Key Highlights

  • OneSpan's shares surged 31.51% to $26.50 after management lifted its 2026 outlook.
  • Twilio's stock dropped 22.05% to $188.55 in spite of a 20% lift in third-quarter revenue, which reached $1.56 billion.
  • Asure Software posted third-quarter Revenue of $40.0 million, a 10% rise, and gave its first 2027 guidance.
  • Despite a record $234 million in third-quarter sales, a 22% jump, Bandwidth's stock is off 14.39%.
  • In the third quarter, Rimini Street's adjusted EBITDA expanded by 52.0%, reaching $15.1 million.

Which Software and Cloud-Communications Shares Moved Most on Oct 30?

Five companies in software and cloud communications posted large moves on Oct 30, 2026, each following third-quarter results. OneSpan (NASDAQ:OSPN) climbed 31.51% to $26.50, Asure Software (NASDAQ:ASUR) rose 22.34% to $8.85, and Rimini Street (NASDAQ:RMNI) advanced 19.55% to $4.77. Twilio (NYSE:TWLO) declined 22.05% to $188.55, and Bandwidth (NASDAQ:BAND) dropped 14.39% to $45.47.

The pattern is mixed rather than a clean split between good and bad news. Twilio and Bandwidth both lifted revenue yet slid, while OneSpan combined growth with a raised full-year target. Each change is measured in the current share price, and the list order carries no ranking. For a number of names, the report-to-move link is a timing-based inference instead of a confirmed fact.

OneSpan: Results and a Higher Forecast Behind a 31.51% Jump

OneSpan reported third-quarter revenue of $63.9 million on Oct 29, which was 12% higher than the $57.1 million of a year earlier, and it raised 2026 guidance for revenue, annual Recurring Revenue and adjusted EBITDA. Full-year revenue is now forecast at $254 million to $258 million, previously $248 million to $252 million. The firm sells products for digital identity, authentication and e-signature.

The adjusted EBITDA figure grew 10% to reach $19.3 million, while the Bottom Line showed $7.8 million of net income, $0.20 per diluted share. The filing containing the results included only the Earnings release, which suggests the figures and outlook were the primary drivers. The rally occurred despite a Rosenblatt downgrade to Neutral from Buy issued on Oct 27, which pointed to valuation ahead of the report. The stock now trades beyond its earlier 52-week peak of $20.82.

Asure Software: Reading a 22.34% Gain Against Its Debut 2027 Forecast

Third-quarter revenue at Asure came to $40.0 million on Oct 29, a 10% rise, and its recurring portion grew 16% to $36.9 million. Adjusted EBITDA came in at $10.5 million, a Margin of 26.1% compared with 22.3% a year before, and the net loss shrank to $0.6 million from $5.4 million. The move is inferred from the report's timing, since no separate commentary was located.

The company provides cloud software for payroll, tax and Human Capital management. Its first 2027 forecast calls for revenue of $183 million to $187 million and an adjusted EBITDA margin of 26% to 28%. Asure also listed its Payroll Tax Management product on the Oracle (NYSE:ORCL) Marketplace, completed a $26.5 million payroll Acquisition in October and secured a new Credit agreement allowing borrowings up to $115 million.

Twilio: Reading a 22.05% Slide Against a Raised Full-Year Outlook

Twilio posted $1.56 billion in third-quarter revenue, a 20% increase; diluted non-GAAP EPS stood at $1.65 against $1.25 a year before, and free Cash Flow hit $369.6 million. The company lifted its full-year outlook and now expects organic growth of 15%.

Attention centers on the fourth-quarter guidance. Revenue of $1.595 billion to $1.605 billion suggests organic growth of 11% to 12%, compared with 16% in the third quarter, and non-GAAP EPS guidance of $1.48 to $1.53 falls short of the $1.65 just reported. That conclusion is drawn from the filing numbers rather than from analyst remarks. Pre-results data put the Market Value near $39 billion, with a 52-week range of $105.00 to $308.40, and roughly $1.3 billion of a $2.0 billion buyback has been used.

Bandwidth: A Record Top Line Quarter Set Against a 14.39% Share Drop

Third-quarter sales at Bandwidth hit a record $234 million, a 22% gain; adjusted EBITDA climbed 43% to $35 million, and free cash flow went from $13 million to $33 million. Non-GAAP EPS of $0.50 beat the company's own guided band of $0.45 to $0.49. The reviewed sources give no specific cause for the 14.39% drop, and a link to the results is unconfirmed.

Bandwidth runs a voice and messaging cloud platform and owns a U.S. carrier network. For 2026, the revenue target stands at $905 million to $910 million and adjusted EBITDA at $124 million to $125 million, with no fourth-quarter figure provided. Management highlighted Demand from AI agents and Salesforce (NYSE:CRM) certifying it as the first international carrier for contact centers across more than 25 countries. Older market figures were stale, so they are omitted.

Rimini Street: Third-Quarter Profit Gains and a Share Price Just Under $5

Third-quarter revenue at Rimini Street totaled $112.1 million, a rise of 8.3%, while GAAP Net Income reached $6.5 million versus $2.8 million a year earlier and adjusted EBITDA grew 52.0% to $15.1 million. Billings were up 21.0%, landing at $80.5 million. The report was slated for Oct 29, and the link between that date and the move is an inference.

Rimini Street's Business centers on third-party support and managed services for corporate software. Management's fourth-quarter revenue outlook spans $117 million to $119 million; on the balance sheet, $93.3 million of cash is set against $43.4 million in term loans. Even after the gain, the stock trades at $4.77, beneath the $5 level.

Group Math: A 53.56-Point Spread and a 7.39% Average Move

The calculated average of the five signed moves is a 7.39% gain, which conceals a broad divergence. Measured from OneSpan's 31.51% advance to Twilio's 22.05% decline, the calculated gap is 53.56 percentage points. Averaging the three winners produces a calculated 24.47%.

Prices vary considerably as well. Twilio's $188.55 is about 21.3 times Asure Software's $8.85, a calculated ratio. The bases differ too: OneSpan and Twilio both raised full-year targets, yet their shares went in opposite directions, with Twilio's softer fourth-quarter organic outlook serving as the explanation offered. No confirmed cause exists for Bandwidth, and the Asure and Rimini Street reactions depend on report timing.

What to Watch Next: OneSpan's November Trial, Its Dividend and Open Release Dates

OneSpan has two dated items. OneSpan's November 2026 schedule includes a DigipassONE Authenticate free trial, and its $0.13 quarterly dividend goes out Dec 4, 2026 to shareholders recorded on Nov 13, 2026. The trial will indicate whether the higher annual recurring revenue target can hold.

Asure Software is guided to fourth-quarter revenue of $42 million to $44 million, and Twilio's 11% to 12% organic growth guide will be tested by its next report. Dates for fourth-quarter releases from Asure Software, Twilio, Bandwidth or Rimini Street have not been identified, so each one remains an open item to confirm.