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NYSE · Technology

Ooma Inc. (OOMA)

As-reported financials and SEC filings for Ooma Inc. The latest annual period is FY2026. The latest reported quarter is Q2 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Ooma Inc.

Ooma Inc provides communication services and technologies for business and residential customers through cloud-based software and unified communications platforms. Its offerings include advanced voice, messaging, video conferencing, and virtual attendant features for businesses of all sizes, as well as residential phone services with high-definition voice quality. The company serves customers primarily in the United States and Canada, delivering solutions via subscriptions and on-premise devices.

Snapshot

Revenue
$273.6M
Revenue growth (YoY)
6.5%
Net income
$6.5M
Diluted EPS
$0.23
Gross margin
61.1%
Operating margin
1.6%
Net margin
2.4%
FCF margin
8.1%
ROE
7.0%
net income / fiscal-year-end equity
P/E
51.0×
trailing when available, otherwise FY EPS
Market cap
$549.0M
Long-term debt / equity
0.55×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended January 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Ooma

  • Revenue grew 6.5% to $274M in FY2026, in line with the 8.5% the year before.
  • Operating margin turned positive at 1.6% in FY2026, from a 1.0% operating loss in FY2022.
  • Most recent quarter Q2 FY2027: revenue $83M, up 25.4% from Q2 FY2026.
  • Free cash flow was $22M in FY2026, 8.1% of revenue.
  • Net income turned positive at $6M in FY2026, from a $7M loss in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Ooma’s fundamentals sit among the 332 software companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin61.1%
41st percentile of 265
Operating margin1.6%
49th percentile of 303
Net margin2.4%
51st percentile of 307
FCF margin8.1%
36th percentile of 285
Revenue growth (YoY)+6.5%
38th percentile of 325
ROE7.0%
58th percentile of 286
P/E51.0×
78th percentile of 163
Long-term debt / equity0.55×
59th percentile of 126
Short interest3.03d
43rd percentile of 330

No reported insider purchases (code P) in the last 90 days; 15 insider sales totaling $2.9M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 1 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
1
+7 quant / multi-strat
Initiated / added
4
1 new, 3 added
Reduced / exited
4
4 trimmed, 0 exited
Combined position
$27.2M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$14.9M776.0KReduced
Two Sigma InvestmentsquantQ2 2026$4.5M231.8KAdded
AQR Capital ManagementquantQ2 2026$3.7M191.8KAdded
D. E. ShawquantQ2 2026$1.5M78.8KReduced
Point72 Asset ManagementquantQ2 2026$1.2M64.7KReduced
Citadel AdvisorsquantQ2 2026$618,36532.2KAdded
Polen Capital ManagementQ2 2026$404,37021.0KNew
Millennium ManagementquantQ2 2026$386,47620.1KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
—
code P value
Sells (90d)
15
$2.9M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-09-24
filed 2026-09-28
Namrata SabharwalVP & Chief Accounting OfficerSell1.5K$22.16$33K
2026-09-22
filed 2026-09-24
Susan ButenhoffDirectorSell9.0K$22.02$198K
2026-09-17
filed 2026-09-21
Jenny C. YehSVP & Chief Legal OfficerSell1.7K$23.00$40K
2026-09-14
filed 2026-09-16
Eric B. StangPresident & CEOSell36.3K$23.26$845K
2026-09-11
filed 2026-09-14
Eric B. StangPresident & CEOSell10.4K$22.75$236K
2026-09-11
filed 2026-09-14
Jenny C. YehSVP & Chief Legal OfficerSell1.9K$23.00$45K
2026-09-10
filed 2026-09-14
Eric B. StangPresident & CEOSell29.6K$23.08$684K
2026-09-10
filed 2026-09-14
Namrata SabharwalVP & Chief Accounting OfficerSell2.5K$23.20$58K
2026-09-09
filed 2026-09-10
Jenny C. YehSVP & Chief Legal OfficerSell1.4K$23.00$33K
2026-09-03
Jenny C. YehSVP & Chief Legal OfficerSell1.2K$23.00$28K
2026-09-01
filed 2026-09-03
Shigeyuki HamamatsuSVP & Chief Financial OfficerSell4.8K$22.33$107K
2026-08-27
filed 2026-08-31
Jenny C. YehSVP & Chief Legal OfficerSell8.6K$25.00$215K

Reported non-derivative purchases and sales (codes P/S), which may be open-market or private. Excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
1.7M
settled 2026-09-30
Change vs prior
+4.8%
vs previous settlement
Days to cover
3.03
at avg daily volume
Avg daily volume
569.1K
FINRA reported
SettlementShares shortChangeDays to cover
2026-09-301.7M+4.8%3.03
2026-09-151.6M+8.2%3.65
2026-08-311.5M+27.5%2.95
2026-08-141.2M+3.8%3.53
2026-07-311.1M-0.9%2.80
2026-07-151.2M+0.3%3.91
2026-06-301.2M+20.9%2.84
2026-06-15955.9K+18.8%2.70

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$273.6M$256.9M$236.7M$216.2M$192.3M
Gross profit
Operating income$4.3M$-6.9M$-4.0M$-5.8M$-1.9M
Net income$6.5M$-6.9M$-835,000$-3.7M$-1.8M
Diluted EPS$0.23$-0.26$-0.03$-0.15$-0.07

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024FY2023FY2022
Cash and equivalents$20.1M$17.9M$17.5M$24.1M$19.7M
Current assets$66.7M$56.2M$63.7M$74.6M$66.0M
Total assets$227.5M$149.2M$159.3M$131.0M$109.3M
Current liabilities$71.7M$51.7M$51.5M$57.4M$46.9M
Long-term debt$51.5M$0$16.0M——
Total liabilities$134.6M$63.9M$81.2M$67.9M$58.2M
Total equity$92.9M$85.3M$78.1M$63.1M$51.1M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$27.7M$26.6M$12.3M$8.8M$6.7M
Capital expenditure$5.6M$6.4M$6.2M$5.2M$4.2M
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (tap or hover a figure to see how it was calculated or what was filed). Full details: where the numbers come from.

Quarterly trend

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2027$83.2M25.4%$3.0M$0.10
Q1 FY2027$81.1M24.8%$2.6M$0.09
Q4 FY202614.6%
Q3 FY2026$67.6M3.8%$1.4M$0.05
Q2 FY2026$66.4M3.5%$1.3M$0.04
Q1 FY2026$65.0M4.0%$-141,000—
Q4 FY20255.5%
Q3 FY2025$65.1M8.8%$-2.4M$-0.09

Latest 8 quarters, from company XBRL filings on SEC EDGAR. A dotted underline marks a fourth-quarter figure we calculated from the full year and the first nine months. Revenue YoY is our calculation too: each quarter against the same quarter a year earlier.

Company facts

ExchangeNYSE
SectorTechnology
SIC industryServices-Computer Processing & Data Preparation
Latest annual periodFY2026 (ended January 31, 2026)
Latest reported quarterQ2 FY2027 (ended July 31, 2026)
Oldest indexed filing2005
SEC CIK1327688

Selected SEC filings

10-Q2026-09-04
View on EDGAR →
10-Q2026-06-05
View on EDGAR →
8-K2026-08-26
View on EDGAR →
8-K2026-06-09
View on EDGAR →
8-K2026-05-26
View on EDGAR →

Largest software peers

All software stocks →All Technology companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.