OneStream Inc (NAS:OS)

Q3 2025 OneStream Inc Earnings Call Transcript

Nov 6, 2025 / 09:30 PM GMT

Release Date Price: $19.08 (-5.12%)

Transcript 10-Q8-K

Key Points

Positve

OneStream Inc (OS) reported a 27% year-over-year increase in subscription revenue, reaching $141 million.
International revenue grew by 37%, highlighting strong global demand for OneStream's solutions.
The company successfully renewed all but one of its Q3 federal agency customers, adding a new federal customer.
OneStream's Sensible AI forecasts have significantly improved forecast accuracy and reduced forecast generation time by 94%, saving over 13,000 labor hours annually.
The company has been recognized as an exemplary leader in the 2025 record to report buyer's guide by ISG Research, achieving high scores in customer and product experience.

Negative

License revenue declined by 64% year-over-year due to contract rationalization and a shift towards subscription-based models.
Non-GAAP gross margin decreased to 69% from 71% the previous year, primarily due to lower license revenue.
The company faced challenges in the US federal business environment, impacting new business growth in that sector.
Despite strong overall performance, OneStream's non-GAAP earnings per share remained flat compared to the previous year.
The company anticipates continued stock-based compensation expenses, which could impact profitability.

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

OS.OQ - OneStream Inc
Q3 2025 OneStream Inc Earnings Call
Nov 06, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. My name is Desiree, and I will be your conference operator today. At this time, I would like to welcome everyone to the One Stream's third quarter fiscal year 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad. If you would like to withdraw your question again, press the one. Now I would like to introduce your host for today's program, Annie Lachine, Vice President of Investor Relations and Strategic Finance. You may begin.

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