OneSpan/$OSPN

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About OneSpan

OneSpan Inc is a provider of information technology security solutions for banking and financial services and application security markets. Its solutions secure and manage access to digital assets and protect online transactions, via mobile devices and in-person. Authentication and anti-fraud solutions are the organization's primary product offerings and include multifactor authentication and virtual private network access capabilities. The company derives revenues from hardware and license fees, maintenance and support fees, and subscription fees. A large majority of the firm's revenue is generated in Europe, the Middle East, and Africa, and the rest in the United States and Asia-Pacific region.

Ticker

$OSPN

Sector

Software & Cloud Services
Primary listing

Employees

471

OneSpan Metrics

BasicAdvanced
$588M
10.03
$1.53
1.30
$0.36
3.13%

What the Analysts think about OneSpan

Analyst ratings (Buy, Hold, Sell) for OneSpan stock.

Bulls say / Bears say

Operating income rose 38% year-over-year to $10.5 million in Q2 2025, fueling a 9% increase in Adjusted EBITDA to $17.6 million and highlighting robust operational leverage. (SEC filing)
Subscription revenue jumped 22% year-over-year to $36.2 million and Annual Recurring Revenue climbed 8% to $177.8 million, with a Net Retention Rate of 101%, demonstrating strong momentum in recurring software. (SEC filing)
The strategic acquisition of Nok Nok Labs in June 2025 expanded OneSpan’s FIDO2 passwordless authentication offerings and contributed $8.1 million to ARR, strengthening its position in the fast-growing passwordless security market. (SEC filing)
Total revenue decreased 2% year-over-year to $59.8 million in Q2 2025, marking a second consecutive quarterly revenue decline and signaling ongoing pressure on OneSpan’s top line. (SEC filing)
Slowing enterprise IT spending may weigh on demand for OneSpan’s solutions, as shown by Hewlett Packard Enterprise forecasting Q2 revenue below estimates and cutting 5% of its workforce as customer spending falls short. (Reuters)
Hardware products revenue plunged 29% year-over-year to $14.0 million in Q2 2025, underscoring cyclicality and mounting competitive pressures in the Security Solutions hardware segment. (SEC filing)
Data summarised monthly by Lightyear AI. Last updated on 1 Sept 2025.

OneSpan Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

OneSpan Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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