OneSpan's Investor Conference Run: A Strategic Play for Visibility and Growth

OneSpan Inc. (OSPN), a leader in digital security solutions for financial institutions and enterprises, has been ramping up its investor outreach efforts in 2025. With a slate of high-profile conferences on the horizon, the company aims to capitalize on its position in the booming cybersecurity market. Let’s break down why these events matter and what investors should watch for.

The Conference Calendar: A Roadmap to Investor Engagement
Starting with the 27th Annual Needham Growth Conference on January 6, 2025, OneSpan has already begun its investor roadshow. But the real action unfolds in the second half of the year. Key upcoming events include:
- May 12, 2025: Virtual participation at the Needham Technology, Media & Consumer Conference.
- May 22, 2025: In-person meetings at the B. Riley Securities Investor Conference in Marina del Rey.
- June 10, 2025: On-site engagement at the D.A. Davidson Technology & Consumer Conference in Nashville.
- June 12, 2025: Virtual sessions at the Sidoti Small Cap Conference.
- October 13–15, 2025: Participation at the FIDO Authenticate US Conference in San Diego, focusing on digital identity and authentication.

These events provide a platform for OneSpan to highlight its core strengths: securing digital banking transactions, eSignatures, and identity solutions for over 60% of the world’s top 100 banks.

Why These Conferences Matter
Investor conferences are critical for small-cap stocks like OneSpan. They allow management to:
1. Build Relationships: Direct engagement with institutional investors and analysts can drive long-term support.
2. Reinforce Market Position: OneSpan’s dominance in secure banking solutions (processing billions of authentication transactions annually) is a key selling point.
3. Mitigate Volatility: For a stock like OSPN, which has seen swings tied to cybersecurity trends, consistent messaging can stabilize investor sentiment.

Financials and Momentum
OneSpan’s Q4 2024 earnings release on February 27, 2025, will be pivotal. Analysts expect continued growth in recurring revenue from its SaaS-based security solutions, which now account for ~70% of total revenue. A strong showing here could propel OSPN’s valuation, especially if it beats estimates for the 12th consecutive quarter.

Risks and Considerations
- Regulatory Scrutiny: Cybersecurity laws are tightening globally, which could raise compliance costs.
- Competitor Pressure: Rivals like DocuSign (DOCU) and Okta (OKTA) are expanding into banking security, a space OneSpan has historically dominated.

Conclusion: A Strategic Move with Upside Potential
OneSpan’s aggressive conference schedule reflects confidence in its growth trajectory. With over 60% of top banks as clients and recurring revenue streams, the company is well-positioned to capitalize on the $200B+ cybersecurity market. The upcoming FIDO conference in October, targeting digital identity trends, could further solidify its leadership.

Investors should watch for Q4 earnings results and management’s tone on 2025 guidance. If OSPN delivers, its stock—currently trading at ~15x forward earnings—could see a re-rating. With cybersecurity spending projected to grow at 8% annually through 2027, OneSpan’s focus on banks and authentication solutions positions it as a beneficiary of this trend.

In short, these conferences aren’t just check-the-box events—they’re a calculated play to secure OneSpan’s place in an increasingly digitized world. Stay tuned.