Ooma, Inc. ofrece una amplia gama de soluciones de comunicación e innovaciones tecnológicas asociadas tanto para clientes comerciales como para usuarios individuales ...
Ooma, Inc., headquartered in Sunnyvale, California, was founded in 2003 and went public in 2015 on the New York Stock Exchange. The company delivers a diverse range of communication solutions and associated technological innovations to both commercial clients and individual users across the United States and Canada. For businesses, Ooma ...Ooma, Inc., headquartered in Sunnyvale, California, was founded in 2003 and went public in 2015 on the New York Stock Exchange. The company delivers a diverse range of communication solutions and associated technological innovations to both commercial clients and individual users across the United States and Canada. For businesses, Ooma offers Ooma Office, a scalable, cloud-based multi-user communication platform tailored for small to mid-sized enterprises, and Ooma Office Pro, which expands capabilities with high-definition video conferencing, call recording, advanced call blocking, and voicemail transcription. Additionally, Ooma provides Ooma Connect for fixed wireless internet, Ooma Managed Wi-Fi for enterprise-grade wireless networks, and Ooma Enterprise, a comprehensive unified-communications-as-a-service (UCaaS) offering. On the consumer front, Ooma supplies various home communication technologies, including Ooma AirDial, a modern landline replacement; Ooma Telo Basic, offering unlimited domestic calling; and Ooma Premier, a subscription package with enhanced features. The flagship Ooma Telo serves as a primary home communications hub, with Ooma Telo 4G integrating a 4G cellular adapter and battery backup. The company also offers the Ooma Mobile HD app and Talkatone for mobile calling, as well as Ooma Smart Security for home monitoring. Ooma distributes its solutions through direct sales, partnerships with distributors, retailers, and resellers, and its online presence. With a team of approximately 1,420 employees, Ooma focuses on innovation and customer value, as reflected in its financial metrics such as a gross profit margin of 61.3% and a net profit margin of 3.2%. Under the leadership of CEO Eric Stang, who also serves as Chairman, Ooma continues to expand its product portfolio and market reach, aiming to revolutionize communications through cloud technology and AI-enhanced features.
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.
TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).
$273.6M
+6.5%
+2.6%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.
$6.5M
+193.6%
+16.3%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.
+61.1%
+0.6%
-1.9%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).
+1.6%
+157.6%
+10.9%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.
+2.4%
+187.9%
+13.4%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.
$22.1M
+9.6%
+119.1%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.
+8.1%
+2.9%
+113.7%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.
78.7%
+321.1%
-83.8%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.
0.93x
-14.4%
+1.5%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.
Operator: Thank you for standing by, and welcome to Ooma's Second Quarter Fiscal Year 2027 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to Matthew Robison, Director of Investor Relations. Please go ahead.
Matthew Robison: Thanks, Latif. Good day, everyone, and welcome to the Second Quarter Fiscal 2027 Earnings Call of Ooma, Inc. My name is Matt Robison, Ooma's Director of IR and Corporate Development. On the call with me today are Ooma's CEO, Eric Stang; and CFO, Shig Hamamatsu. After the market closed today, Ooma issued its second quarter fiscal 2027 earnings press release. This release is also available on the company's website, ooma.com. This call is being webcast live and is accessible from a link on the Events and Presentations page of the Investor Relations section of our website. This link will be active for replay of this call for 1 year. During today's presentation, our executives will make forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally relate to future events or future financial or operating performance. Our expectations and beliefs regarding these matters may not materialize, and actual results are subject to risks and uncertainties that could cause actual results to differ materially from those projected. These risks include those set forth in the press release we issued earlier today and those risks more fully described in our filings with the Securities and Exchange Commission. The forward-looking statements in this presentation are based on information available to us as of the date hereof, and we disclaim any obligation to update any forward-looking statements, except as required by law. Please note that other than revenue or as otherwise stated, the financial measures to be disclosed on this call will be on a non-GAAP basis. The non-GAAP financial measures are not intended to be considered in isolation or as a substitute for results prepared in accordance with GAAP. A discussion of why we present non-GAAP financial measures and a reconciliation of the non-GAAP financial measures described in this call to the most directly comparable GAAP financial measures is included in our earnings press release, which is available on our website. On this call, we will give guidance for third quarter and full year fiscal 2027 on a non-GAAP basis. Also, in addition to our press release and 8-K filing, the Overview page and Events and Presentations page in the Investors section of our website as well as the Quarterly Results page of the Financial Information section of our website include links to information about costs and expenses not included in our non-GAAP values and key metrics of our core subscription businesses. These are titled Supplemental Financial Disclosure 1 and Supplemental Financial Disclosure 2. Additionally, our investor presentation slides include GAAP to non-GAAP reconciliation that also provides resolution of GAAP …