Ooma Inc. (OOMA)
NYSE:OOMA
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Earnings Data
Report Date
Aug 27, 2026TBA (Not Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.33Last Year’s EPS
0.23Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a strong quarter with meaningful revenue and profitability upside driven by AirDial momentum, improved ARPU and retention, successful integration and contribution from acquisitions, strong cash generation, and strategic product launches (Ooma AI, MyPhone). Key operational risks include negative product gross margins (expected to worsen due to component inflation and early MyPhone costs), uncertainty in the timing of AirDial installations, and dependence on carrier POTS shutdown timing. Overall, positives (robust growth, record EBITDA, cash flow, ARPU gains, and promising product initiatives) outweigh the lowlights, though some execution and macro cost risks remain.Company Guidance
Revenue Growth Exceeds Expectations
Total revenue for Q1 grew 25% year-over-year to approximately $81.8 million, above guidance; full-year fiscal 2027 revenue guidance raised to $326.0M–$328.5M.
Strong Profitability and Record EBITDA
Non-GAAP net income grew 73% year-over-year to $9.7 million (Q1); adjusted EBITDA was a record $11.8 million, up 78% year-over-year (15% of revenue).
AirDial Momentum and Commercial Traction
AirDial installs more than doubled year-over-year and AirDial services revenue rose ~80% year-over-year; bookings grew ~75% year-over-year, driving much of Q1 upside.
Business Revenue Mix and Organic Growth
Business subscription and services revenue grew 38% year-over-year and represented 69% of total subscription & services revenue; excluding acquisitions, business subscription & services revenue grew 9% YoY.
ARPU, Retention, and Customer Metrics Improving
Blended ARPU increased 9% year-over-year to $16.77; net dollar subscription retention rate remained healthy at 99%; core users ended Q1 at 1.42 million (up from 1.40M), with business users at 699K (49% of core users, +15K from Q4).
Acquisitions Contributing to Growth and Profit
FluentStream and phone.com added $11.5 million in revenue in Q1 (first full quarter) and contributed approximately $2.7 million of non-GAAP net income combined; both acquisitions accretive in first quarter as noted.
Strong Cash Generation and Capital Actions
Q1 generated $6.4M operating cash flow and $4.9M free cash flow; trailing 12-month operating cash flow $30.3M and free cash flow $24.5M. Company repurchased $17.7M stock over last 4 quarters and paid down term loan by $5M to $53.5M outstanding.
New Product Initiatives: Ooma AI and MyPhone
Launched Ooma AI suite (AI transcription, AI answering service, AI receptionist, AI insights, OpenAI integration) with several features released and monetized tiers; introduced MyPhone aimed at families, receiving strong retailer interest and rollout at walmart.com with in-store plans for fall.
OOMA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OOMA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 26, 2026 | $19.27 | $17.43 | -9.55% |
Mar 04, 2026 | $12.99 | $14.50 | +11.62% |
Dec 08, 2025 | $12.45 | $10.58 | -15.02% |
Aug 26, 2025 | $12.24 | $13.22 | +8.01% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ooma Inc. (OOMA) report earnings?
Ooma Inc. (OOMA) is schdueled to report earning on Aug 27, 2026, TBA (Not Confirmed).
What is Ooma Inc. (OOMA) earnings time?
Ooma Inc. (OOMA) earnings time is at Aug 27, 2026, TBA (Not Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OOMA EPS forecast?
OOMA EPS forecast for the fiscal quarter 2027 (Q2) is 0.33.