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Ooma Q2 revenue, profit beat on acquisitions, AI-driven growth

Ooma Q2 revenue, profit beat on acquisitions, AI-driven growth


Overview

  • Communications services provider's fiscal Q2 revenue rose 25% yr/yr, beating analyst expectations

  • Adjusted EPS for fiscal Q2 beat analyst expectations

  • Growth driven by acquisitions and new AI-driven business offerings


Outlook

  • Ooma sees Q3 revenue between $83.7 mln and $84.5 mln

  • Company expects full-year revenue in the range of $332.0 mln to $333.5 mln

  • Ooma says momentum driven by POTS replacement demand, new AI features and acquisitions


Result Drivers

  • ACQUISITIONS - Co said revenue growth was primarily driven by the December 2025 acquisitions of FluentStream and Phone.com

  • AI SERVICES LAUNCH - Co launched new AI-driven services for Ooma Office business customers, including AI Insights, AI Answering Service and AI Receptionist

  • AIRDIAL GROWTH - Co said AirDial services revenue grew 75% yr/yr in Q2


Company press release: ID:nBw1Y9k68a


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q2 Revenue

Beat

$83.23 mln

$81.63 mln (7 Analysts)

Q2 Adjusted EPS

Beat

$0.35

$0.33 (7 Analysts)

Q2 Adjusted Net Income

Beat

$10.20 mln

$9.60 mln (5 Analysts)

Q2 Adjusted EBITDA

Beat

$12.40 mln

$11.64 mln (7 Analysts)


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the integrated telecommunications services peer group is "buy"

  • Wall Street's median 12-month price target for Ooma, Inc. is $24.00, about 16.6% above its August 25 closing price of $20.59

  • The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 three months ago


Reuters Recommended Reads

  • Aug 25 - Zoom forecasts quarterly profit below estimates

  • Aug 26 - Salesforce raises annual revenue forecasts on AI product momentum

  • Aug 25 - Israel's Formula Systems Q2 revenue jumps 29.8% on acquisitions and organic growth


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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