OneStream Inc
NASDAQ:OS
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OneStream Inc
OneStream Inc., a rising star in the corporate performance management (CPM) software landscape, stands as a sophisticated orchestra of innovative solutions in the world of financial consolidation and business intelligence. Originating from an experienced pool of industry veterans, the company evolved in response to an acute frustration with disjointed, inefficient financial systems. With its flagship offering, the OneStream XF Platform, the company presents a unified, intelligent service that promises to harmonize disparate financial processes. By integrating budgeting, forecasting, financial reporting, and analytics into one cohesive platform, it attracts numerous enterprises seeking to streamline their financial operations while enhancing accuracy and agility.
The monetization strategy of OneStream is centered around a subscription-based model, reflecting the growing trend in Software-as-a-Service (SaaS) applications. Businesses pay for varying levels of service access, tailoring the platform to fit their specific needs, while benefiting from regular updates and innovations without additional costs. This model not only ensures a steady revenue stream for the company but also encourages customer loyalty and retention, as clients deeply embed these services into their operational frameworks. Additionally, by establishing a partner network, OneStream extends its reach and leverages specialized expertise across various sectors, further cementing its standing as a critical player in the CPM market. Through continuous innovation and a steadfast commitment to customer satisfaction, OneStream is well-positioned to navigate the evolving demands of enterprise data management.
OneStream Inc., a rising star in the corporate performance management (CPM) software landscape, stands as a sophisticated orchestra of innovative solutions in the world of financial consolidation and business intelligence. Originating from an experienced pool of industry veterans, the company evolved in response to an acute frustration with disjointed, inefficient financial systems. With its flagship offering, the OneStream XF Platform, the company presents a unified, intelligent service that promises to harmonize disparate financial processes. By integrating budgeting, forecasting, financial reporting, and analytics into one cohesive platform, it attracts numerous enterprises seeking to streamline their financial operations while enhancing accuracy and agility.
The monetization strategy of OneStream is centered around a subscription-based model, reflecting the growing trend in Software-as-a-Service (SaaS) applications. Businesses pay for varying levels of service access, tailoring the platform to fit their specific needs, while benefiting from regular updates and innovations without additional costs. This model not only ensures a steady revenue stream for the company but also encourages customer loyalty and retention, as clients deeply embed these services into their operational frameworks. Additionally, by establishing a partner network, OneStream extends its reach and leverages specialized expertise across various sectors, further cementing its standing as a critical player in the CPM market. Through continuous innovation and a steadfast commitment to customer satisfaction, OneStream is well-positioned to navigate the evolving demands of enterprise data management.
Revenue Beat: OneStream reported Q3 total revenue of $154 million, up 19% year-over-year, exceeding expectations and prompting a guidance raise for 2025.
Strong Subscription Growth: Subscription revenue grew 27% year-over-year to $141 million, with billings up 20% to $178 million.
International Momentum: International revenue, especially in EMEA, grew 37% year-over-year and now represents 34% of total revenue.
AI Product Success: AI bookings rose 60% year-over-year, driven by strong adoption of SensibleAI Forecast and growing interest in new AI agents and Studio offerings.
Federal Business Update: U.S. federal business saw contract rationalization but maintained nearly all renewals, added a new federal customer, and began SaaS conversions.
Guidance Raised: FY25 revenue outlook was raised to $594–596 million, and management expressed confidence in meeting 2026 consensus estimates.
Free Cash Flow & Profitability: Free cash flow exceeded expectations at $5 million for Q3, and non-GAAP operating income rose 69% year-over-year to $9.3 million.
Product Innovation: Continued rapid expansion in AI capabilities, with agents now in limited availability and strong customer ROI from new solutions.
