OneSpan Inc. (OSPN) Form 8-K — Aug 4, 2026

$OSPNForm 8-KItems 2.02, 9.01Filed Aug 4, 2026, 4:04 PM ET0001044777-26-000038Original filing

OneSpan reported second quarter 2026 revenue of $60.5 million, up 1% year over year, with subscription revenue up 11% to $46.7 million and annual recurring revenue up 7% to $189.7 million at a 103% net retention rate. GAAP net income was $6.8 million, or $0.18 per diluted share, down from $8.3 million, or $0.21, a year ago, with non-GAAP EPS of $0.30 versus $0.34. Cybersecurity revenue fell 7% to $40.9 million while Digital Agreements grew 25% to $19.5 million.

Key figures

Eps: 0.18
Revenue: 60466000
Guidance: FY2026 total revenue raised to $248-252 million (from $244-249 million); software and services revenue $202-204 million; hardware revenue $46-48 million (from $43-45 million); ARR $194-198 million; Adjusted EBITDA raised to $67-71 million (from $64-68 million).
Net Income: 6781000
Total Debt: 5000000
Revenue Yoy: 1%
Cash Position: 43337000
Shares Outstanding: 36783000
Arr: $189.7 million, up 7% year-over-year
Gross margin: 74%
Adjusted ebitda: $16.9 million, down 4% year-over-year
Cash dec 31 2025: $70.5 million
Operating income: $8.7 million, down 17% year-over-year
Dividend per share: 0.13
Net retention rate: 103%
Non gaap net income: 11600000
Share repurchase q2: approximately 230,000 shares for $2.9 million
Dividend record date: August 14, 2026
Non gaap eps diluted: 0.3
Subscription revenue: $46.7 million, up 11% year-over-year
Cybersecurity revenue: $40.9 million, down 7% year-over-year
Dividend payable date: September 4, 2026
H1 2026 acquisition spend: $34.6 million
Digital agreements revenue: $19.5 million, up 25% year-over-year

Price after filing

1 day: +3.0%7 days: +5.8%30 days: +4.9%

Close on the filing date to close N calendar days later (from $15.41). Historical, not a forecast.

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