OneStream (OS) 2025 Conference Summary Company Overview - **Company**: OneStream - **Event**: Citi Global TMT Conference - **Date**: September 04, 2025 Key Points Company Performance and Public Status - OneStream has been public for over a year, and the experience has met expectations, providing increased visibility and performance scrutiny, which strengthens the company [3][4][5] Innovation and Product Development - The company has seen record commercial pipeline growth, driven by innovations such as the Sensible AI portfolio and agile financial analytics [4][6] - OneStream's platform allows for close consolidation, planning, and reporting in a single data model, which is unique in the market [6][10] - AI innovations, particularly the Sensible AI Forecast, have shown significant momentum, with a case study indicating a customer saved $2.5 million and reduced forecasting time from ten days to one day [8][9][30] Federal Government Opportunities - The federal sector presents a significant opportunity for modernization, with many legacy systems still in use [13][14] - The government is cautious about moving to the cloud, which could impact revenue recognition for OneStream [14][15] Market Dynamics and Competitive Landscape - The financial transformation market is experiencing an upgrade cycle as on-premise ERP vendors push customers to the cloud, creating opportunities for legacy replacement [17][18] - Oracle remains OneStream's largest competitor, but win rates against major competitors have remained stable [20][21] - Concerns exist regarding the consolidation of ERP systems potentially limiting OneStream's opportunities; however, the company believes its unique capabilities will continue to provide value [22][24][27] AI Strategy and Use Cases - OneStream's AI capabilities are being leveraged for anomaly detection and enhanced forecasting, with a focus on accuracy and curated data [32][33] - The company is exploring monetization strategies for AI solutions, utilizing a hybrid pricing model that accommodates customer preferences [34][35] Sales and Organizational Changes - Recent changes in sales leadership were primarily for regulatory compliance, with no significant structural changes in the organization [56][57] - A dedicated AI sales force is being developed, focusing on integrating AI capabilities into the sales process [58][59] Financial Performance and Growth Strategy - OneStream aims to increase gross margins to 80% in the near to midterm, with ongoing investments in infrastructure and cost-saving measures [70][71] - The company is also exploring new geographic markets to drive top-line growth while maintaining a focus on margin improvement [69][70] Customer Engagement and Implementation - The introduction of CPM Express allows for faster implementation times (8-12 weeks) for smaller customers, enhancing expansion opportunities [45][48][52] - Customers are increasingly adopting consumption-based pricing models, reflecting a broader industry trend [39][40] Additional Insights - OneStream's internal use of AI has led to increased productivity in engineering and customer support, showcasing the effectiveness of its own products [64][65] - The company emphasizes the importance of maintaining customer trust and transparency in pricing discussions [43][44] This summary encapsulates the key insights and developments discussed during the OneStream conference, highlighting the company's strategic direction, market opportunities, and innovative capabilities.