Onespan raised its 2026 revenue guidance to $248M-$252M, a $4 million midpoint increase from prior April projections, citing expansion opportunities from the DigipassONE platform launch in July.
The digital identity and security company is banking on the new platform to drive cross-sell growth across its customer base. The revised forecast incorporates actual second-quarter 2026 performance and updated forward assumptions, according to filings.
Onespan's authentication and digital signature products serve financial institutions, enterprises and governments. The company competes in identity verification and transaction security against players including Okta, Ping Identity and specialized vendors in biometric and mobile authentication. The $250M revenue midpoint would represent growth from $231M in 2025, the prior full year.
DigipassONE consolidates Onespan's authentication, lifecycle management and anti-fraud capabilities into a single platform. The company has positioned it as a unified approach to digital security that allows customers to adopt multiple Onespan services from a single interface. Cross-sell strategies in software typically target existing customers with adjacent products, lowering acquisition costs relative to new customer onboarding.
Onespan saw stronger-than-expected quarterly results or raised assumptions about platform adoption in the second half of 2026. Onespan does not disclose customer counts or platform-specific revenue splits in public filings, leaving the magnitude of DigipassONE's contribution to the raise unclear.
The number that decides whether this trajectory holds is whether Onespan reports platform attachment rates in the fourth-quarter earnings call; disclosure of the percentage of existing customers adopting DigipassONE by year-end would confirm whether cross-sell execution matches the company's growth assumptions.
