Ooma Inc (OOMA) Q4 2026 Earnings Call

Concluded Mar 4, 2026 Audio replay

Mar 4, 2026 48:32 0 turns

Period: FY2026 Q4
Runtime: 48:32
Sources: 3 artifacts

8-K 10-K

Executive readout · one minute

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AirDial POTS replacement growth 28 Financial outperformance vs. expectations 24 Residential business and MyPhone launch 21 Guidance and forward outlook 16 Ooma AI product launch 12 POTS shutdown catalysts from carriers 9

Management tone

Confident

Net tone +62 · moderate hedging

Grounding quotes

“We're pleased to report strong Q1 financial results and a good start to our fiscal 2027 year.”
“Q1 was a record quarter for Airdial. New lines installed were more than double the number of a year ago.”
“we exceeded expectations with revenue growing 25% year-over-year to $81.1 million, non-GAAP net income growing 73% year-over-year to $9.7 million, and adjusted EBITDA growing 78% year-over-year to $11.8 million”
“for the whole of the year, we're estimating about minus 40% for the entirety of the year”

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Revenue · derived Q4 $74.58M +14.6% YoY

Gross margin · derived Q4 61.8% +0.5 pp YoY

Net income · derived Q4 $3.95M

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8-K earnings release Filed Mar 4, 2026 10-K report Filed Apr 3, 2026 Company webcastOpen the original investor-relations page

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Buybacks · derived: $3.45M
Shares repurchased: 296,397

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48:32 Audio

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