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Ooma(OOMA) - 2026 Q3 - Earnings Call Presentation
2025-12-08 22:00
Company Overview - Ooma is a multi-tenant SaaS platform for telephony, messaging, video, and more, serving over 1.2 million core users[8] - The company's annual exit recurring revenue (AERR) is $243 million, with a recurring gross profit margin of 72%[8] - Ooma boasts a 99% net dollar subscription retention rate (NDR)[8] Financial Performance - Ooma's revenue is $264 million, with adjusted EBITDA of $29 million[8] - The company targets a long-term subscription & services gross margin of 75%-78%[62] - Ooma's target model includes a long-term adjusted EBITDA margin of 20%-25% of revenue[62] Market Opportunity - The worldwide hosted voice/UC public cloud (UCaaS) market is projected to grow at a CAGR of 7% from $23 billion in 2023 to $32 billion in 2028[28] - The North American business market has 57 million business lines[28] - Ooma addresses a >10 million line U S market opportunity in POTS (copper line) replacement[40]
X @mert | helius.dev
mert | helius.devยท 2025-11-19 17:02
oh probably forgot to mention the most important thing lolVolIP is kinda banned in UAE, so your TG/Signal/WhatsApp calls will not work (or worse, they will kind of work but not really) ...