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EarningsQ2 2027 Earnings Report
OOMA Q2 2027 EPS Results
Actual EPS$0.35
Consensus EPS$0.33
Beat/MissBeat by +$0.02
One Year Ago EPS$0.23
OOMA Q2 2027 Revenue Results
Actual Revenue$83.23M
Expected Revenue$81.72M
Beat/MissBeat by +$1.51M
YoY Revenue Growth+25.41%
Earnings Announcement Details
QuarterQ2 2027
Date08/26/2026
TimeAfter Close
Conference CallWednesday, August 26, 2026
OOMA Upcoming Earnings
Ooma's next earnings date is estimated for November 26, 2026, based on past reporting schedules.
Q2 2027 Earnings Call Audio
OOMA Q2 2027 Earnings Call
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Q2 2027 Earnings Slide Deck
Q2 2027 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong top-line growth, substantial margin and profitability improvement, robust cash generation, and clear strategic catalysts (AirDial expansion, AI product roadmap, MyPhone/StarDial and acquisition synergies). Key near-term uncertainties include limited visibility on AI adoption, negative product gross margins (though improving), modest core user growth with one-time churn impacts, and relatively low cash balances alongside outstanding debt. On balance, the positive operational and financial momentum and constructive guidance outweigh the highlighted challenges.Company Guidance
Strong Revenue Growth
Q2 revenue of $83.2M, up 25% year-over-year (from $66.4M). Full year fiscal '27 revenue guidance of $332M–$333.5M implying ~32% growth in business subscription and services year-over-year.
Business Subscription Momentum
Business subscription and services revenue grew 38% year-over-year in Q2 (driven by Ooma Business, AirDial and acquisitions). Business subscription & services now represent 70% of total subscription and services revenue (vs 62% prior year).
AirDial Rapid Expansion
AirDial services revenue grew 75% year-over-year in Q2; AirDial installations increased ~50% YoY. Added 2 new AirDial resale partners in Q2 (now >40 partners), including a Verizon Platinum partner; goal to add 1–2 partners per quarter.
Profitability Improvements
Non-GAAP net income of $10.2M in Q2, up 58% YoY. Adjusted EBITDA of $12.4M in Q2, up 74% YoY and a record 15% of revenue (vs 10% of revenue six quarters ago). Trailing 12-month free cash flow of $30.2M.
AI Product Launches and Roadmap
Launched AI Transcriptions and AI Insights (Pro Plus) plus two stand-alone AI services (AI Answering Service, AI Receptionist) at end of Q2. Announced an Ooma AI Productivity Pack (Phase 1 with ~10 features) expected in Q3 to drive ARPU and attach rates.
Residential Product Initiatives and Early Traction
Launched MyPhone in Q2 and began retail distribution (online at Costco, Amazon, Best Buy, Walmart, Target). Residential user base grew by >3,000 users in Q2 (reversing prior declines). StarDial product announced to target satellite (Starlink) users.
Acquisition Integration & Synergies
Integrations of FluentStream and Phone.com progressing; actions taken late in Q2 expected to contribute positively to margins starting Q3. Excluding acquisitions, total revenue grew 8% YoY in Q2, showing organic momentum.
Improved Gross Margins & ARPU
Subscription & services gross margin improved to 72% (from 71% prior year). Overall gross margin 63% (vs 62% prior year). Blended ARPU up 8% YoY to $16.95; 58% of new Office users select higher-tier Pro/Pro Plus.
Cash Generation and Balance Sheet Actions
Q2 operating cash flow $13.1M and free cash flow $10.8M. Ended Q2 with $17.5M cash & investments; paid down $6.5M of term loan in Q2 (outstanding debt $47M). Repurchased $4.4M of stock over trailing four quarters.
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