October 2025 Shareholder Update

Hi there,

As we moved into October, we continued to see steady strength across our core metrics. While we typically see a seasonal slowdown in Q4, our leading indicators are steady and we finished the month with $4.3M in cash on hand.

It was also a month defined by consistency. Revenue continues its 16-month growth streak, net income reached its best monthly result since March 2020, and we’re inching closer to 70,000 paying customers. There is a real sense of momentum as we make our way toward the end of the year.

Notes:

• MRR increased by $23K to $1.91M (+1.21%), and paid subscribers rose by 740 to 67,998.
• Revenue grew $37K to $1.987M. With $2M/month on the horizon, we have a strong chance of hitting that milestone by the end of the year.
• Our cash balance increased by $443K to $4.334M (+11.36%), our second month this fiscal year with $400K+ in cash growth.
• Net income came in at $300,597, our best result of the year and our strongest since March 2020. Total net income for FY25 is now $1.889M.
• Gross margin held at 83.6%, EBITDA margin at 15.9%, and we crossed the Rule of 40 for the second time in three months (40.62%).

Note-worthy Updates & Reflections

Dark Mode, Now Available

We launched Dark Mode in late October. It was one of the most requested features on our Suggestions Board, and the response from customers has been positive. The Buffer team was able to use this launch as an opportunity for a more lighthearted announcement. Our launch video and in-product toggle took a more playful approach, which was fun for both our team and our customers.

Community

Last week, we officially launched Community, a major milestone for Buffer and our biggest go-to-market effort of 2025.

Community gives creators a calm, dedicated space to engage their audience without getting pulled into content consumption mode. It has been energizing to see so many customers take meaningful action on day one. There is no other free community engagement tool like this in our space, and we believe Community will become a key differentiator for Buffer as we head into 2026 and continue supporting creators in deeper, more connected ways.

Early usage has been incredibly strong:

• 1,200 creators engaged with Community on day one
• 16% activation rate within the first hour for users who viewed Community
• Engagement by channel: Instagram (38%), Facebook (21%), LinkedIn (18%)

What’s Coming Up

End-of-Year Data Analysis

Our Marketing team is preparing an end-of-year campaign for December that will give customers insights into their social media performance throughout 2025. This will be a large-scale, data-driven year-in-review that combines our users’ analytics into a personalized summary that we hope will be motivating as they plan their 2026 content strategies and goals.

More From the Buffer Team

If you want to read more from me and the rest of the Buffer team, here are some of our recent posts:

• Joel shared our Community launch and spoke about how posting is only half the equation for success on social.
• Andy Yates, a Staff Engineer, wrote about AI usage at Buffer and how Claude Code has shaped his workflows.
• Nate Hanson, a Sr. Customer Advocate, wrote about how his involvement in hiring has led him to reflect on listening.
• Kateryna Porschnieva, an Engineering Manager at Buffer, outlined our shift to using Linear across Buffer and what that has meant.
• Amanda Marochko, a Staff Product Manager at Buffer, underscored how identifying friction in your product’s critical paths is essential to reducing churn and improving user experience.
• Tamilore Oladipo, Senior Content Writer at Buffer, shares her learnings around measuring creative momentum through connection, not volume.
• Julian Winternheimer, Senior Data Scientist at Buffer, recently analyzed around 72K LinkedIn posts to see whether replying to comments has any effect on engagement.

Thank you as always for reading these updates.

– Jenny, VP Finance & Operations