NYSE$OOMA
Ooma Inc · Q4 2026 earnings
Q4 2026 earnings · · After market close · Investor relations
Briefing
Ooma Q4 2026 Earnings Report
Ooma delivered a strong fourth quarter with 15% year-over-year revenue growth and a return to GAAP profitability. The results were bolstered by the strategic acquisitions of FluentStream and Phone.com, which contributed $6.1 million in revenue, and record sales of AirDial.
- Total revenue reached $74.6 million, a 15% increase year-over-year, driven by Ooma Business growth.
- Achieved GAAP net income of $4.0 million, compared to a net loss in the prior year period.
- Subscription and services revenue now represents 92% of total revenue at $68.7 million.
- Completed the acquisitions of FluentStream and Phone.com in December 2025 to expand scale and growth potential.
Headline financials
Revenue & EPS history
Ooma · Revenue · Quarterly
$74.6M
Revenue by segment
Ooma · $81.1M total across 2 segments · Q1 2027
- Subscription and services$74.6M—91.9%
- Product and other$6.56M—8.1%
Forward guidance
Ooma expects continued growth in fiscal year 2027, targeting total revenue between $321 million and $325 million.
Tailwinds
- Projected Q1 2027 revenue growth to between $79.6 million and $80.4 million.
- Expected full year non-GAAP net income of $35.5 million to $37.0 million.
- Focus on four growth segments including cloud communications and POTS replacement.
- Anticipated market momentum for AirDial sales.
- Realization of scale economies from recent acquisitions.
Headwinds
- Potential inability to retain former employees and customers of acquired companies.
- Risks associated with the integration of FluentStream and Phone.com.
- Intense competition in the communications services market.
- Reliance on third-party vendors for manufacturing and network connectivity.
- Potential interruptions to service affecting customer retention.
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 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
| Quarter | Report date | Reaction (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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