Every 8-K that OneSpan Inc. (OSPN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow OSPN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OSPN filings page.
OneSpan Inc. reported second quarter 2026 revenue of $60.5 million, up 1% year-over-year. Cybersecurity revenue was $40.9 million, down 7%, while Digital Agreements revenue rose 25% to $19.5 million. Subscription revenue increased 11% to $46.7 million, with ARR $189.7 million, up 7%, and a Net Retention Rate of 103%. Gross margin was 74%. Operating income was $8.7 million versus $10.5 million a year earlier, net income was $6.8 million or $0.18 per diluted share, and Adjusted EBITDA was $16.9 million versus $17.6 million.
Cash and cash equivalents were $43.3 million at June 30, 2026, compared with $70.5 million at December 31, 2025, after $34.6 million of acquisition-related cash outflows. Operating cash flow for the first half of 2026 was $28.1 million. The company drew $5.0 million on its revolving credit facility and repurchased approximately 230,000 shares for $2.9 million. The board declared a quarterly dividend of $0.13 per share, payable September 4, 2026 to shareholders of record on August 14, 2026.
Management launched the new DigipassONE unified authentication platform, spanning Authenticate, Verify, Protect and Insights components. Full-year 2026 guidance was raised, with total revenue now expected between $248 million and $252 million and Adjusted EBITDA between $67 million and $71 million, alongside ARR guidance of $194 million to $198 million.
OneSpan Inc. reported results of its 2026 annual stockholder meeting. Stockholders approved an amendment to the Amended and Restated 2019 Omnibus Incentive Plan to increase the shares of common stock available for issuance by 2,000,000 shares.
As of the April 8, 2026 record date, there were 37,071,341 shares of common stock outstanding, and 31,392,771 shares were represented at the meeting. Seven director nominees were elected, named executive officer compensation was approved on an advisory basis, and annual advisory say‑on‑pay frequency was set at every one year.
Stockholders also approved the amendment to the 2019 Omnibus Incentive Plan and ratified the appointment of KPMG LLP as the independent registered public accounting firm for 2026.
OneSpan Inc. has approved a new stock repurchase program authorizing the buyback of up to $50 million of its common shares on or prior to May 7, 2028. This new plan replaces the prior program adopted in May 2024. Repurchases are entirely at the company’s discretion and may be carried out through open market purchases, tender offers, or privately negotiated transactions, depending on market conditions and other business considerations. The Board may modify, suspend, or terminate the program at any time.
OneSpan Inc. reported mixed results for the first quarter of 2026, showing modest growth but lower profitability. Total revenue rose 4% year-over-year to $65.9 million, driven by 8% subscription growth to $52.7 million and 11% growth in Digital Agreements revenue to $17.4 million.
Annual Recurring Revenue increased 14% to $192.1 million and Net Retention Rate was 105%, indicating solid customer expansion. However, operating income fell 14% to $14.8 million and net income declined to $11.6 million, or $0.30 per diluted share, with Adjusted EBITDA down 9% to $21.0 million.
The company completed the acquisition of Build38 to enhance its mobile cybersecurity offerings, repurchased about 510,000 shares for $5.4 million, and maintained a quarterly dividend of $0.13 per share. OneSpan reaffirmed profitability targets and slightly raised its 2026 ARR outlook while guiding full-year revenue to $244–$249 million.
OneSpan Inc. reported mixed but generally favorable results for Q4 and full year 2025. Full-year revenue was $243.2 million, flat with 2024, but subscription revenue rose 12% to $156.1 million and Annual Recurring Revenue grew 11% to $186.9 million, highlighting strength in its recurring model.
Profitability improved meaningfully: full-year operating income increased 8% to $48.4 million and net income rose to $72.9 million, or $1.88 per diluted share, from $57.1 million, or $1.46 per share. Adjusted EBITDA increased to $77.6 million. The Digital Agreements segment grew 7% to $65.5 million, while Cybersecurity revenue declined 2% to $177.7 million.
OneSpan continued returning capital, repurchasing about 1,000,000 shares for $13.1 million in 2025 and buying roughly 560,000 shares in Q4 alone. The board approved increasing the quarterly dividend from $0.12 to $0.13 per share, an 8% annualized raise to $0.52. The company agreed to acquire Build38 to strengthen mobile app protection and issued 2026 guidance calling for total revenue of $244 million to $249 million, ARR of $192 million to $196 million, and Adjusted EBITDA of $64 million to $68 million.
OneSpan Inc. (OSPN) furnished a Form 8‑K to announce a press release with financial results and other information for the quarter ended September 30, 2025. The press release is provided as Exhibit 99.1 and was issued on October 30, 2025.
The information under Item 2.02, including Exhibit 99.1, is furnished, not filed, and is not subject to Section 18 liability of the Exchange Act, nor incorporated by reference except as specifically stated.
OneSpan has secured a significant $100 million Credit Agreement with MUFG Bank, Ltd., effective June 23, 2025. The agreement provides a revolving credit facility with a $10 million letter of credit sublimit, maturing on June 23, 2030.
Key terms include:
- Borrowing options with interest rates varying based on consolidated net leverage ratio, ranging from 1.00% to 1.50% for base rate loans and 2.00% to 2.50% for SOFR/alternative currency loans
- Potential for incremental facilities up to additional $100 million or 100% of Consolidated EBITDA
- First-priority lien and security interest in company's tangible and intangible assets
- Commitment fee of 0.25% to 0.30% on unused amounts
The facility, secured by company assets and subsidiary guarantees, will be used for general corporate purposes. As of the agreement date, no amounts have been drawn. The agreement includes standard covenants, representations, and default provisions typical for similar financing arrangements.