Ooma Revenue Reached $83.2 Million on 25% Growth
The communications provider posted record adjusted EBITDA of $12.4 million and lifted full-year 2027 sales guidance.
Ooma, Inc. (OOMA), a provider of advanced communications services for businesses and consumers, reported fiscal second-quarter revenue of $83.2 million, up 25% from a year earlier, matching the year-over-year pace of the immediately preceding quarter.
The company said subscription and services revenue rose to $75.6 million from $61.1 million in the second quarter of fiscal 2026 and accounted for 91% of the total, primarily on growth in Ooma Business, including the December 2025 acquisitions of FluentStream and Phone.com. Product and other revenue was $7.6 million.
GAAP net income was $3.0 million, or $0.10 a share, compared with $1.3 million, or $0.04 a share, a year earlier. Non-GAAP net income was $10.2 million, or $0.35 a share, versus $6.5 million, or $0.23 a share, in the year-ago period. Adjusted EBITDA was a record $12.4 million, compared with $7.2 million a year earlier. GAAP operating income was $4.0 million versus $0.9 million a year earlier; non-GAAP operating income was $11.2 million versus $6.1 million. GAAP gross margin held at 61%; non-GAAP gross margin rose to 63% from 62% a year earlier.
Chief Executive Officer Eric Stang said the company launched AI Insights, AI Answering Service, and AI Receptionist for Ooma Office customers and introduced Ooma MyPhone, a residential landline aimed at parents who want to limit children’s cell-phone use. He said AirDial services revenue grew 75% over the same quarter a year ago. The company said it had good momentum across its major areas of the business, driven by POTS-replacement demand, new AI features, parental concern over kids’ phones, and contributions from FluentStream and Phone.com.
Cash and cash equivalents were $17.5 million at July 31, 2026. Outstanding debt was $47 million at quarter-end, Stang said. Operating cash flow was $13.1 million for the three months ended July 31, 2026. The company repaid $6.5 million of debt in the quarter and spent $2.5 million on share repurchases.
For the third quarter of fiscal 2027, Ooma expects total revenue of $83.7 million to $84.5 million, above the $81.6 million to $82.3 million range it had given in May. GAAP net income is expected at $3.1 million to $3.5 million, or $0.11 to $0.12 a share. Non-GAAP net income is expected at $9.8 million to $10.2 million, or $0.34 to $0.35 a share.
For the full fiscal year ending January 31, 2027, the company now expects revenue of $332.0 million to $333.5 million, up from a prior range of $326.0 million to $328.5 million. GAAP net income is expected at $11.9 million to $12.7 million, or $0.42 to $0.45 a share. Non-GAAP net income is expected at $39.5 million to $40.3 million, or $1.35 to $1.38 a share, versus a prior range of $37.5 million to $39.0 million.
Ooma said it will host a conference call and webcast on August 26, 2026.