Ooma Inc (NYSE:OOMA)

$ 14.05 0.46 (3.38%) Market Cap: 379.35 Mil Enterprise Value: 368.70 Mil PE Ratio: 0 PB Ratio: 4.55 GF Score: 73/100

Q3 2025 Ooma Inc Earnings Call Transcript

Dec 4, 2024 / 10:00 PM GMT

Release Date Price: $15.37 (+3.02%)

Transcript 10-Q8-K

Key Points

Positve

Ooma Inc (OOMA) achieved record financial results in Q3, with $65.1 million in revenue, $4.6 million in non-GAAP net income, and $8.1 million in cash flow from operations.
The company is now debt-free, having paid off $18 million of debt over the last 12 months.
Ooma Inc (OOMA) secured significant new customer wins in Q3, building on previous successes from earlier in the year.
The business segment contributed 62% of total revenue in Q3, up from 58% a year ago, indicating strong growth in this area.
Ooma Inc (OOMA) has formed a partnership with a top-tier national cable company to resell its AirDial solution, representing a major win and potential for significant growth.

Negative

Ooma Inc (OOMA) experienced a slight decline in total core users, primarily due to seat reductions with IWG.
The company's subscription and services gross margin remained flat year-over-year at 72%, indicating no improvement in this area.
Product and other gross margin was negative, although it improved from the previous year.
There is potential for further churn with IWG, which could impact future revenue.
The acquisition of Frontier by Verizon has caused a delay in the launch of Ooma Inc (OOMA)'s partnership with Frontier, affecting expected timelines.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OOMA.N - Ooma Inc
Q3 2025 Ooma Inc Earnings Call
Dec 04, 2024 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello and thank you for standing by. Welcome to UMA third quarter, fiscal year 2025 financial results.

At this time, all participants are on a listen-only mode. After the speaker's presentation, there would be a question and answer session to ask the question during the session. You would need to press star 11 on your telephone. You would then hear automated message advising your hand is raised to withdraw your question. Please press star 11 again.

I would now like to hand the conference over to Matthew Robinson. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you,

Already have an account? Log in

Get the full story

Start 7-Day Free Trial

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

You are not charged until the trial ends. Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.