NASDAQ$OSPN

OneSpan Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

OneSpan reported Q3 2025, revenue of $50.5M, net income of $6.5M.

For Q3 2025, OneSpan reported revenue of $50.5M, net income of $6.5M. The filing highlights segment trends, liquidity, and management commentary on the period.

  • Revenue $50.5M.
  • Net income $6.5M.
  • OneSpan discusses capital allocation and near-term priorities.

Headline financials

Total Revenue

$57.1M

Previous: $56.2M+1.4%
EPS (adj)

$0.33

Previous: $0.21+57.1%
Annual Recurring Revenue

$180M

Previous: $164M+10.0%
Adjusted EBITDA

$17.5M

Previous: $17M+3.1%
Net Retention Rate

103.0%

No prior period
Subscription Revenue

$37.8M

Previous: $33.6M+12.3%
Capital Expenditures

-$6.02M

Previous: -$7.27M+17.3%
Net Income

$6.51M

Previous: $8.27M-21.3%
Operating Income

$8.23M

Previous: $11.3M-26.9%
Gross Profit

$42M

Previous: $41.5M+1.1%

Revenue & EPS history

OneSpan · Revenue · Quarterly

$57.1M

Q3 2025+1.4%vs Q3 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

OneSpan · $58.8M total across 2 segments · Q3 2023

  • Security Solutions
    $45.8M+2.0%
  • Digital Agreements
    $13M+6.7%

Forward guidance

Management discusses operating priorities, capital allocation, and sector-specific risks in the quarterly filing.

Tailwinds

  • Headline results and segment commentary anchor the quarter.
  • Balance sheet and liquidity support ongoing operations.
  • Strategic initiatives cited in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items can affect year-over-year comparability.
  • Execution risk on guidance or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+1.2%

Avg return

Earnings day

-1.2%

Avg return

5 days after

+2.2%

Avg return

30 days after

45%

29 / 65 earnings

Positive

+35.6%

Q3 2014

Best reaction

-37.0%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+4.0%+25.7%
Q4 2025-2.7%-7.4%-10.7%
Q3 2025-20.3%-20.3%-21.3%
Q1 2025+2.4%+6.5%+8.7%
Q4 2024-1.1%+2.8%-4.7%
Q3 2024+11.9%+11.9%+21.5%
Q2 2024-1.9%+0.5%+8.9%
Q1 2024+13.5%+10.7%+20.6%
Q4 2023+24.5%+1.3%+20.5%
Q3 2023+9.7%+18.1%+20.3%
Q2 2023-20.5%-15.3%-14.8%
Q1 2023-0.3%+5.4%+16.7%
Q4 2022+26.0%+43.0%+28.2%
Q3 2022+5.8%+6.0%+22.5%
Q2 2022-1.3%-2.5%-2.0%
Q1 2022+1.3%-15.5%-3.4%
Q4 2021-18.3%-15.7%-11.3%
Q3 2021+3.4%+2.6%-17.0%
Q2 2021-25.1%-24.6%-22.9%
Q1 2021-2.6%-2.4%-3.6%
Q4 2020-4.9%-7.6%-4.0%
Q3 2020-17.0%-13.1%-7.4%
Q2 2020-37.0%-36.5%-31.0%
Q1 2020+17.6%+20.3%+26.4%
Q4 2019+10.5%-9.0%+4.5%
Q3 2019+25.5%+20.8%+20.2%
Q2 2019-5.8%-8.7%-15.2%
Q1 2019-16.6%-18.9%-24.4%
Q4 2018+19.6%+25.2%+24.1%
Q3 2018-12.8%-8.5%-1.1%
Q2 2018-9.1%-20.1%-9.8%
Q1 2018+19.9%+24.8%+27.5%
Q4 2017-12.2%-11.5%-7.9%
Q3 2017+11.2%+12.4%+10.7%
Q2 2017-2.5%-4.3%-13.8%
Q1 2017-1.1%+2.2%+3.3%
Q4 2016-11.8%-13.3%-12.9%
Q3 2016-3.1%-4.9%+6.3%
Q2 2016-4.6%-3.3%+6.9%
Q1 2016-1.0%
Q4 2015-0.4%
Q3 2015+7.6%
Q2 2015-18.6%
Q1 2015+4.2%
Q4 2014-2.8%
Q3 2014+35.6%
Q2 2014+12.8%
Q1 2014+34.4%
Q4 2013+18.6%
Q3 2013+2.1%
Q2 2013-6.5%
Q1 2013-0.2%
Q4 2012+1.0%
Q3 2012+0.1%
Q2 2012+26.5%
Q1 2011-1.7%
Q1 2012+0.0%
Q4 2011+2.2%
Q4 2009+2.2%
Q3 2010-6.6%
Q3 2011-6.6%
Q4 2010-0.6%
Q2 2010-0.6%
Q2 2011-0.6%
Q1 2010+4.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro