earnings
confidence high
sentiment positive
materiality 0.75
OneSpan Q2 net income $8.3M ($0.21 EPS) up from $6.6M; ARR +8% to $177.8M
OneSpan Inc.
2025-Q2 EPS
reported $0.59
vs consensus $0.30
▲ beat
(+97.6%)
- Revenue $59.8M (-2% YoY), operating income $10.5M (+38% YoY), net income $8.3M ($0.21 EPS) vs $6.6M ($0.17) prior year.
- Subscription revenue $36.2M (+22% YoY); ARR $177.8M (+8% including Nok Nok); NRR 101%.
- Gross margin improved to 73% from 66%; adjusted EBITDA $17.6M vs $16.2M.
- Acquired Nok Nok Labs (FIDO2 passwordless authentication); entered $100M revolving credit facility.
- Declared quarterly cash dividend $0.12/share payable Sept 5, 2025 to holders of record Aug 15.