The following is a summary of the Ooma, Inc. (OOMA) Q3 2025 Earnings Call Transcript:

Financial Performance:

• Ooma, Inc. reported Q3 2025 revenue of $65.1 million, exceeding expectations and marking a year-over-year increase of 9%.

• Non-GAAP net income was $4.6 million, and adjusted EBITDA was $5.7 million, each setting a record for the company.

• Ooma successfully paid off all remaining debts, making the company debt-free, and has bought back $5.2 million of its stock.

• Cash flow from operations reached $8.1 million, the highest in any quarter for Ooma.

Business Progress:

• Ooma Business, including solutions like Ooma Office and AirDial, contributed 62% of total revenue, reflecting a growth from the previous year's 58%.

• Significant new customer and partner wins, including a top-tier national cable company and an aggregator/CLEC, highlight growth in business and residential sectors.

• Expansion of features such as one-to-many messaging and a website widget in Ooma Office, aimed at improving customer engagement.

• The successful acquisition and integration of 2600Hz enhances the company's platform capabilities, contributing to growth and customer acquisition including a significant new customer, ServiceTitan.

Opportunities:

• The market for POTS replacement is heating up, with Ooma's AirDial positioned to capture a significant portion of this market, especially as major national carriers begin to increase prices and plan discontinuations of copper lines.

• New strategic partnerships with major cable companies and other large-scale service providers, who are now looking to integrate Ooma's solutions into their offerings.

Risks:

• Potential delays in project implementation and revenue realization from partnerships due to complexities in partner integration and training, as well as ongoing business adjustments (like the Verizon acquisition of Frontier Communications impacting Ooma's partnership with Frontier).

More details: Ooma IR

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