NYSE$OOMA

Ooma Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Ooma reported solid financial performance in Q2 2026, with growth in both revenue and profitability metrics.

Ooma delivered strong Q2 results, with revenue rising 3% year-over-year and net income swinging from a loss to a profit. Non-GAAP EPS surged 52%, and Adjusted EBITDA reached a record level, highlighting strong operating leverage.

  • Revenue grew 3% YoY to $66.4 million.
  • GAAP net income reached $1.26 million versus a $2.14 million loss a year earlier.
  • Non-GAAP EPS increased 52% YoY to $0.23.
  • Adjusted EBITDA reached a record $7.16 million, up 27% YoY.

Headline financials

Total Revenue

$66.4M

Previous: $64.1M+3.5%
EPS

$0.04

Previous: -$0.08+150.0%
Adjusted EBITDA

$7.16M

Previous: $5.64M+27.1%
Capital Expenditures

-$2.54M

Previous: -$3.19M+20.6%
Free Cash Flow

-$1.28M

Previous: -$5.33M+76.0%
Net Income

$1.26M

Previous: -$2.14M+158.7%
Operating Income

$916K

Previous: -$1.6M+157.4%
Gross Profit

$40.2M

Previous: $38.7M+4.0%

Revenue & EPS history

Ooma · Revenue · Quarterly

$66.4M

Q2 2026+3.5%vs Q2 2025
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Ooma · $81.1M total across 2 segments · Q1 2027

  • Subscription and services
    $74.6M
  • Product and other
    $6.56M

Forward guidance

Ooma reaffirmed strong growth for FY2026 with raised profit guidance and steady revenue targets.

Tailwinds

  • FY26 GAAP net income guidance raised to $3.5M–$4.0M.
  • FY26 non-GAAP EPS guidance raised to $0.87–$0.89.
  • Q3 revenue expected to increase to $67.2M–$67.9M.
  • Continued momentum in UCaaS and AirDial offerings.
  • Focus on expanding EBITDA and non-GAAP net income.

Headwinds

  • GAAP EPS remains relatively low despite profitability.
  • Modest overall revenue growth (~3% YoY).
  • High reliance on subscription services for growth.
  • Stock-based compensation remains a sizable adjustment.
  • Some cost pressures visible in R&D and G&A expenses.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

+3.0%

Avg return

Earnings day

+2.4%

Avg return

5 days after

+0.6%

Avg return

30 days after

77%

33 / 43 earnings

Positive

+21.3%

Q2 2025

Best reaction

-29.2%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+11.6%+9.6%+13.2%
Q3 2026-15.3%-4.6%-7.5%
Q2 2026+7.6%+5.6%+2.0%
Q1 2026+1.3%+0.7%-6.1%
Q4 2025+2.3%+0.1%-11.8%
Q3 2025+7.5%+2.0%-4.7%
Q2 2025+21.3%+15.0%+25.8%
Q1 2025+12.4%+13.5%+25.1%
Q4 2024-12.4%-6.1%-17.6%
Q3 2024-9.5%-13.2%-11.7%
Q2 2024+3.2%+1.3%-2.7%
Q1 2024-5.4%-3.6%+7.0%
Q4 2023+0.8%-0.9%-4.3%
Q3 2023+0.2%-4.3%-11.3%
Q2 2023+4.3%+8.8%+1.7%
Q1 2023+0.6%+4.0%-12.2%
Q4 2022-11.7%-12.2%-6.8%
Q3 2022+0.1%+4.2%+8.7%
Q2 2022+18.4%+11.9%-0.4%
Q1 2022+15.7%+18.3%+28.0%
Q4 2021+2.8%+1.4%+0.3%
Q3 2021+10.2%+5.1%-1.4%
Q2 2021+1.6%-5.8%-15.2%
Q1 2021+14.4%+0.7%+21.1%
Q4 2020+11.4%+6.2%-19.3%
Q3 2020+8.5%+20.9%+24.8%
Q2 2020+7.7%+3.6%-13.5%
Q1 2020-16.9%-20.5%-23.3%
Q4 2019-1.4%-4.2%-19.2%
Q3 2019+13.8%+9.0%+1.4%
Q2 2019+3.8%+0.6%+1.9%
Q1 2019+0.0%-3.6%+0.4%
Q4 2018+7.1%+5.3%+3.6%
Q3 2018+16.5%+13.5%+20.5%
Q2 2018+12.7%+18.5%+24.2%
Q1 2018-29.2%-25.3%-28.8%
Q4 2017+3.2%-4.7%+12.1%
Q3 2017+2.2%-2.2%-3.3%
Q2 2017+2.0%+12.1%+2.9%
Q1 2017+8.7%+14.7%+20.3%
Q4 2016+4.4%
Q3 2016-9.0%
Q2 2016+1.4%
Q1 2016
Q4 2015
Q3 2014
Q2 2014
Q1 2014
Q4 2013

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro