Group 1 - Ooma, Inc. will participate in the 38th Annual ROTH Conference with in-person one-on-one meetings scheduled for March 23-24, 2026, in Dana Point, California [1] - Ooma's CEO Eric Stang and CFO Shig Hamamatsu will represent the company at the conference [1] - Interested parties can register for meetings through their ROTH sales representative or via the provided registration link [1] Group 2 - Ooma, Inc. reported total revenue of $74.6 million for the fourth quarter of fiscal 2026, reflecting a 15% year-over-year increase [1] - Subscription and services revenue rose to $68.7 million from $60.6 million in the same quarter of fiscal 2025, accounting for 92% of total revenue [1] Group 3 - Ooma AirDial has received two Gold Merit Awards in the 2026 Merit Awards for Telecom & Wireless program, recognized for excellence in both Security and Cloud Services [1] - The Merit Awards program honors innovation and leadership across enterprise technology markets [1] Group 4 - Ooma launched POTSTracker.com, an AI-powered platform designed to assist organizations in managing the discontinuance of legacy voice services, particularly traditional copper-based POTS lines [1] - This initiative comes as telecommunications carriers in the U.S. accelerate the retirement of these traditional services [1]

Core Insights - Ooma has launched POTSTracker.com, an AI-powered platform aimed at helping organizations manage the discontinuance of Plain Old Telephone Service (POTS) lines, which are being phased out by telecommunications carriers across the U.S. [1] - The platform provides essential visibility and planning tools for enterprises that rely on POTS for critical applications, addressing the operational risks associated with the retirement of copper-based voice services [1] Group 1: Product Launch and Features - POTSTracker.com is designed to track POTS discontinuance activity and related risks across various geographies and carriers, making it one of the first centralized platforms of its kind [1] - Key features of POTSTracker.com include multi-tenant architecture, pricing intelligence, centralized inventory management, watch list management, risk assessment and auditing, and real-time FCC discontinuance monitoring [1] Group 2: Market Context and Implications - The Federal Communications Commission (FCC) has reduced legacy copper service obligations, allowing carriers to discontinue POTS lines more freely, leading to an increase in discontinuance notices and wire center shutdowns [1] - Many organizations remain unaware of their reliance on POTS lines until they receive discontinuance notices or experience service disruptions, highlighting the need for proactive monitoring and planning [1] Group 3: Company Overview - Ooma, founded in 2003, provides advanced communications services, including Ooma Office for small to medium-sized businesses, Ooma AirDial for replacing aging copper lines, and Ooma Telo for residential consumers [1] - The company currently serves over 2 million users and aims to deliver easy-to-implement communication solutions that offer significant value [1]

Core Viewpoint - Ooma, Inc. has successfully acquired Phone.com for approximately $23.2 million in cash, enhancing its smart communications platform for businesses and consumers [1] Financial Impact - Phone.com is projected to generate annual revenue of $22-$23 million and adjusted EBITDA of $1.0-$1.5 million, contributing positively to Ooma's financials starting December 26, 2025 [2] - The acquisition is expected to be accretive to Ooma's Adjusted EBITDA and non-GAAP earnings per share [2] Company Overview - Phone.com, headquartered in Newark, New Jersey, serves small and medium-sized businesses with cloud communications and UCaaS solutions, catering to approximately 36,000 customers and 87,000 users across North America [3] - Ooma offers various communication services, including Ooma Office for businesses, Ooma AirDial for replacing traditional phone lines, and Ooma Telo for residential consumers [10]

Core Insights - Ooma, Inc. reported strong financial results for the fiscal third quarter ended October 31, 2025, with revenue of $67.6 million and non-GAAP net income of $7.7 million, reflecting a year-over-year growth of 64% in non-GAAP diluted EPS and a record adjusted EBITDA of $8.6 million, which grew 50% year-over-year [4][7]. Financial Performance - Total revenue for the third quarter was $67.6 million, representing a 4% increase year-over-year. Subscription and services revenue rose to $62.0 million from $60.1 million in the same quarter of the previous fiscal year, accounting for 92% of total revenue, primarily driven by growth in Ooma Business [7]. - GAAP net income was $1.4 million, or $0.05 per diluted share, compared to a GAAP net loss of $2.4 million, or $0.09 per basic and diluted share, in the third quarter of fiscal 2025. Non-GAAP net income was $7.7 million, or $0.27 per diluted share, compared to $4.6 million, or $0.17 per diluted share in the prior year [7][24]. - Adjusted EBITDA for the quarter was $8.6 million, up from $5.7 million in the third quarter of fiscal 2025 [7]. Business Outlook - For the fourth quarter of fiscal 2026, Ooma expects total revenue in the range of $71.3 million to $71.9 million, including an expected contribution from FluentStream of $4.0 million to $4.1 million. Non-GAAP net income is projected to be between $8.4 million and $8.9 million, with non-GAAP net income per diluted share expected to be in the range of $0.30 to $0.32 [8]. - For the full fiscal year 2026, total revenue is anticipated to be between $270.3 million and $270.9 million, including the contribution from FluentStream, compared to prior guidance of $267.0 million to $270.0 million. Non-GAAP net income is expected to be between $28.2 million and $28.7 million, with non-GAAP net income per diluted share projected to be between $1.00 and $1.02 [8]. Strategic Initiatives - The company has recently completed the acquisition of FluentStream and is on track to complete the acquisition of Phone.com in late December. These acquisitions are viewed as significant opportunities to enhance shareholder value and are expected to contribute positively to Ooma's adjusted EBITDA, cash flow, and revenue growth [4].

Core Viewpoint - Ooma, Inc. has signed a definitive agreement to acquire Phone.com for approximately $23.2 million in cash, aiming to enhance its position in the small and medium-sized business (SMB) communications market [1][3][7] Acquisition Details - The acquisition is expected to close in the fourth quarter of Ooma's fiscal year 2026, pending regulatory approvals and customary closing conditions [3][4] - Phone.com is projected to generate annual revenues of $22-$23 million and adjusted EBITDA of $1.0-$1.5 million based on current run rates [4][7] - The cash purchase price reflects an approximate 1.0x revenue multiple based on Phone.com's current run rate [7] Strategic Implications - This acquisition is part of Ooma's strategy to extend its leadership in serving SMB customers and is expected to add approximately 87,000 business users [6][7] - Ooma plans to finance the acquisition through a combination of cash on hand and bank debt [4][7] - The integration of Phone.com is anticipated to create synergies and enhance Ooma's overall business value [6][7] Company Background - Phone.com, founded in 2006, serves approximately 36,000 customers and 87,000 users across North America, focusing on cloud communications for SMBs [5][6] - Ooma provides a range of communication services, including Ooma Office, which is designed for small to medium-sized businesses [11]