OneStream (OS) Citi’s 2025 Global Technology, Media and Telecommunications Conference summary

Key business developments and strategy

• Public listing increased visibility, rigor, and employee liquidity, with strategy seen as effective.

• Record commercial pipeline driven by innovation, especially in AI and Agile Financial Analytics.

• Agile Financial Analytics and Sensible AI Forecast are gaining traction, enabling real-time analytics and touchless forecasting.

• Unique value proposition centers on a unified platform for consolidation, planning, and reporting with strong security.

• Federal sector opportunity driven by modernization, cloud migration, and cost-saving initiatives.

Market trends and competitive landscape

• Large legacy replacement market estimated at $10 billion, with ongoing transition from on-prem to cloud.

• European growth fueled by faster legacy system replacements.

• Oracle remains the main competitor; others like Anaplan are less visible due to lack of a unified platform.

• CPM solutions provide agility beyond ERP consolidation, supporting diverse business needs.

AI innovation and product portfolio

• Sensible AI Forecast used by major companies, delivering significant cost savings and improved accuracy.

• AI-driven anomaly detection and agents enhance core financial processes.

• Emphasis on curated data, workflow, and security to ensure AI accuracy in financial applications.