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Onespan (OSPN)
NASDAQ:OSPN
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.35Last Year’s EPS
0.45Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights substantial progress in the company’s software transition, with double-digit ARR growth, strong subscription momentum, record digital agreements performance, improved gross margins, solid full-year adjusted EBITDA and cash generation, and active strategic M&A to expand capabilities. However, material headwinds remain from a secular decline in hardware, near-term profitability dilution from planned investments and the Build38 acquisition, a moderation in 2026 revenue and ARR growth guidance, and a modest decline in cash after M&A and shareholder returns. Overall the tone is balanced: operational and financial improvements and strategic positioning are encouraging, but the company is signaling conservative near-term guidance and expects some margin pressure as it invests to drive future growth.Company Guidance
Strong ARR Growth and Composition
Annual recurring revenue (ARR) reached $187.0M, up 11.5% year-over-year. Cybersecurity ARR grew 12% to $120.0M and Digital Agreements ARR grew 10% to $67.0M, reflecting recurring software strength.
Subscription and Software Momentum
Full-year subscription revenue grew 12% to $156.1M; Q4 subscription revenue grew 7% to $38.6M. Software and services represented 80% of 2025 revenue (up from 76% in 2024), supporting the company’s software-first transition.
Record Profitability and Improved Margins
Adjusted EBITDA for FY2025 was $77.6M (31.9% margin) vs $73.4M (30.2%) in FY2024. Q4 adjusted EBITDA was $19.4M (30.9%). Full-year gross margin improved to ~74% from 72% a year ago.
Digital Agreements Outperformance
Digital Agreements revenue surged 117% in Q4 to $17.5M and 117% for the full year to $65.5M. DA subscription revenue grew 11% for the year. DA delivered record Q4 operating income of $5.6M (32% of revenue) and FY operating income of $16.0M (24% of revenue).
Cash Generation and Strong Balance Sheet
Operating cash flow for 2025 was approximately $59.5M. The company ended the year with $70.5M in cash and no long-term debt, and an untapped $100M revolver available.
Capital Returns and Shareholder Actions
Returned nearly $32M to shareholders in 2025 via dividends and buybacks (repurchased ~1.0M shares for $13.1M). Board increased the quarterly dividend by 8% (from $0.12 to $0.13 per share; annualized $0.52).
Strategic M&A and Investments
Completed the Knock Knock acquisition and acquired a 15% stake in ThreatFabric. Announced a definitive agreement to acquire Build38 (expected to close this quarter) to strengthen mobile app shielding and broaden cybersecurity capabilities.
Improved Retention and Business Profitability
Net retention rate improved to 104% (up from 103% prior quarter). Both divisions (cybersecurity and digital agreements) were profitable at the division level for the quarter and full year.
GAAP & Non-GAAP Earnings Improvement
GAAP net income per share improved to $1.13 in Q4 (vs $0.72) and $1.88 for FY2025 (vs $1.46). Non-GAAP EPS was $0.36 in Q4 and $1.49 for the year, broadly consistent with prior-year non-GAAP levels after reporting-framework updates.
OSPN Earnings History
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 |
|---|---|---|---|
Feb 26, 2026 | $11.37 | $11.04 | -2.90% |
Oct 30, 2025 | $15.36 | $11.29 | -26.50% |
Aug 05, 2025 | $14.06 | $13.64 | -3.00% |
May 01, 2025 | $14.29 | $14.67 | +2.66% |
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 (OSPN) report earnings?
Onespan (OSPN) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Onespan (OSPN) earnings time?
Onespan (OSPN) earnings time is at Apr 30, 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 2026 (Q1) is 0.35.