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    OneStream (OS)

    Q2 2025 Earnings Summary

    Reported on Jan 1, 1970 (After Market Close)
    Pre-Earnings Price$22.22Last close (Aug 7, 2025)
    Post-Earnings Price$20.77Open (Aug 8, 2025)
    Price Change
    $-1.45(-6.53%)
    MetricYoY ChangeReason

    Total Revenue

    +6% [N/A]

    Overall revenue growth is supported by strong performance in both the Cloud & Subscription and Enterprise Software segments. Previous quarters showed robust subscription growth (e.g., 49% in Q1 2024 and 31% in Q1 2025 ) as well as significant ARR expansion and customer acquisition in enterprise software (e.g., 44% growth in Q1 2024, 20% customer growth ), laying the foundation for sustained overall growth.

    Cloud & Subscription segment

    +12% [N/A]

    Cloud & Subscription growth is driven by accelerated customer acquisition, increased platform usage, and the strategic shift to a SaaS-based model. Earlier periods demonstrated a sharp jump in subscription revenue—from $64.1 million to $95.7 million in Q1 2024 and further growth in Q1 2025 —which continues to fuel this standout growth driver at an annual scale.

    Enterprise Software segment

    +8% [N/A]

    Enterprise Software exhibited moderate yet steady expansion based on improvements in ARR, customer base expansion, and operational efficiencies. Previous periods reported substantial growth (44% YoY in revenue, improved gross profit, and 79% reduction in net losses ), with the current increase reflecting a maturing yet sustainable performance in this segment.

    Key Geographic Regions - North America

    +5.5% [N/A]

    North America’s performance reflects mature market dynamics and stable software adoption. While detailed regional drivers were not explicitly provided, steady demand and ongoing customer usage—consistent with previous trends in overall revenue contributions—support the modest growth observed in this key region.

    Key Geographic Regions - EMEA

    +10% [N/A]

    EMEA growth outpaces North America, driven by strong international expansion. Prior commentary on international performance noted robust revenue growth (40% YoY, contributing over 30% of total revenue ), suggesting that increased adoption of SaaS and software solutions in international markets underpins the higher YoY increase in this region.

    Research analysts covering OneStream.