OneSpan

Q2 FY2026 EarningsQ2 FY26 results delivered a solid beat on top-line and margin expectations, with revenue of $60.5M vs. $58.3M consensus and gross margin reaching 74.0% vs. 71.7% expected. The Digital Agreements segment was the primary growth driver, surging 25% YoY, which successfully offset a 7% decline in Cybersecurity revenue caused by lower hardware volumes. While GAAP Net Income of $6.8M significantly outperformed the $4.7M consensus, GAAP Diluted EPS of $0.18 slightly missed the $0.19 estimate due to increased interest expenses related to the new credit facility and acquisition-related costs.