{"schema_version":"secwatch.filing_event.v1","accession":"0001110611-23-000002","form_type":"8-K","ticker":null,"cik":"0001110611","company_name":"ON24 INC.","filed_at":"2023-02-28T23:59:59+00:00","discovered_at":"2026-05-14T18:03:43.896511+00:00","generated_at":"2026-06-18T20:56:34.519027+00:00","sec_items":["2.02","8.01","2.05","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"ON24 Q4 revenue -11% YoY; announces $100M capital return, restructuring plan","bullets":["Q4 total revenue $46.6M (-11% YoY); GAAP net loss $0.25/share, non-GAAP loss $0.04/share.","Core Platform ARR $152.6M (-3% YoY); Total ARR $159.6M (-7%).","Restructuring plan $2.8-$3.3M charges (severance + real estate); expects completion Q1 2023.","$0.50 special dividend + ~$75M buyback; total $141M returned since Dec 2021.","FY2023 guidance: Core Platform revenue $160-165M; expects non-GAAP breakeven EPS in Q2 2023."],"urls":{"canonical":"https://secwatch.observer/filing/0001110611-23-000002","json":"https://secwatch.observer/filing/0001110611-23-000002.json","markdown":"https://secwatch.observer/filing/0001110611-23-000002.md","text":"https://secwatch.observer/filing/0001110611-23-000002.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1110611/000111061123000002/0001110611-23-000002-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1110611/000111061123000002/ontf-20230228.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-18T20:56:34.519027+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"924323dfd070e19b7d694ccb8c3fea7728736a15","claim":"ON24 INC. announced a impairment with charges of $1.3 million to $1.5 million affecting underutilized real estate.","evidence_excerpt":"the Company currently estimates it will incur a charge of between approximately $2.8 million to $3.3 million by the end of the first quarter of 2023, which consists of $1.5 million to $1.8 million for the reduction in force in cash severance costs and a $1.3 million to $1.5 million impairment charge for underutilized real estate.","evidence_source":"SEC 8-K Item 2.05/2.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1110611/000111061123000002/0001110611-23-000002-index.htm","confidence":0.9,"family_label":"Restructurings & Charges","details":[{"label":"Type","value":"impairment"},{"label":"Charge","value":"$1.3 million to $1.5 million"},{"label":"Affected area","value":"underutilized real estate"}],"fact_type":"restructuring_charge"},{"claim_id":"a5223f74e4fdc715562a4d97802dd18b98d5e7bb","claim":"ON24 INC. announced a restructuring with charges of $1.5 million to $1.8 million.","evidence_excerpt":"the Company currently estimates it will incur a charge of between approximately $2.8 million to $3.3 million by the end of the first quarter of 2023, which consists of $1.5 million to $1.8 million for the reduction in force in cash severance costs","evidence_source":"SEC 8-K Item 2.05/2.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1110611/000111061123000002/0001110611-23-000002-index.htm","confidence":0.9,"family_label":"Restructurings & Charges","details":[{"label":"Type","value":"restructuring"},{"label":"Charge","value":"$1.5 million to $1.8 million"}],"fact_type":"restructuring_charge"},{"claim_id":"e791af8a84e011c404faa3a94b98c26909ace7c2","claim":"ON24 INC. announced a restructuring with charges of between approximately $2.8 million to $3.3 million.","evidence_excerpt":"the Company committed to a restructuring plan to reduce expenses (the “ Plan ”). In connection with the Plan, the Company currently estimates it will incur a charge of between approximately $2.8 million to $3.3 million by the end of the first quarter of 2023, which consists of $1.5 million to $1.8 million for the reduction in force in cash severance costs and a $1.3 million to $1.5 million impairment charge for underutilized real estate.","evidence_source":"SEC 8-K Item 2.05/2.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1110611/000111061123000002/0001110611-23-000002-index.htm","confidence":0.9,"family_label":"Restructurings & Charges","details":[{"label":"Type","value":"restructuring"},{"label":"Charge","value":"between approximately $2.8 million to $3.3 million"}],"fact_type":"restructuring_charge"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}