO (Aug 06, 2025) | Candlesense
OLO

What guidance did OLO provide for the next quarter and full‑year 2025, and how does this compare to analysts' expectations?

Answer

The press release you quoted tells us that Olo Inc. (NYSE: OLO) reported its second‑quarter 2025 results and said:

  • “Olo continued to execute in the second quarter, generating revenue and non‑GAAP operating income that exceeded the high‑end of their respective guidance ranges.”

However, the short excerpt you provided does not include the actual numeric guidance numbers that Olo gave for:

  1. The next quarter (the third quarter of 2025).
  2. The full‑year 2025 outlook.

Because those figures are absent, we cannot list the specific revenue or non‑GAAP operating‑income targets that Olo set for Q3 2025 or for the calendar‑year 2025.

What we can infer from the information that is present

Item Guidance (as reported) How the actual results compared What this implies about analyst expectations
Q3 2025 revenue & non‑GAAP operating income Not disclosed in the excerpt (but a range was previously given by the company). Q2 results exceeded the high‑end of that range. Analysts had been expecting Olo to stay within the previously‑provided range; the company’s performance in Q2 was better than the top of that range, indicating that analysts’ expectations were likely below the actual Q2 results.
Full‑year 2025 revenue & non‑GAAP operating income Not disclosed in the excerpt (but a full‑year range was previously given by the company). Q2 results exceeded the high‑end of the full‑year guidance range as well. Analysts’ consensus forecasts for the full year would have been built around the company’s own guidance range. Since Q2 already beat the high‑end of that range, analysts’ expectations for the remainder of the year were conservative relative to the company’s actual performance.

Bottom line

  • Guidance numbers for the next quarter and the full year are not provided in the text you shared, so we cannot quote them directly.
  • The company’s statement that Q2 results “exceeded the high‑end of their respective guidance ranges” tells us that Olo’s performance was better than what analysts (and the market) had been expecting based on the guidance previously issued.
  • Consequently, analysts’ expectations—derived from the company’s own guidance—were lower than the actual Q2 results, and the same logic would apply to the remainder of the year unless the company subsequently raises its outlook.

If you need the exact guidance figures (e.g., “$‑X million in revenue and $‑Y million in non‑GAAP operating income for Q3 2025; $‑Z million in revenue and $‑W million in non‑GAAP operating income for the full year”), you would have to refer to the complete Olo earnings release or the full transcript of the announcement, which would contain those numbers.

Other Questions About This News

How does the partnership with Thoma Bravo affect the company's capital structure and potential future dilution? What are the specifics of the non‑GAAP operating income figures and how do they compare to the guidance range? What is the outlook for OLO's core metrics (e.g., gross transaction volume, active restaurant count, average order value) and how do they trend versus competitors? What are the valuation implications (P/E, EV/EBITDA, price to sales) given the latest earnings and guidance? What potential risks or catalysts (e.g., continued restaurant adoption, macro‑economic conditions, integration of the Thoma Bravo partnership) could influence the stock’s short‑term and long‑term trajectory? What was the impact on OLO's cash balance, earnings per share, and free cash flow in Q2, and how does that affect the company's liquidity position? How did OLO's reported Q2 2025 revenue compare to consensus estimates and prior quarter results? How does OLO’s Q2 performance compare to major peer companies such as Toast, Square (Block), and DoorDash’s restaurant platform segment? What guidance revisions (if any) were made for revenue, non‑GAAP operating income, or cash flow for the rest of 2025?