NYSE$OOMA

Ooma Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Ooma reported a 6% year-over-year revenue increase in Q4 2025, driven by strong subscription growth and improved profitability.

Ooma posted Q4 2025 revenue of $65.1 million, a 6% increase year-over-year. Subscription and services revenue contributed $60.6 million, accounting for 93% of total revenue. The company reported a GAAP net loss of $0.3 million, an improvement from the $3.1 million loss in the prior year. Non-GAAP net income increased to $5.8 million, up from $3.5 million in Q4 2024. Adjusted EBITDA also improved to $6.9 million from $5.2 million.

  • Q4 2025 revenue grew 6% year-over-year to $65.1 million.
  • Subscription and services revenue reached $60.6 million, 93% of total revenue.
  • Non-GAAP net income increased to $5.8 million, up from $3.5 million in Q4 2024.
  • Adjusted EBITDA improved to $6.9 million from $5.2 million in the prior year.

Headline financials

Total Revenue

$65.1M

Previous: $61.7M+5.6%
EPS (adj)

$0.21

Previous: $0.13+61.5%
Cash from Operations

$7.84M

No prior period
Adjusted EBITDA

$6.91M

Previous: $5.2M+32.9%
Non-GAAP operating income

$5.76M

No prior period
Capital Expenditures

-$1.7M

Previous: -$1.28M-32.9%
Net Income

-$261K

Previous: -$3.1M+91.6%
Operating Income

-$321K

Previous: -$2.38M+86.5%
Gross Profit

$39.9M

Previous: $37.8M+5.8%
R&D Expense

$12.6M

Previous: $13.7M-7.7%

Revenue & EPS history

Ooma · Revenue · Quarterly

$65.1M

Q4 2025+5.6%vs Q4 2024
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 revenue for FY 2026 to be in the range of $267 million to $270 million, with continued growth in subscription services and improved profitability.

Tailwinds

  • Projected revenue growth to $267-$270 million in FY 2026.
  • Subscription and services revenue expected to drive growth.
  • Continued investment in new products and market expansion.
  • Expected improvement in profitability and cash flow.
  • Strategic focus on cloud communications and POTS replacement.

Headwinds

  • Macroeconomic uncertainties could impact business growth.
  • Intense competition in the cloud communications market.
  • Dependence on third-party network and platform providers.
  • Potential challenges in integrating acquisitions.
  • Foreign exchange fluctuations may impact financial results.

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 Q4 2025

Historical avgQ4 2025

+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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