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Ooma Inc (OOMA) stock

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NYSE: OOMA NYSE Application Software Next results ~December 7, 2026

C+ Fundamentals grade

Ooma Inc is a US-listed company in the application software industry. Its financial year ends in January.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$5.2

Cash-flow model

Base case. Range ~$3.7–$7.2 across our lower- and higher-growth cases (8.8%–18.8% a year).

Price vs value

Overvalued

The price is above our entire value range; our base value is 73% below it.

Price used: $19.32, November 2, 2026

Ooma Inc valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 7 selling0 purchases and 27 sales by directors and officers, last 12 monthsInsider trades
  • Funds101 adding, 55 cuttingOf 36 active managers that changed their stake, 24 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Ooma files

Where Ooma stands after its latest 10-Q

Revenue for the twelve months to July 2026 was $307m, up 17.2% on a year earlier, faster than the 11.7% growth a quarter earlier. Free-cash-flow margin rose to 9.9% from 7.7% a year earlier. Operating margin widened to 3.6% from -0.7%. The diluted share count is up 4.0% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 2 of our 5 financial-health checks. Our cash-flow model value is $5.32 a share, against a share price of $20.43.

Source: 10-Q filed September 4, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~December 7, 2026 (estimated)

Ooma Inc's trailing-twelve-month revenue grew 17.2% year on year, with a free-cash-flow margin of 9.9%. Where it stands out: days sales outstanding of 14 days ranks 15 of 162 application software companies we cover.

Our discounted-cash-flow model values the business at ~$5.2 per share in the base case (~$3.7–$7.2 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Revenue growth accelerating: TTM revenue growth rose to 17.2% (+5.5pp vs the prior quarter).

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 17.2% over the last 12 months, against a median of 12.0% for application software companies we cover.
  • Growth speeding up. The growth rate is 5.5 points higher than a quarter earlier.
  • Margins widening. Operating margin is up 4.2 points on a year ago.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Priced above our value. The share price of $19.32 is 73% above our value per share of $5.
  • Share dilution. Diluted shares rose 4.0% in a year.
  • High earnings multiple. The shares trade at 50 times the last 12 months' earnings, so expectations are demanding.
  • Volatile shares. Over the past year the shares showed annualised volatility of 45% and a beta of 0.7 against the S&P 500.

Latest results: FY2027 Q2

Filed September 4, 2026
Earnings per share
$0.35 against an average estimate of $0.33: beat by 5.6%
Revenue
$83m, up 25.4% on a year earlier
Share reaction
+11.9% in the first session after the results on August 26, 2026, against +0.7% for the S&P 500
Next report
August 26, 2026; average EPS estimate $0.34

Ooma's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-3.0%
  • 1 week-3.2%
  • 1 month-7.1%
  • This year+64.7%
  • 1 year+72.0%
  • 5 years-11.6%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$307M
Operating margin
3.6%
Net margin
3.6%
EPS (TTM, diluted)
$0.38

Growth

Revenue growth
+17.2%
Change in growth rate
+5.5 pts
Share count change
+4.0%

Cash

Free cash flow (TTM)
$30.3M
FCF margin
9.9%
Stock pay % of revenue
4.7%

Earnings

Last results
August 26, 2026
Next results (est.)
December 7, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Ooma Inc valuation models and calculator

What the price is pricing in

The share price implies about 34.7% a year of cash-flow growth for five years.That is faster than the 9.8% a year revenue growth Ooma has delivered.

  • Priced in34.7%
  • Last 12 months17.2%
  • 3 years a year10.3%
  • 5 years a year9.8%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($19.00, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Sell12-month view
12-month price target
~$5.2
Price used
$19.00close November 3, 2026
Implied change
▼ 73%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Ooma Inc's free cash flow after stock-based pay with after-tax interest added back ($5.7M, FY2027 Q2 TTM), growing 12.1% and 11% in the next two years (forecasts, guidance and its record), then back to 13.8% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$3.7–~$7.2 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Ooma Inc's free cash flow after stock-based pay ( $5.7M, FY2027 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Ooma Inc as an operating company, with every model that fits that kind of business. Cost of equity 9.2%: the 10-year Treasury yield (4.9%) plus a beta of 0.95 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$5.2 ~$3.7–$7.2 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$21 ~$17–$35 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$0.5 ~$0.2–$0.9 Left out: out of range vs price (0.02x)
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$10 ~$5.2–$21 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Ooma Inc with Application Software in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −25%
  • Revenue growth 5 points higher ▲ +32%
  • Free-cash-flow margin 1 point lower ▼ −10%
  • Last year's free-cash-flow margin change, if it persists ▲ +29%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $2$3$4$6$9$12
8.5% $1$2$3$4$6$8
10% $1$1$2$3$5$6

Valuation multiples over time Market data may be delayed

At fiscal year end 20162017201820192020202120222023202420252026Now
Share price$6.79$9.65$10.25$15.11$13.13$13.47$18.04$14.37$10.82$14.37$11.75$19.32
Market value$69m$169m$190m$299m$276m$301m$423m$352m$277m$383m$330m$550m
+ Net debt (− = net cash)−$27m−$4m−$4m−$15m−$12m−$17m−$20m−$24m−$18m−$18m−$20m$29m
Enterprise value$42m$165m$186m$284m$265m$284m$404m$328m$259m$366m$310m$579m
Multiples
Price / sales 0.8x1.6x1.7x2.3x1.8x1.8x2.2x1.6x1.2x1.5x1.2x1.8x
Price / earnings ——————————51.1x50.3x
Price / free cash flow ——n/m——n/m172.8x98.9x45.3x19.0x15.0x18.2x
EV / EBITDA —————n/mn/m—n/m—35.9x36.7x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

47 /100

Moderate moat

How hard Ooma's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Cash operating profit has been a median 29.9% of total assets over 10 years.

  • Pricing power 20 / 20

    Gross margin has been a median 61.0%, moving by 1.5 percentage points (standard deviation) across 10 years.

  • Durability 10 / 20

    Operating margin has been a median -2.4%; its worst year was -13.0%.

  • Cash conversion 8 / 20

    Free cash flow was positive in 7 of 10 years, at a median 1.4% of revenue.

  • Discipline 4 / 20

    The diluted share count rose 24.1% over five years; stock-based pay has been a median 6.9% of revenue.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (62 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.37 +32% $333m +22%
Next $1.50 +10% $349m +5%

Next year's EPS estimate has moved +0.5% in 90 days, across 7 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +4.5% on 90 days ago. In the last 30 days, 0 analysts raised Ooma Inc's forecast and 1 cut it.

Consensus EPS forecast Ooma Inc, last 90 days
$1.30 $1.40 $1.50 $1.60 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.31 Current fiscal year, 60 days ago: $1.31 Current fiscal year, 30 days ago: $1.37 Current fiscal year, 7 days ago: $1.37 Current fiscal year, Now: $1.37 $1.37 Next fiscal year, 90 days ago: $1.49 Next fiscal year, 60 days ago: $1.49 Next fiscal year, 30 days ago: $1.52 Next fiscal year, 7 days ago: $1.52 Next fiscal year, Now: $1.50 $1.50

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.31$1.49
60 days ago $1.31$1.49
30 days ago $1.37$1.52
7 days ago $1.37$1.52
Now $1.37$1.50

Earnings against estimates

Quarter toEstimateActualSurprise
Jul 2026 $0.33 $0.35 +5.6%
Apr 2026 $0.32 $0.35 +9.9%
Jan 2026 $0.30 $0.34 +11.5%
Oct 2025 $0.22 $0.27 +22.7%

Adjusted EPS as companies report it, against the average analyst estimate.

How our valuation uses these forecasts

Our cash-flow model grows Ooma Inc's revenue by +12.1% next year and +11.0% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+11.2%, weight 66%) and the company's own record (+13.8%, weight 34%) . How the weights are set.

Analyst recommendations

7 analysts, Oct 2026
Buy686%
Hold114%
Sell00%

Monthly trend

  1. Oct 2026617
  2. Sep 2026617
  3. Aug 2026617
  4. Jul 2026617

Counts of recommendations published by analysts covering Ooma Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.1%
of tradable shares
Days to cover
3.83
at average volume
Short interest, 1 month
+9%
to October 15, 2026
Held by institutions
74%
of shares
Held by insiders
8.5%
of shares
Employees
1,420
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +72.0%

$11.23 on October 31, 2025 to $19.32

ThenNowEffect
Revenue (last 12 months) $262m $307m +17.2%
P/S multiple 1.2x 1.8x +52.6%
Share count 27m 28m −3.8%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +78.1%

$10.85 on November 3, 2023 to $19.32

ThenNowEffect
Revenue (last 12 months) $228m $307m +34.2%
P/S multiple 1.2x 1.8x +50.8%
Share count 25m 28m −12.0%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
OOMA+42%−33%−21%+31%−17%+65%
Industry peers (median)−8%−50%+19%+2%−21%−14%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
OOMA58%42%42%58%50%73%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
OOMA−30%−47%−36%−42%−32%−17%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 72% from June 14, 2021 to April 24, 2024. Getting back needed a 261% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$10.58 – $23.38
From 52-week high
−17.4%
vs 50-day average
−9.0%
vs 200-day average
+9.1%
Volatility (1 year)
45%
Beta vs S&P 500
0.69

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
8 up, 4 down
typical move ±9.9%
After a week
6 up, 6 down
typical move ±8.8%
After a month
5 up, 7 down
typical move ±11.0%
Results releasedNext dayS&P 500 next day5 days21 days
August 26, 2026 +11.9% +0.7% +9.4% +5.7%
May 26, 2026 −8.8% +0.6% −7.7% −8.2%
March 4, 2026 +13.5% +0.1% +10.4% +15.2%
December 8, 2025 −9.9% −0.4% −2.0% −1.9%
August 26, 2025 +10.4% +0.6% +7.7% +3.8%
May 28, 2025 +0.3% −0.2% −3.8% −6.8%
March 4, 2025 +1.3% −0.1% −1.9% −4.2%
December 4, 2024 +7.5% +0.5% +3.0% −6.4%
August 27, 2024 +21.3% −0.4% +16.5% +25.8%
May 28, 2024 +12.4% −0.6% +14.3% +25.1%
March 5, 2024 −12.4% −0.5% −12.0% −17.6%
December 5, 2023 −9.5% −0.4% −16.8% −11.6%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Ooma Inc’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: rated Sell.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: no liquid put and call pair for the same expiry.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Ooma Inc in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Ooma Inc
$220M $240M $260M $280M $300M $320M FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 Revenue (TTM), FY24 Q3: $231.6M Revenue (TTM), FY24 Q4: $236.7M Revenue (TTM), FY25 Q1: $242.4M Revenue (TTM), FY25 Q2: $248.2M Revenue (TTM), FY25 Q3: $253.4M Revenue (TTM), FY25 Q4: $256.9M Revenue (TTM), FY26 Q1: $259.4M Revenue (TTM), FY26 Q2: $261.6M Revenue (TTM), FY26 Q3: $264.1M Revenue (TTM), FY26 Q4: $273.6M Revenue (TTM), FY27 Q1: $289.7M Revenue (TTM), FY27 Q2: $306.6M $306.6M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY24 Q3 $231.6M
FY24 Q4 $236.7M
FY25 Q1 $242.4M
FY25 Q2 $248.2M
FY25 Q3 $253.4M
FY25 Q4 $256.9M
FY26 Q1 $259.4M
FY26 Q2 $261.6M
FY26 Q3 $264.1M
FY26 Q4 $273.6M
FY27 Q1 $289.7M
FY27 Q2 $306.6M
Revenue growth, TTM YoY Ooma Inc
0% 5% 10% 15% 20% FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 Revenue growth, TTM YoY, FY24 Q3: 10.2% Revenue growth, TTM YoY, FY24 Q4: 9.5% Revenue growth, TTM YoY, FY25 Q1: 8.8% Revenue growth, TTM YoY, FY25 Q2: 8.7% Revenue growth, TTM YoY, FY25 Q3: 9.4% Revenue growth, TTM YoY, FY25 Q4: 8.5% Revenue growth, TTM YoY, FY26 Q1: 7.0% Revenue growth, TTM YoY, FY26 Q2: 5.4% Revenue growth, TTM YoY, FY26 Q3: 4.2% Revenue growth, TTM YoY, FY26 Q4: 6.5% Revenue growth, TTM YoY, FY27 Q1: 11.7% Revenue growth, TTM YoY, FY27 Q2: 17.2% 17.2%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q3 10.2%
FY24 Q4 9.5%
FY25 Q1 8.8%
FY25 Q2 8.7%
FY25 Q3 9.4%
FY25 Q4 8.5%
FY26 Q1 7.0%
FY26 Q2 5.4%
FY26 Q3 4.2%
FY26 Q4 6.5%
FY27 Q1 11.7%
FY27 Q2 17.2%
Operating margin (TTM) Ooma Inc
-4% -2% 0% 2% 4% FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 Operating margin (TTM), FY24 Q3: -0.9% Operating margin (TTM), FY24 Q4: -1.7% Operating margin (TTM), FY25 Q1: -2.5% Operating margin (TTM), FY25 Q2: -3.1% Operating margin (TTM), FY25 Q3: -3.6% Operating margin (TTM), FY25 Q4: -2.7% Operating margin (TTM), FY26 Q1: -1.6% Operating margin (TTM), FY26 Q2: -0.7% Operating margin (TTM), FY26 Q3: 0.7% Operating margin (TTM), FY26 Q4: 1.6% Operating margin (TTM), FY27 Q1: 2.7% Operating margin (TTM), FY27 Q2: 3.6% 3.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY24 Q3 -0.9%
FY24 Q4 -1.7%
FY25 Q1 -2.5%
FY25 Q2 -3.1%
FY25 Q3 -3.6%
FY25 Q4 -2.7%
FY26 Q1 -1.6%
FY26 Q2 -0.7%
FY26 Q3 0.7%
FY26 Q4 1.6%
FY27 Q1 2.7%
FY27 Q2 3.6%
FCF margin (TTM) Ooma Inc
0% 5% 10% FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 FCF margin (TTM), FY24 Q3: 1.7% FCF margin (TTM), FY24 Q4: 2.6% FCF margin (TTM), FY25 Q1: 3.4% FCF margin (TTM), FY25 Q2: 4.9% FCF margin (TTM), FY25 Q3: 7.2% FCF margin (TTM), FY25 Q4: 7.8% FCF margin (TTM), FY26 Q1: 7.9% FCF margin (TTM), FY26 Q2: 7.7% FCF margin (TTM), FY26 Q3: 7.2% FCF margin (TTM), FY26 Q4: 8.1% FCF margin (TTM), FY27 Q1: 8.5% FCF margin (TTM), FY27 Q2: 9.9% 9.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q3 1.7%
FY24 Q4 2.6%
FY25 Q1 3.4%
FY25 Q2 4.9%
FY25 Q3 7.2%
FY25 Q4 7.8%
FY26 Q1 7.9%
FY26 Q2 7.7%
FY26 Q3 7.2%
FY26 Q4 8.1%
FY27 Q1 8.5%
FY27 Q2 9.9%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2026, from the 10-K

Each dollar Ooma took in during FY2026, followed through to profit: what it cost to make, what went on research and running the business, and what was left after tax.

  1. Revenue $274M
  2. Other income $2.2M · 0.8%
  3. Cost of revenue $106M · 38.9%
  4. Gross profit $167M · 61.1%
  5. Research and development $50.3M · 18.4%
  6. Selling, general and admin $113M · 41.2%
  7. Operating income $4.3M · 1.6%
  8. Net income $6.5M · 2.4%

Shares of revenue. Source: Ooma's 10-K for FY2026, as filed with the SEC. Other income is income outside operations, such as investment gains.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2014 Jan 2014 2015 Jan 2015 2016 Jan 2016 2017 Jan 2017 2018 Jan 2018 2019 Jan 2019 2020 Jan 2020 2021 Jan 2021 2022 Jan 2022 2023 Jan 2023 2024 Jan 2024 2025 Jan 2025 2026 Jan 2026 LTM Jul 2026
Income
Revenue 54 72 89 105 114 129 152 169 192 216 237 257 274 307
Gross profit 22 35 47 59 68 76 89 105 118 138 147 156 167 188
EBITDA −1 −5 −11 −12 −12 −14 −17 0 1 −2 0 −3 9 16
Operating income −1 −6 −13 −13 −14 −16 −20 −3 −2 −6 −4 −7 4 11
Net income −2 −6 −14 −13 −13 −15 −19 −2 −2 −4 −1 −7 6 11
Diluted EPS −$1.18 −$2.81 −$1.38 −$0.74 −$0.71 −$0.74 −$0.89 −$0.11 −$0.07 −$0.15 −$0.03 −$0.26 $0.23 $0.38
Growth (year on year)
Revenue — +34.5% +23.0% +17.7% +9.5% +12.9% +17.3% +11.4% +13.8% +12.4% +9.5% +8.5% +6.5% +17.2%
Margins
Gross margin 41.4% 49.1% 52.8% 56.8% 59.5% 59.2% 59.0% 62.0% 61.6% 63.7% 62.2% 60.7% 61.1% 61.5%
EBITDA margin −1.2% −6.7% −12.7% −11.1% −10.3% −10.5% −11.3% 0.1% 0.6% −0.9% 0.1% −1.0% 3.2% 5.1%
Operating margin −2.7% −7.9% −14.3% −12.7% −12.0% −12.2% −13.0% −1.6% −1.0% −2.7% −1.7% −2.7% 1.6% 3.6%
Net margin −3.7% −8.9% −15.8% −12.4% −11.5% −11.3% −12.4% −1.4% −0.9% −1.7% −0.4% −2.7% 2.4% 3.6%
Free-cash-flow margin 2.7% −7.3% −3.8% −1.1% 0.6% −4.5% −7.1% 0.7% 1.3% 1.6% 2.6% 7.8% 8.1% 9.9%
Cash flow
Cash from operations 2 −4 −0 0 3 −4 −8 4 7 9 12 27 28 37
Capital spending 1 1 3 2 2 2 3 3 4 5 6 6 6 7
Free cash flow 1 −5 −3 −1 1 −6 −11 1 2 4 6 20 22 30
Stock-based pay 0 0 5 10 11 10 13 12 13 14 15 18 15 15
Free cash flow after stock pay 1 −6 −8 −11 −10 −16 −24 −11 −10 −10 −9 2 7 16
Balance sheet
Cash 6 9 27 4 4 15 12 17 20 24 18 18 20 18
Total debt 0 — — — — — — — — — — — — 46
Net debt (negative = net cash) −6 −9 −27 −4 −4 −15 −12 −17 −20 −24 −18 −18 −20 29
Diluted shares 2m 2m 10m 17m 19m 20m 21m 22m 23m 25m 26m 27m 28m 28m
Returned to shareholders
Buybacks — — — — — — — — — — — 4 12 12
Total returned — — — — — — — — — — — 4 12 12

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 5 checks passed · July 31, 2026
What it owns · $226m
Short-term assets $69mLonger-term assets $157m
What it owes, and who funded it · $226m
Short-term liabilities $73mLonger-term liabilities $55mShareholders' equity $98m
  • Short-term assets cover short-term liabilities $69m of assets due within a year against $73m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $69m short-term assets against $55m of longer-dated liabilities.
  • More cash than debt $18m of cash against $46m of debt.
  • Debt below 40% of shareholders' equity Debt is 47% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt $37m of operating cash flow against $46m of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Ooma Inc's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2027 Q2 TTM
Buybacks (TTM)
$11.9M
Returned to shareholders
39%
of free cash flow
Diluted share count
+4.0%
year over year
Total shareholder yield
2.3%
dividends 0.0% + buybacks 2.3% of market value
R&D spending
18.2%
of revenue
Days sales outstanding
14 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in application software
Last 12 months unless stated OOMA CRNC MTLS KARO HUCK TUYA Median
Revenue, last 12 months $307m $309m $303m $314m $315m $322m $482m
Revenue growth, last 12 months 17.2% 25.8% 4.8% 25.6% −1.0% 7.8% 12.0%
Revenue growth, 3-year average 10.3% 4.4% — — −0.3% — 11.1%
Revenue growth, latest quarter 25.4% 11.8% — — −3.7% — 11.9%
Gross margin 61.5% 78.7% 57.1% 68.0% 75.4% 48.2% 69.2%
Operating margin 3.6% 8.7% 3.3% 25.8% −9.8% 3.6% 1.1%
Operating margin, 3-year average −0.1% −51.7% 3.2% — −14.3% — −0.8%
Net margin 3.6% −5.0% 2.9% 18.1% −13.4% 18.0% 2.1%
Cash from operations / revenue 12.1% 27.4% 9.5% 35.9% −0.2% 25.2% 18.2%
Free-cash-flow margin 9.9% 25.4% 4.2% 14.8% −2.8% 23.0% 15.0%
Free-cash-flow margin, 3-year average 7.5% 15.7% — — −3.1% — 16.2%
Stock pay / revenue 4.7% 8.7% 0.1% — 15.6% 6.9% 9.3%
Change in share count 4.0% 1.8% −0.1% −0.0% 9.1% 3.9% 2.2%

Median of all 185 companies we cover in application software. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

185 application software companies
Measure Company Peer median Rank
Revenue growth Growth 17.2% 12.0% 68 of 184
Change in growth rate Growth +5.5pp +0.2pp 35 of 184
Gross margin Profitability 61.5% 69.8% 104 of 160
Operating margin Profitability 3.6% 1.1% 79 of 181
Net margin Profitability 3.6% 2.1% 87 of 185
Free-cash-flow margin Cash generation 9.9% 15.2% 108 of 180
Stock pay as % of revenue Cash generation 4.7% 9.3% 42 of 177
Long-term debt as % of assets Balance sheet 19.9% 16.9% 61 of 98
Change in share count Balance sheet 4.0% 1.7% 100 of 163
Days sales outstanding Balance sheet 14 days 57 days 15 of 162

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to January 31, 2026
Products and services
Line of business Revenue Share YoY
Subscription and Services Revenue $252M 92.1% ▲ 5.6%
Product and Other Revenue $21.6M 7.9% ▲ 18.5%

From Ooma Inc's 10-K filed April 3, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$384M
Institutions reporting
168
Shares held vs prior quarter
▲ 5.7%
Positions opened / closed
28 / 17

Top buyers and sellers, Q2 2026: 101 institutions bought and 55 sold ; the biggest buyer was Goldman Sachs Group Inc (+516K shares) and the biggest seller Trigran Investments, Inc (−923K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $69M 3.6M 18.0% ▼ 4.2%
Vanguard Capital Management LLC $20.5M 1.1M 5.4% ▼ 2.1%
Acadian Asset Management LLC $20.1M 1.0M 5.3% ▲ 0.2%
Goldman Sachs Group Inc $17.4M 903K 4.5% ▲ 133.1%
Morgan Stanley $17.1M 892K 4.5% ▲ 50.7%
Renaissance Technologies LLC $14.9M 776K 3.9% ▼ 14.9%
Arrowstreet Capital, Limited Partnership $12.3M 641K 3.2% ▲ 24.8%
Geode Capital Management, LLC $12.3M 639K 3.2% ▲ 2.3%
Jpmorgan Chase & Co $11M 565K 2.9% ▼ 0.3%
State Street Corp $10.8M 560K 2.8% ▲ 3.4%
Hillsdale Investment Management Inc. $10.2M 530K 2.7% ▲ 32.0%
Dimensional Fund Advisors LP $8M 418K 2.1% ▲ 10.2%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Ooma Inc's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $5.7M 27 trades by 7 insiders · 15% under pre-set plans
Net ▼ $5.7M net selling
Insider Date Trade Shares Price Value
Sabharwal Namrata VP & Chief Accounting Officer September 24, 2026 Sell 1,500 $22.16 $33,240
Butenhoff Susan Director September 22, 2026 Sell 9,000 $22.03 $198,270
Yeh Jenny C SVP & Chief Legal Officer September 17, 2026 Sell pre-set plan 1,747 $23.00 $40,181
Stang Eric B President & CEO September 14, 2026 Sell 36,322 $23.26 $844,850
Stang Eric B President & CEO September 11, 2026 Sell 10,361 $22.75 $235,713
Yeh Jenny C SVP & Chief Legal Officer September 11, 2026 Sell pre-set plan 1,948 $23.00 $44,804
Sabharwal Namrata VP & Chief Accounting Officer September 10, 2026 Sell 2,481 $23.20 $57,559
Stang Eric B President & CEO September 10, 2026 Sell 29,639 $23.08 $684,068
Yeh Jenny C SVP & Chief Legal Officer September 9, 2026 Sell pre-set plan 1,429 $23.00 $32,867
Yeh Jenny C SVP & Chief Legal Officer September 3, 2026 Sell pre-set plan 1,226 $23.00 $28,198
Hamamatsu Shigeyuki SVP & Chief Financial Officer September 1, 2026 Sell pre-set plan 4,807 $22.33 $107,340
Yeh Jenny C SVP & Chief Legal Officer August 27, 2026 Sell pre-set plan 8,600 $25.00 $215,000

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around December 7, 2026 estimated from the company's past filing pattern, not announced

  • August 26, 2026
  • May 26, 2026
  • March 4, 2026
  • December 8, 2025
  • August 26, 2025
  • May 28, 2025

Recent SEC filings

Data status

When each part of this page on Ooma Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Ooma Inc in brief

What does Ooma Inc do?
Ooma Inc is a US-listed company in the application software industry. Its financial year ends in January.
What is Ooma Inc's stock ticker?
Ooma Inc trades under the ticker OOMA on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Ooma Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Ooma Inc reported revenue of $307M, 17.2% higher than a year earlier, according to its SEC filings.
What is Ooma Inc's free cash flow?
Ooma Inc's free-cash-flow margin is 9.9% of revenue over the trailing twelve months, ranking 108 of the 180 application software companies we cover.
What is Ooma Inc's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Ooma Inc's free cash flow after stock-based pay gives ~$5.2 per share in the base case, and ~$3.7–$7.2 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Ooma Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Capital Management LLC and Acadian Asset Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Ooma Inc buying back stock, and does it pay a dividend?
Ooma Inc spent $11.9M on share repurchases over the trailing twelve months, and its diluted share count still rose 4.0% over the year.
What is Ooma Inc's market cap?
On November 2, 2026, Ooma Inc's market capitalisation was about $550M, with a price-to-earnings ratio of 50.3 and net debt of $28.9M. Market figures come from third-party market data and may be delayed.
How much debt does Ooma Inc have?
Ooma Inc's debt-to-equity ratio is 47.2%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Who are Ooma Inc's competitors?
In our Application Software peer group, the companies closest to Ooma Inc are Cerence Inc., Materialise NV, Karooooo Ltd., Huckleberry.ai, Inc. and Tuya Inc. The side-by-side comparison below sets their revenue, margins and growth against Ooma Inc's.
Are insiders buying or selling Ooma Inc stock?
Over the last 12 months, Ooma Inc's directors and officers reported 0 open-market purchases and 27 sales on Form 4. The insider trading page charts every trade.
When is Ooma Inc's next earnings date?
Around December 7, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Ooma Inc announces its own schedule.