Ooma, Inc. (OOMA) Earnings
Ooma, Inc. is expected to report next earnings on December 14, 2026 (in NaN days), with a consensus EPS estimate of $0.31. OOMA has beaten EPS estimates in 10 of its last 12 reported quarters (average surprise +11.8% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 26, 2026 | $0.33 | $0.35 | +5.6% | $83M | +1.8% |
| May 26, 2026 | $0.32 | $0.35 | +9.4% | $81M | +1.6% |
| Mar 4, 2026 | $0.31 | $0.34 | +9.7% | $75M | -6.5% |
| Dec 8, 2025 | $0.22 | $0.27 | +22.7% | $68M | -7.6% |
| Aug 26, 2025 | $0.20 | $0.23 | +15.0% | $66M | -1.8% |
| May 28, 2025 | $0.18 | $0.20 | +11.1% | $65M | +0.3% |
| Mar 4, 2025 | $0.16 | $0.21 | +31.2% | $65M | +0.6% |
| Dec 4, 2024 | $0.15 | $0.17 | +13.3% | $65M | +1.2% |
| May 28, 2024 | $0.11 | $0.14 | +26.1% | $62M | +1.0% |
| Mar 5, 2024 | $0.12 | $0.13 | +7.4% | $62M | +0.3% |
| Dec 5, 2023 | $0.15 | $0.15 | +0.0% | $60M | -1.8% |
| Aug 23, 2023 | $0.14 | $0.14 | +0.0% | $58M | -2.2% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q2 FY2027 · August 26, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- **Airdial Expansion**: The fastest-growing segment, with Q2 revenue up 75% YoY. Added two new resale partners (including a Verizon Platinum partner) to reach over 40 total partners. Won a large hospital system deal (~200 lines, >1,000 UCaaS seats). - **AI Integration**: Launched AI transcription, insights, answering service, and receptionist. ProPlus tier adoption is strong (58% take rate). Q3 will see the release of the 'UMA AI Productivity Pack' with ~10 features. - **Residential Products**: Launched 'MyPhone' (targeting parents/children), adding >3,000 users and reversing historical decline. Announced 'StarDial' for Starlink users, leveraging adaptive redundancy technology; expected to launch in-store at one major retailer late fall. - **Acquisitions & Synergies**: Integrating Fluent Stream and Phone.com. Actions taken in Q2 to capture synergies are expected to positively impact bottom-line results starting Q3. - **Operational Efficiency**: Adjusted EBITDA margin improved to 15% (from 10% six quarters ago). Non-GAAP net income grew 58% YoY to $10.2 million.
Guidance
- **Q3 FY2027 Revenue**: Expected between $83.7 million and $84.5 million. - **Q3 FY2027 Net Income**: Expected between $9.8 million and $10.2 million (Non-GAAP diluted EPS: $0.34–$0.35). - **Full Year FY2027 Revenue**: Expected between $332 million and $333.5 million. - **Full Year FY2027 Net Income**: Expected between $39.5 million and $40.3 million (Non-GAAP diluted EPS: $1.35–$1.38). - **Full Year Adjusted EBITDA**: Estimated between $47.5 million and $48.3 million. - **Revenue Mix**: Subscription/services expected to be 91–92% of total revenue. - **Growth Assumptions**: Business subscription revenue growth approx. 32% YoY; Residential subscription revenue flat to +1% YoY.
Segment performance
Total revenue was $83.2 million, up 25% year-over-year. Subscription and services revenue accounted for 91% of total revenue ($75.6 million), with business subscription and services comprising 70% of this segment (up from 62% in the prior year). Product and other revenue was $7.6 million (9% of total revenue), up 46% year-over-year, driven by Airdial installations and initial MyPhone shipments.
Risks & headwinds
- **Hardware Margins**: Product gross margin remains negative (-25% in Q2, approx. -30% excluding tariff recovery benefits) due to hardware mix and rising memory costs. - **Adoption Uncertainty**: New AI standalone services and residential products (MyPhone, StarDial) are early-stage; customer adoption rates and long-term retention data are not yet fully established. - **Competition**: Intense competition in POTS replacement and UCaaS markets, requiring continuous differentiation and channel partnership management.
Analyst Q&A
Q: Analyst asked about MyPhone adoption trends and long-term opportunity. /
A: CEO stated MyPhone drove a swing to +3,000 residential users after years of decline, targeting 20M US households with young children. Retail store presence expected late fall; strong cultural tailwinds regarding limiting kids' cell phone use support demand.
Q: Analyst asked how AI drives ARPU and ProPlus attach rates. /
A: CEO described AI as an inflection point, offering tier upgrades (+$5-$10/user) and standalone services ($15-$50+/mo). Expects double-digit % of new customers to adopt AI features this quarter, with a broader 'Productivity Pack' launching in Q3.
Q: Analyst asked if POTS sunset sales cycles are narrowing for Airdial. /
A: CEO noted increased interest and pipeline activity, though POCs remain standard. Sales cycles vary based on self-install vs. UMA-managed rollout. Targeting replacement of competitor solutions and expanding reseller base to address ~8M remaining POTS lines.
Q: Analyst asked what drove the upward guidance revision. /
A: CFO cited two main factors: stronger-than-expected Airdial growth (75% YoY in Q2) and residential subscriptions turning flat/+1% instead of the originally forecasted 1-2% decline. These shifts significantly impacted the full-year outlook.
Q: Analyst asked about AI cost structure and competitive positioning vs. Zoom. /
A: CEO explained UMA runs AI internally on custom hardware to minimize costs, avoiding expensive external LLM APIs. They use usage-based pricing and smaller models for specific tasks to maintain margins, seeing no current cost blowout risk.