The company preannounced record fourth-quarter and full-year 2025 revenue, projecting approximately $1.5 million in Q4 revenue, up from $1.077 million in Q3. That represents roughly 39% sequential growth, a notable acceleration as the company completes a multi-year restructuring.

At the same time, ONAR finalized the divestiture of Reliant Pools Inc., transferring 100% ownership of the Austin-based custom swimming pool construction business to Elijah May. The transaction, executed under a Stock Purchase Agreement dated January 19, 2026, is effective as of December 31, 2025.

Together, the moves mark what ONAR calls the final step in its transition away from legacy operations toward a focused, technology-enabled marketing platform.

Record Revenue Amid Strategic Reset

The headline number—$1.5 million in Q4 revenue—signals momentum. Sequential growth of nearly 40% quarter-over-quarter suggests expanding agency performance or improved integration across ONAR’s network.

While ONAR remains a small-cap player in the broader marketing landscape, its growth trajectory will likely draw investor attention, particularly given the simultaneous simplification of its business model.

In its September 30, 2025 Form 10-Q, ONAR disclosed it was exploring strategic alternatives for Reliant Pools, including a sale or wind-down. The divestiture fulfills that commitment and clears the balance sheet of a non-core business that required operational oversight outside the company’s marketing focus.

Why the Pools Business Had to Go

Reliant Pools, a custom swimming pool construction company operating in the greater Austin market, represented an operational outlier.

It carried its own liabilities, capital requirements, and risk profile—none of which aligned with ONAR’s long-term strategy of building a scalable, AI-driven marketing platform.

Claude Zdanow, ONAR’s Chief Executive Officer, described the transaction as the final piece of a multi-year transition.

“By removing a non-core asset, its related liabilities, and the complexity they create, we can fully concentrate on building ONAR into a modern marketing and AI technology platform,” he said.

For public companies, narrative clarity matters. Investors often discount firms with fragmented business models or legacy segments that dilute strategic focus. ONAR appears intent on entering 2026 with a streamlined identity centered on marketing, data, and AI.

The Bigger Bet: AI-Powered Agency Rollups

ONAR’s model centers on acquiring and integrating specialized marketing agencies into a unified operating network. The company targets middle-market brands seeking enterprise-level marketing capabilities without the overhead of large agency conglomerates.

Its portfolio spans:

• Performance marketing

• Healthcare marketing

• Digital growth services

• Related data-driven capabilities

Through ONAR Labs, the company is developing proprietary AI-driven tools designed to enhance operational efficiency and create higher-margin, recurring SaaS and data revenue streams.

This approach mirrors broader industry trends. Agency rollups backed by private equity have become increasingly common, aiming to combine niche expertise with centralized infrastructure. Layering AI capabilities on top of that network could offer differentiation—particularly if ONAR successfully builds proprietary technology rather than relying solely on third-party tools.

Operational Simplification as Growth Strategy

Divesting Reliant Pools eliminates what ONAR characterized as operational distractions and liability exposure. Construction businesses carry fundamentally different risk dynamics compared to marketing and SaaS models, including material costs, labor volatility, and project-based revenue unpredictability.

By exiting that segment, ONAR strengthens its positioning as a pure-play, technology-enabled marketing platform.

The strategic rationale, as outlined by the company, includes:

• Simplifying the business profile

• Reducing liability exposure

• Sharpening capital allocation

• Reinforcing its identity as a scalable, AI-driven platform

For a company entering a growth phase, that simplification could improve operational agility and investor messaging alike.

Industry Context: Marketing Meets AI Infrastructure

The timing is notable.

Across the marketing services sector, AI integration is no longer optional. Agencies are embedding generative tools into creative workflows, leveraging predictive analytics for media optimization, and developing proprietary dashboards to differentiate from competitors.

Companies that successfully integrate AI into repeatable, productized offerings stand to capture higher-margin revenue streams compared to traditional service-only agencies.

ONAR’s emphasis on ONAR Labs signals an ambition to move beyond services into tech-enabled solutions—a shift that could command stronger valuations if executed effectively.

However, scaling both acquisitions and proprietary technology simultaneously presents execution risk. Integration challenges, cultural alignment, and capital requirements remain variables to watch.

Entering 2026 With a Clean Slate

With Reliant Pools divested and record quarterly revenue projected, ONAR heads into 2026 with a narrower focus and clearer narrative.

The company describes itself as entering the year with a “cleaner, more focused operating model.” That clarity may help attract both investors and acquisition targets aligned with its technology-forward vision.

The real test will be whether ONAR can translate sequential growth into sustained momentum while delivering on its promise of scalable, AI-driven marketing solutions.

For now, the signal is clear: ONAR is done building pools. It’s building a platform.

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