Companies /Technology

Ooma Inc

NYSE: OOMA Software - Application
$22.91
▼ $0.13 (−0.56%) today
Markets closed · 7:55am ET

Q3 2026 Earnings

Reported Dec 8, 2025, 4:16pm ET · SEC source
$0.27
Beat +22.73%
EPS · est. $0.22
$67.6M
Miss −5.31%
Revenue · est. $71.4M
+8.1%
Beating market
OOMA vs S&P since report
7 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−14%−7%0+7%Dec 8Dec 9report 4:16pm ETearnings−0.1%−13.3%
−14%−7%0+7%Dec 8Dec 9earnings−0.1%−13.3%
OOMA −13.3%S&P 500 −0.1%
−14%−7%0+7%Dec 8Dec 9report 4:16pm ETearnings+0.1%−13.3%
−14%−7%0+7%Dec 8Dec 9earnings+0.1%−13.3%
OOMA −13.3%NASDAQ +0.1%
−15%−10%−5%0Dec 8Dec 16report 4:16pm ETearnings−0.9%−3.4%
−15%−10%−5%0Dec 8Dec 16earnings−0.9%−3.4%
OOMA −3.4%S&P 500 −0.9%
−15%−10%−5%0Dec 8Dec 16report 4:16pm ETearnings−2.3%−3.4%
−15%−10%−5%0Dec 8Dec 16earnings−2.3%−3.4%
OOMA −3.4%NASDAQ −2.3%
−15.02%
Day of report
+7.66%
Next session
+12.10%
One week
+9.83%
30 days

S&P 500 over the same 30 days: +1.77%.

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, 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 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.”

Ooma CEO, on the earnings call

Forward Guidance & Outlook

For Q4 FY2026, Ooma expects total revenue of $71.3 million to $71.9 million, including $4.0–$4.1 million from FluentStream, and non-GAAP net income of $8.4–$8.9 million ($0.30–$0.32 per diluted share), including $1.5–$1.6 million from FluentStream. For full fiscal year 2026, the company raised guidance to total revenue of $270.3–$270.9 million (including FluentStream), up from prior guidance of $267.0–$270.0 million. Full-year non-GAAP net income guidance was raised to $28.2–$28.7 million ($1.00–$1.02 per diluted share), up significantly from prior guidance of $24.5–$25.0 million ($0.87–$0.89 per diluted share). The company also expects to complete the acquisition of Phone.com in late December.

OOMA YoY Financials

Q3 2026 vs Q3 2025 · SEC filings Q3 2025 Q3 2026
$0$20.0M$40.0M$60.0M$65.1M$67.6MRevenue$39.3M$40.7MGross Profit$503,664$1.3MOperating Income$537,983$1.4MNet Income
$0$20.0M$40.0M$60.0MRevenueGross ProfitOperating IncomeNet Income

OOMA Revenue by Segment

Subscription and services
Subscription and Services$62.0M
Product and other
Product and Other$5.7M

Figures from SEC filings and company reports. Not investment advice.