Ooma Q4 Non-GAAP Net Income Soars 62% to $9.4M, Guides $321–325M Revenue
Ooma delivered Q4 non-GAAP net income of $9.4 million, a 62% increase year-over-year, with diluted EPS of $0.34 and revenue of $74.6 million, up 15%. Full-year guidance targets $321–325 million in revenue and $43–44.5 million in adjusted EBITDA for fiscal 2027.
1. Q4 Financial Results
In Q4, Ooma reported non-GAAP net income of $9.4 million, up 62% year-over-year, with diluted EPS of $0.34 compared to $0.21 a year earlier. Revenue reached $74.6 million, a 15% increase driven by both organic growth and acquisitions, while adjusted EBITDA rose to $11.5 million (15% of revenue). Operating cash flow was $10.7 million and free cash flow $9.1 million.
2. Recent Acquisitions
Ooma completed the acquisitions of FluentStream for approximately $45 million and Phone.com for $23.2 million in December 2025. The combined $6.1 million revenue contribution in Q4 was mostly funded by a $65 million term loan at 6.4%, with $58.5 million outstanding after a $6.5 million repayment. Management expects meaningful cost synergies during fiscal 2027.
3. AirDial Business Momentum
AirDial product revenue grew 30% year-over-year to $5.9 million in Q4, bookings rose roughly 80%, and installations more than doubled. The company added four reseller partners, bringing the total to 41, and recorded over 80 new hospitality customers, driven by rising POTS prices, accelerated shutdowns, and partnerships with major chains.
4. FY27 Guidance and Outlook
For fiscal 2027, Ooma forecasts revenue of $321–325 million and adjusted EBITDA of $43–44.5 million. Key initiatives include rolling out AI features on the Ooma Office platform, launching the MyPhone residential product, integrating recent acquisitions, and pursuing additional M&A to drive further scale and margin expansion.