Here's what key metrics tell Us about Ooma (OOMA) Q1 earnings

Ooma (OOMA - Free Report) reported $81.15 million in revenue for the quarter ended April 2026, representing a year-over-year increase of 24.8%. EPS of $0.35 for the same period compares to $0.20 a year ago.

The reported revenue represents a surprise of +1.67% over the Zacks Consensus Estimate of $79.82 million. With the consensus EPS estimate being $0.32, the EPS surprise was +9.96%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Ooma performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Core users: 1.42 million compared to the 1.34 million average estimate based on three analysts.
• Premium core users: 999 thousand compared to the 857.21 thousand average estimate based on two analysts.
• Annualized exit recurring revenue (AERR): 295 million compared to the 272.61 million average estimate based on two analysts.
• Net dollar subscription retention rate: 99% compared to the 99% average estimate based on two analysts.
• Revenue- Product and other: $6.56 million versus the six-analyst average estimate of $5.9 million. The reported number represents a year-over-year change of +37.4%.
• Revenue- Subscription and services: $74.59 million versus $71.93 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +23.8% change.