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- **Record EBITDA Growth**: Q4 2026 adjusted EBITDA $11.5 million (15% of revenue), up 67% YoY. FY 2027 EBITDA target $43-44.5 million.
- **AirDial Surge**: Q4 installations doubled YoY, 41 resellers, 80% booking growth. POTS shutdowns and price hikes drive demand.
- **AI Expansion**: Launching AI solutions in Q1 2027, targeting Pro Plus tier ($29.95/month) and standalone pricing.
- **Residential Innovation**: My Phone product for younger users to launch H1 2027, with potential to reverse Residential decline.
- **Acquisition Synergies**: $65 million term loan for FluentStream and Phone.com; expects cost synergies in H2 2027.

**【Management Opening Remarks】**
- Ooma issued its Q4 2026 earnings press release, available on ooma.com. The call is webcast and will be replayed for 1 year.
- Forward-looking statements are subject to risks outlined in SEC filings. Non-GAAP financial measures exclude certain expenses.
- The company will participate in the 38th Annual ROTH Conference on March 23-24, 2026.

**【CEO Commentary】**
- **Q4 Financial Highlights**: Adjusted EBITDA reached $11.5 million (15% of revenue), up from $23.2 million annually. Fiscal 2027 EBITDA expected above $40 million.
- **AirDial Growth**: Q4 installations doubled YoY, with 4 new resellers (total 41). POTS line shutdowns and price hikes drive demand.
- **AI Initiatives**: Launching AI solutions like transcription, AI receptionist, and answering service in Q1 2027. Pro Plus tier ARPU to increase with AI features.
- **Residential Business**: Ooma Telo added users YoY, driven by POTS shutdowns and wireless 5G. New My Phone product targets younger users, launching H1 2027.
- **Acquisitions**: FluentStream and Phone.com added $6.1 million Q4 revenue. FluentStream is EBITDA-positive; Phone.com to benefit from scale.

**【CFO Financial Commentary】**
- **Q4 Results**: Revenue $74.6 million (+15% YoY), non-GAAP net income $9.4 million (+62% YoY). Adjusted EBITDA $11.5 million (+67% YoY).
- **Revenue Breakdown**: Business subscription 67% of total, Product/Other $5.9 million (+30% YoY). AirDial bookings +80% YoY.
- **Customer Metrics**: 1.4 million core users, ARPU $15.99 (+5% YoY). Net retention 99%, ARR $291 million (+24% YoY).
- **Gross Margin**: 63% (flat YoY). Product gross margin improved to -42% (from -55% YoY).
- **FY 2027 Guidance**: Revenue $321-325 million, non-GAAP net income $35.5-37 million, EBITDA $43-44.5 million.

**【Q&A Highlights】**
- **Acquisition Synergies**: Guidance excludes cost synergies; expects realization in H2 2027. FluentStream EBITDA-positive; Phone.com to improve with scale.
- **AirDial Momentum**: Q4 installations doubled YoY, 4 new resellers. AT&T POTS shutdowns and price hikes accelerate adoption.
- **Capital Allocation**: Stock buybacks ($4.6 million Q4) and debt repayment ($6.5 million Q4). Targeting further acquisitions for inorganic growth.
- **Residential TAM**: My Phone targets families with kids under 8th grade. Previewed with retailers; potential for significant Residential growth.
- **AI Pricing**: Pro Plus tier ($29.95/month) includes AI features. Additional AI services priced separately, aligning with market rates.

Ooma, Inc.(OOMA)-20260305-2026 Q4 Earnings call transcript

- **Revenue Growth**: Q3 $67.6M (+4% YoY), FY26 guidance $270.3-270.9M.
- **Profitability**: Q3 EBITDA $8.6M (13% margin), FY26 EBITDA $32.4-32.9M.
- **Acquisitions**: FluentStream/Phone.com add $45M revenue, $10M EBITDA annually.
- **AI Strategy**: Pro Plus AI features launching Q1 2026 to boost ARPU.
- **Cash Flow**: Q3 free cash flow $5.4M, $16.2M spent on share buybacks.

**【CEO Summary Section】**
- Q3 revenue reached $67.6 million, up 4% YoY, driven by business solutions growth.
- Non-GAAP net income of $7.7 million, up 68% YoY, with adjusted EBITDA at $8.6 million (13% of revenue).
- 1.233 million core users, including 513,000 business users (42% of total), with ARPU increasing 4% to $15.8.
- Launched updated AirDial with 9 new resale partners and secured a 1,000-room hotel win.
- Acquired FluentStream and Phone.com, adding $45 million revenue and $10 million EBITDA annually.

**【CFO Financial Commentary】**
- Subscription gross margin 71.5%, product gross margin -45%, total gross margin 62%.
- Operating expenses down 4% YoY, with R&D and G&A reductions offsetting sales/marketing growth.
- Q4 guidance: $71.3-71.9 million revenue, $8.4-8.9 million non-GAAP net income.
- FY26 guidance: $270.3-270.9 million revenue, $28.2-28.7 million non-GAAP net income.
- Generated $6.9 million Q3 operating cash flow and $5.4 million free cash flow.

**【Q&A Highlights】**
- EBITDA improvement driven by R&D cost management, lower tariffs, and operating leverage.
- AirDial installations delayed due to customer timing, but bookings grew 50% YoY.
- AI features for Pro Plus tier to launch Q1 2026, targeting ARPU growth.
- FluentStream and Phone.com synergies expected to enhance profitability and scale.
- No economic sensitivity concerns in SMB segment.

Ooma, Inc. (OOMA) Q3 2026 Earnings Call Transcript

- **Record Q2 profitability**: $6.5M non-GAAP net income and $7.2M EBITDA (11% of revenue), up 59% and 27% YoY.
- **AirDial momentum**: Bookings doubled YoY, 3,000-location retail win, and 35+ partners (including Comcast, T-Mobile).
- **Business growth**: 6% YoY subscription revenue, 61% Pro/Pro Plus take rate, and $25 ARPU for AirDial.
- **Future focus**: AI-driven features, Connect 5000 launch, and 2600Hz platform expansion with Ooma IP.

**【CEO Summary Section】**
- Q2 2026 revenue reached $66.4 million, with non-GAAP net income of $6.5 million and adjusted EBITDA of $7.2 million (11% of revenue), both records.
- Business subscription and services revenue grew 6% YoY, driven by user growth and ARPU increase. AirDial bookings more than doubled YoY, with a major national retailer win for over 3,000 locations.
- Launched Connect 5000, a 5G Internet solution for small businesses, and expanded AI-driven features for Ooma Office. 2600Hz platform introduced new mobile/desktop apps and video meetings.
- Residential subscription revenue slightly down YoY but stable, with 85 ISPs now selling Telo.
- FY2026 guidance: $267-270 million revenue, with Business growth 5-6% and Residential decline 1-2%. Raised non-GAAP net income guidance to $24.5-25 million.

**【CFO Financial Commentary】**
- Q2 gross margin: 71.3% (subscription/services) and -47% (products), flat overall at 62% due to higher AirDial product revenue mix.
- Operating expenses: $35.1 million (-0.1% YoY), with R&D down 6% YoY and G&A up 4%.
- Free cash flow: $6.4 million for Q2, $20 million trailing 12 months. Share buybacks totaled $14.5 million over 4 quarters.
- Q3 guidance: $67.2-67.9 million revenue, $6-6.4 million non-GAAP net income. Full year non-GAAP net income raised to $24.5-25 million.

**【Q&A Highlights】**
- AirDial contributes meaningfully to ARR, with 9,000 new Business users Q2. 35+ partners reselling AirDial, including Comcast and T-Mobile. 2 new partners switched from competitors.
- 2600Hz platform adds Ooma IP for turnkey solutions, with wins like ServiceTitan. Long-term vision to replace legacy UCaaS platforms.
- NRR at 100% (up 1pt QoQ) due to reduced churn, stable at 99-100% going forward.
- M&A focus on small, strategic tuck-ins; share buybacks at current price sensible but not exclusive strategy.

Ooma, Inc. (OOMA) Q2 2026 Earnings Call Transcript

- **Revenue growth accelerates**: Q1 2026 revenue $65M (+4% YoY), driven by AirDial and Ooma Office expansion.
- **AirDial momentum**: 30+ resellers, 100+ Marriott properties in pipeline, Comcast partnership driving enterprise adoption.
- **Profitability improvement**: Non-GAAP net income $5.6M (+56% YoY), adjusted EBITDA $6.7M (+33% YoY).
- **Key metrics**: 61% Ooma Office Pro/Plus adoption, 500+ hotels served by Ooma Enterprise, 4 new 2600Hz customers.
- **Guidance**: FY26 revenue $267-270M, non-GAAP net income $22.5-23.5M, free cash flow $20.5M LTM.

**【CEO Summary Section】**
- Q1 2026 revenue reached $65 million, up 4% YoY, driven by AirDial growth and Ooma Office/Enterprise expansion. Non-GAAP net income was $5.6 million, exceeding guidance.
- AirDial signed major partner Comcast, with over 30 resellers and 100+ Marriott properties in pipeline. Ooma Office Pro/Plus adoption hit 61% of new users.
- Ooma Enterprise now serves 500+ hotels, and 2600Hz platform won 4 new customers in Q1.

**【CFO Financial Commentary】**
- Q1 GAAP revenue: $65M (62% from business subs/services). Non-GAAP net income: $5.6M ($0.20 EPS), +56% YoY. Adjusted EBITDA: $6.7M (10.3% of revenue).
- Gross margin: 72% (subs/services), 63% overall (flat YoY). Operating expenses: $35.4M (+1% YoY), with R&D down 6% via efficiency gains.
- FY26 guidance: $267-270M revenue, $22.5-23.5M non-GAAP net income. Free cash flow: $20.5M LTM.

**【Q&A Key Takeaways】**
- NRR improved to 99% (from 98% Q4), driven by non-Regus business. Regus churn of ~12,000 seats fully offset.
- AirDial adoption accelerating; Comcast sales pipeline includes large enterprise and gov deals.
- 2600Hz platform wins CPaaS deals, but revenue contribution remains <10%.
- Gross margin expected to stabilize at 72% near-term, with potential improvement in H2.
- Tariffs (~$500K FY26) minimal impact on margins or sales cycles.
- 2026 targets: 5-6% business subs growth, 1-2% decline in residential subs.

**【Financial Highlights】**
- ARPU: $15.37 (+4% YoY). Annual exit ARR: $234M (+33% YoY). Free cash flow: $3.7M Q1, $20.5M LTM.
- Product revenue: $4.8M (+17% YoY) due to AirDial installations. Operating cash flow: $3.7M (seasonally low due to bonus payout).

Ooma, Inc. (OOMA) Q1 2026 Earnings Call Transcript

- **Revenue Resilience**: Q4 revenue $65.1M (+6% YoY), FY25 free cash flow $20.2M (+230% YoY).
- **Strategic Wins**: Marriott AirDial certification, 282-user Ooma Office deal, Frost & Sullivan POTS leader award.
- **Profitability Boost**: Non-GAAP net income $5.8M (Q4) vs $4.8M guidance; FY26 net income $22-23.5M (+22-31%).
- **Growth Drivers**: AI/Call Center features, LTE bundles, 2600Hz platform expansion, Marriott/POTS replacement pipeline.
- **Risks**: Partner implementation delays (AirDial), IWG churn stabilization, macroeconomic SMB cautiousness.

**【CEO Summary Section】**
- **Q4 FY25 Results**: Revenue of $65.1M (+6% YoY), non-GAAP net income of $5.8M. Full-year revenue grew 8% to $256.9M, with non-GAAP net income up 17% to $18M.
- **Market Segment Focus**: 
  - **Cloud Communications**: 34% of Ooma Office users on premium tiers; new call center and AI features planned.
  - **POTS Replacement**: AirDial certified by Marriott, Frost & Sullivan named leader; Q4 product revenue up 22% YoY.
  - **Wholesale Services**: 2600Hz platform wins small customers; long-term growth potential as legacy platforms sunset.
  - **Residential Telephony**: Stable with 1M+ core users; exploring LTE bundle opportunities.
- **FY26 Outlook**: Business subscription growth 5-6%, cautious on AirDial partner ramp timing.

**【CFO Financial Commentary】**
- **Q4 Financials**: Subscription gross margin 72%, total gross margin 63%. Operating expenses flat YoY at $35.1M, driven by R&D efficiency.
- **Free Cash Flow**: $20.2M for FY25 (+230% YoY). Debt paid off; $8.9M stock buybacks.
- **Q1 FY26 Guidance**: Revenue $64.7-65.1M, non-GAAP net income $5.1-5.4M. FY26 non-GAAP net income $22-23.5M (+22-31% YoY).

**【Q&A Key Highlights】**
- **SMB Market Strength**: Despite Q4 seasonality, SMB sales remain strong; 60% of new Office users opt for premium tiers.
- **AirDial Rollout**: Large cable partner launch delayed to March; Marriott certification opens 5,000+ properties.
- **IWG Churn**: Q1 sees final IWG reductions; stable after Q1 with potential public sector growth.
- **2600Hz Growth**: Minimal FY26 impact; major wins expected to drive FY27 revenue.
- **Resale Partners**: Target 2-3 new partners/QTR; 20+ active AirDial resellers.


Actual											0.04	0.11	0.13	0.13	0.12	0.11	0.13	0.13	0.13	0.12	0.12	0.14	0.16	0.16	0.14	0.15	0.13	0.14	0.15	0.17	0.21	0.2	0.23	0.27	0.34
Forecast											0.008	0.025	0.0729	0.0771	0.0971	0.0783	0.0863	0.0883	0.1	0.0967	0.1017	0.115	0.1433	0.1367	0.1422	0.1489	0.1217	0.114	0.1354	0.1557	0.16	0.1814	0.2017	0.2283	0.305
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+400.00%	+340.00%	+78.33%	+68.61%	+23.58%	+40.49%	+50.64%	+47.23%	+30.00%	+24.10%	+17.99%	+21.74%	+11.65%	+17.04%	-1.55%	+0.74%	+6.82%	+22.81%	+10.78%	+9.18%	+31.25%	+10.25%	+14.03%	+18.27%	+11.48%

OOMA

OOMA fundamentals

OOMA Q4 2026 Earnings

Earnings Call

You can ask Aime

OOMA

OOMA fundamentals

OOMA Q4 2026 Earnings

Earnings Call

OOMA Earnings Call Summary for Q4/20265:00 PM on Mar 4, 2026

OOMA Earnings Call Summary for Q3/20265:00 PM on Dec 8, 2025

OOMA Earnings Call Summary for Q2/20265:00 PM on Aug 26, 2025

OOMA Earnings Call Summary for Q1/20265:00 PM on May 28, 2025

OOMA Earnings Call Summary for Q4/20255:00 PM on Mar 4, 2025

You can ask Aime