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OneSpan Inc (OSPN)
NASDAQ:OSPN
US Market
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OneSpan (OSPN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 11, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.32
Last Year’s EPS
0.24
Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong growth in the software business and successful strategic acquisitions and investments, which position the company for future growth. However, the call also revealed challenges, including a decline in hardware revenue and revised revenue guidance. While profitability and cash generation remain strong, concerns about growth prospects in the short term were evident.
Company Guidance
In the OneSpan Third Quarter 2025 Earnings Conference Call, the company provided guidance highlighting several key metrics and strategic initiatives. For the full year 2025, revenue guidance was adjusted to a range of $239 million to $241 million, down from the previous range due to lower-than-expected net expansions and a decline in hardware demand. The company anticipates software and services revenue to be between $190 million and $192 million, with hardware revenue expected to decline by approximately 16% from 2024. Despite these adjustments, OneSpan maintained its adjusted EBITDA guidance of $72 million to $76 million, reflecting strong profitability and cash generation. The company ended the third quarter with an annual recurring revenue (ARR) of $180 million, a 10% increase year-over-year, and expects to end the year with ARR between $183 million and $187 million. Strategically, OneSpan has focused on enhancing its software offerings, highlighted by the acquisition of Nok Nok, contributing to growth in subscription revenue, and a strategic investment in ThreatFabric, both aimed at bolstering the company's long-term growth through improved product capabilities.
Strong Software Business Growth
The software business, which now accounts for over 80% of the overall business, delivered double-digit subscription revenue growth and ARR growth.
Successful Acquisition and Strategic Investments
Completed the acquisition of Nok Nok and a strategic investment in ThreatFabric, funded by cash generated by the business. Nok Nok has already closed two new logos, generating additional pipeline for Q4.
Record Adjusted EBITDA and Cash Generation
Generated record adjusted EBITDA of $58 million (32% of revenue) and $47 million in cash from operations over the first 9 months.
Digital Agreements Business Performance
Digital agreements business grew subscription revenue by 11% year-over-year and delivered record high segment operating income.
Return of Capital to Shareholders
Returned more than $20 million to shareholders through share repurchases and dividends in the first 9 months of 2025.

OneSpan (OSPN) 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

OSPN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 11, 2026
2025 (Q4)
0.32 / -
0.24
Oct 30, 2025
2025 (Q3)
0.29 / 0.33
0.330.00% (0.00)
Aug 05, 2025
2025 (Q2)
0.29 / 0.34
0.319.68% (+0.03)
May 01, 2025
2025 (Q1)
0.33 / 0.45
0.434.65% (+0.02)
Feb 27, 2025
2024 (Q4)
0.26 / 0.24
0.1926.32% (+0.05)
Oct 30, 2024
2024 (Q3)
0.26 / 0.33
0.09266.67% (+0.24)
Aug 01, 2024
2024 (Q2)
0.14 / 0.31
-0.18272.22% (+0.49)
May 02, 2024
2024 (Q1)
0.17 / 0.43
-0.09577.78% (+0.52)
Mar 06, 2024
2023 (Q4)
0.03 / 0.19
0.03533.33% (+0.16)
Nov 08, 2023
2023 (Q3)
-0.04 / 0.09
0.03200.00% (+0.06)
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

OSPN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$15.51
Aug 05, 2025
$14.20$13.77-3.03%
May 01, 2025
$14.42$14.81+2.70%
Feb 27, 2025
$15.96$15.78-1.13%
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 OneSpan Inc (OSPN) report earnings?
OneSpan Inc (OSPN) is schdueled to report earning on Mar 11, 2026, After Close (Confirmed).
    What is OneSpan Inc (OSPN) earnings time?
    OneSpan Inc (OSPN) earnings time is at Mar 11, 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 OSPN EPS forecast?
          OSPN EPS forecast for the fiscal quarter 2025 (Q4) is 0.32.
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