Ooma Inc
Q1 2027 Earnings
Market Reaction
S&P 500 over the same 30 days: −1.26%.
Did OOMA Beat Earnings? Q1 2027 Results
Ooma posted a clean beat across the board in fiscal Q1 2027, with non-GAAP earnings of $0.35 per diluted share clearing the $0.32 consensus estimate by 9.86%, marking the fourth consecutive quarter the company has topped EPS expectations. Revenue climbed 24.8% year over year to $81.15 million, edging past the $79.84 million consensus, as the December 2025 acquisitions of FluentStream and Phone.com contributed $11.50 million in combined revenue and validated Ooma's inorganic growth strategy. Subscription and services revenue, which accounted for 92% of the total, reached $74.59 million, while adjusted EBITDA surged 78% to $11.84 million. GAAP net income swung to $2.58 million from a loss of $141,000 a year ago, with operating cash flow nearly doubling to $6.40 million. Analysts have raised price targets following the results, reflecting confidence in the company's trajectory. Looking ahead, Ooma guided Q2 revenue of $81.60 million to $82.30 million and full-year revenue of $326.00 million to $328.50 million, with management pointing to accelerating AirDial demand and continued acquisition integration as key growth drivers.
- Acceleration of AirDial sales
- Organic growth from Ooma Business
- FluentStream and Phone.com acquisitions contributed $11.5 million in combined revenue
- Subscription and services revenue grew to 92% of total revenue
“Ooma achieved strong Q1 results, with revenue up 25% year over year to $81.1 million and non-GAAP net income up 73% year over year to $9.7 million. Adjusted EBITDA growth was similarly strong, with adjusted EBITDA up 78% year over year to $11.8 million. All of the company's revenue lines performed well in Q1, including acceleration of AirDial sales, good organic growth from Ooma Business, and progress integrating the December FluentStream and Phone.com acquisitions.”
Ooma CEO, on the earnings call
Forward Guidance & Outlook
For Q2 FY2027, Ooma expects total revenue of $81.6–$82.3 million, GAAP net income of $2.7–$3.1 million ($0.10–$0.11 per share), and non-GAAP net income of $9.4–$9.8 million ($0.33–$0.34 per share). For full fiscal year 2027, the company expects total revenue of $326.0–$328.5 million, GAAP net income of $10.5–$12.0 million ($0.37–$0.42 per share), and non-GAAP net income of $37.5–$39.0 million ($1.29–$1.34 per share). Management expects accelerating market demand for AirDial and further contributions from the FluentStream and Phone.com acquisitions.
OOMA YoY Financials
OOMA Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.