Ooma(NYSE) OOMA

Ooma, Inc. helps people and businesses talk using the internet. Its products replace old phone lines with modern digital services. This allows customers to stay connected from any location.

What Does Ooma Sell?

• Business Solutions: Cloud-based calling, video conferencing, and messaging for small to large enterprises; accounts for 70% of revenue.
• Residential Services: Home phone systems with high-definition voice quality and mobile app integration; makes up 28% of revenue.
• Ooma AirDial: Digital replacement for traditional analog phone lines used in systems like elevators and fire alarms.
• Mobile Applications: Software like Talkatone and Ooma Mobile HD that allow users to make calls on their smartphones.

Strategic Moves and Acquisitions

• Acquired FluentStream and Phone.com in December 2025 to expand business communication offerings.
• Increased core business users to 49% of the total user base as of July 31, 2026, up from 41% a year earlier.
• Expanded the Ooma AirDial service to meet growing demand for analog phone line replacements.

The Technology Edge

Ooma uses its own cloud platform to provide high-definition voice quality and specialized security features. The company reaches customers through a mix of direct sales, online stores, and large retail partnerships.

A Look at the Books

• Total revenue reached $83.2 million in the three-month period ended July 31, 2026, up 25% year over year.
• Annualized exit recurring revenue grew to $298.9 million as of July 31, 2026.
• GAAP net income was $3.0 million in the three-month period ended July 31, 2026, up from $1.3 million in the prior year quarter.
• Adjusted EBITDA was $12.4 million in the three-month period ended July 31, 2026, compared to $7.2 million in the prior year quarter.

Bottom Line

Ooma has transitioned from a residential phone provider into a business-focused communications company. Its recent acquisitions and focus on subscription services provide a steady base for its growing cloud platform.