The earnings call highlighted strong growth in subscription and international revenues, significant demand for AI solutions, and successful customer wins, particularly in Europe and with major enterprises. However, challenges were noted in the U.S. Federal sector and a significant decline in license revenue was reported. The sentiment is largely positive due to the strong growth metrics outweighing the challenges.

Company Guidance

During OneStream's third-quarter earnings call for fiscal year 2025, management provided robust guidance, reflecting strong business performance and strategic momentum. Subscription revenue grew 27% year-over-year to $141 million, with total revenue hitting $154 million, a 19% increase. International revenue surged by 37%, and billings rose 20% to $178 million. The company ended the quarter with 1,739 customers, marking a 13% increase. Notably, SensibleAI Forecast bookings grew 60%, showcasing the strength of their AI offerings. For the fourth quarter, OneStream projected total revenue between $156 million to $158 million, with a non-GAAP operating margin of 4% to 6%. For the full year 2025, revenue was expected between $594 million to $596 million, with non-GAAP net income per share forecasted between $0.15 to $0.19. Looking ahead to 2026, the company expressed confidence in meeting Wall Street consensus for revenue and operating income, driven by a strong pipeline and innovative product portfolio.

Strong Subscription Revenue Growth

Subscription revenue increased 27% year-over-year to $141 million, demonstrating strong performance in recurring revenue streams.

Record International Revenue Growth

International revenue grew 37% year-over-year, representing 34% of total revenue, driven by legacy replacement momentum in Europe.

AI Bookings Surge

AI bookings were up 60% year-over-year, indicating strong demand for AI-driven solutions.

SensibleAI Forecast Success

SensibleAI Forecast improved gross revenue forecast accuracy by 5 percentage points and payroll forecast accuracy by 8 percentage points, reducing forecast generation time by 94%.

Major Customer Wins

One significant deal with a Swiss multinational healthcare leader marked the first big pharma win, highlighting the platform's appeal to leading enterprises.

Positive Free Cash Flow

Free cash flow for the third quarter was $5 million, exceeding expectations.

Onestream, Inc. Class A (OS) 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

Daily Earnings Calendar >

OS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 17, 2026	2025 (Q4)	0.05 / -	0.07	―	―	―
Nov 06, 2025	2025 (Q3)	0.02 / 0.08	0.079	1.27% (<+0.01)
Aug 07, 2025	2025 (Q2)	0.01 / 0.05	-0.02	350.00% (+0.07)
May 08, 2025	2025 (Q1)	-0.03 / 0.04	-0.015	366.67% (+0.06)
Feb 11, 2025	2024 (Q4)	0.02 / 0.07	0.012	483.33% (+0.06)
Nov 07, 2024	2024 (Q3)	<0.01 / 0.08	0.029	172.41% (+0.05)
Sep 03, 2024	2024 (Q2)	-0.02 / -0.02	-0.067	70.15% (+0.05)

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

OS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 06, 2025	$19.08	$22.74	+19.18%
Aug 07, 2025	$22.22	$20.12	-9.45%
May 08, 2025	$24.37	$26.09	+7.06%
Feb 11, 2025	$30.18	$24.17	-19.91%

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 Onestream, Inc. Class A (OS) report earnings?

Onestream, Inc. Class A (OS) is schdueled to report earning on Feb 17, 2026, After Close (Confirmed).

What is Onestream, Inc. Class A (OS) earnings time?

Onestream, Inc. Class A (OS) earnings time is at Feb 17, 2026, After Close (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 OS EPS forecast?

OS EPS forecast for the fiscal quarter 2025 (Q4) is 0.05.

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