OneStream Splash and OneStream Wave unite for an immersive event packed with AI-driven innovation, technical collaboration and success stories from over 50 OneStream customers to transform finance BIRMINGHAM, Mich., May 1, 2025 /PRNewswire/ -- OneStream, the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core financial and operational functions – including financial close, consolidation, reporting, planning and forecasting, today announces OneStream Splash, ...

BIRMINGHAM, Mich., April 30, 2025 /PRNewswire/ -- OneStream, Inc. (Nasdaq: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions -- including financial close, consolidation, reporting, planning and forecasting -- today announced that it will be presenting at the following investor conferences:J.P. Morgan Global Technology, Media and Communications Conference on Wednesday, May 14, at 1:00 p.m. ET / 10:00 a.m. PT in Bos ...

Core Insights - OneStream, Inc. is set to report its financial results for the first quarter ended March 31, 2025, on May 8, 2025, after market close [1] - The company will host a conference call and webcast at 4:30 p.m. ET / 1:30 p.m. PT on the same day to discuss these results [2] Company Overview - OneStream is a leading enterprise finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, including financial close, consolidation, reporting, planning, and forecasting [1][3] - The platform integrates AI to enhance decision-making and productivity, positioning the CFO as a key driver of business strategy and execution [2][3] - OneStream's Digital Finance Cloud provides a comprehensive cloud-based solution that unifies financial and operational data, allowing for better planning and forecasting [3] Customer and Market Presence - The company serves over 1,600 customers, including 17% of the Fortune 500, and has more than 300 partners for go-to-market, implementation, and development [4] - OneStream employs over 1,500 individuals and aims to be the operating system for modern finance [4]

Core Insights - OneStream has launched a new ESG Reporting & Planning solution that supports Scope 1, 2, and 3 emissions frameworks, allowing customers to collect, analyze, report, and plan for ESG requirements within a unified platform [1][2][3] Company Overview - OneStream is a leading enterprise finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, including financial close, consolidation, reporting, planning, and forecasting [1][4] - The company aims to empower finance teams to go beyond past reporting and drive business strategy and execution [4][5] - With over 1,600 customers, including 17% of the Fortune 500, OneStream has a vision to be the operating system for modern finance [6] ESG Reporting & Planning Solution Features - The solution enables unified ESG data collection, reporting, and planning, allowing businesses to calculate Scope 1, 2, and 3 emissions and carbon intensity using industry standards or customized factors [7] - It aligns ESG planning and reporting with financial reporting and planning through a common data model [7] - The solution includes governance features for managing ESG processes, ensuring timely delivery of auditable data [7] - It enhances ESG planning and forecasting by providing transparency into financial and ESG target achievements [7] - The platform also manages Renewable Energy Contracts (RECs, PPAs) and aligns calculations to Scope 2 Market Method [7] Market Context - Despite proposed scaling back of ESG and sustainability reporting regulations for small and midsize enterprises, larger enterprises will still need to meet reporting standards, albeit on a more forgiving timetable [2] - Companies that align sustainability and carbon emissions reporting with financial performance gain a competitive advantage, with 73% of investors believing strong ESG credentials are key to global competitiveness [3]

Helping Customer Achieve Efficiency, Compliance and Collaboration The Gartner Magic Quadrant for Financial Close and Consolidation Solutions is a market research report published Gartner, a company that drives actionable, objective insight to executives and their teams. As Gartner states in the report, "The FCCS market continues to see a heightened demand for efficient, compliant and collaborative financial close and consolidation solutions. Vendors are responding with solutions that enhance accessibility, ...

Core Insights - OneStream has achieved FedRAMP High authorization status, meeting the federal government's strictest safety standards for cloud computing environments [1][4] - The FedRAMP program provides a standardized approach to security assessment and authorization for cloud products, facilitating the transition from legacy IT systems to secure cloud solutions [2] - The authorization positions OneStream as a leader in security and compliance, enabling finance leaders in government to enhance operational efficiency and transparency [3] Company Overview - OneStream is a leading enterprise finance management platform that unifies financial and operational functions, including financial close, consolidation, reporting, planning, and forecasting [1][6] - The platform has been FedRAMP authorized since 2018, initially achieving FedRAMP Moderate authorization before advancing to FedRAMP High in January 2025 [4] - OneStream serves over 1,600 customers, including 17% of the Fortune 500, and has a vision to be the operating system for modern finance [8] Industry Context - Finance teams in the public sector face increasing pressure to deliver efficiencies amid rapid organizational changes, with 73% of finance leaders reporting heightened expectations on CFOs in recent years [3] - Risk management is becoming a higher priority for organizations, with 73% of public sector leaders believing it will surpass growth or efficiency by 2035 [3] - The OneStream platform aims to empower finance leaders to become more strategic in navigating the complexities of legacy systems and evolving processes [3]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-42187 OneStream, Inc. (Exact Name of Registrant as Specified in its Charter) ( State or other jurisdiction of incorporation or organiz ...

Company Overview - OneStream, Inc. is a leading enterprise finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions, including financial close, consolidation, reporting, planning, and forecasting [1] - The company aims to empower finance teams to go beyond past reporting and drive business strategy and execution through its comprehensive cloud-based platform [3][4] Upcoming Event - OneStream will present at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2025, at 11:30 a.m. ET / 8:30 a.m. PT in San Francisco, CA [1] - A live webcast and replay of the event will be available on OneStream's investor relations site [2] Market Position - OneStream serves over 1,600 customers, including 17% of the Fortune 500, and has more than 300 partners for go-to-market, implementation, and development [5] - The company employs over 1,500 individuals and envisions becoming the operating system for modern finance [5]

Investors have been an unforgiving bunch this earnings season, sending shares dramatically lower on the slightest whiff of a poor outlook. OneStream (NASDAQ: OS ) is the latest victim, with shares of the finance software company spiraling despite a strongWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has be ...

Earnings Q4 2024 February 2025 Disclaimer This presentation is made by OneStream, Inc. (the "Company," "we," "our" or "we") and contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation may be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as "may," "will," "should," "expects," "plans," "anticipates," "could," "int ...