Ooma Inc Q2 2022 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : I guess, first off, maybe one on ARPU. Obviously, pretty strong growth on a year-over-year and sequential basis there. You noted that, I think, it was almost 20% of Office users are now on Pro, which is a pretty rapid expansion. I think it was kind of 10% earlier this year, 5% towards the end of last year. So clearly, some rapid adoption on that front. Is that kind of the primary driver as we look at this kind of ARPU expansion and the growth you're seeing there? Or is there anything else that you can call out, whether it's -- I know that Connect obviously has some potentially solid ASPs and contact center as well as enterprise. Anything else to call out there on the ARPU front?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Got it. That's helpful. And then maybe just one more on the contact center opportunity. Obviously, some -- at least one very large combination announcement from a competitor in the quarter and a nice announcement on your side from the partner standpoint with UJET that you touched on. Obviously, it seems to be kind of more of a trend to bundle UC and contact center, especially moving into kind of larger deals. Any thoughts on -- when you think ahead medium to long term, how much of that you think is -- there's value to partner with? How much of that you think you should bring internal over time? Would love to get your thoughts on that contact center opportunity and what fits best for Ooma.