OneSpan Inc. (OSPN) Form 8-K — Oct 29, 2026
OneSpan reported strong Q3 2026 results: total revenue rose 12% year-over-year to $63.9 million, with subscription revenue up 16% to $51.5 million and operating income up 12% to $9.2 million. Profitability improved as well, with GAAP net income of $7.8 million ($0.20 diluted EPS) versus $6.5 million a year ago, non-GAAP EPS of $0.35, and Adjusted EBITDA of $19.3 million. ARR grew 9% to $195.5 million with a 105% net retention rate.
Key figures
- Eps
- 0.2
- Revenue
- 63900000
- Guidance
- FY2026: total revenue $254M-$258M (raised from $248M-$252M); software and services revenue $208M-$210M; ARR $197M-$201M; Adjusted EBITDA $72M-$76M (raised from $67M-$71M); hardware $46M-$48M unchanged.
- Net Income
- 7800000
- Revenue Yoy
- 12%
- Total Assets
- 399000000
- Cash Position
- 51400000
- Shares Outstanding
- 36819000
- Arr
- 195500000
- Gross margin
- 76%
- Arr growth yoy
- 9%
- Adjusted ebitda q3
- 19300000
- Net retention rate
- 105%
- Operating income q3
- 9200000
- Non gaap eps diluted
- 0.35
- Cybersecurity revenue
- 44900000
- Subscription growth yoy
- 16%
- Subscription revenue q3
- 51500000
- Digital agreements revenue
- 19000000
- Quarterly dividend per share
- 0.13
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