OneStream
Logotype for OneStream Inc

OneStream (OS) investor relations material

OneStream Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for OneStream Inc
Q4 2025 earnings summary26 Feb, 2026

Executive summary

  • Achieved strong revenue growth in Q4'25 and FY25, with Q4 revenue at $164M (up 24%) and FY25 revenue at $602M (up 23%); subscription revenue rose 27% in Q4 and 28% for FY25, reaching $150M and $550M, respectively.

  • Improved non-GAAP operating margin to 10% in Q4'25 and 5% for FY25, with non-GAAP operating income of $16.7M in Q4 and $27.1M for FY25.

  • Continued transition to subscription-based contracts, driving recurring revenue and customer retention; SaaS contracts represented 87% of ARR in FY25.

  • GAAP operating loss narrowed to $5.2M in Q4 and $94.8M for FY25, with improved margins.

  • Pending acquisition by Hg, expected to close in H1 2026.

Financial highlights

  • Q4'25 total revenue reached $164M, up 24% year-over-year; subscription revenue was $150M, up 27%.

  • FY25 total revenue was $602M, up 23% year-over-year; subscription revenue was $550M, up 28%.

  • ARR grew to $699M, a 23% year-over-year increase; RPO reached $1.4B, up 25%.

  • Non-GAAP gross margin was 71% in Q4'25 and 70% for FY25; non-GAAP software gross margin was 76%.

  • Free cash flow for FY25 was $96M, with a free cash flow margin of 16%.

Outlook and guidance

  • No forward-looking financial guidance provided due to the pending acquisition by Hg.

  • Management highlights ongoing transition to SaaS and subscription contracts, expecting continued growth in recurring revenue streams.

Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.
Research faster. Power your platform.

Next OneStream earnings date

Logotype for OneStream Inc
Q1 20267 May, 2026
OneStream
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next OneStream earnings date

Logotype for OneStream Inc
Q1 20267 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

OneStream, Inc. specializes in developing corporate performance management (CPM) software designed to streamline and automate complex financial processes. The company offers solutions that support financial statement consolidation, budgeting, planning, forecasting, and comprehensive financial and operational reporting. These tools provide end-to-end visibility of key metrics and analytics to stakeholders, enhancing decision-making across various business functions. OneStream serves a diverse range of industries including manufacturing, financial services, government, and healthcare sectors. The company is headquartered in Birmingham, Michigan,and its shares are listed on the NASDAQ.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage