OOMANYSEServices-Computer Processing & Data PreparationUS GAAP · USD

Ooma, Inc

Ooma Inc. provides cloud-based communications services and related devices for business and residential users. Its platform combines subscription calling services, on-premise endpoints, desktop and mobile apps, and cloud calling infrastructure, with primary operations in the United States and Canada.

Kysy yhtiöstä
Liikevaihto274milj. USD
+6,5 %v/v
Liikevoitto (EBIT)4,3milj. USD
+161,3 %v/v
EBIT-marginaali1,6%
+4,3 %-yks.v/v
Nettotulos6,5milj. USD
+193,6 %v/v
Vapaa kassavirta22,1milj. USD
+9,6 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−1000100200300milj. USD2021: 169 milj. USD2021: EBIT −2,8 milj. USD20212022: 192 milj. USD2022: EBIT −1,9 milj. USD20222023: 216 milj. USD2023: EBIT −5,8 milj. USD20232024: 237 milj. USD2024: EBIT −4,0 milj. USD20242025: 257 milj. USD2025: EBIT −6,9 milj. USD20252026: 274 milj. USD2026: EBIT 4,3 milj. USD20262744,3
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Ooma, Inc

Liiketoiminta

Osuus liikevaihdosta
Business communications subscriptions70 %

Cloud-based voice, collaboration, and phone system services sold to businesses on recurring plans.

Residential communications subscriptions20 %

Home phone service and related recurring consumer communications offerings.

Devices and endpoint hardware10 %

On-premise devices, endpoint devices, and shipping-related product revenue.

Tuotteet

Raportoitu · osuus liikevaihdosta
92,1%FY2026100 %
  • Subscription and Services Revenue92,1 %
  • Product and Other Revenue7,9 %

Lähde: 10-K FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

Ooma sells to small, medium, and larger businesses that want cloud-based voice and collaboration tools, as well as to residential users seeking internet-based home phone service. It also serves channel partners and resellers that distribute its business and consumer offerings, including retailers, master agents, value-added resellers, and technology services distributors.

Small and medium-sized businesses

Buy Ooma Office and related subscriptions for affordable cloud calling, mobility, and business phone features.

Residential consumers

Buy Ooma Residential services and devices for home phone service with mobile integration and voice quality.

Large and distributed enterprises

Buy Ooma Enterprise, AirDial, and platform services for mission-critical communications and analog replacement.

Channel partners and resellers

Buy or distribute Ooma services and devices through retail, VAR, TSD, master agent, and partner channels.

Strategia

Ooma is focused on expanding its business communications base, adding higher-value services, and increasing revenue per customer through new features and adjacent offerings. It also emphasizes partner channels, product innovation, and selective international expansion to extend its cloud communications platform beyond core voice services.

Expand business communications adoptionLyhyt aikaväli

Business subscriptions are the main growth engine and support recurring revenue.

Increase attach of additional servicesKeskipitkä aikaväli

More features and services raise customer lifetime value and retention.

Scale AirDial and analog replacementKeskipitkä aikaväli

AirDial addresses legacy phone-line replacement demand in businesses.

Broaden distribution and geographyKeskipitkä aikaväli

Retail, reseller, and partner channels expand reach without relying only on direct sales.

Maantiede

Ooma primarily serves the United States and Canada, with limited offerings in certain other countries. Its headquarters are in Sunnyvale, California, and its direct sales force is located in the United States and Canada, while retail and partner channels extend market reach across North America.

Riskit

Ooma depends on cost-effective user acquisition and retention in a competitive communications market where customers can often cancel subscriptions without penalty. Its cloud and device-based model also creates exposure to cybersecurity, telecom regulation, channel dependence, and supply-chain or tariff-related costs tied to hardware and network operations.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer churn and subscription cancellation1Cost-effective user acquisition2Cybersecurity and data compromise3Regulatory and compliance risk4Hardware supply chain and tariff exposure5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer churn and subscription cancellationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Most service plans can be terminated without penalty, so retention is critical to recurring revenue.

    Kohdistuu: Business and residential subscriptions

  2. Cost-effective user acquisitionVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Growth depends on attracting new users efficiently in a competitive market.

    Kohdistuu: Sales and marketing efficiency

  3. Cybersecurity and data compromiseVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The platform handles customer communications data and depends on always-on cloud systems.

    KohdistuuCPNIUser credentialsService continuity
  4. Regulatory and compliance riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Telecommunications, marketing, and privacy rules can restrict operations and create penalties.

    Kohdistuu: Communications services and customer outreach

  5. Hardware supply chain and tariff exposureVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Product revenue depends on manufactured devices and imported components.

    Kohdistuu: On-premise devices and endpoint hardware

Kysy Clarifolta: Ooma, Inc

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition timing

Subscription services are recognized ratably, while devices are recognized at a point in time, affecting mix and timing.

Vaikutus: Can shift revenue between quarters based on service starts and hardware shipments

Acquired intangible assets

Acquisitions such as 2600Hz create amortizable intangibles and potential impairment risk.

Vaikutus: Affects operating income through amortization and possible write-downs

Lease accounting

Office and facility leases create right-of-use assets and liabilities under U.S. GAAP.

Vaikutus: Affects leverage, operating expense presentation, and cash flow classification

Litigation and restructuring accruals

Reported expenses included litigation and restructuring items in recent periods.

Vaikutus: Can create non-recurring charges and reduce comparability

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Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

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Päivitetty: 24.9.2026