OOMA
Ooma, Inc.11.86
+0.36+3.13%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
AirDial momentum; synergies upside
Q&A framed FY27 guidance as conservative, excluding Phone.com cost synergies for H2 upside while reaffirming AirDial's robust momentum into January and February. Management exceeded Q4 hospitality goals, adding over 80 hotels versus 50 targeted, with Marriott contributing. AirDial faces lumpy big deals but benefits from partner-driven pull and competitive edge. Acquisitions remain a priority for accretive growth post-debt paydown. Residential's My Phone eyes H1 launch for family TAM. AirDial leads POTS replacement. Watch synergy realization.
Key Stats
Market Cap
326.87MP/E (TTM)
148.25Basic EPS (TTM)
0.08Dividend Yield
0%Recent Filings
8-K
Ooma Q4 revenue up 15%
Ooma reported Q4 revenue of $74.6M, up 15% year-over-year, with subscription revenue hitting $68.7M fueled by December 2025 acquisitions of FluentStream and Phone.com adding $6.1M. GAAP net income swung to $4.0M from a loss; full-year revenue reached $273.6M. Acquisitions boost scale. Q1 FY27 revenue guide: $79.6M-$80.4M.
10-Q
Q3 FY2026 results
Ooma swung to Q3 FY2026 net income of $1.4M from a $2.4M loss y/y, with revenue up 4% y/y to $67.6M (subscription/services +3% y/y to $62.0M, product/other +14% y/y to $5.7M) and gross margin steady at 60%. Operating income flipped to $1.3M profit from a $2.3M loss y/y, driven by R&D cuts and steady sales/marketing. Cash rose to $21.7M; no debt outstanding at quarter-end, though $45M term loan funded FluentStream acquisition post-period. FCF (derived) was $13.0M YTD. Ooma Business drove 63% of revenue. TCPA class action poses litigation risk.
8-K
Ooma Q3 beats, acquisitions boost outlook
Ooma posted Q3 revenue of $67.6 million, up 4% year-over-year, with GAAP net income flipping to $1.4 million from a $2.4 million loss. Non-GAAP net income hit $7.7 million; Adjusted EBITDA soared 50% to $8.6 million. Acquisitions of FluentStream (completed) and Phone.com (late December) fuel raised FY26 guidance to $270.3-$270.9 million revenue. Integration risks loom large.
8-K
Ooma closes FluentStream buy
Ooma closed its $45 million cash acquisition of FluentStream on December 1, 2025, securing a $65 million term loan—$45 million drawn immediately—to fund the deal. FluentStream runs at $24-25 million revenue and $9.5-10.5 million adjusted EBITDA annually. Acquisition accretes to Ooma's Adjusted EBITDA and non-GAAP EPS right away. Integration risks loom large.
8-K
Ooma acquires FluentStream for $45M
Ooma signed a definitive agreement on October 31, 2025, to acquire FluentStream for ~$45 million cash, subject to adjustments and CPUC approval, with closing eyed for Q4 FY2026. FluentStream runs at $24-25 million revenue and $9.5-10.5 million adjusted EBITDA annually, adding 80,000 users to boost Ooma Business. It's accretive to EBITDA from day one. Regulatory nod remains key.
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