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Visual21 Nov 2025
Data center suppliers
OneStream (OS) investor relations material
OneStream Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved Q3 2025 revenue of $154.3 million, up 19% year-over-year, with subscription revenue rising 27% to $140.9 million and customer count increasing 13% to 1,739.
Non-GAAP operating margin improved to 6% in Q3 2025, up from 4% in Q3 2024, and free cash flow reached $4.8 million for the quarter and $70 million for the first nine months.
AI product portfolio, including Sensible AI forecasts and Agents, is gaining traction and driving measurable customer ROI, with notable wins in healthcare and real estate.
Completed IPO in July 2024, raising $409.6 million in net proceeds, and continues to invest in R&D, international expansion, and AI-enabled solutions.
Recognition as an exemplary leader in ISG Research's 2025 Record to Report Buyers Guide and high customer ratings in Gartner Peer Insights.
Financial highlights
Q3 2025 subscription revenue was $140.9 million (91% of total), up 27% year-over-year; total revenue was $154.3 million, up 19%.
License revenue declined 64% to $4.2 million due to SaaS conversions; professional services revenue rose 38% to $9.2 million.
Non-GAAP net income for Q3 2025 was $15.2 million; non-GAAP net income per share was $0.08.
Free cash flow for Q3 2025 was $4.8 million; for the first nine months, $70 million, up 107% year-over-year.
Gross margin for Q3 2025 was approximately 68% (non-GAAP: 69%); software gross margin was 75%.
Outlook and guidance
Q4 2025 revenue guidance: $156–$158 million; non-GAAP operating margin: 4–6%; non-GAAP net income per share: $0.04–$0.07.
FY25 revenue guidance: $594–$596 million; non-GAAP operating margin: 2–3%; non-GAAP net income per share: $0.15–$0.19.
Billings growth for Q4 expected at ~20%, accounting for $4 million in accelerated Q3 billings.
Equity-based compensation expected at ~$25 million for Q4 and $115–$120 million for FY25.
Confident in 2026 Wall Street consensus for revenue and non-GAAP operating income.
SensibleAI Studio routine expansion impact?
FY25 non-GAAP operating margin outlook drivers?
How will Dr. Sridharan scale cloud operations?
SensibleAI Agents: revenue model and impact
Federal business outlook post-Q3 headwinds
Sustaining international growth drivers
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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.
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