AI-extracted from the 10-Q filed 2026-09-04 — Q2 FY2027 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Ooma reported Q2 revenue of $83.2M, up 25% YoY, driven by FluentStream and Phone.com acquisitions contributing $22.4M and Ooma Business growth, with net income of $3.0M vs. $1.3M prior year.
Biggest Revenue Drivers
Subscription and services$75.6M+24% YoY
Driven by FluentStream and Phone.com contributions, continued AirDial expansion, and Ooma Office organic growth increasing average revenue per core user.
Product and other$7.6M+46% YoY
Increase in AirDial and Telo device shipments.
Biggest Revenue Drivers
Total revenue: $83.2M+25% YoY
Subscription and services$75.6M+24% YoY
Driven by FluentStream and Phone.com contributions, continued AirDial expansion, and Ooma Office organic growth increasing average revenue per core user.
Product and other$7.6M+46% YoY
Increase in AirDial and Telo device shipments.
Largest Expense Items
Cost of revenue$32.2M+23% YoY
$2.1M increase in personnel costs, $1.4M infrastructure cost increase, and $0.3M intangible amortization increase related to acquisitions.
$2.4M personnel and contractor cost increase, $0.4M AI innovation license fees, $0.4M restructuring costs.
General and administrative$9.1M+18% YoY
$1.1M personnel cost increase from acquisition headcount, $0.3M supplies and equipment costs.
Margins: Subscription and services gross margin remained stable at 70% YoY. Product and other margin improved to negative 25% from negative 47%, primarily due to $0.3M tariff refunds received following the February 2026 Supreme Court IEEPA ruling; however, the company expects product margins to remain negative due to higher AirDial installation costs and component pricing pressures.
Watch Items from the Filing
Net dollar subscription retention rate declined to 99% from 100% YoY, indicating potential churn acceleration in business customer segment despite user growth.
Company prepaid $11.5M of $65M term loan borrowing in six months ended July 31, 2026, reducing outstanding debt to $46.5M; however, effective interest rate of 6.2% on variable-rate debt exposes company to rising rate risk.
Product and other revenue margins expected to remain negative for foreseeable future due to higher component costs, supply chain tariffs, and AirDial installation costs; company received only $0.3M tariff refund despite uncertain timing and recoverability of additional refunds.
Canadian litigation class action certification was denied and Federal Court of Appeal upheld ruling in May 2026; plaintiff applied to Supreme Court of Canada for appeal in August 2026, with potential for California court proceedings if appeal denied.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Hand JudiReporting ownerGrant or award · Jun 4, 2026
Goettner Peter JReporting ownerGrant or award · Jun 4, 2026
Galligan Andrew HReporting ownerGrant or award · Jun 4, 2026
About OOMA INC (OOMA): stock profile, AI score and financials
OOMA INC (OOMA) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores OOMA at 56.9/100 on a composite quality score built from its SEC filings, placing it at rank #1,121 of 2,925 stocks — the top half of the AI-ranked universe. OOMA scores in the top quartile across earnings quality (82.8). Areas of concern include revenue scale (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 23.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2027), OOMA INC reports quarterly revenue of $83.2M, net income of $3.0M, an operating margin of 4.8%. Top institutional holders of OOMA by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, ACADIAN ASSET MANAGEMENT, based on the most recent SEC filings. OOMA trades on the NYSE exchange and files with the SEC under CIK 1327688. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OOMA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OOMA INC directly from SEC EDGAR.