Earnings summaries and quarterly performance for OneStream.
Executive leadership at OneStream.
Board of directors at OneStream.
Research analysts who have asked questions during OneStream earnings calls.
Brent Bracelin
Piper Sandler Companies
4 questions for OS
Also covers: ADBE, AMPL, ASAN +20 more
Christopher Quintero
Morgan Stanley
4 questions for OS
Also covers: BILL, BL, BOX +7 more
John DiFucci
Guggenheim Securities
4 questions for OS
Also covers: AKAM, ARM, CHKP +11 more
Koji Ikeda
Bank of America
4 questions for OS
Also covers: ADSK, AMPL, BL +19 more
Terrell Tillman
Truist Securities
4 questions for OS
Also covers: , FIVN, INST +17 more
Adam Hotchkiss
Goldman Sachs
3 questions for OS
Also covers: ALKT, ALRM, BL +12 more
Brian Peterson
Raymond James Financial
3 questions for OS
Also covers: BIGC, BLKB, BOX +18 more
Mark Schappel
Loop Capital Markets
3 questions for OS
Also covers: ALTR, AZPN, DSGX +11 more
Scott Berg
Needham & Company, LLC
3 questions for OS
Also covers: AMPL, BILL, BRZE +23 more
Steven Enders
Citigroup Inc.
3 questions for OS
Also covers: APPN, ASAN, BL +14 more
Daniel Jester
BMO Capital Markets
2 questions for OS
Also covers: ADP, BL, DAY +11 more
Derrick Wood
TD Cowen
2 questions for OS
Also covers: APPN, AVPT, BRZE +13 more
Mark Murphy
JPMorgan Chase & Co.
2 questions for OS
Also covers: ADBE, AKAM, CFLT +23 more
Nicholas Altmann
Scotiabank
2 questions for OS
Also covers: AMPL, APPN, BRZE +8 more
Robert Oliver
Robert W. Baird & Co.
2 questions for OS
Also covers: AMPL, ASAN, AZPN +17 more
Ryan Krieger
Wolfe Research
2 questions for OS
Also covers: BL, DAY, WK
Sonak Kolar
JPMorgan Chase & Co.
2 questions for OS
Also covers: DBX, DOCU, ZM
Aleksandr Zukin
Wolfe Research
1 question for OS
Also covers: ADBE, DAY, DOCU +20 more
Alex Zukin
Wolfe Research LLC
1 question for OS
Also covers: ADBE, ASAN, CFLT +25 more
Andrew DeGasperi
BNP Paribas
1 question for OS
Also covers: DDOG, IOT, NAVN +4 more
Ian Black
Needham & Company
1 question for OS
Also covers: BILL, DOCU, LAW +4 more
Jake Roberge
William Blair & Company, L.L.C
1 question for OS
Also covers: ADBE, APPN, ARCT +13 more
James Wood
TD Cowen
1 question for OS
Also covers: BRZE, CFLT, DOMO +4 more
Johnathan McCary
Raymond James
1 question for OS
Also covers: DH, DOCS, INTA +2 more
Patrick Schulz
Baird
1 question for OS
Also covers: BL, PRO, WK +1 more
Sitikantha Panigrahi
Mizuho
1 question for OS
Also covers: ADSK, BSY, CDNS +13 more
Steve Enders
Citigroup
1 question for OS
Also covers: APPN, ASAN, BL +11 more
Recent press releases and 8-K filings for OS.
OneStream Announces CFO Transition and Leadership Appointments
OS
CFO Change
Management Change
Hiring
- OneStream announced a CFO transition plan, with Bill Koefoed departing effective December 31, 2025, and Board member John Kinzer assuming the role of Interim CFO starting January 1, 2026.
- Scott Leshinski was promoted to President and Pam McIntyre to Chief Accounting Officer, both effective January 1, 2026, as part of the company's strategy for growth and market expansion.
- The company reported 60% year-over-year growth in AI bookings for the first nine months of 2025, highlighting its focus on AI leadership.
Dec 2, 2025, 9:05 PM
OneStream Announces Strategic Alliance with Microsoft
OS
Product Launch
New Projects/Investments
- OneStream has formed a strategic alliance with Microsoft to accelerate the adoption of artificial intelligence (AI) within enterprise finance teams.
- This collaboration integrates OneStream's SensibleAI™ Agents with Microsoft 365 and Azure, offering extensions for Microsoft 365 Copilot, Teams, and Excel to enhance financial analysis, forecasting, and automation.
- OneStream's solutions, including SensibleAI Agents, will be available on the Microsoft Marketplace and orderable via the Azure Consumption Commitment (MACC) agreement.
- The company was also recognized as Microsoft's Partner of the Year, underscoring the significance of this partnership.
Nov 18, 2025, 8:05 PM
OS Reports Strong Q3 2025 Results and Raises Full-Year Guidance
OS
Earnings
Guidance Update
Product Launch
- OS reported strong Q3 2025 financial results, with subscription revenue growing 27% year-over-year and total revenue increasing 19% to $154 million. Billings also grew 20% to $178 million.
- The company raised its full year 2025 outlook, projecting total revenue between $594 million-$596 million and non-GAAP net income per share between $0.15-$0.19. OS also expressed comfort with current Wall Street Consensus for full year 2026 revenue and non-GAAP operating income.
- Operational highlights include 37% year-over-year international revenue growth and significant advancements in AI, with AI bookings up 60% year-over-year for the first nine months. Key AI developments include doubling algorithms in Sensible AI Studio to 60 and moving Sensible AI agents into limited availability.
- Despite headwinds in the U.S. federal business, OS renewed most Q3 federal agency customers and added a new one, while experiencing strong new business growth in AMEA.
Nov 6, 2025, 9:30 PM
OneStream Announces Q3 2025 Results and Provides Q4 and Full Year 2025 Guidance
OS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- OneStream reported Q3 2025 total revenue of $154 million, a 19% year-over-year increase, with subscription revenue growing 27% year-over-year to $141 million.
- The company achieved a Non-GAAP Operating Margin of 6% and a Free Cash Flow Margin of 3% for Q3 2025, alongside reaching 1,739 total customers.
- For Q4 2025, OneStream projects total revenue between $156 million and $158 million, with a Non-GAAP Operating Margin of 4% to 6% and Non-GAAP Net Income Per Share of $0.04 to $0.07.
- The full year 2025 guidance includes total revenue of $594 million to $596 million, a Non-GAAP Operating Margin of 2% to 3%, and Non-GAAP Net Income Per Share of $0.15 to $0.19.
Nov 6, 2025, 9:30 PM
OneStream Announces Third Quarter 2025 Financial Results and Q4 2025 Guidance
OS
Earnings
Guidance Update
Revenue Acceleration/Inflection
- OneStream, Inc. reported total revenue of $154.3 million for Q3 2025, an increase of 19% year-over-year, with subscription revenue growing 27% to $140.9 million.
- The company's GAAP operating loss significantly improved to $17.5 million in Q3 2025, compared to $255.2 million in Q3 2024, while Non-GAAP operating income increased to $9.3 million from $5.5 million in the prior year period.
- GAAP basic net loss per share was ($0.05) for Q3 2025, an improvement from ($1.06) in Q3 2024, and Non-GAAP net income per share remained $0.08 for both periods.
- For Q4 2025, OneStream provided guidance for total revenue between $156 million and $158 million, and Non-GAAP net income per share between $0.04 and $0.07.
Nov 6, 2025, 9:10 PM
OneStream Announces Third Quarter 2025 Financial Results and Provides Outlook
OS
Earnings
Guidance Update
Product Launch
- OneStream reported total revenue of $154.3 million for the third quarter of 2025, marking a 19% increase year-over-year, driven by 27% growth in subscription revenue to $140.9 million.
- The company demonstrated significant profitability improvements, with GAAP operating loss narrowing to $17.5 million (from $255.2 million in Q3 2024) and non-GAAP operating income rising to $9.3 million (from $5.5 million in Q3 2024). GAAP basic net loss per share improved to ($0.05).
- For the fourth quarter of 2025, OneStream projects total revenue between $156 million and $158 million, and non-GAAP net income per share between $0.04 and $0.07. The full fiscal year 2025 guidance for total revenue is $594 million to $596 million.
- Key business developments include the introduction of Modern Financial Close and AI-Powered ESG Planning & Reporting solutions, along with the appointment of Dr. Baskar Sridharan, an AI and cloud veteran, to its Board of Directors.
Nov 6, 2025, 9:05 PM
OneStream Launches New Financial Close and AI-Powered ESG Solutions
OS
Product Launch
New Projects/Investments
- OneStream announced the launch of Modern Financial Close, AI-powered OneStream ESG Planning & Reporting, and new SensibleAI capabilities at its Splash EMEA 2025 user conference.
- The Modern Financial Close solution automates and unifies the financial close process, incorporating Journal Entry Manager (JEM) and Transaction Matching (TXM) to enhance accuracy and efficiency.
- AI-powered OneStream ESG Planning & Reporting unifies sustainability and financial planning, enabling forecasting of consumptive activities and modeling Scope 1, 2, and 3 emissions, leveraging SensibleAI Forecast and upcoming SensibleAI Agents.
- OneStream was recognized as Exemplary in the 2025 Record to Report Buyers Guide by ISG Research, achieving the highest scores in customer and product experience for Financial Close, Financial Consolidation, and overall Record to Report.
Oct 14, 2025, 8:00 AM
OneStream Discusses Platform Extensibility, AI Strategy, and Growth Initiatives
OS
Product Launch
New Projects/Investments
- OneStream's core offering is a unified platform for corporate performance management (CPM), including financial close, planning, consolidation, and reporting, designed to eliminate technical debt from disparate systems.
- The company emphasizes its extensible platform and app store, which allows for the development of new applications like Account Reconciliation, sales performance management, and ESG reporting, as well as all of its AI products.
- To accelerate growth and reach a broader market, OneStream is implementing a productization strategy with "CPM Express," enabling faster time-to-value (e.g., 12-week implementation) for core CPM use cases, targeting emerging companies.
- OneStream's AI strategy focuses on applied AI, integrating large language models (LLMs) with its platform's financial data backbone to provide auditable and transparent insights, leveraging its deep understanding of financial models as a competitive moat.
- The company reports positive leading indicators and global growth, particularly in Europe, and is confident in its long-term growth strategy driven by AI and CPM Express, despite short-term headwinds in the government sector related to FedRAMP High contract transitions.
Sep 10, 2025, 11:25 PM
OneStream Discusses Growth Strategy and AI Innovation
OS
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- OneStream is accelerating its growth strategy by productizing implementations through "CPM Express," which aims to enable faster deployment (e.g., 12 weeks) for emerging companies and scale its customer base from 1,700 to 5,000 customers.
- The company's competitive advantage is rooted in its applied AI strategy, connecting AI agents to OneStream's highly curated financial data backbone to provide deterministic answers and generate revenue from products like SensibleAI Forecast and AI Studio.
- OneStream extends its platform's capabilities by integrating with fast-changing operational data from sources such as Snowflake and Databricks, utilizing a "no-ETL analytic engine" (AFA services) to perform complex calculations efficiently.
- The company reports positive leading indicators and confidence in its durable growth strategy across all segments, including large enterprise and commercial accounts globally, despite temporary headwinds in government contracts due to the transition to FedRAMP High.
Sep 10, 2025, 11:25 PM
OneStream Reports Q2 2025 Results and Provides Q3 and Full-Year 2025 Guidance
OS
Earnings
Guidance Update
- OneStream reported Q2 2025 total revenue of $148 million , representing 26% year-over-year growth, with subscription revenue growing 30% year-over-year to $134 million.
- For Q2 2025, the company achieved a Non-GAAP Gross Margin of 70% and a Non-GAAP Operating Margin of 1%.
- OneStream generated $29 million in Free Cash Flow for Q2 2025, resulting in a 20% Free Cash Flow Margin.
- For Q3 2025, OneStream anticipates total revenue between $147 million and $149 million and a Non-GAAP Operating Margin of 0% to 2%. The full-year 2025 outlook projects total revenue between $586 million and $590 million and a Non-GAAP Operating Margin of 1% to 3%.
Aug 7, 2025, 8:30 PM
Quarterly earnings call transcripts for OneStream.
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