<p>Ooma Inc. ((OOMA)) 最近召开了第三季度财报电话会议。以下是会议的主要亮点。</p>
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<p>Ooma Inc. 最近召开了财报电话会议，透露出一种总体积极的情绪，得益于强劲的财务表现。公司报告了创纪录的非公认会计原则净收入和调整后的 EBITDA，同时成功进行了收购并推动了业务部门的增长。尽管面临诸如 AirDial 安装延迟和住宅订阅下降等挑战，但积极因素显著超过了负面因素，特别是战略收购将推动未来的增长。</p>
<h2>创纪录的非公认会计原则净收入和调整后的 EBITDA</h2>
<p>Ooma Inc. 在最近一个季度取得了显著的财务里程碑，创下了非公认会计原则净收入的新纪录，达到了 770 万美元，调整后的 EBITDA 增加至 860 万美元。这一成就突显了公司的强大财务健康和运营效率。</p>
<h2>收入增长</h2>
<p>公司第三季度的收入增长至 6760 万美元，同比增长 4%。这一增长主要得益于 Ooma Business 的扩展，包括 AirDial 产品线，展示了公司产生持续收入流的能力。</p>
<h2>成功的收购</h2>
<p>Ooma 成功完成了对 FluentStream 的收购，并宣布即将完成对 phone.com 的收购。这些收购预计将增加超过 165,000 名用户，贡献 4500 万美元的收入和 1000 万美元的调整后 EBITDA，助力 Ooma 实现可观的未来增长。</p>
<h2>商业部门增长</h2>
<p>商业订阅和服务收入在第三季度同比增长 6%，得益于用户数量和每用户平均收入（ARPU）的增加。这表明 Ooma 的商业解决方案需求强劲，成功扩展了其商业客户基础。</p>
<h2>强劲的 AirDial 需求</h2>
<p>Ooma 推出了 AirDial 的更新版本，并增加了九个新的转售合作伙伴，标志着其迄今为止最强劲的季度。第三季度 AirDial 的预订同比增长 50%，反映出市场的强烈兴趣和未来收入增长的潜力。</p>
<h2>AirDial 安装延迟</h2>
<p>尽管对 AirDial 的兴趣强烈，但预计的安装收入被推迟到下一个财政年度。这一延迟归因于客户订单时机和假期安排的正常季节性。</p>
<h2>住宅订阅下降</h2>
<p>住宅订阅和服务收入同比略微下降 1%。这表明在维持住宅部门的增长方面面临挑战，公司需要在未来加以解决。</p>
<h2>前瞻性指导</h2>
<p>展望未来，Ooma 提供了即将到来的第四季度和整个财政年度的指导。公司预计第四季度收入将在 7130 万美元至 7190 万美元之间，包括最近 FluentStream 收购的贡献。第四季度的非公认会计原则净收入预计在 840 万美元至 890 万美元之间，稀释每股收益预计在 0.30 美元至 0.32 美元之间。对于 2026 财政年度，Ooma 将其收入指导上调至 2.703 亿美元至 2.709 亿美元之间，非公认会计原则净收入预测在 2820 万美元至 2870 万美元之间。</p>
<p>总之，Ooma Inc. 的财报电话会议描绘了一幅公司处于强劲增长轨道的图景，创纪录的财务成就和战略收购为未来的成功奠定了基础。尽管提到了一些挑战，如 AirDial 安装延迟和住宅订阅下降，但整体情绪依然积极，前瞻性指导表明持续的增长和盈利能力。</p>

OOMA

<p>Ooma Inc. 报告了创纪录的第三季度收益，非公认会计原则净收入为 770 万美元，调整后的息税折旧摊销前利润（EBITDA）为 860 万美元。收入增长 4%，达到 6760 万美元，主要得益于 Ooma Business 的扩展。成功收购 FluentStream 和 phone.com 预计将为公司带来显著的收入和用户增长。尽管面临 AirDial 安装延迟和住宅订阅下降等挑战，Ooma 的战略增长和积极的财务前景依然强劲</p>

<p>Ooma Inc. ((OOMA)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Ooma Inc. ((OOMA)) 最近召开了第三季度财报电话会议。以下是会议的主要亮点。</p>
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</div><p>Ooma Inc. recently held its earnings call, revealing a generally positive sentiment driven by strong financial performance. The company reported record non-GAAP net income and adjusted EBITDA, alongside successful acquisitions and growth in its business segment. Despite facing challenges such as delayed AirDial installations and a decline in residential subscriptions, the positive aspects significantly outweighed the negatives, particularly with strategic acquisitions set to drive future growth.</p>
<div class="lb-trans"><p>Ooma Inc. 最近召开了财报电话会议，透露出一种总体积极的情绪，得益于强劲的财务表现。公司报告了创纪录的非公认会计原则净收入和调整后的 EBITDA，同时成功进行了收购并推动了业务部门的增长。尽管面临诸如 AirDial 安装延迟和住宅订阅下降等挑战，但积极因素显著超过了负面因素，特别是战略收购将推动未来的增长。</p>
</div><h2>Record Non-GAAP Net Income and Adjusted EBITDA</h2>
<div class="lb-trans"><h2>创纪录的非公认会计原则净收入和调整后的 EBITDA</h2>
</div><p>Ooma Inc. achieved remarkable financial milestones in the recent quarter, setting new records for non-GAAP net income, which rose to $7.7 million, and adjusted EBITDA, which increased to $8.6 million. This achievement highlights the company’s robust financial health and operational efficiency.</p>
<div class="lb-trans"><p>Ooma Inc. 在最近一个季度取得了显著的财务里程碑，创下了非公认会计原则净收入的新纪录，达到了 770 万美元，调整后的 EBITDA 增加至 860 万美元。这一成就突显了公司的强大财务健康和运营效率。</p>
</div><h2>Revenue Growth</h2>
<div class="lb-trans"><h2>收入增长</h2>
</div><p>The company’s revenue for the third quarter grew to $67.6 million, marking a 4% year-over-year increase. This growth was primarily driven by the expansion of Ooma Business, including the AirDial product line, showcasing the company’s ability to generate consistent revenue streams.</p>
<div class="lb-trans"><p>公司第三季度的收入增长至 6760 万美元，同比增长 4%。这一增长主要得益于 Ooma Business 的扩展，包括 AirDial 产品线，展示了公司产生持续收入流的能力。</p>
</div><h2>Successful Acquisitions</h2>
<div class="lb-trans"><h2>成功的收购</h2>
</div><p>Ooma successfully closed the acquisition of FluentStream and announced the anticipated closure of phone.com. These acquisitions are expected to add over 165,000 users, contribute $45 million in revenue, and $10 million in adjusted EBITDA annually before synergies, positioning Ooma for substantial future growth.</p>
<div class="lb-trans"><p>Ooma 成功完成了对 FluentStream 的收购，并宣布即将完成对 phone.com 的收购。这些收购预计将增加超过 165,000 名用户，贡献 4500 万美元的收入和 1000 万美元的调整后 EBITDA，助力 Ooma 实现可观的未来增长。</p>
</div><h2>Increase in Business Segment</h2>
<div class="lb-trans"><h2>商业部门增长</h2>
</div><p>The business subscription and services revenue saw a 6% year-over-year growth in the third quarter, driven by an increase in user numbers and average revenue per user (ARPU). This indicates a strong demand for Ooma’s business solutions and a successful strategy in expanding its business customer base.</p>
<div class="lb-trans"><p>商业订阅和服务收入在第三季度同比增长 6%，得益于用户数量和每用户平均收入（ARPU）的增加。这表明 Ooma 的商业解决方案需求强劲，成功扩展了其商业客户基础。</p>
</div><h2>Strong AirDial Interest</h2>
<div class="lb-trans"><h2>强劲的 AirDial 需求</h2>
</div><p>Ooma launched an updated version of AirDial and added nine new resale partners, marking its strongest quarter to date. Bookings for AirDial grew by 50% year over year in the third quarter, reflecting strong market interest and potential for future revenue growth.</p>
<div class="lb-trans"><p>Ooma 推出了 AirDial 的更新版本，并增加了九个新的转售合作伙伴，标志着其迄今为止最强劲的季度。第三季度 AirDial 的预订同比增长 50%，反映出市场的强烈兴趣和未来收入增长的潜力。</p>
</div><h2>AirDial Installations Delay</h2>
<div class="lb-trans"><h2>AirDial 安装延迟</h2>
</div><p>Despite the strong interest in AirDial, the expected revenue from installations was deferred to the next fiscal year. This delay was attributed to customer order timing and the normal seasonality associated with the holiday schedule.</p>
<div class="lb-trans"><p>尽管对 AirDial 的兴趣强烈，但预计的安装收入被推迟到下一个财政年度。这一延迟归因于客户订单时机和假期安排的正常季节性。</p>
</div><h2>Residential Subscription Decline</h2>
<div class="lb-trans"><h2>住宅订阅下降</h2>
</div><p>The residential subscription and service revenue experienced a slight decline of 1% year over year. This indicates a challenge in maintaining growth in the residential segment, which the company will need to address moving forward.</p>
<div class="lb-trans"><p>住宅订阅和服务收入同比略微下降 1%。这表明在维持住宅部门的增长方面面临挑战，公司需要在未来加以解决。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, Ooma provided guidance for the upcoming fourth quarter and the full fiscal year. The company expects Q4 revenue to range between $71.3 million and $71.9 million, including contributions from the recent FluentStream acquisition. Non-GAAP net income for Q4 is projected between $8.4 million and $8.9 million, with diluted EPS expected to be between $0.30 and $0.32. For the full fiscal year 2026, Ooma raised its revenue guidance to between $270.3 million and $270.9 million, with non-GAAP net income forecasted between $28.2 million and $28.7 million.</p>
<div class="lb-trans"><p>展望未来，Ooma 提供了即将到来的第四季度和整个财政年度的指导。公司预计第四季度收入将在 7130 万美元至 7190 万美元之间，包括最近 FluentStream 收购的贡献。第四季度的非公认会计原则净收入预计在 840 万美元至 890 万美元之间，稀释每股收益预计在 0.30 美元至 0.32 美元之间。对于 2026 财政年度，Ooma 将其收入指导上调至 2.703 亿美元至 2.709 亿美元之间，非公认会计原则净收入预测在 2820 万美元至 2870 万美元之间。</p>
</div><p>In summary, Ooma Inc.’s earnings call painted a picture of a company on a strong growth trajectory, with record financial achievements and strategic acquisitions setting the stage for future success. While challenges such as delayed AirDial installations and declining residential subscriptions were noted, the overall sentiment remains positive, with forward-looking guidance suggesting continued growth and profitability.</p>
<div class="lb-trans"><p>总之，Ooma Inc. 的财报电话会议描绘了一幅公司处于强劲增长轨道的图景，创纪录的财务成就和战略收购为未来的成功奠定了基础。尽管提到了一些挑战，如 AirDial 安装延迟和住宅订阅下降，但整体情绪依然积极，前瞻性指导表明持续的增长和盈利能力。</p>
</div>

Ooma 公司公布创纪录的收益和战略增长