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Earnings transcript
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OOMA
Ooma, Inc.
$24.31
3.78
(18.41%)
| Exchange: | NYSE |
| Market Cap: | 667.913M |
| Shares Outstanding: | 11.537M |
Delayed data
About The Company
| Sector: | Communication Services | |||||
| Industry: | Telecommunications Services | |||||
| CEO: | Eric Stang | |||||
| Full Time Employees: | 1420 | |||||
| Address: |
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| Website: | https://www.ooma.com |
Ooma, Inc. delivers a diverse range of communication solutions and associated technological innovations to both commercial clients and individual users across the United States and Canada. For businesses, Ooma offers an array of solutions. These include Ooma Office, a scalable, cloud-based multi-user communication platform tailored for small to mid-sized enterprises. An enhanced version, Ooma Office Pro, expands these capabilities with features like high-definition video conferencing, call recording, advanced call blocking, and voicemail transcription. The company also provides Ooma Connect for reliable fixed wireless internet, Ooma Managed Wi-Fi as an easy-to-deploy enterprise-grade wireless network, and Ooma Enterprise, its comprehensive unified-communications-as-a-service (UCaaS) offering. On the consumer front, Ooma supplies various home communication technologies. This includes Ooma AirDial, a modern take on traditional landline service; Ooma Telo Basic, offering unlimited domestic calling within the U.S.; and Ooma Premier, a subscription-based package of enhanced calling functionalities. PureVoice HD offers dedicated residential phone services. The flagship Ooma Telo serves as a primary home communications hub, with Ooma Telo 4G extending this by integrating a 4G cellular adapter and battery backup for increased resilience. Beyond these core offerings, Ooma also develops a range of supplementary products and applications. Users can leverage the Ooma Mobile HD app for calls and feature access on the go, or opt for Ooma Telo Air, a wireless variant of the Telo unit incorporating Wi-Fi and Bluetooth. For home security, Ooma Smart Security provides a comprehensive monitoring platform, complemented by the Talkatone mobile application. The company distributes its solutions through multiple channels, including direct sales, partnerships with distributors, retailers, and resellers, in addition to its online presence. Established in 2003, Ooma, Inc. maintains its corporate headquarters in Sunnyvale, California.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 236,737 | 256,852 | 273,602 |
| Gross Profit | 147,232 | 156,018 | 167,240 |
| EBITDA | 8,181 | 6,195 | 18,581 |
| Operating Income | -3,295 | -6,940 | 4,256 |
| Net Income | -835 | -6,901 | 6,459 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 159,253 | 149,195 | 227,537 |
| Total Liabilities | 81,166 | 63,917 | 134,621 |
| Total Stockholders Equity | 78,087 | 85,278 | 92,916 |
| Total Debt | 29,676 | 15,947 | 68,875 |
| Cash and Cash Equivalents | 17,536 | 17,871 | 20,144 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 12,273 | 26,606 | 27,690 |
| Capital Expenditure | -6,159 | -6,447 | -5,592 |
| Free Cash Flow | 6,114 | 20,159 | 22,098 |
| Net Income | -835 | -6,901 | 6,459 |
| Net Change in Cash | -6,601 | 335 | 2,273 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 454,955.942 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 465,294.467 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 460,700 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 50,063.555 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 51,201.211 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 50,695.634 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 72,880.598 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 75,041.764 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 74,081.215 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 194,692.292 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 199,116.525 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 197,150.384 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 2.660 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 2.690 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 2.620 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Revenue Performance: Ooma reported Q4 FY 2025 revenue of $65.1 million, reflecting consistent top-line growth as highlighted in the earnings call transcript. This performance aligns with positive trends in the telecommunications industry, supported by the company’s focus on subscription-based services.
- Operational Efficiency: The earnings call summary indicates improvements in profitability metrics for FY 2025, suggesting effective cost management and operational scaling. Key financial indicators such as gross profit margin (TTM) and net profit margin (TTM) from the key metrics data likely support this trend.
- Strong Cash Flow Generation: Based on cash flow statement data, Ooma demonstrates robust net cash provided by operating activities and positive free cash flow (TTM), indicating financial stability and the ability to fund growth initiatives without excessive reliance on external financing.
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Intrinsic Value Calculator
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Common questions about OOMA valuation
Is Ooma, Inc. (OOMA) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Ooma, Inc. (OOMA) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is OOMA a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether OOMA trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is OOMA’s P/E ratio?
You can see OOMA’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for OOMA?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is OOMA a good long-term investment?
Whether OOMA fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
OOMA
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
Daily snapshot
18.41
Trading Metrics:
| Open: | 22.5 | Previous Close: | 20.53 | |
| Day Low: | 22.4 | Day High: | 26.19 | |
| Year Low: | 9.79 | Year High: | 26.08 | |
| Price Avg 50: | 20.19 | Price Avg 200: | 15.4 | |
| Volume: | 398339 | Average Volume: | 344193 |
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Login — it's freeOOMA full analysis
Welcome to MARKETSNAP’s SWOT analysis for Ooma Inc.! If you’re not familiar with this player in the tech space, Ooma is a company focused on providing innovative communication solutions, primarily in the cloud-based telephony and unified communications sector. They cater to both businesses and residential customers with services like VoIP, video conferencing, and smart security solutions. Operating in the highly competitive telecommunications industry, Ooma has carved out a niche for itself by emphasizing affordability and scalability. So, whether you’re a…
