Ooma Inc Q4 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, it's helpful color you gave on the guidance and kind of the puts and takes, both on the large customer and some of the seasonality in Q1. It's been kind of a tough environment towards the end of the year, early this year for a lot of people. And we saw, looking at some of the KPIs and net adds, were a little bit down sequentially, retention took a little bit of a step down. There's a little bit of a deceleration in business revenue growth. So can you just talk about maybe some of the factors that you saw that impacted those KPIs, whether it's seasonality or what you saw with Omicron and some of those face-to-face channels potentially? And then thoughts on how those -- how to think about those going forward?

Question: Matthew Alan Stotler - William Blair & Company L.L.C., Research Division - Analyst : Got it. Got it. That's helpful. And then maybe one on the vertical-specific opportunities. You talked a little bit about the specific opportunities in hotels and hospitality, and you made some announcements around that after the Jazzware partnership. How do you think about the potential for additional -- obviously, this one's still early, right? So maybe some thoughts on how that plays out? And then the potential for additional vertical-specific opportunities going forward and maybe what you're focused on there?