Company Performance - Ooma reported quarterly earnings of $0.17 per share, exceeding the Zacks Consensus Estimate of $0.16 per share, and up from $0.15 per share a year ago, representing an earnings surprise of 6.25% [1] - The company achieved revenues of $65.13 million for the quarter ended October 2024, surpassing the Zacks Consensus Estimate by 1.32% and increasing from $59.86 million year-over-year [2] - Ooma has consistently surpassed consensus EPS estimates for the last four quarters [2] Stock Performance - Ooma shares have increased approximately 39.1% since the beginning of the year, outperforming the S&P 500's gain of 26.8% [4] - The current Zacks Rank for Ooma is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [7] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $64.04 million, and for the current fiscal year, it is $0.58 on revenues of $254.95 million [8] - The estimate revisions trend for Ooma is mixed, and changes in earnings expectations may occur following the recent earnings report [7] - The outlook for the Communication - Components industry, where Ooma operates, is currently in the top 34% of Zacks industries, suggesting a favorable environment for stock performance [9]

Smart Connected Services Investor Presentation D e c e m b e r 4 , 2 0 2 4 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 - Total revenue for Q3 2025 was $65.1 million, representing a 9% year-over-year increase[3] - Subscription and services revenue increased to $60.1 million, accounting for 92% of total revenue, driven by growth in Ooma Business and contributions from 2600hz[3] - GAAP net loss was $2.4 million, compared to a GAAP net income of $2.3 million in Q3 2024, which included a tax benefit of $3.2 million[3] - Non-GAAP net income was $4.6 million, or $0.17 per diluted share, up from $4.0 million, or $0.15 per diluted share in the prior year[3] - Adjusted EBITDA for Q3 2025 was $5.7 million, an increase from $5.0 million in Q3 2024[3] - For Q4 2025, total revenue is expected to be between $64.6 million and $65.1 million, with a GAAP net loss projected between $1.2 million and $1.5 million[5] - For the full fiscal year 2025, total revenue is expected to be between $256.3 million and $256.8 million, with a GAAP net loss projected between $7.8 million and $8.1 million[6] Business Growth - Business subscription and services revenue grew by 13% year-over-year in Q3 2025[4] - The company signed two large new resale partners for AirDial and launched a major new customer for 2600hz in Q3 2025[4] - Ooma's solutions currently power over 1.2 million users, indicating a strong market presence[16] Historical Comparison - Total revenue for the three months ended October 31, 2024, was $65,127,000, representing a 10.3% increase from $59,856,000 for the same period in 2023[21] - Subscription and services revenue increased to $60,135,000 for the three months ended October 31, 2024, up from $55,886,000 in the prior year, marking a growth of 4.5%[21] - Revenue for the three months ended October 31, 2024, was $65,127,000, representing a 8.5% increase from $59,856,000 for the same period in 2023[26] Assets and Liabilities - Total current assets decreased to $55,089,000 as of October 31, 2024, down from $63,679,000 at the end of January 31, 2024, a decline of 13.5%[19] - Total liabilities decreased to $66,098,000 as of October 31, 2024, from $81,166,000 at the end of January 31, 2024, a reduction of 18.5%[19] Operating Performance - Operating expenses for the three months ended October 31, 2024, were $41,556,000, up from $37,957,000 in the same period last year, an increase of 9.5%[21] - The company reported a net loss of $2,364,000 for the three months ended October 31, 2024, compared to a net income of $2,285,000 for the same period in 2023[21] - Cash and cash equivalents at the end of the period were $17,131,000, a decrease from $18,872,000 at the end of the previous year[24] - The company’s accumulated deficit increased to $(139,918,000) as of October 31, 2024, compared to $(133,278,000) at the end of January 31, 2024[19] Research and Development - The company plans to continue investing in research and development, with R&D expenses rising to $14,234,000 for the three months ended October 31, 2024, compared to $12,540,000 in the prior year, an increase of 13.5%[21] Profitability Metrics - Non-GAAP gross profit for the three months ended October 31, 2024, was $40,265,000, compared to $37,372,000 for the same period in 2023, reflecting a 5.1% increase[26] - Non-GAAP net income for the three months ended October 31, 2024, was $4,561,000, up from $4,018,000 in the same period of 2023, indicating a 13.5% increase[26] - Adjusted EBITDA for the three months ended October 31, 2024, was $5,709,000, compared to $4,990,000 for the same period in 2023, showing a 14.4% increase[26] - GAAP gross margin for the three months ended October 31, 2024, was 60%, while the Non-GAAP gross margin was 62%[26] - Non-GAAP operating income for the three months ended October 31, 2024, was $4,639,000, compared to $3,949,000 for the same period in 2023, reflecting a 17.5% increase[26] - Stock-based compensation and related taxes for the three months ended October 31, 2024, amounted to $4,575,000, compared to $3,766,000 for the same period in 2023[26] - GAAP operating loss for the three months ended October 31, 2024, was $(2,286,000), compared to $(1,018,000) for the same period in 2023[26] - The weighted-average diluted shares for the three months ended October 31, 2024, were 26,837,594, compared to 25,990,264 for the same period in 2023[26]

Group 1 - Ooma (OOMA) is expected to report quarterly earnings of $0.16 per share, reflecting a year-over-year increase of 6.7% [1] - Revenue projections for Ooma are estimated at $64.28 million, which represents a 7.4% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the past 30 days, indicating analysts' reassessment of their initial projections [1] Group 2 - Analysts estimate 'Revenue- Product and other' to be $4.36 million, showing a year-over-year change of +9.8% [4] - The average prediction for 'Revenue- Subscription and services' is $59.94 million, indicating a year-over-year change of +7.3% [4] - The consensus estimate for 'Gross Margin- Subscription and services' is 71.0%, consistent with the year-ago value of 71% [4] Group 3 - Ooma shares have returned +16.3% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [5] - Ooma holds a Zacks Rank 3 (Hold), suggesting it is expected to mirror overall market performance in the near future [5]

Ooma (OOMA) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Individual investors often fi ...

Financial Data and Key Metrics Changes - Q2 revenue was $64.1 million, up 10% year-over-year, and non-GAAP net income was $4.1 million, exceeding guidance [6][14] - Cash flow from operations was $7.1 million, nearly double that of Q1 and Q2 of the previous year [7] - Total subscription and services revenue was $59.6 million, or 93% of total revenue, compared to $54.7 million, or 94% in the prior year [15] Business Line Data and Key Metrics Changes - Business subscription and services revenue grew 15% year-over-year in Q2, driven by user growth and the addition of 2600Hz [15] - Ooma Office saw increased user engagement with 58% of new office users opting for higher-tier services, up from 55% in the prior quarter [16] - Ooma AirDial closed more new customers than any previous quarter, with significant sales momentum [9] Market Data and Key Metrics Changes - The residential market opportunity is expanding as POTS lines increase in cost and begin to sunset, with Ooma Telo positioned as a replacement solution [12] - The 2600Hz platform is experiencing expanded customer interest both domestically and internationally, driven by market dynamics [10] Company Strategy and Development Direction - The company is reaching a turning point to capitalize on previous investments and market opportunities, aiming for increased bottom-line results [13] - Ooma is focused on diversifying its offerings across business solutions, wholesale, and POTS replacement, with a strategic emphasis on growth in all areas [32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the upcoming quarters, highlighting new customer relationships and the potential for significant growth [21] - The company anticipates a strong pipeline of opportunities, particularly with large customer wins expected to contribute to growth [34] Other Important Information - The company reduced its debt by $3 million in Q2, bringing the total outstanding debt to $8.5 million [19] - Annual exit recurring revenue grew to $233 million, up 8% year-over-year, with a gross margin of 72% [16][51] Q&A Session Summary Question: Updates on the sales cycle or install pace for AirDial customers - Management noted that larger customers often start with proof of concepts before full rollout, while smaller customers can be installed quickly [22] Question: Impact of the Top 10 service provider selling AirDial and Telo - Management indicated that both offerings are significant opportunities, but specific guidance on future impacts was not provided [23][24] Question: Guidance on adjusted net income for upcoming quarters - Management explained that anticipated churn and one-time revenue impacts were factored into the guidance [25][26] Question: Pipeline focus between wholesale and CPaaS customers - The pipeline is currently more skewed towards wholesale opportunities, with ongoing developments in the CPaaS model [30] Question: Update on the large 2600Hz customer rollout - The customer is expected to launch in beta in September, with a full rollout anticipated by year-end [44] Question: Size of the residential and enterprise opportunity with the local carrier - Management refrained from providing specific numbers but indicated that the opportunity is substantial given the carrier's size [45] Question: Update on UScellular and T-Mobile partnerships - Both partnerships are progressing well, with T-Mobile fully embracing AirDial and UScellular beginning to sell Ooma Office [50]

Company Performance - Ooma reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.14 per share, and showing an increase from $0.14 per share a year ago, representing an earnings surprise of 7.14% [1] - The company posted revenues of $64.13 million for the quarter ended July 2024, surpassing the Zacks Consensus Estimate by 2.25%, and up from $58.35 million year-over-year [2] - Over the last four quarters, Ooma has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Ooma shares have declined approximately 15.8% since the beginning of the year, while the S&P 500 has gained 17.8% [3] - The current Zacks Rank for Ooma is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.15 on revenues of $63.1 million, and for the current fiscal year, it is $0.57 on revenues of $251.96 million [7] - The outlook for the Communication - Components industry, where Ooma operates, is strong, currently ranking in the top 5% of over 250 Zacks industries, suggesting potential for outperformance [8]

The upcoming report from Ooma (OOMA) is expected to reveal quarterly earnings of $0.14 per share, indicating no change from the year-ago quarter compared to the year-ago period. Analysts forecast revenues of $62.72 million, representing an increase of 7.5% year over year. Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Prior to a comp ...

NEW YORK, June 25, 2024 /PRNewswire/ -- Levi & Korsinsky announces that it has commenced an investigation of Ooma, Inc. (NYSE: OOMA) concerning possible breaches of fiduciary duty. To obtain additional information, go to: https://zlk.com/compensation2/ooma-inc-lawsuit-submission-form or contact Joseph E. Levi, Esq. either via email at [email protected] or by telephone at (212) 363-7500. There is no cost or obligation to you. Levi & Korsinsky is a nationally recognized firm with offices in New York, Connecti ...

Shares of Ooma (OOMA) have gained 13.4% over the past four weeks to close the last trading session at $8.63, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $14.80 indicates a potential upside of 71.5%. The average comprises five short-term price targets ranging from a low of $14 to a high of $16, with a standard deviation of $0.76. While the lowest estimate indicates an increas ...