Loading...
•
Jan 31
Ooma Q4 2026 Earnings Report
Ooma Q4 2026 Earnings Report
Key Takeaways
Ooma delivered a strong fourth quarter with 15% year-over-year revenue growth and a return to GAAP profitability. The results were bolstered by the strategic acquisitions of FluentStream and Phone.com, which contributed $6.1 million in revenue, and record sales of AirDial.
Total revenue reached $74.6 million, a 15% increase year-over-year, driven by Ooma Business growth.
Achieved GAAP net income of $4.0 million, compared to a net loss in the prior year period.
Subscription and services revenue now represents 92% of total revenue at $68.7 million.
Completed the acquisitions of FluentStream and Phone.com in December 2025 to expand scale and growth potential.
Revenue by Segment
Forward Guidance
Ooma expects continued growth in fiscal year 2027, targeting total revenue between $321 million and $325 million.
Positive Outlook
- Projected Q1 2027 revenue growth to between $79.6 million and $80.4 million.
- Expected full year non-GAAP net income of $35.5 million to $37.0 million.
- Focus on four growth segments including cloud communications and POTS replacement.
- Anticipated market momentum for AirDial sales.
- Realization of scale economies from recent acquisitions.
Challenges Ahead
- Potential inability to retain former employees and customers of acquired companies.
- Risks associated with the integration of FluentStream and Phone.com.
- Intense competition in the communications services market.
- Reliance on third-party vendors for manufacturing and network connectivity.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...