Cross-Sector entity
OneSpan is most often covered alongside Thryv, which appears in 3 of these 4 stories. Coverage clusters in earnings, which accounts for 2 of those 4, with the remainder spread across 2 other categories. We currently track 4 Cross-Sector stories that mention OneSpan, all published on February 27, 2026.
4 verified stories tracked
Last mentioned: Feb 27, 2026
Entity pulse
Coverage balance Positive coverage leads. Positive coverage exceeds negative coverage by 100 percentage points.
Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.
OneSpan is most often covered alongside Thryv, which appears in 3 of these 4 stories. Coverage clusters in earnings, which accounts for 2 of those 4, with the remainder spread across 2 other categories. We currently track 4 Cross-Sector stories that mention OneSpan, all published on February 27, 2026. Each carries 19 original sources on average.
Computed from the 4 stories linked to this entity. Beat comparisons are omitted because no baseline was available for this window.
Coverage cohort
Other entities that clear the same relevance threshold in stories also covering OneSpan. Shared-story counts are live from our verified record — not editorial picks.
Build38 Acquisition
Expected closing date for the acquisition of mobile app security specialist Build38.
Q4 Earnings Release
Management announces 11.5% ARR growth and confirms the pivot toward a software-first business model.
Fiscal Year End
Company achieves $187 million in total ARR, with software and services rising to 74% gross margin.
M&A Expansion
OneSpan completes the acquisitions of Knock Knock and ThreatFabric to bolster passwordless and fraud detection capabilities.
The Q4 2025 earnings cycle highlights a decisive shift toward high-margin recurring revenue models across the SaaS and Cloud sectors. Companies like OneSpan, Thryv, and Butterfly Network are successfully transitioning from legacy hardware and services to integrated software platforms, bolstered by AI and embedded technology.
The Q4 2025 earnings season has highlighted a decisive shift toward capital-light business models and AI-integrated product lines, with fintech and med-tech sectors leading the charge. While legacy firms face headwinds from ERP transitions and global tariffs, agile platforms like Figure and Butterfly Network are reporting record volumes and significant margin expansion.
A massive wave of Q4 2025 earnings reports reveals a corporate landscape aggressively pivoting toward recurring revenue models while navigating significant tariff and inflationary headwinds. Key performers in FinTech, SaaS, and Defense are demonstrating strong operating leverage despite localized consumer softness.
OneSpan reported a strategic shift toward recurring software revenue, with cybersecurity ARR growing 12% to $187 million. The company is aggressively consolidating its mobile security portfolio through the acquisitions of Knock Knock, ThreatFabric, and the pending Build38 deal.
