Q3 26 EPS
$0.27
BEAT +22.73%
Est. $0.22
Q3 26 Revenue
$67.6M
MISS 5.31%
Est. $71.4M
vs S&P Since Q3 26
+54.3%
BEATING MARKET
OOMA +63.9% vs S&P +9.7%
Market Reaction
Did OOMA Beat Earnings? Q3 2026 Results
Ooma posted a mixed fiscal third quarter, delivering a sharp profitability beat while falling short on the top line, sending shares lower in after-hours trading. The cloud communications provider reported non-GAAP earnings of $0.27 per diluted share,… Read more Ooma posted a mixed fiscal third quarter, delivering a sharp profitability beat while falling short on the top line, sending shares lower in after-hours trading. The cloud communications provider reported non-GAAP earnings of $0.27 per diluted share, ahead of the $0.22 consensus by 22.73%, while revenue of $67.63 million grew 3.8% year-over-year but trailed the $71.42 million estimate by 5.31%. The profitability strength was anchored by improved operating leverage, as the company swung to GAAP net income of $1.39 million from a loss of $2.36 million a year ago, aided by lower research and development expenses and reduced restructuring costs. Subscription and services revenue, which represented 92% of total revenue, was the primary growth engine, fueled by continued expansion in Ooma Business. Looking ahead, management raised full-year non-GAAP net income guidance to $28.20 to $28.70 million and lifted revenue guidance to $270.30 to $270.90 million, with contributions from the recently completed FluentStream acquisition and the pending Phone.com deal expected to close in late December.
Key Takeaways
- • Growth of Ooma Business driving subscription and services revenue increase
- • 64% year-over-year growth in non-GAAP diluted EPS
- • Adjusted EBITDA grew 50% year-over-year to $8.6 million
- • Subscription and services revenue represented 92% of total revenue
- • Lower research and development expenses year-over-year
OOMA YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
OOMA Revenue by Segment
With YoY comparisons, source: SEC Filings
“Ooma delivered solid Q3 financial results, with $67.6 million in revenue and $7.7 million of non-GAAP net income. Our results included 64% year over year growth of non-GAAP diluted EPS and record adjusted EBITDA of $8.6 million, which grew 50% year over year.”
— Eric Stang, Q3 2026 Earnings Press Release
OOMA Earnings Trends
OOMA vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
OOMA EPS Trend
Earnings per share: estimate vs actual
OOMA Revenue Trend
Quarterly revenue: estimate vs actual
OOMA Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 BEAT | $0.32 | $0.35 | +9.86% | $81.1M | +1.64% |
| Q4 26 BEAT FY | $0.31 | $0.34 | +11.48% | $74.6M | +3.78% |
| FY Full Year | — | $1.04 | — | $273.6M | — |
| Q3 26 BEAT | $0.22 | $0.27 | +22.73% | $67.6M | -5.31% |
| Q2 26 BEAT | $0.20 | $0.23 | +14.03% | $66.4M | +0.97% |
| Q1 26 BEAT | $0.18 | $0.20 | +10.25% | $65.0M | +0.32% |
| Q4 25 BEAT FY | $0.16 | $0.21 | +32.41% | $65.1M | +0.61% |
| FY Full Year | $0.61 | $0.66 | +8.45% | $256.9M | +0.15% |