Ooma Inc (NYSE: OOMA) is a cloud-based communications company that provides voice-over-internet-protocol phone services to residential and business customers. Revenue comes primarily from recurring subscription fees, supplemented by one-time hardware sales and product revenue. Subscription and services revenue was $252.0M in FY2026 (fiscal year ended January 31, 2026), representing approximately 92% of total revenue of $273.6M. Product and other revenue contributed $21.6M in FY2026. The company reached its first full-year operating profit in FY2026 at $4.3M, after operating losses in FY2025 and FY2024. Residential customers purchase a one-time Ooma Telo hardware device and gain access to free nationwide calling, with optional paid tiers such as Ooma Premier offering advanced calling features on a monthly or annual subscription basis. The company operates a U.K. subsidiary, indicating some international presence alongside its primary North American operations.
- Revenue model
- Recurring subscription and services fees (92% of FY2026 total revenue, $252.0M) plus one-time hardware device sales and related product revenue ($21.6M in FY2026). Premium tiers such as Ooma Premier are sold on monthly or annual subscription terms. International calling plans are sold as separate add-on subscriptions.
- Products and services
- Ooma Telo (wired home phone base station with free nationwide calling); Ooma Telo Air (wireless version with Wi-Fi and Bluetooth); Ooma Premier (premium residential subscription with advanced calling features including robocall blocking, call forwarding, three-way conferencing, and mobile app access); international calling plans sold as standalone subscriptions.
- Customers and end markets
- Residential customers seeking landline replacement or home phone service. The filing also references business customers and a U.K. subsidiary, though segment-level customer counts and business-versus-residential revenue splits are not specified in the provided excerpts.
- Value-chain role
- End-to-end communications service provider: designs and sells proprietary hardware devices, operates cloud-based VoIP network infrastructure, and delivers subscription software and calling services directly to end customers.
- Geographic exposure
- Primarily North America based on residential product descriptions referencing nationwide U.S. calling. A U.K. subsidiary is disclosed, subject to GDPR and UK Data Protection Act compliance requirements.
Source: SEC 10-K, filed 2026-04-03
Industry:
Services-Computer Processing & Data Preparation
Peers:
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