Aug 26, 2026 earnings call — AirDial growth and new AI and MyPhone launches
Q2 revenue of $83.2 million, up 25% year-over-year, and record adjusted EBITDA of $12.4 million (15% of revenue).
Revenue $0.1B (est $0.1B) · EPS $0.35 (est $0.33) · Next-quarter revenue outlook $0.1B–$0.1B
Key quotes
"AirDial is, of course, our POTS replacement solution and currently the fastest-growing part of Ooma."
"I'm pleased to report we made significant progress in Q2 by introducing AI Transcriptions and AI Insights as part of our Pro Plus service tier and by introducing 2 stand-alone AI services, our AI Answering Service and our AI Receptionist."
"Already for Q2, we were able to increase our residential user base by over 3,000 users, a reversal of the slow user decline we have historically experienced."
Analyst Q&A 5
MyPhone early adoption and AI features
Q (Alinda Li · William Blair): They asked how MyPhone is being adopted, what customers are saying, lessons learned, and the long-term market opportunity. They also asked how AI will drive Pro Plus attach rate and about standalone AI products.
A: MyPhone has been in market since June and drove a swing of 3,000 users this past quarter. Management said the product resonates with parents and schools and they hope to get it into a major retailer late this fall. They plan an Ooma AI Productivity Pack in Q3 with Phase 1 having about 10 features and expect a double-digit percentage of new customers to adopt AI this quarter.
"This past quarter, we grew 3,000 users, and the bulk of that swing is driven by MyPhone." — Eric Stang (CEO)
AirDial sales cycles and resellers
Q (Brian Kinstlinger · Alliance Global Partners): He asked whether sales cycles for AirDial are shortening as AT&T sunsets POTS, and he asked which resellers have performed best, specifically T-Mobile and Comcast.
A: Management said they are seeing a lot more activity and interest, but customers still want a POC and rollout timing depends on each customer's needs. They noted wins with reseller partners last quarter, expect to add important resellers in the next quarter or two, and said T-Mobile is doing well while Comcast is bringing more deals but has more upside.
"T-Mobile is a very valuable partner for us and doing great." — Eric Stang (CEO)
Drivers of guidance and StarDial product
Q (Eric Martinuzzi · Lake Street Capital): He asked which items (AirDial, business ARPU/subscribers, MyPhone, residential trends) are driving the upward guidance. He also asked about the branded StarDial product and its timing.
A: Management said AirDial and MyPhone revenue upside are the largest contributors to the guidance revision. They highlighted strong AirDial subscription momentum in Q1 and Q2, and explained StarDial uses adaptive redundancy to improve voice over Starlink and they expect it to make an impact this year.
"I think so far, first couple of quarters of this year, in Q1, we grew the subscription on AirDial by 80% year-over-year." — Shigeyuki Hamamatsu (CFO)
Getting customers to adopt Ooma AI; targets
Q (Patrick Walravens · Citizens): He asked how Ooma will cut through AI competition to drive adoption. He also asked what gives management confidence in their midterm and long-term targets.
A: Management said Ooma already handles customers' phone calls and messages, so offering integrated AI to improve productivity is a natural fit and customers are intrigued. They bundle AI with a 30-day money back guarantee for new customers and pointed to POTS replacement over the next 3 or 4 years and other market inflections as reasons for confidence in their targets.
"We are handling our customers' phone calls and messages." — Eric Stang (CEO)
AI cost approach and MyPhone margins
Q (Matthew Harrigan · Benchmark StoneX): He asked whether Ooma has the right cost structure for AI (in-house vs external models) and whether a MyPhone ramp would increase lower-margin equipment revenue.
A: Management said they run most AI in-house on their own machines, which they find less expensive than outside providers, and they use a usage-based pricing model with a low upfront fee and pay-as-you-go to protect margins. On MyPhone, they said there may be some upfront negative margin on equipment but the MyPhone subscription is a premium paid tier, which helps subscription margin and the equipment impact is already factored into guidance.
"We are running most of our AI in-house on our own machines, custom tailored for what we need to do." — Eric Stang (CEO)