UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37493 Ooma, Inc. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organiza ...

Ooma, Inc. (NYSE:OOMA) Q1 2022 Results Earnings Conference Call May 26, 2021 5:00 PM ET Company Participants Matthew Robison - Director of Investor Relations and Corporate Development Eric Stang - President, Chief Executive Officer Ravi Narula - Chief Financial Officer Conference Call Participants Mike Latimore - Northland Capital Matt Stotler - William Blair Josh Nichols - B. Riley Matthew Harrigan - Benchmark Brian Kinstlinger - Alliance Global Partners Operator Ladies and gentlemen, thank you for standin ...

Smart Connected Services Investor Presentation M a y 2 6 , 2 0 2 1 Safe Harbor Statement This presentation contains forward-looking statements. In particular, statements regarding future economic performance, finances, and expectations and objectives of management constitute forward-looking statements. Forward-looking statements can be identified by the fact that they do not relate strictly to historical facts and generally contain words such as "believes", "expects", "may", "will", "should", "seeks", "appr ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37493 Ooma, Inc. (Exact name of registrant as specified in charter) Delaware 06-1713274 (State or other jurisdiction of incorporation ...

Smart Connected Services Investor Presentation M a r c h 1 , 2 0 2 1 Safe Harbor Statement This presentation contains forward-looking statements. In particular, statements regarding future economic performance, finances, and expectations and objectives of management constitute forward-looking statements. Forward-looking statements can be identified by the fact that they do not relate strictly to historical facts and generally contain words such as "believes", "expects", "may", "will", "should", "seeks", "ap ...

Financial Data and Key Metrics Changes - Ooma reported Q4 revenue of $44.3 million, exceeding guidance of $43 million to $43.8 million, with a year-over-year growth of 9% [33][34] - For the full fiscal year 2021, total revenue reached $168.9 million, an 11% increase from $151.6 million in fiscal 2020 [34] - Q4 net income was $2.8 million, surpassing guidance of $2 million to $2.6 million, while full year net income was a record $11.5 million compared to a net loss of $700,000 in fiscal 2020 [35] - Subscription and services revenue as a percentage of total revenue increased to 93% from 92% year-over-year [37] Business Line Data and Key Metrics Changes - Ooma Business subscription and services revenue grew 19% year-over-year in Q4 and 27% for the full fiscal year [36] - Residential subscription and services revenue grew 3% year-over-year for both Q4 and the full year [36] - The average revenue per user (ARPU) increased 3% sequentially and 9% year-over-year, from $11.38 to $12.46 [39] Market Data and Key Metrics Changes - Ooma's annual recurring revenue (ARR) reached $160.5 million, up from $143 million a year ago, driven by a 27% growth in subscription services revenues from business customers [13] - The net dollar subscription retention rate for Q4 was 96%, up from 95% sequentially [40] Company Strategy and Development Direction - The company aims to expand capabilities of Ooma Office to attract larger customers and plans new service enhancements for fiscal 2022 [15] - Ooma intends to grow its business with larger customers while maintaining its leadership in the small business segment [17] - The company plans to expand internationally, targeting more than a dozen new countries by the end of fiscal 2022 [32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about favorable market trends, including increased spending on universal communications and collaboration services post-COVID [28][29] - The company anticipates continued growth in Ooma Business, with a projected 20% growth rate for fiscal 2022 [48] - Management highlighted the importance of customer service and product quality in driving retention and growth [96] Other Important Information - Ooma ended the fiscal year with total cash and investments of $28.3 million and no debt, reflecting a $2.2 million increase in cash for the year [46] - The company expects fiscal 2022 capital expenditures to range between $5 million and $6 million [51] Q&A Session Summary Question: Did the business guidance growth rate for the year of 20% include hardware or was it subscription only? - Management confirmed it was subscription only [59] Question: How meaningful could Microsoft Teams direct routing be for bookings? - Management sees significant opportunity in Microsoft Teams, especially with larger organizations [60][62] Question: Is there still potential to double the size of the largest customer with international efforts? - Management believes there is potential to double users by adding a dozen or more countries [64] Question: How does the company view the opportunity in Europe? - Management is focused on expanding to serve the needs of their large customer and believes they can leverage their network for scale [71] Question: What is the average number of users per customer today? - Management indicated that enterprise customers typically have tens of users, while small business customers may have single-digit users per location [81] Question: What are the plans for expanding partnerships and digital marketing? - Management plans to increase investments in sales and marketing, particularly through channel partners and digital marketing [91] Question: What is the strategy behind the recent revolving line of credit? - Management stated it was a precautionary measure and to prepare for potential M&A opportunities [98]

Smart Connected Services Investor Presentation D e c e m b e r 4 , 2 0 2 0 Safe Harbor Statement This presentation contains forward-looking statements. In particular, statements regarding future economic performance, finances, and expectations and objectives of management constitute forward-looking statements. Forward-looking statements can be identified by the fact that they do not relate strictly to historical facts and generally contain words such as "believes", "expects", "may", "will", "should", "seeks ...

Financial Performance - Ooma's total revenue increased from $114.5 million in FY 2018 to $151.6 million in FY 2020[8] - Core subscription and services revenue are a significant portion of the total revenue[39, 42] - Ooma Business subscription revenue grew 17% year-over-year in 3QF21[43] - The company's gross margin for subscriptions/services reached 72% in 3QF21[50] - Adjusted EBITDA improved to $3.6 million in 3QF21[57] Market and Customer Base - Ooma has over 1 million core users[8] - The company has a high recurring revenue rate, with over 90% recurring revenue and 95% net dollar subscription retention[8] - Ooma is ranked 1 in overall satisfaction for Business Voice Over IP (VoIP) services[11] - 45% of Telo customers and 22% of Office customers first heard about Ooma through word of mouth[18] Growth and Strategy - The global cloud PBX market presents a growth opportunity, with a projected $18.2 billion market size and a 15.5% CAGR from 2019 to 2027[26] - Ooma's integrated growth strategy includes advertising, customer referrals, direct sales, resellers and partners, and services expansion[30] - The company is targeting a long-term adjusted EBITDA margin range of 20%-25%[59]

Ooma, Inc. (NYSE:OOMA) Q3 2021 Earnings Conference Call November 19, 2020 5:00 PM ET Company Participants Matt Robison - IR Eric Stang - President & CEO Ravi Narula - CFO Conference Call Participants Mike Latimore - Northland Capital Josh Nichols - B. Riley Brian Kinstlinger - Alliance Global Matt Stotler - William Blair Joe Goodwin - JMP Securities Matthew Harrigan - Benchmark Kevin McVeigh - Crédit Suisse Operator Ladies and gentlemen, thank you for standing by, and welcome to the Ooma, Inc third quarter ...