OneStream Sets 2025 Revenue Target at $586M-$590M Amid AI Adoption and SaaS Growth.

OneStream has set a 2025 revenue target of $586M-$590M, driven by strong subscription revenue growth of 30% YoY. The company's Q2 2025 earnings call highlighted robust AI adoption and SaaS momentum, with CEO Thomas Shea reporting record attendance at the Splash user conference. OneStream aims to capitalize on growing demand for finance and planning solutions.

Title: OneStream's Q2 2025 Financial Results Show Strong Subscription Revenue Growth

OneStream, Inc. (Nasdaq: OS), a leading enterprise finance management platform, announced its second-quarter 2025 financial results, demonstrating robust growth and strong AI adoption. The company reported total revenue of $147.6 million, an increase of 26% year-over-year (YoY), with subscription revenue growing by 30% YoY to $133.6 million [1].

Despite the increase in revenue, OneStream faced a GAAP operating loss of $32.2 million, compared to $11.6 million in the same quarter last year. The GAAP operating margin decreased to (22%) from (10%) in Q2 2024. The company attributed the operating loss to equity-based compensation expenses, which increased to $31.4 million from $2.7 million in the previous quarter [1].

On a non-GAAP basis, OneStream reported a non-GAAP operating income of $1.6 million, a significant improvement from a non-GAAP operating loss of $8.7 million in Q2 2024. The non-GAAP operating margin improved to 1% from (7%) in the previous quarter [1].

The company's free cash flow improved to $29.4 million, up from $7.7 million in the same period last year. Net cash provided by operating activities increased to $29.7 million from $8.1 million in Q2 2024 [1].

CEO Thomas Shea highlighted the company's strong performance, stating, "One year after going public, our first half momentum continued with strong results in the second quarter. Customers are achieving real results with the OneStream platform—streamlining reporting, spotting risks sooner, and making faster, smarter decisions" [1].

OneStream's financial results were driven by strong subscription revenue growth and robust AI adoption. The company launched new SensibleAI solutions, including SensibleAI Agents, SensibleAI Studio, and SensibleAI Account Reconciliations, at its Splash 2025 user conference. These solutions are embedded throughout the OneStream platform, helping finance leaders identify risks earlier and improve decision-making [1].

OneStream also announced a strategic partnership with Girls Who Code, aiming to equip the next generation of girls with the skills needed to pursue careers in technology and finance. Additionally, the company achieved exceptional results in the 2025 Planning Survey conducted by the Business Application Research Center (BARC), earning 27 top rankings and 56 leading positions across various peer groups [1].

Looking ahead, OneStream expects total revenue of $147M - $149M for the third quarter of 2025 and $586M - $590M for fiscal year 2025. The company also provided non-GAAP guidance for non-GAAP operating margin and non-GAAP net income per share for these periods [1].

References:
[1] https://www.prnewswire.com/news-releases/onestream-announces-second-quarter-2025-financial-results-302524544.html