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Ooma (OOMA)
NYSE:OOMA
Earnings Data
Report Date
Jun 02, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.2Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: record adjusted EBITDA, sizable YoY improvements in non-GAAP net income, robust cash generation, ARPU and recurring revenue growth, and clear AirDial and acquisition-driven growth initiatives. Management provided conservative FY27 guidance that already assumes meaningful Business subscription growth (~30% YoY) and higher adjusted EBITDA while leaving potential acquisition synergies as upside. Key challenges include a still-negative product gross margin (though improving), a slight Residential revenue decline, Phone.com requiring integration to reach profitability, some lumpy and competitive dynamics in AirDial, and remaining acquisition-related debt. Overall, positive operational progress and a constructive outlook outweigh the near-term execution and margin risks.Company Guidance
Q4 and Full-Year Revenue Growth
Q4 revenue was $74.6M, up 15% year-over-year; fiscal 2026 revenue was $273.6M, up 7% year-over-year. Excluding Q4 acquisitions, Q4 revenue grew 5% YoY and full-year revenue grew 4% YoY.
Record Adjusted EBITDA and Margin Expansion
Q4 adjusted EBITDA was a record $11.5M (15% of revenue), up 67% YoY. Full-year adjusted EBITDA was $33.9M (12.4% of revenue), up from $23.3M (9% prior year), a 46% YoY increase.
Strong Profitability and Cash Generation
Q4 non-GAAP net income was $9.4M, up 62% YoY; full-year non-GAAP net income was $29.2M, up 62% YoY. Q4 operating cash flow was $10.7M and free cash flow was $9.1M; trailing 12-month FCF was $22M (operating cash flow $27.7M).
Business Segment Momentum and ARPU Improvement
Business subscription and services revenue grew 23% YoY in Q4 (7% YoY excluding acquisitions). Blended ARPU rose 5% YoY to $15.99, driven by a higher mix of Business users and greater take rate for Office Pro/Pro Plus tiers (57% of new Office users choose higher tiers).
User Base and Recurring Revenue Scale
Core users increased to 1,404,000 at quarter end (from 1,233,000 in Q3), including 164,000 Business users from acquisitions. Business users totaled 684,000 (49% of core users). Annual exit recurring revenue rose to $291M, up 24% YoY (5% YoY excluding acquisitions).
AirDial Acceleration
AirDial installations in Q4 more than doubled year-over-year; AirDial new bookings grew approximately 80% YoY in Q4. Added 4 AirDial reseller partners in Q4 (total 41 partners) and achieved record quarterly hospitality wins (over 80 hotels added in Q4).
Accretive Acquisitions Completed
Completed acquisition of FluentStream ($45M) and Phone.com ($23.2M) in Q4. Combined Q4 contribution from these acquisitions was ~$6.1M of revenue (~$6M in Business subscription revenue). Management stated the acquisitions were accretive one quarter forward.
Conservative Guidance with Upside
Fiscal 2027 guidance: revenue $321M–$325M, Business subscription/services growth ~30% YoY, non-GAAP net income $35.5M–$37M and adjusted EBITDA $43M–$44.5M. Management does not yet assume acquisition synergies in guidance, leaving potential upside.
Gross Margin Stability and Product Margin Improvement
Subscription & services gross margin remained stable at 72% YoY. Product & other gross margin improved from -55% to -42% YoY due to consumption of previously procured higher-cost components; overall gross margin remained 63%.
Capital Allocation and Balance Sheet Actions
Generated strong free cash flow, repurchased $4.6M of stock over last 4 quarters, paid down term loan by $6.5M in Q4 (debt reduced from $65M to $58.5M). Ended quarter with $20.1M in cash & investments and 1,420 employees/contractors.
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 |
|---|---|---|---|
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% |
May 28, 2025 | $13.39 | $13.52 | +0.97% |
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 (OOMA) report earnings?
Ooma (OOMA) is schdueled to report earning on Jun 02, 2026, After Close (Confirmed).
What is Ooma (OOMA) earnings time?
Ooma (OOMA) earnings time is at Jun 02, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
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 (Q1) is 0.32.