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OneSpan Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $0.360 |
| EPS actual | $0.390 |
| EPS Surprise | 8.33% |
| Revenue estimate | 62.404M |
| Revenue actual | 65.947M |
| Revenue Surprise | 5.68% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.300 |
| EPS actual | $0.360 |
| EPS Surprise | 20.00% |
| Revenue estimate | 59.779M |
| Revenue actual | 62.915M |
| Revenue Surprise | 5.25% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.280 |
| EPS actual | $0.330 |
| EPS Surprise | 17.86% |
| Revenue estimate | 59.779M |
| Revenue actual | 57.056M |
| Revenue Surprise | -4.56% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.270 |
| EPS actual | $0.340 |
| EPS Surprise | 25.93% |
| Revenue estimate | 60.135M |
| Revenue actual | 59.843M |
| Revenue Surprise | -0.486% |
Last 4 Quarters for OneSpan
Below you can see how OSPN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $14.32 |
| EPS estimate | $0.270 |
| EPS actual | $0.340 |
| EPS surprise | 25.93% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $14.86 |
| Jul 31, 2025 | $14.75 |
| Aug 01, 2025 | $14.28 |
| Aug 04, 2025 | $14.60 |
| Aug 05, 2025 | $14.32 |
| Aug 06, 2025 | $13.89 |
| Aug 07, 2025 | $12.71 |
| Aug 08, 2025 | $12.91 |
| Aug 11, 2025 | $13.07 |
| 4 days before | -3.63% |
| 4 days after | -8.73% |
| On release day | -3.00% |
| Change in period | -12.05% |
| Release date | Oct 30, 2025 |
| Price on release | $15.51 |
| EPS estimate | $0.280 |
| EPS actual | $0.330 |
| EPS surprise | 17.86% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $16.00 |
| Oct 27, 2025 | $15.99 |
| Oct 28, 2025 | $16.04 |
| Oct 29, 2025 | $15.16 |
| Oct 30, 2025 | $15.51 |
| Oct 31, 2025 | $11.40 |
| Nov 03, 2025 | $12.34 |
| Nov 04, 2025 | $11.97 |
| Nov 05, 2025 | $12.36 |
| 4 days before | -3.06% |
| 4 days after | -20.31% |
| On release day | -26.50% |
| Change in period | -22.75% |
| Release date | Feb 26, 2026 |
| Price on release | $11.37 |
| EPS estimate | $0.300 |
| EPS actual | $0.360 |
| EPS surprise | 20.00% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $11.38 |
| Feb 23, 2026 | $10.75 |
| Feb 24, 2026 | $10.84 |
| Feb 25, 2026 | $11.14 |
| Feb 26, 2026 | $11.37 |
| Feb 27, 2026 | $11.04 |
| Mar 02, 2026 | $10.48 |
| Mar 03, 2026 | $10.47 |
| Mar 04, 2026 | $10.53 |
| 4 days before | -0.0879% |
| 4 days after | -7.39% |
| On release day | -2.90% |
| Change in period | -7.47% |
| Release date | Apr 30, 2026 |
| Price on release | $11.58 |
| EPS estimate | $0.360 |
| EPS actual | $0.390 |
| EPS surprise | 8.33% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $11.34 |
| Apr 27, 2026 | $11.44 |
| Apr 28, 2026 | $11.51 |
| Apr 29, 2026 | $11.49 |
| Apr 30, 2026 | $11.58 |
| May 01, 2026 | $11.54 |
| May 04, 2026 | $11.93 |
| May 05, 2026 | $11.95 |
| May 06, 2026 | $11.80 |
| 4 days before | 2.12% |
| 4 days after | 1.90% |
| On release day | -0.345% |
| Change in period | 4.06% |
OneSpan Earnings Call Transcript Summary of Q1 2026
OneSpan reported a strong Q1 2026 with ARR of $192.1M (up 14% YoY, ~24% since 03/31/2024), subscription revenue growth of 8.2% to $52.7M (80% of total revenue), total revenue of $65.9M (up 4.1% YoY), and adjusted EBITDA of $21M (31.9% margin). Key drivers were digital agreements (ARR $67.5M, revenue +11.2%) and continued growth in cybersecurity (cybersecurity ARR $124.6M, subscription growth ~6.6%). Two acquisitions—Nok Nok (passwordless/FIDO) and Build 38 (mobile app protection)—are strategic priorities: Nok Nok ARR contributed $9.7M and Build 38 brought ~$2.8M ARR; management highlighted ~20% growth in Nok Nok since acquisition. The company generated $28.2M in operating cash flow, ended the quarter with $49.8M cash and no long-term debt, returned capital via ~$10M in buybacks/dividends this quarter (and ~$32M in 2025), and raised the quarterly dividend to $0.13. Management affirmed full-year revenue and adjusted EBITDA guidance ($244M–$249M revenue; $66M–$68M adjusted EBITDA) while raising ARR guidance to $194M–$198M. Headwinds include secular decline in consumer banking hardware tokens (hardware now ~16% of revenue) and two contracts not renewing in Q2 that create an expected ~ $3M ARR headwind; management expects ARR acceleration in H2 with seasonality concentrating wins in Q4. Geographic mix shifted slightly (EMEA 43%, Americas 38%, APAC 19%), and gross revenue retention improved (company-wide 90%, digital agreements 94%).
