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Side-by-side financial comparison of Information Services Group Inc. (III) and ON24 INC. (ONTF). Click either name above to swap in a different company.

Information Services Group Inc. is the larger business by last-quarter revenue ($61.2M vs $34.6M, roughly 1.8× ON24 INC.). Information Services Group Inc. runs the higher net margin — 4.4% vs -18.8%, a 23.2% gap on every dollar of revenue. On growth, Information Services Group Inc. posted the faster year-over-year revenue change (2.7% vs -5.6%). Over the past eight quarters, Information Services Group Inc.'s revenue compounded faster (-2.4% CAGR vs -4.2%).

EBSCO Information Services, headquartered in Ipswich, Massachusetts, is a division of EBSCO Industries Inc., a private company headquartered in Birmingham, Alabama. EBSCO provides products and services to libraries of many types around the world. Its products include EBSCONET, a complete e-resource management system, and EBSCOhost, which supplies a fee-based online research service with 375 full-text databases, a collection of 600,000-plus ebooks, subject indexes, point-of-care medical refere...

ON24 Inc., a San Francisco-based company, is a cloud-based platform that develops and sells web-based webinar, virtual conferencing, content hub, and landing page applications as a service for marketing and sales teams in B2B organizations. In 2023 it expanded its offerings to include generative AI services.

III vs ONTF — Head-to-Head

Bigger by revenue
III
III
1.8× larger
III
$61.2M
$34.6M
ONTF
Growing faster (revenue YoY)
III
III
+8.2% gap
III
2.7%
-5.6%
ONTF
Higher net margin
III
III
23.2% more per $
III
4.4%
-18.8%
ONTF
Faster 2-yr revenue CAGR
III
III
Annualised
III
-2.4%
-4.2%
ONTF

Income Statement — Q1 FY2026 vs Q4 FY2025

Metric
III
III
ONTF
ONTF
Revenue
$61.2M
$34.6M
Net Profit
$2.7M
$-6.5M
Gross Margin
74.9%
Operating Margin
8.2%
-23.5%
Net Margin
4.4%
-18.8%
Revenue YoY
2.7%
-5.6%
Net Profit YoY
82.5%
26.8%
EPS (diluted)
$0.05
$-0.15

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
III
III
ONTF
ONTF
Q1 26
$61.2M
Q4 25
$61.2M
$34.6M
Q3 25
$62.4M
$34.6M
Q2 25
$61.6M
$35.3M
Q1 25
$59.6M
$34.7M
Q4 24
$57.8M
$36.7M
Q3 24
$61.3M
$36.3M
Q2 24
$64.3M
$37.3M
Net Profit
III
III
ONTF
ONTF
Q1 26
$2.7M
Q4 25
$2.6M
$-6.5M
Q3 25
$3.1M
$-6.4M
Q2 25
$2.2M
$-7.3M
Q1 25
$1.5M
$-8.7M
Q4 24
$3.0M
$-8.9M
Q3 24
$1.1M
$-11.4M
Q2 24
$2.0M
$-11.2M
Gross Margin
III
III
ONTF
ONTF
Q1 26
Q4 25
44.8%
74.9%
Q3 25
42.2%
74.7%
Q2 25
42.2%
75.1%
Q1 25
43.1%
73.8%
Q4 24
41.5%
74.5%
Q3 24
40.4%
74.3%
Q2 24
39.5%
74.5%
Operating Margin
III
III
ONTF
ONTF
Q1 26
8.2%
Q4 25
8.4%
-23.5%
Q3 25
7.4%
-23.1%
Q2 25
7.6%
-26.0%
Q1 25
5.7%
-30.1%
Q4 24
0.3%
-32.1%
Q3 24
7.0%
-36.7%
Q2 24
5.7%
-35.0%
Net Margin
III
III
ONTF
ONTF
Q1 26
4.4%
Q4 25
4.3%
-18.8%
Q3 25
4.9%
-18.4%
Q2 25
3.5%
-20.6%
Q1 25
2.5%
-25.1%
Q4 24
5.3%
-24.2%
Q3 24
1.9%
-31.4%
Q2 24
3.2%
-29.9%
EPS (diluted)
III
III
ONTF
ONTF
Q1 26
$0.05
Q4 25
$0.06
$-0.15
Q3 25
$0.06
$-0.15
Q2 25
$0.04
$-0.17
Q1 25
$0.03
$-0.21
Q4 24
$0.07
$-0.21
Q3 24
$0.02
$-0.27
Q2 24
$0.04
$-0.27

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
III
III
ONTF
ONTF
Cash + ST InvestmentsLiquidity on hand
$37.0M
Total DebtLower is stronger
Stockholders' EquityBook value
$139.4M
Total Assets
$228.4M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
III
III
ONTF
ONTF
Q1 26
Q4 25
$28.7M
$37.0M
Q3 25
$28.7M
$47.2M
Q2 25
$25.2M
$37.7M
Q1 25
$20.1M
$26.8M
Q4 24
$23.1M
$14.9M
Q3 24
$9.7M
$11.0M
Q2 24
$11.8M
$15.5M
Stockholders' Equity
III
III
ONTF
ONTF
Q1 26
Q4 25
$94.7M
$139.4M
Q3 25
$94.7M
$144.3M
Q2 25
$94.1M
$150.0M
Q1 25
$95.0M
$153.7M
Q4 24
$96.3M
$159.4M
Q3 24
$96.6M
$164.9M
Q2 24
$95.5M
$170.8M
Total Assets
III
III
ONTF
ONTF
Q1 26
Q4 25
$211.0M
$228.4M
Q3 25
$213.3M
$224.8M
Q2 25
$200.7M
$235.1M
Q1 25
$202.4M
$245.8M
Q4 24
$204.5M
$251.0M
Q3 24
$227.1M
$250.9M
Q2 24
$235.3M
$259.0M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
III
III
ONTF
ONTF
Operating Cash FlowLast quarter
$-1.1M
Free Cash FlowOCF − Capex
$-2.2M
FCF MarginFCF / Revenue
-6.4%
Capex IntensityCapex / Revenue
3.3%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$4.0M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
III
III
ONTF
ONTF
Q1 26
Q4 25
$5.1M
$-1.1M
Q3 25
$11.1M
$2.5M
Q2 25
$11.9M
$2.6M
Q1 25
$978.0K
$3.4M
Q4 24
$6.6M
$985.0K
Q3 24
$8.8M
$295.0K
Q2 24
$2.2M
$1.4M
Free Cash Flow
III
III
ONTF
ONTF
Q1 26
Q4 25
$4.3M
$-2.2M
Q3 25
$9.5M
$2.2M
Q2 25
$11.1M
$2.1M
Q1 25
$141.0K
$1.9M
Q4 24
$6.0M
$424.0K
Q3 24
$8.4M
$143.0K
Q2 24
$1.3M
$898.0K
FCF Margin
III
III
ONTF
ONTF
Q1 26
Q4 25
7.0%
-6.4%
Q3 25
15.2%
6.2%
Q2 25
18.0%
5.9%
Q1 25
0.2%
5.6%
Q4 24
10.4%
1.2%
Q3 24
13.7%
0.4%
Q2 24
2.0%
2.4%
Capex Intensity
III
III
ONTF
ONTF
Q1 26
Q4 25
1.2%
3.3%
Q3 25
2.5%
1.1%
Q2 25
1.4%
1.4%
Q1 25
1.4%
4.2%
Q4 24
0.9%
1.5%
Q3 24
0.6%
0.4%
Q2 24
1.4%
1.3%
Cash Conversion
III
III
ONTF
ONTF
Q1 26
Q4 25
1.94×
Q3 25
3.62×
Q2 25
5.46×
Q1 25
0.66×
Q4 24
2.15×
Q3 24
7.66×
Q2 24
1.07×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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