Ooma Inc
NYSE:OOMA
Ooma Inc
Ooma, Inc. engages in the provision of platforms for cloud-based communications solutions, smart security and other connected services. The company is headquartered in Sunnyvale, California and currently employs 383 full-time employees. The company went IPO on 2015-07-17. The firm's solutions include business and residential solutions. The Ooma business offers a range of solutions including Ooma Office and Ooma Enterprise. Its Ooma Office is a cloud-based multi-user communications system for small and medium-sized businesses designed to manage communications in and out of the office. The Ooma Enterprise UCaaS platform enables drag-and-drop call flow management. The Ooma Residential includes home phone services, home phone products and home security. Its home phone services include Ooma Basic, Ooma Premier, and Ooma Telo. Its Ooma Smart Security is a security and monitoring platform.
Ooma, Inc. engages in the provision of platforms for cloud-based communications solutions, smart security and other connected services. The company is headquartered in Sunnyvale, California and currently employs 383 full-time employees. The company went IPO on 2015-07-17. The firm's solutions include business and residential solutions. The Ooma business offers a range of solutions including Ooma Office and Ooma Enterprise. Its Ooma Office is a cloud-based multi-user communications system for small and medium-sized businesses designed to manage communications in and out of the office. The Ooma Enterprise UCaaS platform enables drag-and-drop call flow management. The Ooma Residential includes home phone services, home phone products and home security. Its home phone services include Ooma Basic, Ooma Premier, and Ooma Telo. Its Ooma Smart Security is a security and monitoring platform.
Revenue: Q4 revenue $74.6 million, up 15% year‑over‑year; fiscal 2026 revenue $273.6 million.
Profitability: Record adjusted EBITDA — Q4 $11.5 million (15% of revenue), FY2026 $33.9 million; non‑GAAP net income Q4 $9.4 million, up 62% YoY.
Growth drivers: Two acquisitions (FluentStream and Phone.com) and a record quarter for AirDial drove much of the Q4 strength.
AirDial momentum: AirDial lines installed in Q4 more than doubled YoY; added 4 reseller partners in Q4 (total 41) and targeting >50 partners.
AI & product initiatives: Plan to introduce AI features (transcription, summarization, analytics integrations, AI receptionist/answering service) in 2026 to drive upsell to higher tiers.
Capital allocation: Paid $45.0M for FluentStream and $23.2M for Phone.com (funded largely by $65M term loan at 6.4%); they've already begun paying down debt and are buybacking shares.
FY2027 outlook: Revenue guidance $321M–$325M; adjusted EBITDA expected ~$43M–$44.5M; non‑GAAP net income $35.5M–$37M with EPS $1.26–$1.31.
