OOMA OOMA INC
Price Chart
Executive Summary
Ooma reported strong Q1 FY2027 results with revenue of $81.1M (up 25% YoY), beating consensus of $79.8M, and non-GAAP EPS of $0.35 (vs $0.32 estimate), beating by 9.4%. Full-year FY2027 revenue guidance was raised to $326-$328.5M from $321-$325M, indicating accelerating momentum from AirDial and recent acquisitions. Subscription revenue grew 23.7% YoY to $74.6M, representing 92% of total revenue.
Key Financial Metrics
Actionable Insight
Strong beat and raised guidance confirm accelerating business momentum. Traders should watch Q2 results for continued organic growth and integration benefits from FluentStream/Phone.com. The raised full-year guidance suggests management confidence, supporting the stock's positive trajectory.
Key Facts
- Total revenue $81.1M, up 25% YoY vs $65.0M
- Non-GAAP EPS $0.35 beat consensus $0.32 by 9.4%
- Full-year FY2027 revenue guidance raised to $326-$328.5M (from $321-$325M)
- Subscription revenue $74.6M (92% of total), up 23.7% YoY
- Adjusted EBITDA $11.8M, up 78% YoY
- GAAP net income $2.6M vs loss of $0.1M in prior year
Financial Impact
Revenue beat by $1.3M (1.6%), EPS beat by $0.03 (9.4%), guidance raised by ~$5M at midpoint
Risk Factors
- Integration of recent acquisitions may face challenges
- Competition in POTS replacement market (AirDial)
- Dependence on acquisition-driven growth for revenue acceleration
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001327688-26-000011 |
| Document: ooma-20260526.htm | 0001327688-26-000011 |
| Document: 0001327688-26-000011-index-headers.html | 0001327688-26-000011 |
| Document: 0001327688-26-000011-index.html | 0001327688-26-000011 |
| Document: 0001327688-26-000011.txt | 0001327688-26-000011 |
| 8-K Data (Synthetic) | 0001327688-26-000011 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 26, 2026
17d ago
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8-K
| $17.43 $17.65 | ▲ +1.26% | ▲ +0.05% | $17.55 (+0.69%) |
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Apr 15, 2026
8w ago
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DEFA14A
| $14.95 $15.90 | ▲ +6.35% | ▲ +5.37% | $17.55 (+17.39%) |
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Apr 13, 2026
8w ago
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EFFECT
| $13.96 $15.86 | ▲ +13.61% | ▲ +10.31% | $17.55 (+25.72%) |
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Mar 6, 2026
14w ago
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Insider Cluster
| $14.40 $13.68 | ▲ +5.00% | ▲ +3.47% | $17.55 (−21.87%) |
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Mar 4, 2026
14w ago
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8-K
| $14.50 $13.95 | ▼ −3.79% | ▼ −1.56% | $17.55 (+21.03%) |
US Market Status
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