Ooma, Inc. (OOMA) Earnings Call Transcripts

Ooma, Inc.'s Latest Earnings Call - Q1 FY2027

In the first quarter of fiscal year 2027, Ooma, Inc. reported strong financial results, with revenue of $81.1 million, reflecting a 25% year-over-year increase, and non-GAAP net income of $9.7 million, up 73% year-over-year. The company exceeded expectations, driven primarily by robust growth in its business subscription and services segment, particularly from the AirDial product, which saw an 80% increase in revenue. Management raised guidance for the full fiscal year, anticipating total revenue between $326 million and $328.5 million, indicating confidence in ongoing growth initiatives.

Reported metrics

Guidance from management

For Q2 fiscal 2027, Ooma expects total revenue between $81.6 million and $82.3 million, with non-GAAP net income projected between $9.4 million and $9.8 million. For the full fiscal year, total revenue is expected to be between $326 million and $328.5 million.

What management said

Thank you, Shig. With our strong start, we feel we're off to what can be a very strong year for Ooma. While we have exciting initiatives across our business, we are most focused on capturing what we see as accelerated market demand for AirDial driving added growth through Ooma AI and MyPhone driving further contributions from our acquisitions of FluentStream and Phone.com and working to pursue new acquisitions in the...

Yes. I mean, the number we gave you is lines installed. And that number was up -- sorry, a minute. We -- I said that lines installed were more than double that of a year ago. and Shig said that bookings Bookings, go ahead, we're up over 75% -- and Yes. I mean that gives you some sense of how fast it's moving for us. We expect it to be up again in Q2 and up each quarter throughout this year.

What analysts pressed on

Analysts expressed concerns about the sustainability of AirDial's growth and the impact of component price increases on gross margins. There were also questions regarding the adoption rates of new AI services and how they would affect overall profitability.

Main topics on the call

• Strong Revenue Growth — Ooma reported Q1 revenue of $81.1 million, a 25% increase year-over-year, exceeding expectations. CEO Eric Stang stated, "We believe we are off to a strong start for fiscal 2027."
• AirDial Performance — AirDial services revenue grew by 80% year-over-year, contributing significantly to the business subscription revenue, which increased by 38%. Stang noted, "Q1 was a record quarter for AirDial," highlighting its strong ma...
• AI Solutions Introduction — Ooma introduced Ooma AI, a suite of AI-powered capabilities aimed at enhancing customer service. Stang mentioned, "We believe AI can be a valuable tool for small businesses to help them automate routine tasks," signaling...
• Residential User Growth — For the first time in several quarters, Ooma grew its base of residential users, indicating stabilization in this segment. Stang remarked, "We see several market drivers for residential phones," including the launch of M...

Read the full Ooma, Inc. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 35 Ooma, Inc. earnings call transcripts on record, spanning March 5, 2020 to August 26, 2026. Based on this history, Ooma, Inc. reports quarterly. The most recent call on file is dated August 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

OOMA

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

35

First call

March 5, 2020

Most recent

August 26, 2026

Reporting cadence

quarterly