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

Ooma

26/08/2026 21:25

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

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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.)