OneSpan Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-0.2%projected annual EPS growth
Analyst Coverage
4analysts covering
FY EPS (est.)
$1.22next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
| Q4 2026 and Full Year 2026 Earnings Release | 25 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Annual Recurring Revenue (ARR) Quarterly192.1MTarget: 194000000 to 198000000
Net Revenue Retention (NRR) Rate Quarterly105.0%Target: Maintain above 100%
Gross Revenue Retention (GRR) Rate - Digital Agreements Quarterly94.0%Target: Maintain above 90%
Adjusted EBITDA Margin Quarterly31.9%Target: 26% to 28% for Full Year 2026
Watch Items
- Secular decline in consumer banking hardware tokensTrigger: Hardware revenue decline exceeding 12% year-over-year (FY2026 guidance range of $43M to $45M)Action: Accelerate migration programs to mobile-first push authentication and passwordless FIDO solutions.
- Integration of Build38 and Nok Nok Labs acquisitionsTrigger: Cybersecurity segment operating margin dropping below 40% (was 43% in Q1 2026, down from 51% in Q1 2025)Action: Review post-merger integration timelines, eliminate redundant operational overhead, and optimize R&D spend.
- Near-term ARR headwinds from non-renewalsTrigger: Q2 2026 ARR headwind exceeding the anticipated $3 million from two non-bank customer contractsAction: Enhance customer success engagement for high-value enterprise accounts and monitor migration paths.
Research as of 19 Jun 2026