Earnings summaries and quarterly performance for OneSpan.
Executive leadership at OneSpan.
Board of directors at OneSpan.
Research analysts who have asked questions during OneSpan earnings calls.
AS
Anja Soderstrom
Sidoti & Company, LLC
7 questions for OSPN
Also covers: ATEN, BHE, DAKT +11 more
Catharine Trebnick
Rosenblatt Securities
6 questions for OSPN
Also covers: CXM, EGHT, FIVN +4 more
RK
Rudy Kessinger
D.A. Davidson & Co.
6 questions for OSPN
Also covers: AKAM, BASE, CFLT +11 more
Trevor Rambo
BTIG
6 questions for OSPN
Also covers: ATEN, OKTA, TENB
Gray Powell
BTIG
1 question for OSPN
Also covers: ATEN, DDOG, FTNT +9 more
Recent press releases and 8-K filings for OSPN.
OneSpan Announces Q3 2025 Results and Updates FY 2025 Guidance
OSPN
Earnings
Guidance Update
M&A
- OneSpan reported Q3 2025 revenue of $57 million, a 1% increase, with subscription revenue growing 12% to $38 million and Non-GAAP EPS at $0.33.
- Annual Recurring Revenue (ARR) reached $180 million, up 10%, and Net Recurring Revenue (NRR) was 103% as of September 30, 2025.
- The company updated its FY 2025 revenue guidance to $239 million - $241 million (previously $245 million - $251 million) and ARR guidance to $183 million - $187 million (previously $186 million - $192 million), while maintaining Adjusted EBITDA guidance at $72 million - $76 million.
- OneSpan paid a quarterly cash dividend of $0.12 per share in Q3 2025 and approved an additional $0.12 per share dividend payable in December 2025.
- Financial contributions from the acquisition of Nok Nok Labs, which closed in Q2 2025, are included in the reported results and guidance.
Oct 30, 2025, 8:30 PM
OSPN Announces Q3 2025 Results and Updates Full-Year Guidance
OSPN
Earnings
Guidance Update
M&A
- OneSpan reported Q3 2025 revenue of $57 million, a 1% year-over-year increase, with subscription revenue growing 12%. Adjusted EBITDA for the quarter was $17.5 million, representing 30.7% of revenue, and cash from operations was $11 million.
- The company updated its full-year 2025 revenue guidance to a range of $239 million to $241 million and its ARR guidance to $183 million to $187 million, attributing the changes to higher headwinds in the hardware business and lower activity in security net expansions.
- OneSpan continued its strategic transformation with the acquisition of Knock Knock Labs in June 2025 and a strategic investment in ThreatFabric in October 2025, both aimed at enhancing its software product portfolio and driving future growth, particularly in 2026.
- The software business now accounts for over 80% of the overall business, with Annual Recurring Revenue (ARR) growing 10% year-over-year to $180 million. The company also returned $6 million to shareholders through share repurchases in Q3 and approved a $0.12 per share dividend.
Oct 30, 2025, 8:30 PM
OneSpan Reports Third Quarter 2025 Financial Results
OSPN
Earnings
Dividends
Share Buyback
- OneSpan Inc. reported Q3 2025 revenue of $57.1 million, a 1% year-over-year increase, driven by a 12% rise in subscription revenue to $37.8 million.
- Operating income for the quarter decreased 27% year-over-year to $8.2 million, while Adjusted EBITDA increased 3% to $17.5 million.
- The company's Annual Recurring Revenue (ARR) grew 10% year-over-year to $180.2 million, and its Net Retention Rate (NRR) was 103%.
- Net income was $6.5 million, or $0.17 per diluted share, with non-GAAP net income at $12.9 million, or $0.33 per diluted share.
- OneSpan repurchased approximately 450,000 shares for $6.3 million and declared a quarterly cash dividend of $0.12 per share.
Oct 30, 2025, 8:06 PM
OneSpan Reports Third Quarter 2025 Financial Results and Updates Full Year Guidance
OSPN
Earnings
Guidance Update
Share Buyback
- OneSpan reported Q3 2025 revenue of $57.1 million, a 1% increase year-over-year, with subscription revenue growing 12% to $37.8 million.
- Net income for Q3 2025 was $6.5 million ($0.17 per diluted share), while Adjusted EBITDA increased 3% year-over-year to $17.5 million.
- Annual Recurring Revenue (ARR) increased 10% year-over-year to $180.2 million, and the Net Retention Rate (NRR) was 103%.
- The company updated its Full Year 2025 financial guidance, now expecting revenue in the range of $239 million to $241 million and ARR in the range of $183 million to $187 million, both lower than previous guidance.
- OneSpan declared a quarterly cash dividend of $0.12 per share and repurchased approximately 450,000 shares for $6.3 million in Q3 2025.
Oct 30, 2025, 8:01 PM
OneSpan Inc. Enters New Credit Agreement
OSPN
Debt Issuance
- OneSpan Inc. entered into a $100,000,000 Credit Agreement on June 23, 2025, with MUFG Bank, Ltd..
- This agreement establishes a revolving credit facility with a $10,000,000 letter of credit sublimit, maturing on June 23, 2030.
- The proceeds are designated for general corporate purposes, and as of June 23, 2025, there were no outstanding borrowings under the facility.
- Borrowings will bear interest at rates varying from 1.00% to 1.50% for base rate loans and 2.00% to 2.50% for term SOFR and alternative currency loans, depending on the company's consolidated net leverage ratio.
- The facility is secured by a first-priority lien on substantially all of OneSpan's and certain subsidiaries' tangible and intangible assets.
Jun 24, 2025, 12:00 AM
OneSpan Inc Reports Strong Q1 2025 Results
OSPN
Earnings
Guidance Update
M&A
- Adjusted EBITDA reached a record $23 million (up nearly 15% YoY)
- Operating income increased by 22% to $17.2M, demonstrating improved cost management
- Total revenue was $63.4M (down 2% YoY) with subscription revenue up by 9%
- Annual recurring revenue (ARR) grew 9% to $168.4M
- Generated $29M in cash from operations and ended the quarter with $105M in cash, supporting a balanced capital allocation strategy including dividends and potential buybacks
- Full-year guidance: revenue $245–251M, ARR $180–186M, and adjusted EBITDA $72–76M, with management monitoring tariffs and FX fluctuations
May 1, 2025, 8:31 PM
OneSpan Reports Q4 & Full Year 2024 Results and FY 2025 Guidance
OSPN
Earnings
Guidance Update
Revenue Acceleration/Inflection
Dividends
- FY 2025 Guidance: Projects revenue between $245M - $251M, adjusted EBITDA of $72M - $76M, and ARR of $180M - $186M.
- Record adjusted EBITDA: Q4 reached $20M (32% of revenue) and full-year hit $73M (30% of revenue), marking record high profitability.
- Operating Income Turnaround: Q4 operating income surged to $11.8M (from $1.8M in Q4 2023) while full-year profit reversed from a loss of $28.9M in 2023 to $44.8M.
- Dividend Milestone: Initiated its first quarterly cash dividend with plans for another in Q2 2025.
- Growing ARR & Subscription Revenue: Annual Recurring Revenue increased by approximately 8% to ~$168M, boosted by strong subscription growth (Q4 up 32%).
- Revenue Performance: Q4 revenue declined by 3% to $61.2M while FY 2024 revenue grew 3% to $243M, driven by key segments.
- Enhanced Cash Generation: Delivered $12M in Q4 cash from operations and $56M for the full year, reflecting effective cost-saving initiatives.
Feb 27, 2025, 12:00 AM
Quarterly earnings call transcripts for OneSpan.
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