OneStream Named a Leader in the IDC MarketScape for Enterprise Planning, Budgeting, and Forecasting Applications Vendor Assessment

OneStream (Nasdaq: OS) was named a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 vendor assessment on Feb. 5, 2026.

Rhea-AI Summary

OneStream (Nasdaq: OS) was named a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 vendor assessment on Feb. 5, 2026. The company highlighted its SensibleAI portfolio, claiming customers achieve an average 86% faster planning and 27% improved forecast accuracy.

IDC noted the importance of strong data platforms and the need for greater collaboration between IT and finance. OneStream emphasized platform extensibility via ~100 downloadable Genesis Block solutions and metadata-driven configuration to streamline migrations and detailed planning scenarios.

Positive

• Named a Leader in IDC MarketScape 2026
• 86% faster average planning cycles for customers
• 27% improved forecasting accuracy reported by customers
• ~100 downloadable Genesis Block solutions in Solution Exchange

Negative

• IDC highlighted need for greater IT–finance collaboration
• Reliance on strong data platforms to achieve AI accuracy

Argus Feb 5 session

+0.09% close to close Open Argus

Details

News Market Reaction – OS

In the Feb 5 session, OS gained 0.09%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights further third-party validation of OneStream’s unified finance and AI st...

Analysis

This announcement highlights further third-party validation of OneStream’s unified finance and AI strategy, with IDC naming the company a Leader in its 2026 MarketScape for enterprise planning, budgeting, and forecasting. It reinforces earlier recognition from Gartner and the Microsoft SensibleAI alliance, and cites customer gains such as 27% better forecast accuracy and 86% faster planning. In the broader context of a pending $6.4 billion acquisition by Hg, future updates on deal progress and financial results remain key metrics to watch.

Key Figures

Forecast accuracy improvement: 27% Faster planning cycles: 86% Downloadable solutions: Approximately 100 +1 more

Forecast accuracy improvement

27%

Average improvement reported by OneStream customers using SensibleAI

Faster planning cycles

86%

Average planning speed-up reported by OneStream customers using SensibleAI

Downloadable solutions

Approximately 100

Solutions available via OneStream Solution Exchange mentioned by IDC MarketScape

Report identifier

#US52978625

IDC MarketScape 2026 Vendor Assessment reference number

Historical Context

5 past events · Latest: Jan 30

5 events

1. Jan 30

   Earnings timing update

   24h Move

   -0.2%

   Announced reporting date and format for Q4 and full-year 2025 results.

2. Jan 06

   Acquisition agreement

   24h Move

   +28.4%

   Definitive all-cash agreement to be acquired by Hg at $24 per share.

3. Dec 04

   Analyst recognition

   24h Move

   +0.7%

   Named 5x Leader in Gartner Magic Quadrant for Financial Planning Software.

4. Dec 02

   Leadership changes

   24h Move

   +0.4%

   CFO transition and new AI-focused President and Chief Accounting Officer.

5. Nov 18

   Strategic AI alliance

   24h Move

   -0.7%

   Expanded Microsoft alliance to integrate SensibleAI Agents across Microsoft 365 and Azure.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

generative ai, agentic ai, public llms, metadata-driven configuration, +1 more

5 terms

generative ai technical

"unifying quantitative, generative, and agentic AI capabilities into purpose-built Finance"

Generative AI is a type of computer technology that can create new content, like text, images, or music, on its own. It’s important because it can produce realistic and useful material quickly, which could change how we create art, write stories, or even develop new products. Think of it as a smart robot that can invent and produce things almost like a human.

agentic ai technical

"unifying quantitative, generative, and agentic AI capabilities into purpose-built Finance"

Agentic AI refers to computer systems that can make their own decisions and take actions without needing someone to tell them what to do each time. It's like giving a robot a degree of independence to solve problems or achieve goals on its own, which matters because it could change how we work and interact with technology in everyday life.

public llms technical

""Public LLMs and generic AI toolkits lack the corporate data integrity""

Public LLMs are large language AI models that anyone can access or use—either through open-source downloads or hosted services—and that generate and understand human-like text. They matter to investors because they can reshape costs, productivity and competitive advantage across industries: like giving many people a powerful office assistant that can draft reports, summarize filings or automate customer service, while also introducing risks around regulation, data privacy and business-model disruption.

metadata-driven configuration technical

"Metadata-driven configuration and prebuilt Genesis Blocks enable core applications"

A setup approach where small pieces of descriptive data (metadata) control how software, systems or products behave instead of hard-coded instructions. Think of it like a recipe card that tells a kitchen what ingredients and steps to use so the chef can change dishes quickly without rewriting the whole cookbook; for investors this means faster product updates, lower development costs, easier scaling and less operational risk, which can translate into healthier margins and quicker time-to-market.

idc marketscape technical

"recognized as a Leader in the IDC MarketScape: Worldwide Enterprise Planning"

IDC MarketScape is a third‑party research report that evaluates and ranks technology vendors within a specific market, summarizing each provider’s strengths, weaknesses and market position on an easy‑to‑read visual “map.” Investors treat it like an independent report card to compare competitors, understand who leads or lags, and spot product or market risks and opportunities that can affect company value.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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OneStream customers achieve on average 27% improved forecast accuracy and 86% faster planning with AI purpose-built for Finance

BIRMINGHAM, Mich., Feb. 5, 2026 /PRNewswire/ -- OneStream (Nasdaq: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core Finance and operational functions – including financial close, consolidation, reporting, planning and forecasting – has been recognized as a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 Vendor Assessment.

"The introduction of AI has elevated the importance of data platforms that support the functionality of these applications," said Megha Kumar, Research VP, Analytics and AI at IDC. "A strong data platform will drive accuracy in GenAI, agentic AI outcomes resulting in better adoption of insights while highlighting the need for greater collaboration between IT and finance or technology roles within the financial organization."

OneStream's SensibleAI™ portfolio empowers the Office of Finance by unifying quantitative, generative, and agentic AI capabilities into purpose-built Finance solutions and surfacing them into existing workflows Finance leaders already trust and know. Built directly on the OneStream platform, SensibleAI Forecast, Studio, and Agent solutions provide contextualized insights – from financial intelligence to workflow state, consolidation status and more - to ensure decisions are made with accuracy, confidence, and speed. 

"Accuracy is non-negotiable in finance," said Tom Shea, CEO at OneStream. "Public LLMs and generic AI toolkits lack the corporate data integrity and financial acuity that Finance requires. CFOs need AI built on clean data - so they can make real decisions, not guesswork. Our customers are using our SensibleAI to run faster planning cycles and improve forecasting accuracy, achieving an average of 86% faster planning cycles and 27% increase in forecasting accuracy, showing what's possible when AI is built specifically for finance. IDC's recognition of our AI leadership in enterprise planning, budgeting, and forecasting underscores how we are leading AI adoption in Finance."

Extensibility for the Future

The IDC MarketScape also noted OneStream's key strengths including:

• The extensibility of the platform through Genesis Blocks and its Solution Exchange of approximately 100 downloadable solutions enables customers to adapt and expand functionality without heavy customization.
• The platform enables detailed planning via registers, dynamic cube services, and line item modeling for workforce, capital, cash, revenue, and other types of planning while linking offline models to core financials to support real-time operational planning without throwaway spreadsheets.
• Metadata-driven configuration and prebuilt Genesis Blocks enable core applications and reporting within relatively short time frames, helping streamline migrations from legacy systems.

Resources

• Access the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2026 Vendor Assessment Excerpt here.

Source: "IDC MarketScape: Worldwide Enterprise Planning, Budgeting and Forecasting Applications 2026 Vendor Assessment," January 2026, #US52978625

About IDC MarketScape: IDC MarketScape vendor assessment model is designed to provide an overview of the competitive fitness of technology and service suppliers in a given market. The research utilizes a rigorous scoring methodology based on both qualitative and quantitative criteria that results in a single graphical illustration of each supplier's position within a given market. IDC MarketScape provides a clear framework in which the product and service offerings, capabilities and strategies, and current and future market success factors of technology suppliers can be meaningfully compared. The framework also provides technology buyers with a 360-degree assessment of the strengths and weaknesses of current and prospective suppliers.

About OneStream

OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the leading enterprise Finance platform that unifies financial and operational data, embeds AI for better decisions and productivity and empowers the CFO to become a critical driver of business strategy and execution.

We deliver a comprehensive cloud-based platform to modernize the Office of the CFO. Our Digital Finance Cloud unifies core financial and broader operational data and processes and embeds AI for better planning and forecasting, with an extensible architecture, so customers can adopt and develop new solutions, achieving greater value as their business needs evolve.

With over 1,700 customers, including 18% of the Fortune 500, a strong ecosystem of go-to-market, implementation, and development partners and 1,600 employees, our vision is to be the operating system for modern Finance. To learn more, visit onestream.com.

Media Contact
Jaclyn Proctor
Media Relations Contact
OneStream
media@onestreamsoftware.com

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SOURCE OneStream, Inc.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does OneStream's IDC MarketScape Leader designation mean for OS stock (Nasdaq: OS)?

It signals vendor recognition that may support OneStream's market credibility. According to the company, IDC named OneStream a Leader in the 2026 assessment, highlighting AI capabilities and platform extensibility that could help customer acquisition and retention over time.

What do the metrics '86% faster planning' and '27% improved forecast accuracy' mean for OneStream customers?

They reflect customer-reported operational gains using SensibleAI. According to the company, customers on average run planning cycles 86% faster and improve forecast accuracy by 27%, indicating time savings and more reliable financial forecasting in practice.

How does OneStream's SensibleAI portfolio support finance teams at OS customers?

SensibleAI integrates generative, quantitative, and agentic AI into finance workflows. According to the company, SensibleAI Forecast, Studio, and Agent deliver contextualized insights across consolidation, workflows, and financial intelligence to speed decision-making and improve accuracy.

How many ready-to-use solutions are available in OneStream's Solution Exchange and why does that matter for OS customers?

The Solution Exchange offers about 100 downloadable Genesis Block solutions. According to the company, this library enables customers to extend functionality quickly, reducing heavy customization and accelerating migrations from legacy systems.