OOMA

EX-99.1

2 ooma-ex99_1.htm

EX-99.1

EX-99.1

Exhibit 99.1

Ooma Reports Fiscal Second Quarter 2027 Financial Results

Sunnyvale, Calif., August 26, 2026 -- Ooma, Inc. (NYSE: OOMA), a provider of advanced communications services for businesses and consumers, today released financial results for the fiscal second quarter ended July 31, 2026.

Second Quarter Fiscal 2027 Financial Highlights:

• Revenue: Total revenue was $83.2 million, up 25% year-over-year. Subscription and services revenue increased to $75.6 million from $61.1 million in the second quarter of fiscal 2026, and was 91% of total revenue, primarily driven by the growth of Ooma Business, including the December 2025 acquisitions of FluentStream and Phone.com.

• Net Income: GAAP net income was $3.0 million, or $0.10 per diluted share, compared to GAAP net income of $1.3 million, or $0.04 per diluted share, in the second quarter of fiscal 2026. Non-GAAP net income was $10.2 million, or $0.35 per diluted share, compared to non-GAAP net income of $6.5 million, or $0.23 per diluted share in the prior year period.

• Adjusted EBITDA: Adjusted EBITDA was $12.4 million, compared to $7.2 million in the second quarter of fiscal 2026.

For more information about non-GAAP net income and Adjusted EBITDA, see the section below titled "Non-GAAP Financial Measures" and the reconciliation provided in this release.

“Ooma executed well in Q2 and delivered strong results, with revenue up 25% year over year to $83.2 million and non-GAAP net income up 58% year over year to $10.2 million,” said Eric Stang, chief executive officer of Ooma. “We also achieved record adjusted EBITDA of $12.4 million in Q2 and reduced outstanding debt to $47 million at the end of Q2. Operationally, we launched new AI-driven services, including our AI Insights, AI Answering Service and AI Receptionist, for our Ooma Office business customers. We also launched Ooma MyPhone, a modern landline that gives parents control over their kids’ calling and forestalls cell phone use, for our residential customers. Our significant growth of Ooma AirDial continued in Q2, with AirDial services revenue growing 75% over the same quarter a year ago. Looking forward, we believe we have good momentum across all major areas of our business, driven by increasing POTS replacement market demand, the availability of our new AI features, parents’ increasing concern over kids’ cell phone use, and the contributions from our acquisitions of FluentStream and Phone.com.”

Business Outlook:

For the third quarter of fiscal 2027, Ooma expects:

• Total revenue in the range of $83.7 million to $84.5 million.

• GAAP net income in the range of $3.1 million to $3.5 million and GAAP net income per share in the range of $0.11 to $0.12.

• Non-GAAP net income in the range of $9.8 million to $10.2 million, and non-GAAP net income per share in the range of $0.34 to $0.35.

For the full fiscal year 2027, Ooma expects:

• Total revenue in the range of $332.0 million to $333.5 million.

• GAAP net income in the range of $11.9 million to $12.7 million, and GAAP net income per share in the range of $0.42 to $0.45.

• Non-GAAP net income in the range of $39.5 million to $40.3 million, and non-GAAP net income per share in the range of $1.35 to $1.38.

The following is a reconciliation of GAAP net income to non-GAAP net income and GAAP diluted net income per share to non-GAAP diluted net income per share guidance for the third fiscal quarter ending October 31, 2026 and the fiscal year ending January 31, 2027 (in millions, except per share data):

1

Projected range

Three Months Ending

Fiscal Year Ending

October 31, 2026

January 31, 2027

(unaudited)

GAAP net income

$3.1-$3.5

$11.9-$12.7

Stock-based compensation and related taxes

3.7

14.7

Amortization of intangible assets

3.0

12.1

Restructuring costs

—

0.8

Non-GAAP net income

$9.8-$10.2

$39.5-$40.3

GAAP net income per share

$0.11-$0.12

$0.42-$0.45

Stock-based compensation and related taxes

0.13

0.49

Amortization of intangible assets

0.10

0.41

Restructuring costs

—

0.03

Non-GAAP net income per share

$0.34-$0.35

$1.35-$1.38

Weighted-average number of shares used in per share amounts:

Basic

27.7

27.7

Diluted

29.1

29.2

Conference Call Information:

The company will host a conference call and live webcast for analysts and investors at 5:00 p.m., Eastern time on August 26, 2026. The news release with the financial results will be accessible from the company's website prior to the conference call.

To access the call by phone, please visit https://register-conf.media-server.com/register/BI9a252eb992634fa88bdb3ab648b4402e to register and receive the dial-in details. To avoid delays, Ooma encourages participants to dial into the conference call ten minutes ahead of the scheduled start time.

For webcast listening, please visit Ooma’s Events & Presentations page https://investors.ooma.com/news-events/events-presentation for a link.

Following the call, an a

SEC.gov | Request Rate Threshold Exceeded

U.S. Securities and Exchange Commission

You’ve Exceeded the SEC’s Traffic Limit

Your request rate has exceeded the SEC’s maximum allowable requests per second. Your access to SEC.gov will be limited for 10 minutes.

Current guidelines limit each user to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests. To ensure that SEC.gov remains available to all users, we reserve the right to block IP addresses that submit excessive requests.

The block will be lifted automatically by waiting 10 minutes. Continuing to exceed the SEC’s maximum allowable request rate during the time-out period will extend the duration of the time-out period. To ensure fair access for all users, please reduce the rate of your requests and visit SEC.gov again after the 10 minute time-out period has passed.

For best practices on efficiently downloading information from SEC.gov, including the latest EDGAR filings, visit sec.gov/developer. You can also sign up for email updates on the SEC open data program, including best practices that make it more efficient to download data, and SEC.gov enhancements that may impact scripted downloading processes. For more information, contact opendata@sec.gov.

For more information, please see the SEC’s Web Site Privacy and Security Policy. Thank you for your interest in the U.S. Securities and Exchange Commission.

Reference ID: 0.e618d017.1784722039.718c105

More Information

Internet Security Policy

By using this site, you are agreeing to security monitoring and auditing. For security purposes, and to ensure that the public service remains available to users, this government computer system employs programs to monitor network traffic to identify unauthorized attempts to upload or change information or to otherwise cause damage, including attempts to deny service to users.

Unauthorized attempts to upload information and/or change information on any portion of this site are strictly prohibited and are subject to prosecution under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act of 1996 (see Title 18 U.S.C. §§ 1001 and 1030).

To ensure our website performs well for all users, the SEC monitors the frequency of requests for SEC.gov content to ensure automated searches do not impact the ability of others to access SEC.gov content. We reserve the right to block IP addresses that submit excessive requests. Current guidelines limit users to a total of no more than 10 requests per second, regardless of the number of machines used to submit requests.

If a user or application submits more than 10 requests per second, further requests from the IP address(es) may be limited for a brief period. Once the rate of requests has dropped below the threshold for 10 minutes, the user may resume accessing content on SEC.gov. This SEC practice is designed to limit excessive automated searches on SEC.gov and is not intended or expected to impact individuals browsing the SEC.gov website.

Note that this policy may change as the SEC manages SEC.gov to ensure that the website performs efficiently and remains available to all users.

Note: We do not offer technical support for developing or debugging scripted downloading processes.

8-K

0001327688false00013276882026-03-042026-03-04

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 4, 2026

Ooma, Inc. (Exact Name of Registrant as Specified in its Charter)

Delaware

001-37493

06-1713274

(State or other jurisdiction of incorporation or organization)

(Commission File Number)

(I.R.S. Employer Identification No.)

525 Almanor Avenue, Suite 200, Sunnyvale, California 94085 (Address of principal executive offices) (650) 566-6600 (Registrant’s telephone number, including area code)

Not applicable (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, par value $0.0001

OOMA

The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02. Results of Operations and Financial Condition On March 4, 2026, Ooma, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal fourth quarter and year ended January 31, 2026. The full text of the press release issued in connection with the announcement is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information set forth in this Item 2.02 (including Exhibit 99.1) shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing. Item 9.01. Financial Statements and Exhibits

(d)Exhibits.

Exhibit No.

Description

99.1

Press release dated March 4, 2026 titled “Ooma Reports Fourth Quarter and Fiscal Year 2026 Financial Results”

104

Cover Page Interactive Data File (formatted as Inline XBRL)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

OOMA, INC.

Date: March 4, 2026

By:

/s/ Shig Hamamatsu

Shig Hamamatsu

Chief Financial Officer