Ooma (OOMA) Investor presentation summary

Business overview and market position

• Provides multi-tenant SaaS communications platform with telephony, messaging, and video for over 1.4 million core users and 1,432 employees.

• Offers solutions for home, small/medium business, large business, and enterprise segments.

• Recognized for superior value, innovative features, and high customer satisfaction, rated #1 by PCMag and Consumer Reports.

• Maintains a 99% net dollar subscription retention rate and a 73% Net Promoter Score for small business solutions.

• Expanding reach through geographic expansion, resellers, and retail partnerships.

Product and technology highlights

• Platform supports IP phones, PBX features, messaging, video, mobile, virtual fax, contact center, AI transcription, analytics, and CRM integrations.

• Delivers dependable voice quality, ease of use, tailored solutions, and enhanced reliability with real-time failover.

• Addresses new markets with AirDial for POTS line replacement and 2600Hz for wholesale carrier solutions.

• 2600Hz platform is 100% API-driven, multi-tenant, georedundant, and offers a low-cost operating model.

Financial performance and growth

• FY 2026 revenue reached $290 million with adjusted EBITDA of $39 million, up 12% and 57% respectively year-over-year.

• Core subscription and services revenue grew to $237.9 million in FY 2026, with business segment driving 41% YoY growth (including acquisitions).

• ARPU increased to $16.77 in FY 2026, with business ARPU at ~$24 and residential at ~$10.

• Annual Exit Recurring Revenue (AERR) rose to $295 million in 1QF27.

• Gross margin for subscription/services held steady at 72%, with total gross margin at 63% in FY 2026.