OneStream Inc (STU:K4F)
€ 20.6 (0%) Market Cap: 3.94 Bil Enterprise Value: 3.44 Bil PE Ratio: 0 PB Ratio: 9.01 GF Score: 22/100

Q1 2025 OneStream Inc Earnings Call Transcript

May 8, 2025 / 08:30 PM GMT
Release Date Price: €20.2 (+1.00%)

Key Points

Positve
  • OneStream Inc (OS) achieved a total revenue growth of 24% in Q1 2025.
  • The company reported a strong free cash flow margin of 26%.
  • Subscription revenue increased by 31% year over year, indicating strong demand for their services.
  • OneStream's international business saw a 40% year-over-year revenue growth, highlighting its global expansion success.
  • The company launched new product innovations, including ESG reporting and planning solutions, and a CPM express offering for rapid implementation.
Negative
  • License revenue decreased by 40% compared to last year due to customer fast conversions.
  • There is heightened uncertainty in the broader markets, which may lead to deal headwinds and potential downsells.
  • Ongoing customer conversions to SaaS continue to impact license revenue negatively.
  • The macroeconomic environment is causing some companies and government agencies to slow or pause spending.
  • There is a cautious outlook for the rest of the year despite strong current results, reflecting potential demand issues.


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

OS.OQ - OneStream Inc
Q1 2025 OneStream Inc Earnings Call
May 08, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the OneStream's first quarter fiscal 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.

If you'd like to ask a question during this session, you'll need to press 11 on your telephone. If your question has been answered and you wish 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, any message.

Vice President of investor relations and strategic Finance. Please go ahead, ma'am.

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Unidentified_2 [2]
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