NYSE$OOMA

Ooma Inc · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Ooma reported solid results with revenue growth and record adjusted EBITDA in Q3 FY2026.

Ooma delivered a strong Q3 performance, reporting revenue of $67.6M, a return to GAAP profitability, and record adjusted EBITDA, supported by growth in small business UCaaS and its recent FluentStream acquisition.

  • Revenue reached $67.6 million, up from $65.1 million the previous year.
  • GAAP net income was $1.4 million, compared to a loss of $2.4 million a year ago.
  • Adjusted EBITDA hit a record $8.6 million.
  • Non-GAAP EPS increased to $0.27 from $0.17 in Q3 FY2025.

Headline financials

Total Revenue

$67.6M

Previous: $65.1M+3.8%
EPS

$0.05

Previous: $0.17-70.6%
Adjusted EBITDA

$8.59M

No prior period
Capital Expenditures

-$4.01M

Previous: -$4.75M+15.6%
Free Cash Flow

-$2.62M

Previous: -$7.12M+63.2%
Net Income

$1.39M

Previous: -$2.36M+158.9%
Operating Income

$1.29M

Previous: -$2.29M+156.5%
Gross Profit

$40.7M

Previous: $39.3M+3.7%

Revenue & EPS history

Ooma · Revenue · Quarterly

$67.6M

Q3 2026+3.8%vs Q3 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 expects continued growth in Q4 FY2026 with higher revenue and improved non-GAAP profitability, driven by the integration of FluentStream.

Tailwinds

  • Q4 revenue projected between $71.3M to $71.9M.
  • FluentStream expected to contribute $4.0M to $4.1M in Q4 revenue.
  • Non-GAAP net income forecasted between $8.4M to $8.9M.
  • Non-GAAP EPS guidance is $0.30 to $0.32 for Q4.
  • Full-year revenue expected to exceed previous guidance.

Headwinds

  • GAAP guidance not provided due to acquisition-related variability.
  • Integration of FluentStream and upcoming Phone.com may introduce operational risks.
  • Expectations rely heavily on acquisition synergies.
  • No explicit cash flow guidance provided.
  • Increased acquisition-related expenses may impact short-term margins.

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 Q3 2026

Historical avgQ3 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

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