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Oneview Healthcare PLC Chess Depository Interests repr 1 (AU:ONE)
ASX:ONE
Australian Market

Oneview Healthcare Chess Depository Interests repr 1 (ONE) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Sep 01, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
-0.01
Last Year’s EPS
-0.02
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 11, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call communicates strong commercial momentum and meaningful progress on product innovation and AI‑driven productivity—highlighted by 21% reported revenue growth (25%+ constant currency), accelerated deployments, a major Baxter partnership and clear cost‑efficiency gains (H2 OpEx down and >EUR 1.4m annualized run‑rate savings). However, material challenges remain: the company is still operating at an EBITDA loss (EUR 8.1m), cash is modest (EUR 4.6m), gross margin was compressed by revenue mix and conversion of a large Baxter/GPO pipeline and enterprise expansions are uncertain and subject to lengthy sales cycles and regulatory/capital‑spending risks. On balance, the positives (growth, partnerships, product/AI progress and OpEx improvement) outweigh the negatives, but execution and pipeline conversion will be critical to sustain the trajectory.
Company Guidance
The company guided to continued revenue momentum and cost efficiency in 2026, targeting a ~20% increase in endpoints to just under 18,000 (from 14,880 at 31‑Dec‑2025), with H2 deployment activity having accelerated 31% vs H1 and recent contracts averaging ~2.5 endpoints/room; FY‑25 revenues rose 21% (constant currency >25%) driven by a €1.6m increase in non‑recurring revenue and 7% ARR growth, while operating EBITDA loss narrowed 8% to €8.1m, cash at year‑end was €4.6m and inventory €2.9m. Management expects gross margin to remain in the mid‑to‑low 60s (FY‑25: 64%, down 3ppt from mix), and OpEx savings delivered in H2‑25 (run‑rate H1‑25 ≈ €8.4m vs H2 ≈ €7.63m, >€700k half‑year saving, >€1.4m annualized) will be carried into 2026 with further reductions expected later in the year. They reiterated product and commercial levers to drive upside — 18 new logos over the last 3 years representing 11,631 licensed beds and a 46,000‑endpoint addressable set across those logos (~€16m average recurring revenue opportunity), a ~€1.50/day revenue per endpoint benchmark, a 92% upsell rate per bed, inclusion in a Baxter GPO (one of the top 10 U.S. systems) with 156+ qualified Baxter opportunities, and AI/SDLC targets (engineer time savings >15% daily for 76% of the team and a 2026 maturity target of 4/5 for key SDLC phases) supporting faster product delivery and deployments.
Strong Revenue Growth
Revenues increased 21% year‑on‑year in 2025 versus 2024 (driven by a EUR 1.6m increase in non‑recurring revenue and 7% growth in annual recurring revenue). On a constant currency basis growth exceeded 25%.
Improved Deployment Momentum
Deployment activity accelerated 31% in H2 2025 versus H1 2025, supporting a target to grow live endpoints ~20% in 2026 to just under 18,000 (from 14,880 at year end 2025).
Commercial Traction and New Logos
Added 18 new customer logos over the past 3 years (these 18 manage 11,631 licensed beds), creating a significant white space and an estimated 46,000 endpoint addressable opportunity across those customers.
Strategic Baxter Partnership & GPO Entry
Added to a group purchasing organization associated with one of the top 10 U.S. health systems via the Baxter partnership; Baxter pipeline includes 156+ qualified opportunities, materially expanding market access.
Product and AI Innovation Momentum
Launched a next‑generation front end and Ovie AI ecosystem (Ovie Engage, Ovie Voice, Ovie Console, Ovie Rounds) with pilots and show previews planned (ViVE/HIMSS). Ovie Console moved from concept to pilot quickly leveraging AI.
Software Development Productivity Gains
SDLC re‑design leveraging Agentic AI; the share of engineering staff reporting >15% daily time savings rose from 58% to 76% in two quarters. Targeting 4/5 maturity across key SDLC phases in 2026.
Operational Cost Efficiency
OpEx reduction in H2 2025: cash OpEx was 9% lower than H1 2025 and 13% lower than H2 2024. H2 run‑rate drop implies an annualized saving of >EUR 1.4m versus H1 2025 levels.
Gross Margin and Product Mix Transparency
Gross margin of 64% in 2025 (down 3 percentage points) was attributed to mix shift toward higher non‑recurring revenue while channel margins remain stable — management expects mid‑to‑low‑60s gross margin to hold in 2026.
Board & Leadership Strengthening
Michael Dowling (long‑time CEO of a major NY health system) joined the Board (effective 2 Dec 2025). Dr Greg Jackson appointed AI Transformation Lead to operationalize AI projects (54 identified initiatives).

Oneview Healthcare Chess Depository Interests repr 1 (AU:ONE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AU:ONE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Sep 01, 2026
2026 (Q2)
-0.01 / -
-0.017
Feb 11, 2026
2025 (Q4)
-0.01 / -0.01
-0.01533.33% (<+0.01)
Aug 12, 2025
2025 (Q2)
-0.01 / -0.02
-0.0170.00% (0.00)
Feb 25, 2025
2024 (Q4)
-0.02 / -0.02
-0.01818.18% (<+0.01)
Aug 29, 2024
2024 (Q2)
-0.01 / -0.02
-0.0170.00% (0.00)
Feb 27, 2024
2023 (Q4)
-0.01 / -0.01
-0.0110.00% (0.00)
Aug 28, 2023
2023 (Q2)
-0.02 / -0.02
-0.0170.00% (0.00)
Feb 23, 2023
2022 (Q4)
-0.01 / -0.02
-0.02321.43% (<+0.01)
Aug 29, 2022
2022 (Q2)
>-0.01 / -0.02
-0.02737.50% (+0.01)
Feb 25, 2022
2021 (Q4)
- / -0.01
-0.03458.82% (+0.02)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

AU:ONE Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 11, 2026
AU$0.33AU$0.30-7.69%
Aug 12, 2025
AU$0.24AU$0.25+4.17%
Feb 25, 2025
AU$0.34AU$0.34+1.47%
Aug 29, 2024
AU$0.41AU$0.40-2.44%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Oneview Healthcare PLC Chess Depository Interests repr 1 (AU:ONE) report earnings?
Oneview Healthcare PLC Chess Depository Interests repr 1 (AU:ONE) is schdueled to report earning on Sep 01, 2026, TBA (Confirmed).
    What is Oneview Healthcare PLC Chess Depository Interests repr 1 (AU:ONE) earnings time?
    Oneview Healthcare PLC Chess Depository Interests repr 1 (AU:ONE) earnings time is at Sep 01, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Oneview Healthcare PLC Chess Depository Interests repr 1 stock?
          What is AU:ONE EPS forecast?
          AU:ONE EPS forecast for the fiscal quarter 2026 (Q2) is -0.01.