Ooma, Inc.
- Open
- 22.39
- Day high
- 22.82
- Day low
- 21.61
- Prev close
- 22.91
- Volume
- 608K
- Mkt cap
- $623M
- P/E (TTM)
- 57.4
- EPS (TTM)
- $0.39
- P/B
- 6.3
- P/S
- 2.0
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$2.3M over the last 3 months (0 open-market buys, 10 sales)
- 🏛Institutions accumulating (13F)
Ooma, Inc. (OOMA) is a Communication Services company listed on NYSE. The stock is up 68% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 10 sales (SEC Form 4). Drillr has 2 published research articles covering OOMA.
Ooma, Inc. (OOMA) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
OOMA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 26, 2026 | $0.33 | $0.35 | +5.6% | $83M | +1.8% |
| May 26, 2026 | $0.32 | $0.35 | +9.4% | $81M | +1.6% |
| Mar 4, 2026 | $0.31 | $0.34 | +9.7% | $75M | -6.5% |
| Dec 8, 2025 | $0.22 | $0.27 | +22.7% | $68M | -7.6% |
| Aug 26, 2025 | $0.20 | $0.23 | +15.0% | $66M | -1.8% |
| May 28, 2025 | $0.18 | $0.20 | +11.1% | $65M | +0.3% |
| Mar 4, 2025 | $0.16 | $0.21 | +31.2% | $65M | +0.6% |
| Dec 4, 2024 | $0.15 | $0.17 | +13.3% | $65M | +1.2% |
| May 28, 2024 | $0.11 | $0.14 | +26.1% | $62M | +1.0% |
| Mar 5, 2024 | $0.12 | $0.13 | +7.4% | $62M | +0.3% |
| Dec 5, 2023 | $0.15 | $0.15 | +0.0% | $60M | -1.8% |
| Aug 23, 2023 | $0.14 | $0.14 | +0.0% | $58M | -2.2% |
OOMA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 30, 2026 | Yeh Jenny Cdirector, officer: SVP & Chief Legal Officer | Sell | 1,757 | $22.00 |
| Jul 20, 2026 | Yeh Jenny Cdirector, officer: SVP & Chief Legal Officer | Sell | 1,762 | $21.00 |
| Jul 13, 2026 | STANG ERIC Bdirector, officer: CEO and Pres. | Sell | 23,212 | $20.00 |
| Jul 9, 2026 | Yeh Jenny Cdirector, officer: SVP & Chief Legal Officer | Sell | 2,481 | $20.03 |
| Jul 7, 2026 | Yeh Jenny Cdirector, officer: SVP & Chief Legal Officer | Sell | 12,840 | $19.57 |
| Jun 26, 2026 | STANG ERIC Bdirector, officer: CEO and Pres. | Sell | 27,666 | $18.50 |
| Jun 24, 2026 | Mann Russelldirector | Sell | 7,498 | $18.30 |
| Jun 24, 2026 | Mann Russelldirector | Sell | 12,502 | $18.38 |
| Jun 16, 2026 | Sabharwal Namrataofficer: Chief Accounting Officer | Tax | 415 | $17.15 |
| Jun 16, 2026 | Hamamatsu Shigeyukiofficer: Chief Financial Officer | Tax | 2,971 | $17.15 |
| Jun 16, 2026 | STANG ERIC Bdirector, officer: CEO and Pres. | Tax | 8,317 | $17.15 |
| Jun 16, 2026 | Yeh Jenny Cdirector, officer: SVP & Chief Legal Officer | Tax | 1,647 | $17.15 |
| Jun 11, 2026 | Pearce William Ddirector | Sell | 3,000 | $17.98 |
| Jun 11, 2026 | Sabharwal Namrataofficer: Chief Accounting Officer | Tax | 674 | $17.53 |
| Jun 11, 2026 | Hamamatsu Shigeyukiofficer: Chief Financial Officer | Tax | 2,961 | $17.53 |
Source: OOMA SEC Form 4 filings, latest Jul 30, 2026. For informational purposes only — not investment advice.
See the full OOMA insider & 13F page →OOMA research & analysis
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Ooma, Inc. company profile
Overview
Ooma, Inc. (NYSE:OOMA) is a cloud-based communications services company founded in 2003 and headquartered in Sunnyvale, California. The company went public in July 2015 and has evolved from a residential VoIP provider into a comprehensive business communications platform. Ooma serves over 1.2 million core users across the United States and Canada, with business customers now representing 41% of its user base and generating 61% of total revenue.
Business
Ooma operates in the cloud communications industry, providing Voice over Internet Protocol (VoIP) and unified communications solutions that replace traditional phone systems. VoIP technology converts voice calls into digital data transmitted over the internet, offering cost savings and advanced features compared to conventional copper-wire telephone systems. The company's core offerings include: 1. **Ooma Office** - A cloud-based multi-user communications system designed for small and medium-sized businesses with 1-1000 employees. This unified communications platform includes features like HD video meetings, call recording, voicemail transcription, and integrations with business software like HubSpot, Zendesk, and QuickBooks. Approximately 58% of new Ooma Office customers opt for premium service tiers (Pro and Pro Plus), which generate higher monthly recurring revenue. 2. **Ooma AirDial** - A Plain Old Telephone Service (POTS) replacement solution that addresses the industry-wide transition away from aging copper telephone infrastructure. AirDial provides businesses and residential customers with a modern alternative as telecommunications carriers sunset their copper networks and raise prices on legacy services. This product has gained significant traction with major partnerships including Marriott International and various telecommunications carriers. 3. **2600Hz Wholesale Platform** - A Communications Platform as a Service (CPaaS) that provides API-driven telecommunications infrastructure to carriers, service providers, and enterprises. This B2B2B platform enables partners to build and deploy their own communications services, targeting the estimated 50-80 million users still on legacy telecommunications platforms. 4. **Residential Services** - Consumer-focused products including Ooma Telo (home phone service), Ooma Premier (advanced calling features), and Ooma Connect (fixed wireless internet). While this segment represents a smaller portion of revenue, it continues to serve as a stable customer base. Business communications solutions now represent approximately 61% of total revenue, with residential services making up the remainder. The company has strategically shifted focus toward higher-margin business customers while maintaining its residential base.
Revenue model
Ooma operates primarily on a subscription-based recurring revenue model, generating income through monthly and annual service fees from both business and residential customers. The company's **blended average monthly subscription revenue per core user is $15.26**, with business customers typically paying higher rates than residential users. Revenue streams include: 1. **Subscription Services** (approximately 85-90% of revenue) - Monthly recurring fees for cloud communications services, with business subscriptions commanding premium pricing due to advanced features and multi-user capabilities. 2. **Product Sales** (7-8% of revenue) - Hardware sales including desk phones, adapters, and AirDial equipment, which often serve as customer acquisition tools for recurring subscription revenue. 3. **Professional Services** - Implementation, training, and support services, particularly for larger business deployments. The company's customers include small and medium-sized businesses across various verticals (legal, hospitality, healthcare), telecommunications carriers seeking wholesale platform services, and residential consumers. Business customers represent the primary growth driver, with 503,000 business users generating 61% of total revenue despite being 41% of the user base. Factors that increase margins include economies of scale in cloud infrastructure, higher adoption rates of premium service tiers, successful upselling to existing customers, and the network effects of the 2600Hz platform. Margin pressures come from competitive pricing in the SMB market, customer acquisition costs, infrastructure investments required for platform scaling, and the cyclical nature of hardware sales. The company has demonstrated improving operational leverage, achieving record cash flow generation and moving toward debt-free status, indicating effective cost management as the business scales.
Competitive moat
Ooma's competitive position is moderately strong but faces significant challenges in a crowded market. The company's primary moats include: **Switching Costs and Integration** - Business customers face meaningful switching costs due to phone number portability requirements, employee training, and integration with existing business systems. Ooma's partnerships with software providers like Clio (legal), HubSpot (CRM), and QuickBooks create additional stickiness through workflow integration. **Platform Network Effects** - The 2600Hz wholesale platform benefits from network effects, where additional carriers and service providers increase the platform's value and reduce per-user infrastructure costs. This B2B2B model creates multiple layers of customer relationships that are harder for competitors to replicate. **Specialized Market Knowledge** - Ooma has developed particular expertise in POTS replacement, positioning itself advantageously as the telecommunications industry undergoes a massive infrastructure transition away from copper networks. The company's AirDial solution and partnerships with major carriers like Frontier Communications provide first-mover advantages in this market. However, Ooma's moat is not particularly deep. The company faces intense competition from larger players like RingCentral, 8x8, and Microsoft Teams, which have greater resources for customer acquisition and product development. The SMB communications market is highly fragmented with low barriers to entry for new competitors. Additionally, Ooma's residential business faces ongoing pressure from mobile phones and alternative communication platforms, limiting growth in that segment. The company's strongest defensive position lies in its specialized POTS replacement capabilities and wholesale platform, where technical expertise and carrier relationships create more sustainable competitive advantages than in the general SMB communications market.
Risks & safety
Ooma demonstrates a moderate margin of safety with improving financial metrics but some valuation concerns: **Liquidity and Solvency:** - Cash position: $17.9 million with positive operating cash flow of $26.6 million annually - Debt-free status after paying off $11.5 million in debt during fiscal 2025 - Current ratio of 1.09 indicates adequate short-term liquidity - Free cash flow positive at $20.1 million annually, demonstrating operational efficiency **Valuation Metrics:** - EV/EBITDA of 32.5x appears elevated for a mature communications company - Price-to-book ratio of 4.6x suggests premium valuation - Revenue growth of 6% YoY with improving profitability trajectory - Annual recurring revenue of $234 million provides revenue visibility **Other Considerations:** - Business model transition toward higher-margin business customers is progressing successfully - Market tailwinds from POTS replacement create growth opportunities - Competitive market dynamics require continued investment in customer acquisition - Dependence on partner channels for growth introduces execution risk
Recent development
Over the past few years, Ooma has executed a strategic transformation from a residential VoIP provider to a business-focused communications platform company. Key developments include: **Strategic Acquisitions and Platform Expansion** - The company acquired 2600Hz in fiscal 2024, adding a wholesale communications platform that targets carriers and service providers. This acquisition expanded Ooma's addressable market to include B2B2B opportunities and has achieved planned synergies while becoming EBITDA accretive. **POTS Replacement Market Leadership** - Ooma has positioned itself as a leader in the Plain Old Telephone Service replacement market through its AirDial product. The company secured major partnerships including Marriott International (covering over 5,000 properties), Frontier Communications, and other top-tier telecommunications carriers. This market opportunity emerged as carriers sunset copper infrastructure and raise prices on legacy services. **Business Customer Focus** - The company has successfully shifted its customer mix, with business users growing to 503,000 (41% of total users) while generating 61% of revenue. Premium service tier adoption has increased to approximately 58-60% of new business customers, driving higher average revenue per user. **Operational Excellence** - Ooma achieved significant operational improvements including becoming debt-free, generating record cash flows of over $26 million annually, and improving EBITDA margins toward double-digit levels. The company has demonstrated effective cost management while scaling the business. **Partnership Strategy** - Beyond the major carrier partnerships, Ooma has expanded its reseller network and developed vertical market integrations with software providers like Clio (legal), HubSpot (CRM), and Square (payments), creating more comprehensive solutions for specific business segments.
OOMA company profile · for informational purposes only — not investment advice.
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