Ooma
Provides cloud phone, collaboration, POTS replacement, and residential calling services.
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Profile
Sells subscription-heavy communications services across Ooma Business and Ooma Residential, with product families spanning Ooma Office, AirDial, 2600Hz, OnSIP, FluentStream, Phone.com, Telo, and MyPhone. Revenue is concentrated in the US and weighted toward business services.
Runs cloud communications services for businesses and consumers through Ooma Business and Ooma Residential. The business portfolio includes Ooma Office, Ooma Enterprise, AirDial, 2600Hz, OnSIP, FluentStream, and Phone.com; the residential side centers on Telo service, Telo LTE, and the newer MyPhone offering for families.
Sales are concentrated in the United States, with no individual foreign country representing a material share in the latest filing. The model is subscription-heavy, supported by devices and installation around phone service, analog-line replacement, and wholesale communications platforms.
Execution depends on reliable service quality, easy setup, customer support, and integration of acquired UCaaS and service-provider platforms. The company reports one reportable segment, so portfolio economics are disclosed mainly through business versus residential revenue mix.
Company facts
Key statistics
Year to date +105% · Average volume (30d) 417.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 27, 2026 | Lake Street | Reiterate | Buy | $23 | $25 |
| Aug 27, 2026 | Industrial Alliance Securities | Target | $24 | $27 | |
| Aug 17, 2026 | William Blair | Target | $24 | ||
| May 27, 2026 | Lake Street | Reiterate | Buy | $18 | $23 |
| May 27, 2026 | UBS | Target | $24 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q2 FY27 | $0.33 | $0.35 | +5.6% | $81.7M | $83.2M | +1.8% | +12.23% |
| May 26, 2026Q1 FY27 | $0.32 | $0.35 | +9.4% | $79.8M | $81.1M | +1.6% | −9.55% |
| Mar 4, 2026Q4 FY26 | $0.31 | $0.34 | +9.7% | $71.9M | $74.6M | +3.8% | +11.62% |
| Dec 8, 2025Q3 FY26 | $0.22 | $0.27 | +22.7% | $73.2M | $67.6M | −7.6% | −15.02% |
Financial highlights
| 12 quarters | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $65.0M | $66.4M | $67.6M | $74.6M | $81.1M | $83.2M | |
| Gross profit | $40.2M | $40.2M | $40.7M | $46.1M | $50.7M | $51.0M | |
| Operating income | −$57.0K | $916.0K | $1.3M | $2.1M | $3.5M | $4.0M | |
| Net income | −$141.0K | $1.3M | $1.4M | $4.0M | $2.6M | $3.0M | |
| Diluted EPS | −$0.01 | $0.04 | $0.05 | $0.14 | $0.09 | $0.11 | |
| Gross margin | 61.8% | 60.6% | 60.2% | 61.8% | 62.4% | 61.3% | |
| Operating margin | -0.1% | 1.4% | 1.9% | 2.8% | 4.3% | 4.8% |
Fiscal years (4-quarter sums)FY22 $192.3M · FY23 $216.2M · FY24 $236.7M · FY25 $256.9M · FY26 $273.6M
Revenue by product · Q1 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $17.5M · Total debt $11.3M · Total assets $226.4M · Shareholders' equity $98.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 27.47M · Float 23.95M · 87.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.59M | 13.07% | 13F | Aug 7, 2026 |
| Eric B. Stang · director, officer: CEO and Pres. | 2.03M | 7.37% | Form 4 | Jul 13, 2026 |
| Vanguard Capital Management LLC | 1.07M | 3.89% | 13F | Aug 13, 2026 |
| Acadian Asset Management LLC | 1.05M | 3.82% | 13F | Aug 13, 2026 |
| Goldman Sachs Group Inc | 903.2K | 3.29% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 28, 2026 | Jenny C. Yeh | director, officer: SVP & Chief Legal Officer | −1,757 | $22.00 |
| Jul 16, 2026 | Jenny C. Yeh | director, officer: SVP & Chief Legal Officer | −1,762 | $21.00 |
| Jul 10, 2026 | Eric B. Stang | director, officer: CEO and Pres. | −23,212 | $20.00 |
| Jul 7, 2026 | Jenny C. Yeh | director, officer: SVP & Chief Legal Officer | −2,481 | $20.03 |
| Jul 1, 2026 | Jenny C. Yeh | director, officer: SVP & Chief Legal Officer | −12,840 | $19.57 |
Peers
- RingCentral
Broad UCaaS and contact-center peer for SMB and enterprise voice
- 8x8
Integrated UCaaS, CCaaS, and CPaaS overlap in one cloud platform
- Zoom Communications
Scaled cloud phone and contact-center alternative for business users
- Microsoft
Teams-native cloud calling pressures Microsoft 365-standardized buyers
- Cisco Systems
Enterprise calling and collaboration platform with strong channel reach
- Crexendo
Close wholesale UCaaS peer through NetSapiens service-provider platform
- Twilio
Programmable voice and messaging API peer for 2600Hz use cases
- Verizon
POTS replacement and business voice rival in legacy-line migration
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ooma | $22.68 | −0.79% | $629.4M | 58.8 | 17.4 | 2.1 | +25.4% |
| RingCentral | $69.20 | −0.25% | $5.98B | 55.5 | 13.1 | 2.3 | +5.9% |
| 8x8 | $1.99 | +0.25% | $282.1M | 62.4 | 5.5 | 0.4 | +4.8% |
| Zoom Communications | $98.29 | −0.11% | $28.86B | 9.1 | 16.1 | 5.8 | +4.9% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Crexendo | $6.27 | +0.32% | $203.2M | 47.3 | 15.2 | 2.5 | +48.9% |
| Twilio | $237.78 | +0.02% | $36.09B | 33.1 | 38.6 | 6.5 | +22.0% |
| Verizon | $49.91 | −0.34% | $209.20B | 13.0 | 9.8 | 1.5 | −0.7% |
| Median | 33.1 | 15.6 | 4.1 | +11.7% |