The stock may re-rate higher on evidence of accelerating growth, improved profitability, and strong forward guidance. Monitor integration of recent acquisitions and execution on POTS replacement opportunity.
Price Chart
Executive Summary
Ooma reported strong fiscal Q4 and full-year 2026 results with revenue growth of 15% YoY in Q4 and 7% for the full year, driven by subscription services and recent acquisitions. The company achieved GAAP profitability for the first time, with non-GAAP net income up 62% YoY. Management raised forward guidance, projecting $321M-$325M in revenue for fiscal 2027.
Key Financial Metrics
Key Facts
- Q4 revenue: $74.6M (+15% YoY), full-year revenue: $273.6M (+7% YoY)
- GAAP net income: $4.0M in Q4 (vs. $0.3M loss YoY), $6.5M for full year (vs. $6.9M loss YoY)
- Non-GAAP net income: $9.4M in Q4 (+62% YoY), $29.2M for full year (+62% YoY)
- Acquisitions of FluentStream and Phone.com contributed $6.1M in Q4 revenue
- Fiscal 2027 guidance: $321M-$325M revenue, $35.5M-$37.0M non-GAAP net income
Financial Impact
Revenue growth accelerating to 15% YoY in Q4 from 7% for full year, with non-GAAP net income up 62% YoY. Fiscal 2027 revenue guidance implies 17-19% growth.
Segment Breakdown
| Segment | Revenue |
|---|---|
| Subscription and services | $68.7M |
Risk Factors
- Integration risk from recent acquisitions of FluentStream and Phone.com
- Forward-looking statements about market momentum for POTS replacement
- Dependence on continued execution in competitive cloud communications market
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001327688-26-000004 |
| Document: ooma-20260304.htm | 0001327688-26-000004 |
| Document: 0001327688-26-000004-index-headers.html | 0001327688-26-000004 |
| Document: 0001327688-26-000004-index.html | 0001327688-26-000004 |
| Document: 0001327688-26-000004.txt | 0001327688-26-000004 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Insider Cluster | $22.66 $22.73 | ▼ −0.31% | ▲ +0.51% | $20.80 (+8.21%) |
Sep 14, 2026 18d ago | 144 | $22.81 $22.96 | ▼ −0.66% | ▼ −0.55% | $20.80 (+8.81%) |
Sep 3, 2026 29d ago | Insider Cluster | $23.38 $22.77 | ▼ −2.61% | ▼ −1.46% | $20.80 (−11.04%) |
Sep 3, 2026 29d ago | Insider Cluster | $23.38 $22.77 | ▼ −2.61% | ▼ −1.46% | $20.80 (−11.04%) |
Jul 20, 2026 10w ago | Insider Cluster | $20.91 $20.78 | ▼ −0.62% | ▲ +0.61% | $20.80 (−0.53%) |
Jul 13, 2026 11w ago | Insider Cluster | $20.41 $20.67 | ▲ +1.27% | ▲ +2.06% | $20.80 (+1.91%) |
Jul 7, 2026 12w ago | Insider Cluster | $20.20 $20.54 | ▼ −1.68% | ▼ −1.13% | $20.80 (−2.97%) |
Jun 26, 2026 14w ago | Insider Cluster | $19.44 $19.80 | ▼ −1.85% | ▼ −0.46% | $20.80 (−7.00%) |
Jun 24, 2026 14w ago | 144 | $17.55 $19.60 | ▲ +11.68% | ▲ +10.12% | $20.80 (+18.52%) |
May 26, 2026 18w ago | 8-K | $17.43 $17.65 | ▲ +1.26% | ▲ +0.05% | $20.80 (+19.33%) |
US Market Status
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