# OneSpan

Type: Company (OSPN)

Source: GetYourBrief — https://getyourbrief.com/entity/onespan
Canonical HTML page: https://getyourbrief.com/entity/onespan

## Timeline

- **2026-03-31**: Build38 Acquisition — Expected closing date for the acquisition of mobile app security specialist Build38.
- **2026-02-26**: Q4 Earnings Release — Management announces 11.5% ARR growth and confirms the pivot toward a software-first business model.
- **2025-12-31**: Fiscal Year End — Company achieves $187 million in total ARR, with software and services rising to 74% gross margin.
- **2025-01-01**: M&A Expansion — OneSpan completes the acquisitions of Knock Knock and ThreatFabric to bolster passwordless and fraud detection capabilities.

## Recent coverage (4 stories, network-wide)

### SaaS Pivot Accelerates: Cloud-First Strategies Drive Q4 Earnings Growth
2026-02-27 00:16:58 · Sector: saas · Sentiment: Positive · Impact: 7/10 · Sources: 19

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.
Full story: https://getsaasbrief.com/story/saas-cloud-q4-2025-earnings-analysis

### Fintech and MedTech Lead Q4 2025 Growth as 'Capital-Light' Models Scale
2026-02-27 00:16:20 · Sector: startups · Sentiment: Positive · Impact: 7/10 · Sources: 19

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.
Full story: https://getstartupbrief.com/story/q4-2025-earnings-tech-growth-analysis

### Q4 2025 Earnings Intelligence: SaaS Pivots and Tariff Resilience Define Results
2026-02-27 00:15:05 · Sector: finance · Sentiment: Positive · Impact: 7/10 · Sources: 19

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.
Full story: https://getfinancebrief.com/story/q4-2025-earnings-intelligence-briefing

### OneSpan Accelerates Software Pivot Amid 16.6% Hardware Revenue Slump
2026-02-27 00:11:03 · Sector: cyber · Sentiment: Positive · Impact: 7/10 · Sources: 19

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.
Full story: https://getcyberbrief.com/story/onespan-q4-2025-earnings-cybersecurity-analysis

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This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.