OOMA — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-06-05

• We refer to Ooma Office, Ooma Enterprise, Ooma AirDial, 2600Hz, FluentStream, Phone.com, and OnSIP collectively as Ooma Business. Ooma Residential includes Ooma Telo basic and premier services, as well as Ooma Telo LTE services.

• Total revenue was $81.1 million, up 25% year-over-year, primarily driven by the growth of Ooma Business and contributions of FluentStream and Phone.com. In December 2025, we completed the acquisitions of FluentStream and Phone.com, which contributed $11.2 million in revenue in the aggregate for the …

• Subscription and services revenue from Ooma Business grew 38% year-over-year, primarily driven by user growth and subscription and the contributions of FluentStream and Phone.com.

• Total gross margin was 62%, consistent with the prior year quarter.

• GAAP net income was $2.6 million, compared to net loss of $0.1 million in the prior year quarter reflecting continued improvement in our operations.

Text removed vs the prior filing · source: 10-Q · 2025-12-09

• On December 1, 2025, we completed the acquisition of FluentStream Corp. (“FluentStream”) a provider of enterprise-grade business phone services for small and medium-sized organizations, for approximately $45.0 million in cash, subject to certain working capital adjustments. We believe the acquisitio…

• We refer to Ooma Office, Ooma Enterprise, Ooma AirDial, 2600Hz, and OnSIP collectively as Ooma Business. Ooma Residential includes Ooma Telo basic and premier services, as well as Ooma Telo LTE services.

• Total revenue was $67.6 million, up 4% year-over-year, primarily driven by the growth of Ooma Business.

• Subscription and services revenue from Ooma Business grew 6% year-over-year, primarily driven by user growth.

• Total gross margin was 60%, consistent with the prior year quarter.

Text added vs the prior filing · source: 10-Q · 2026-06-05

• The use of AI in our business may not produce the desired benefits, and may result in increased liability, reputational harm, or other adverse consequences.

• Our use and development of AI tools are subject to regulation and future legislative or regulatory actions which could adversely affect our business and expose us to liability.

• Despite precautions taken at our hosting facilities, the occurrence of a natural disaster, cyberattack, or an act of terrorism or other unanticipated problems at these facilities could result in lengthy interruptions in our service. Even with the disaster recovery arrangements that we have in place,…

• Any errors, defects, bugs or other quality or reliability problems in, or unavailability of, the components of our platforms that cause interruptions in the intended operation of our software or services, or the intended operation of the systems in which our software or services are installed, could…

• A significant portion of our revenues today comes from small and medium-sized businesses, which may have fewer financial resources to weather an economic downturn, rising inflation, tariffs, and defaults by financial institutions.

Text removed vs the prior filing · source: 10-Q · 2025-12-09

• Despite precautions taken at our hosting facilities, the occurrence of a natural disaster, cyberattack, or an act of terrorism or other unanticipated problems at these facilities could result in lengthy interruptions in our service. Even with the disaster recovery arrangements that we have in place,…

• A significant portion of our revenues today come from small and medium-sized businesses, which may have fewer financial resources to weather an economic downturn, rising inflation, tariffs, and defaults by financial institutions.

• Our business strategy has in the past and may, from time to time in the future, include acquiring or investing in complementary services, technologies or businesses. We may not be able to find suitable acquisition candidates, and we may not be able to complete acquisitions on favorable terms, if at …

• We may have to pay cash, incur debt or issue equity securities to pay for any such acquisition, each of which could affect our financial condition or the value of our capital stock. For example, in December 2025, we borrowed $45.0 million as a term loan under the Credit Agreement to finance the Flue…

• When we enter into strategic transactions in which we acquire other companies, we cannot guarantee we will be able to successfully integrate the teams, assets, technologies, information systems including billing platforms or business of these target companies into our business, that we will be able …

Text added vs the prior filing · source: 10-Q · 2026-06-05

• On April 1, 2026, Jenny Yeh, our Senior Vice President, Chief Legal Officer, and Secretary, and a member of our board of directors, adopted a Rule 10b5-1 trading arrangement (as that term is defined in Regulation S-K, Item 408), providing for the sale from time to time of up to 58,063 shares of comm…

• No other directors or officers, as defined in Rule 16a-1(f), have adopted and/or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” each as defined in Regulation S-K Item 408, during the fiscal quarter ended April 30, 2026.

Text removed vs the prior filing · source: 10-Q · 2025-12-09

• During the fiscal quarter ended October 31, 2025, none of our directors or officers informed us of the adoption, modification or termination of a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as those terms are defined in Regulation S-K Item 408.