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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Ooma
Ooma (OOMA) investor relations material
Ooma Investor Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2026 summary29 Sep, 2026
Strategic priorities and business overview
Focused on targeted segments: POTS replacement (AirDial), small business UCaaS, wholesale (2600Hz), and residential, each with tailored solutions and growth strategies.
Leveraging AI to enhance small business offerings, drive ARPU growth, and extend SMB leadership, with new AI productivity bundles and voice agents launched.
Recent acquisitions (FluentStream, Phone.com) have expanded the user base, broadened reach, and are expected to be accretive within a few quarters.
M&A strategy targets North American UCaaS providers with $10M-$50M revenue, aiming for 1-2 acquisitions per year and driving profitable growth in under-penetrated SMB and enterprise verticals.
2600Hz established as a modern, scalable platform for wholesale and vertical SaaS partners.
Financial performance and guidance
FY revenue guidance is $332M–$333.5M, with 25% YoY growth in annual recurring revenue and 38% YoY growth in business subscription revenue.
Adjusted EBITDA reached $44M (+68% YoY), guided to $48M for the year; free cash flow conversion is about 70%, with $30M in free cash flow (+50% YoY).
Over 90% of revenue is recurring, with non-GAAP recurring gross margins above 70%.
Long-term targets: double revenue in 3-4 years to $500M+, expand EBITDA margin from 15% to 20–25%, and achieve 75–78% subscription gross margin.
Premium user mix and ARPU are rising, with business ARPU above $24 and residential near $10; business users comprise 70% of the base.
AirDial and POTS replacement market
AirDial addresses urgent POTS line replacement due to deregulation and rising costs, serving mission-critical analog applications with integrated hardware, connectivity, and AI-driven management.
Differentiated by full-stack ownership, patented multi-path redundancy, advanced notifications, and remote device management.
Major partnership with TELUS (Canada), targeting up to 300,000 lines, with go-live in H2 fiscal year.
AirDial recurring revenue grew 70% YoY; intermediate goal is 300,000+ lines and $100M recurring revenue, with significant runway remaining.
Over 8 million business and government-grade switched access lines remain in the US, with forced shutdowns accelerating POTS replacement demand.
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Latest events from Ooma
- Revenue up 25% year-over-year, record EBITDA, and strong FY27 outlook driven by acquisitions.OOMA
Q2 2027 - Director elections, auditor ratification, and strategic growth initiatives were approved.OOMAAGM 2026
- Achieved $290M revenue and 41% business growth, expanding via acquisitions and new markets.OOMAInvestor presentation
- Revenue up 25% year-over-year, strong non-GAAP earnings, and raised full-year outlook.OOMAQ1 2027
- Board recommends electing two directors, ratifying KPMG, and approving executive compensation.OOMAProxy filing
- Key votes include director elections, auditor ratification, and executive pay approval.OOMAProxy filing
- Shelf registration enables up to $150M in securities for flexible capital raising and growth.OOMARegistration filing
- Record revenue and EBITDA growth, strong outlook, and new product launches for FY27.OOMAQ4 2026
- Q2 revenue up 10% year-over-year, with record Adjusted EBITDA and strong business momentum.OOMAQ2 2025
Next Ooma earnings date
Q3 20271 Dec, 2026
Ooma
Next Ooma earnings date
Q3 20271 Dec, 2026
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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.