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Ooma(OOMA) - 2026 Q2 - Earnings Call Presentation
2025-08-26 21:00
Financial Performance - Ooma's multi-tenant SaaS platform generated $262 million in revenue with $25 million in adjusted EBITDA[7] - The company boasts an annual exit recurring revenue (AERR) of $240 million[7] - Recurring gross profit margin stands at 72%[7] - Ooma business subscription and services revenue accounted for 62% of overall subscription and services revenue in 2QF26[45] User Base and Growth - Ooma has over 1.2 million core users[7] - The net dollar subscription retention rate (NDR) is 100%[7] - The company serves customers in 32 countries[42] Market and Strategy - The worldwide hosted voice/UC public cloud (UCaaS) market is projected to reach $32 billion by 2028[26] - Ooma is targeting a >10 million line U S market opportunity in POTS (copper line) replacement[39] - Ooma's integrated growth strategy includes advertising, customer referrals, direct sales, resellers/partners, geographic expansion, and retailers, with a Net Promoter Score of 73%[41]