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Ooma (OOMA) investor relations material
Ooma The Gateway Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.The Gateway Conference 2025 summary3 Sep, 2025
Business overview and growth strategy
Focus on cloud-based communication services for small businesses and legacy residential users, with new growth areas emerging.
Over 1.2 million core users and a strong recurring revenue model, with 93% of revenue from subscriptions and 72% recurring gross margins.
Small business segment, led by Ooma Office, is the primary growth driver, while residential remains stable and profitable.
Expansion into larger businesses and verticals like hospitality, with advanced features such as messaging, video, and AI-powered analytics.
Recognized as a market leader in customer satisfaction by PC Magazine and Consumer Reports.
New product initiatives and market opportunities
AirDial addresses the transition from copper POTS lines, offering a drop-in replacement for legacy equipment and targeting a 10 million line opportunity in the US.
AirDial partnerships with major resellers like Comcast and T-Mobile, with bookings up over 100% year-over-year in Q2.
2,600 Hertz platform provides a wholesale, API-driven communications solution, targeting telecom resellers and replacing legacy platforms.
ServiceTitan is a major new customer for 2,600 Hertz, with long-term growth expected as customers ramp up.
Geographic expansion beyond North America remains a future opportunity.
Financial performance and outlook
Revenue reached $262M over the last four quarters, growing 5% year-over-year, with $25M adjusted EBITDA and 11% margin.
Business user revenue mix has grown to 62%, up from 50% three years ago, driving higher ARPU and gross margin expansion.
Annual recurring revenue run rate at $240M, with over 70% non-GAAP gross margin on recurring revenue.
R&D spend reduced from 19% to 17% of revenue, with further leverage expected as AirDial investments taper off.
Free cash flow reached $20M in the last four quarters, with $14.5M used for share repurchases and a focus on small business acquisitions.
AirDial's target revenue contribution
Identify key drivers for EBITDA margin growth
What M&A strategy does Ooma pursue?
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Next Ooma earnings date
Q3 20263 Dec, 2025
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Frequently asked questions
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. It offers smart communications platform and business software applications, such as Ooma Office, an office phone and business communications system; Ooma Mobile HD application for free or low cost voice communication on mobile and tablet devices; Ooma Enterprise that helps small to large businesses make and receive calls; Ooma Butterfleye, a smart video camera solution; and Ooma Telo hardware that provides residential customers with a range of home phone features.
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