OOMA · Ooma Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Aug 26, 2026TL;DR. Ooma posted record Q2 results with 25% revenue growth and 74% adjusted EBITDA growth, and raised full-year FY27 guidance to $332.0M-$333.5M revenue and $1.35-$1.38 non-GAAP EPS, driven by AirDial momentum, new AI services, and the MyPhone residential launch.
- + Q2 revenue grew 25% year-over-year to $83.2 million.
- + Record Q2 adjusted EBITDA of $12.4 million, up 74% year-over-year and now 15% of revenue.
- + Business subscription and services revenue grew 38% year-over-year, with AirDial services revenue up 75%.
- + Residential subscription guidance lifted to flat or +1% (from down 1%-2%) as MyPhone drove 3,000 user adds.
- − Product and other gross margin remained negative at -25% (excluding tariff recovery, ~-30%).
- − Business user growth was dampened by 4,000-user IWG churn and a small one-time user count correction.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Annualized exit recurring revenue (AERR) | 298.9M | Three Months Ended July 31, 2026 filing | — |
| Core users | 1.43M | Three Months Ended July 31, 2026 filing | — |
| Net dollar subscription retention rate | 99% | Three Months Ended July 31, 2026 filing | — |
| Adjusted EBITDA non-GAAP | $12.4M | second quarter of fiscal 2027 | — |
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GAAP → non-GAAP reconciliationGAAP GAAP net income 3M
+831K Interest and other expense (income), net
+155K Income tax provision (benefit)
+1.29M Depreciation and amortization of capital expenditures
+3.02M Amortization of intangible assets
+3.76M Stock-based compensation and related taxes
+382K Restructuring costs
+0K Litigation costs
= Adjusted EBITDA 12.44M
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| Gross margin on a Non-GAAP basis non-GAAP | 63% | Six Months Ended July 31, 2026 | — |
| Non-GAAP gross profit non-GAAP | $104.3M | Six Months Ended July 31, 2026 | — |
| Non-GAAP net income non-GAAP | $10.2M | second quarter of fiscal 2027 | — |
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GAAP → non-GAAP reconciliationGAAP GAAP net income 3M
+3.76M Stock-based compensation and related taxes
+3.02M Amortization of intangible assets
+382K Restructuring costs
+0K Litigation costs
= Non-GAAP net income 10.17M
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| Non-GAAP operating income non-GAAP | $21.82M | Six Months Ended July 31, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OOMA
this stock
Ooma Inc
|
$600.85M | +74.2% | +9.5% | 55.8 | 6.0% |
|
QH
QUHUO Ltd
|
$350.35B | +242.6% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.2% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -13.3% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -7.9% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OOMA | -7.4% | -6.6% | +46.9% | -9.8% | +74.2% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -6.7% | -6.7% | +34.7% | -9.2% | +62.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.