Ooma Inc
Q4 2026 Earnings
Market Reaction
S&P 500 over the same 30 days: −3.24%.
Did OOMA Beat Earnings? Q4 2026 Results
Ooma closed its fiscal fourth quarter of 2026 on a strong note, posting results that beat Wall Street expectations across the board and extending its consensus EPS beat streak to four consecutive quarters. The cloud communications company reported revenue of $74.58 million, up 14.6% year over year and ahead of the $71.87 million consensus estimate, while non-GAAP EPS of $0.34 cleared the $0.30 consensus by 11.48%. The primary engine behind the outperformance was Ooma's December 2025 acquisitions of FluentStream and Phone.com, which together contributed $6.10 million in Q4 revenue and helped push subscription and services revenue to $68.66 million, representing 92% of total sales. The company also swung to GAAP profitability, recording net income of $3.95 million compared to a loss of $261,000 a year ago. Wall Street analysts have taken notice, with price targets implying meaningful upside from current levels. Looking ahead, Ooma guided for fiscal 2027 full-year revenue of $321 million to $325 million and non-GAAP EPS of $1.26 to $1.31, reflecting the acquisitions' full-year contribution.
- Growth of Ooma Business subscription revenue driving 15% YoY total revenue increase
- Acquisitions of FluentStream and Phone.com contributed $6.1 million combined revenue in Q4
- Record sales of AirDial POTS replacement product
- Business subscription services revenue grew 10% year over year for fiscal 2026
- Non-GAAP net income grew 62% year over year for fiscal 2026
- $2.5 million tax benefit from release of valuation allowances related to Phone.com acquisition intangibles
“Ooma delivered strong Q4 results with $74.6 million in revenue, $9.4 million of non-GAAP net income and $10.7m of cash from operations. We closed fiscal year 2026 on a high note with record sales of AirDial and the completion of our acquisitions of FluentStream and Phone.com. For our full fiscal year 2026, we grew business subscription services revenue by 10% year over year and non-GAAP net income by 62% year over year.”
Ooma CEO, on the earnings call
Forward Guidance & Outlook
For Q1 fiscal 2027 (ending April 30, 2026), Ooma expects total revenue of $79.6–$80.4 million, GAAP net income of $2.3–$2.7 million ($0.08–$0.10 per share), and non-GAAP net income of $8.8–$9.2 million ($0.31–$0.33 per share). For full fiscal year 2027 (ending January 31, 2027), the company expects total revenue of $321–$325 million, GAAP net income of $9.3–$10.8 million ($0.33–$0.38 per share), and non-GAAP net income of $35.5–$37.0 million ($1.26–$1.31 per share). The company is focused on growing across four segments: cloud communications for smaller businesses, POTS replacement, wholesale platform services, and residential telephony, with particular emphasis on AirDial expansion and leveraging the FluentStream and Phone.com acquisitions.
OOMA YoY Financials
OOMA Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.