OneSpan reports Q3 EPS 17c, consensus 29c

Reports Q3 revenue $57.1M, consensus $58.2M. Subscription revenue increased 12% year-over-year to $37.8 million. Annual Recurring Revenue increased 10% year-over-year to $180.2 million. “We reported another solid quarter of profitability and continue to make progress in building our foundation for growth,” stated OneSpan (OSPN) CEO, Victor Limongelli. “Our software business – now over 80% of the overall business – delivered double-digit subscription revenue growth and ARR growth, and is positioned for additional growth in 2026. We remain committed to driving efficient revenue growth while maintaining strong profitability and cash generation, and returning capital to shareholders.”