earnings
confidence high
sentiment neutral
materiality 0.65
OneSpan Q3 revenue up 1% to $57.1M; subscription revenue up 12%; ARR $180.2M
OneSpan Inc.
2025-Q3 EPS
reported $0.76
vs consensus $0.29
▲ beat
(+158.3%)
- Total revenue $57.1M (+1% YoY); subscription revenue $37.8M (+12% YoY); Digital Agreements revenue $16.7M (+9%).
- Net income $6.5M ($0.17 diluted EPS); non-GAAP net income $12.9M ($0.33 diluted EPS); adjusted EBITDA $17.5M (+3%).
- ARR $180.2M (+10% YoY); net retention rate 103%; operating income $8.2M (down 27% YoY); gross margin 74%.
- Declared quarterly dividend of $0.12/share payable Dec 5, 2025 to holders of record Nov 14, 2025.
- Repurchased ~450K shares for $6.3M in Q3; cash and equivalents $85.6M at Sept 30, 2025.