The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Eric Martinuzzi - Lake Street Capital Markets LLC - Analyst
: Thanks. Congratulations on the transaction. Eric, I was just curious to know the business that you're acquiring. Is Phone.com a growing business?
And can you put a growth rate on it if it is?
Question: Eric Martinuzzi - Lake Street Capital Markets LLC - Analyst
: Okay. And then the technology plan, I know 3 weeks ago when you talked about FluentStream, it was that, Hey, we're going to leave the acquired
entity technology platform untouched. What's the thinking here with Phone.com?
Question: Eric Martinuzzi - Lake Street Capital Markets LLC - Analyst
: Okay. And then technology wise, it looks like they have an offering called ProSIM. It seems like they have a heavy percentage of users that use their
mobile app. I want to say I read something today that about 60% of users on Phone.com use that mobile app. What's the percent of Ooma kind of
installed base users using the Ooma mobile app?
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NOVEMBER 24, 2025 / 10:00PM, OOMA.N - Ooma Inc Management Discussion of the Phone.com Acquisition
Question: Eric Martinuzzi - Lake Street Capital Markets LLC - Analyst
: Got it. Thanks for taking my questions.
Question: Josh Nichols - B. Riley Securities Holdings Inc - Analyst
: Yeah, thanks for taking my question. It looks like you guys have been on a little bit of an early Black Friday shopping spree for some of the smaller
SMB M&A opportunities. I know you mentioned FluentStream was already very accretive, right, based on the margin profile. This one a little bit
more subscale, but you mentioned it's still going to be positive to contributions before. Any synergies? Still really early, deal hasn't closed.
But is there any kind of targets over the next 12 or 18 months that you would get that to kind of be in line with at least like Ooma's corporate EBITDA
margin profitability over time?
Question: Josh Nichols - B. Riley Securities Holdings Inc - Analyst
: Thanks. And then just about going forward, I mean historically you've done some M&A. Clearly it's becoming a little bit bigger of a focus. Are you
seeing a growing number of opportunities to buy some of these, subscale SMB operators at what would be much more attractive rates than maybe
like a few years ago overall.
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NOVEMBER 24, 2025 / 10:00PM, OOMA.N - Ooma Inc Management Discussion of the Phone.com Acquisition
Question: Josh Nichols - B. Riley Securities Holdings Inc - Analyst
: Thanks Eric. Last question for me, just curious, like a little bit on the background. I know you said you've been in the space a long time and you
probably know a lot of these companies. Was this something, that was a little bit more proprietary or competitive bid situation and generally when
you were looking at this, is this something that, kind of has like margin gross margin profile given most of it is recurring that's kind of in line with
with Uma or a little bit lower given the subscale nature of it?
Question: Josh Nichols - B. Riley Securities Holdings Inc - Analyst
: Sounds good. Thanks, Eric.
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