Ooma Reports Record Cash Flow and Lands Exclusive Deal With National Cable Giant

Core Insights - Ooma reported a Q3 fiscal 2025 EPS of $0.27, marking its fourth consecutive earnings surprise and beating estimates by 22.7% [2][6] - The company achieved a revenue of $67.6 million, reflecting a 3.8% year-over-year increase, and transitioned from a net loss of $2.4 million to a profit of $1.4 million [3][6] - Ooma generated record operating cash flow of $8.1 million, allowing it to eliminate all remaining debt and pay off a total of $18 million over the past 12 months [4][6] Financial Performance - EPS increased by 58.8% year-over-year from $0.17 in Q3 fiscal 2024 [3] - Operating income turned positive at $1.3 million compared to a loss of $2.3 million in the prior year [3] - The company repurchased $5.2 million of its stock, contributing to a total capital return of $23.2 million through debt repayment and stock buybacks [4] Strategic Developments - Ooma secured a significant partnership with a top-tier national cable company, which will use Ooma as its exclusive provider for the AirDial POTS replacement solution, expected to launch in Q1 2026 [5] - The company also signed an aggregator serving approximately 100,000 business copper lines and 10,000 residential lines to resell both AirDial and Telo solutions [5] - Ooma has over 20 partners contracted to resell AirDial, with ongoing discussions for additional partnerships [5]