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.
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
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
Investment Themes
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 |
Filters
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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%) |
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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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