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VANCOUVER - Thinkific Labs Inc. (TSX:THNC), currently trading near its 52-week low with a market capitalization of approximately $98.5 million, announced Tuesday a strategic rebrand and new product investments focused on helping businesses monetize expertise through education-based revenue models. According to InvestingPro analysis, the company appears undervalued based on its Fair Value metrics.
The learning commerce platform, now in its 13th year, has introduced AI-powered features to meet growing demand from companies seeking to generate revenue through courses, community, and commerce.
According to the company’s press release, more than 35,000 customers across over 100 countries have earned over $3.7 billion using Thinkific’s platform. Notable clients include Fiverr, Hootsuite, GoDaddy, Datadog, and Nasdaq.
"Education is no longer a cost center – it’s a business model," said Greg Smith, Co-Founder and CEO of Thinkific, in the statement.
The company’s product investments focus on three areas: community-driven learning, learner engagement and retention, and commerce tools. Upcoming features include direct messaging capabilities, automated notifications, and additional subscription tools designed to help businesses grow recurring revenue.
Thinkific also plans to introduce group orders and invoicing features later this year to support B2B opportunities.
Shailesh Jain, Senior Manager of Learning Solutions at Anaconda, reported that since adopting Thinkific in April 2025, over 1,000 users have earned certifications through their platform.
The rebrand includes a new website, messaging, and visual identity developed in collaboration with agency Focus Lab.
The announcement comes as the global market for AI in education is projected to grow from $2.5 billion in 2022 to $88.2 billion by 2032, according to data cited in the press release. Discover more detailed market analysis and 12+ additional ProTips about Thinkific’s growth potential on InvestingPro.
In other recent news, Thinkific Labs Inc. reported a 12% increase in revenue for the first quarter of 2025, reaching $17.8 million. The company’s Annual Recurring Revenue (ARR) also saw a 6% rise, totaling $60.1 million. Thinkific has provided guidance for the second quarter, projecting revenue growth of 9-11% year-over-year. The company is undergoing a strategic shift from a freemium model to a trial-based approach, which may have contributed to investor concerns despite the revenue growth. In the realm of product development, Thinkific is focusing on AI integration and targeting larger enterprise customers, which is part of its broader strategic transformation. Analyst feedback from firms like Cormark and BMO Capital Markets indicates scrutiny over the company’s customer acquisition and retention strategies amidst macroeconomic pressures. Furthermore, Thinkific’s recent move to simplify its capital structure by converting multiple voting shares into common shares aims to enhance shareholder value.
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