OneStream Inc (NAS:OS)

Q2 2025 OneStream Inc Earnings Call Transcript

Aug 7, 2025 / 08:30 PM GMT

Release Date Price: $22.22 (-5.00%)

Transcript 10-Q8-K

Key Points

Positve

OneStream Inc (OS) achieved a total revenue growth of 26% year over year, driven by strong subscription revenue growth of 30%.
The company reported a significant increase in free cash flow, up 281% compared to the previous year.
OneStream Inc (OS) introduced advanced AI innovations, including Sensible AI Studio and Sensible AI Agents, which have been well-received by customers.
The company's international business showed strong performance with a 34% revenue growth year over year, contributing 33% to total revenue.
OneStream Inc (OS) has a robust pipeline and increased its full-year 2025 revenue guidance, reflecting confidence in future growth.

Negative

License revenue declined by $900,000 compared to the previous year, primarily due to the success in driving SaaS conversions.
There is uncertainty in the US federal public sector, which may impact Q3 revenue growth.
The macroeconomic environment presents some uncertainty, which could affect future performance.
The company anticipates a potential impact on Q3 revenue due to the restructuring environment in the public sector.
Stock-based compensation expense remains high, with an expected range of $120 million to $125 million for the full year 2025.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OS.OQ - OneStream Inc
Q2 2025 OneStream Inc Earnings Call
Aug 07, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. Welcome to OneStream's 2nd quarter fiscal year 2025 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you'll need to press 11 on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press 11 again. As a reminder, today's program is being recorded, and now I'd like to introduce your host for today's program, Annie Lu Shen, Vice President of Investor Relations and strategic Finance. Please go ahead.

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Unidentified_2 [2]
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