OneStream, Inc. (OS)
NASDAQ (NGS) NASDAQ (NGS) Primary 
OneStream, Inc. (OS) Q1 2025 Earnings Call Transcript
OneStream, Inc. (NASDAQ:OS ) Q1 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Annie Leschin - Vice President of Investor Relations, and Strategic Finance Tom Shea - Co-Founder and Chief Executive Officer Bill Koefoed - Chief Financial Officer Conference Call Participants John DiFucci - Guggenheim Securities Adam Hotchkiss - Goldman Sachs Koji Ikeda - Bank of America Ryan Krieger - Wolfe Research Brent Bracelin - Piper Sandler Sonak Kolar - J.P. Morgan Terry Tillman - Truist Securities Siti Panigrahi - Mizuho Securities Scott Berg - Needham & Company Chris Quatrochi - Morgan Stanley Brian Peterson - Raymond James Nick Goldman - Scotiabank Patrick Scholes - Robert W.
OneStream: Guidance Has Plenty Of Conservatism Baked In (Rating Upgrade)
Shares of OneStream dropped ~20% after reporting Q4 results, creating a great entry point. Investors reacted negatively to OneStream's guidance, which calls for FY25 revenue to decelerate to 19-20%. The company's 24% TTM billings growth rate, however, suggests that OneStream has plenty of room to raise its estimates this year.
OneStream, Inc. (OS) Q4 2024 Earnings Call Transcript
OneStream, Inc. (NASDAQ:OS ) Q4 2024 Earnings Conference Call February 11, 2025 4:30 PM ET Company Participants Annie Leschin - Vice President, Investor Relations and Strategic Finance Tom Shea - Co-Founder and CEO Bill Koefoed - Chief Financial Officer Conference Call Participants John DiFucci - Guggenheim Securities Adam Hotchkiss - Goldman Sachs Chris Quintero - Morgan Stanley Mark Murphy - JPMorgan Koji Ikeda - Bank of America Ian Black - Needham & Company Ivan Yi - Wolfe Research Terry Tillman - Truist Securities Steve Enders - Citi Brian Peterson - Raymond James Brent Bracelin - Piper Sandler Mark Schappel - Loop Capital Markets Jared Jungjohann - TD Cowen Operator Welcome to the OneStream's Fourth Quarter Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in listen-only mode.
OneStream: Long-Term Growth Runway Ahead
I rate OneStream a buy, expecting sustained rapid growth and premium trading relative to enterprise software peers. OS's core product consolidates financial tools and data, modernizing CFO operations and decision-making. OS's large TAM and under-digitalized CFO offices present significant growth opportunities, with potential market share gains driving >20% growth.
OneStream's Extensible Platform Earns Goldman's Confidence, Highlights Revenue Growth and Innovation
Goldman Sachs analyst Adam Hotchkiss initiated coverage on OneStream, Inc. OS with a Buy rating and a price target of $37.
OneStream (OS) CEO on Using A.I. & Cloud in Enterprise Finance
Tom Shea, CEO of OneStream (OS), talks about how the company has used A.I. for "almost a decade" and its evolution over the years.
OneStream: Plenty Of Momentum Behind This Finance Software IPO
OneStream, a finance software company, went public at $20 per share and has since rallied, showcasing 30%+ revenue growth amid tighter business conditions. The company offers a comprehensive financial software suite powered by AI, targeting the evolving needs of modern CFOs for strategic decision-making and real-time analysis. Despite competition from giants like Workday and Oracle, OneStream's AI capabilities, hybrid pricing model and significant TAM of $50 billion make it a compelling investment.
Streamline Your Finances And Portfolio With OneStream
OneStream's IPO raised $409M, focusing on subscription software contracts with high margins, targeting financial planning and analysis for mid-market enterprises. Despite current losses, OneStream is nearing breakeven with a 98% gross retention rate, leveraging a global ecosystem of over 250 partners. Key risks include unproven executive team and post-IPO performance, but profitability could trigger significant investor interest and stock compounding.
Kayne Anderson Rudnick Investment Management's Strategic Acquisition of OneStream Inc Shares
On September 30, 2024, Kayne Anderson Rudnick Investment Management LLC made a significant move in the stock market by acquiring 4,207,001 shares of OneStream Inc (OS, Financial). This transaction marked a new holding for the firm, purchased at a price of $33.90 per share.
Strong Market Opportunities For OneStream Amid Rising Demand for AI-Driven Financial Solutions, Analyst Says
BMO Capital Markets initiated coverage on OneStream Inc. OS, an enterprise Finance management platform provider.
OneStream's AI Integration, Expanding CFO Platform, and High Retention Rate Poised to Fuel Strong Market Growth, Analysts Say
On Monday, multiple analysts initiated coverage on OneStream, Inc. OS. The company started trading on July 25, 2024, and set a price range of $23.00-$26.00 with a 180-day lockup period.
Ferrari Stock Is Racing To New Highs Along With This New IPO
Recent new issue OneStream and Ferrari are at new highs and in buy zones. The relative strength line is at a new high for OneStream.
