실적분석 2026년 8월 26일

Ooma ($OOMA) Fiscal Year 2027 Q2 Earnings Analysis — Revenue and Adjusted EPS Both Beat Expectations

Earnings Scorecard

Revenue: $83.2 million (+25% year over year, estimate $81.72 million) ✅ Beat

EPS (Earnings Per Share): $0.35 on an adjusted basis (estimate $0.33) ✅ Beat

Guidance: Newly issued — Q3 revenue $83.7M–$84.5M, adjusted EPS $0.34–$0.35

Stock Reaction: After-hours +5.70% ($21.70) — as of 08-27 06:12 Korea time

Positives

Revenue Surprise: $83.2 million exceeded the $81.72 million estimate, +25% year over year

Adjusted Profit Expansion: Adjusted net income $10.2 million (+58%), adjusted EPS $0.35

AirDial High Growth: AirDial service revenue +75% year over year

Business communications (Ooma Business) and the acquisitions of FluentStream and Phone.com completed in December 2025 lifted subscription and services revenue to $75.6 million, representing 91% of the total. Adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) reached $12.4 million, a quarterly record, while debt at quarter-end was reduced to $47 million.

Negatives

Acquisition Contribution Share: A meaningful portion of the growth came from recent acquisitions, requiring organic growth to be analyzed separately

Limited Sequential Growth for Next Quarter: Q3 revenue guidance ($83.7M–$84.5M) represents only a slight increase from the prior quarter

Competition and Acquisition Costs: Competition in the communications and voice market continues, leaving customer acquisition cost pressure intact

Adjusted EPS guidance of $0.34–$0.35 is roughly in line with this quarter's $0.35. It will take more time before the effects of new AI features and the launch of the residential Magic Phone show up in the numbers.

What the Company Said

CEO Eric Stang pointed to AI-based new services, the residential Magic Phone, AirDial growth, and acquisition contributions as forward momentum alongside the results. The market read the earnings beat, debt reduction, and guidance issuance positively.

Market Reaction and Key Points Ahead

The combination of revenue and adjusted profit beats, debt reduction, and the rollout of new services appears to have stimulated buying sentiment.

Watch how close Q3 revenue comes to the top end of guidance ($84.5 million).

Break out the organic growth contribution from AirDial and the acquired entities separately.

Track progress toward the full-year adjusted EPS guidance of $1.35–$1.38.