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Ooma (OOMA) investor relations material
Ooma Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 FY2026 revenue was $67.6 million, up 4% year-over-year, driven by business segment growth and Ooma Business performance.
Non-GAAP net income reached $7.7 million, up 67% year-over-year; GAAP net income was $1.4 million, reversing a prior year loss.
Adjusted EBITDA hit a record $8.6 million, up 50% year-over-year.
Completed acquisition of FluentStream for $45 million; Phone.com acquisition for $23.2 million expected to close by late December.
Over 1.2 million core users and 99% net dollar subscription retention rate as of October 31, 2025.
Financial highlights
Subscription and services revenue was $62.0 million, or 91.6% of total revenue, up from $60.1 million year-over-year.
Product and other revenue was $5.7 million, up 14% year-over-year, driven by AirDial and Telo shipments.
Gross margin for Q3 was 60% GAAP, 62% non-GAAP, and subscription and services gross margin was 71.5%.
Cash and cash equivalents at quarter-end were $21.7 million.
Free cash flow for Q3 was $5.4 million; trailing 12-month free cash flow was $19 million.
Outlook and guidance
Q4 FY2026 revenue expected at $71.3–$71.9 million, including $4.0–$4.1 million from FluentStream.
Q4 non-GAAP net income projected at $8.4–$8.9 million; non-GAAP EPS $0.30–$0.32.
FY2026 revenue guidance raised to $270.3–$270.9 million; non-GAAP net income $28.2–$28.7 million; Adjusted EBITDA $32.4–$32.9 million.
Long-term gross margin target for subscription and services is 75%-78%, with overall gross margin target of 65%-70%.
Business subscription revenue expected to grow 9% in FY26; residential to decline 1–2%.
- TimeTickerHeadlineOpen
- 5 FebAPOLLOTYRE
Record revenue, profit growth, major expansion, and improved financial metrics in Q3 FY26. - 5 FebSHEL
$18.5B earnings, $26.1B free cash flow, and $22B+ returned to shareholders in 2025. - 5 FebQGEN
2025 results surpassed guidance; 2026 targets strong growth and margin expansion. - 5 FebBIXT
Polysaccharide antivirals blocking galectin show rapid, broad efficacy and near-term commercialization. - 5 FebEZPW
Net income up 43% and revenue up 19% as acquisitions expanded the store footprint. - 5 FebMTRX
Revenue up 12%, net loss narrows, backlog at $1.1B, FY2026 guidance reaffirmed. - 5 FebMET
Adjusted EPS up 10%, 16% ROE, and record AUM after major acquisition. - 5 FebBSANTANDER
Net income up 23% YoY, ROE 23.5%, efficiency 36%, with strong digital and fee growth. - 5 FebIDCC
Record 2025 results, strong licensing, and robust 2026 outlook with continued profitability. - 5 FebLADR
Q4 2025 distributable earnings hit $21.4M, with investment-grade status and strong loan growth.
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