Q1 2026 Ooma Inc Earnings Call Transcript

May 28, 2025 / 09:00 PM GMT

Release Date Price: $13.39 (-0.67%)

Transcript 10-Q8-K

Key Points

Positve

Ooma Inc (OOMA) reported solid Q1 financial results with $65 million in revenue, exceeding the high end of their guidance range.
The company achieved a 4% year-over-year revenue growth, driven by strong performance in their cloud communications and business subscription services.
Ooma Inc (OOMA) successfully launched AirDial with Comcast, expanding their reach to large companies and government entities.
The company saw a significant increase in new reseller partners for AirDial, now exceeding 30 partners, indicating strong market acceptance.
Ooma Inc (OOMA) reported a 56% growth in non-GAAP net income over the prior year quarter, showcasing improved profitability.

Negative

The overall results were slightly dampened by expected right-sizing at their largest customer, Regis, which has now been fully realized.
Residential subscription and services revenue declined by 2% year-over-year, indicating challenges in that segment.
The sequential decline in total core users was primarily due to seat reductions with IWG, impacting user growth metrics.
Product and other gross margin for the first quarter was 41%, down from 67% in the same period last year, due to higher cost components.
Despite strong growth in certain areas, the company did not change its fiscal 2026 outlook, indicating cautious optimism about future growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OOMA.N - Ooma Inc
Q1 2026 Ooma Inc Earnings Call
May 28, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Yuma Inc first quarter fiscal year 2026 financial results conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question and answer session. To ask a question during the session, you'll need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To a further question, please press 11 again. Please be advised that today's conference is being recorded. I would now like to turn the conference over to Matt Roberson. Please go ahead.

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Unidentified_2 [2]
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