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- **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

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