Ooma (OOMA)
Market Price (6/9/2026): $16.55 | Market Cap: $455.0 MilSector: Information Technology | Industry: Application Software
Ooma (OOMA)
Market Price (6/9/2026): $16.55Market Cap: $455.0 MilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10% Attractive yieldFCF Yield is 5.3% Low stock price volatilityVol 12M is 41% Megatrend and thematic driversMegatrends include Cloud Computing, and Digital Health & Telemedicine. Themes include Software as a Service (SaaS), and Telehealth Platforms. | Weak multi-year price returns3Y Excs Rtn is -52% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 59x Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.3% Key risksOOMA key risks include [1] challenges in successfully integrating recent acquisitions like FluentStream and Phone.com and [2] difficulty attracting and retaining customers, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10% |
| Attractive yieldFCF Yield is 5.3% |
| Low stock price volatilityVol 12M is 41% |
| Megatrend and thematic driversMegatrends include Cloud Computing, and Digital Health & Telemedicine. Themes include Software as a Service (SaaS), and Telehealth Platforms. |
| Weak multi-year price returns3Y Excs Rtn is -52% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 59x |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -2.3% |
| Key risksOOMA key risks include [1] challenges in successfully integrating recent acquisitions like FluentStream and Phone.com and [2] difficulty attracting and retaining customers, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Ooma (OOMA) stock has gained about 35% since 2/28/2026 because of the following key factors:
1. Ooma reported stronger-than-expected financial results for its first fiscal quarter ended April 30, 2026, and provided an optimistic outlook for future performance. The company announced an EPS of $0.35, surpassing the consensus estimate of $0.32, and reported revenue of $81.15 million, exceeding analysts' expectations of $79.84 million, marking a 25% year-over-year increase. Following this, Ooma raised its guidance for Q2 FY2027, projecting EPS between $0.33 and $0.34 and revenue between $81.6 million and $82.3 million, both above analyst consensus. The company also lifted its full-year FY2027 EPS guidance to $1.29-$1.34 and revenue to $326.0 million-$328.5 million.
2. The company also delivered robust fourth-quarter fiscal 2026 results which contributed to early momentum in the period. On March 4, 2026, Ooma announced Q4 FY2026 earnings per share of $0.34, beating the consensus estimate of $0.31, with revenue reaching $74.58 million, exceeding estimates of $73.99 million. This positive earnings surprise led to a 9.31% increase in the stock price following the announcement.
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Stock Movement Drivers
Fundamental Drivers
The 35.4% change in OOMA stock from 2/28/2026 to 6/8/2026 was primarily driven by a 272.7% change in the company's Net Income Margin (%).| (LTM values as of) | 2282026 | 6082026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.36 | 16.73 | 35.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 264 | 290 | 9.7% |
| Net Income Margin (%) | 0.9% | 3.2% | 272.7% |
| P/E Multiple | 152.0 | 50.1 | -67.0% |
| Shares Outstanding (Mil) | 28 | 27 | 0.5% |
| Cumulative Contribution | 35.4% |
Market Drivers
2/28/2026 to 6/8/2026| Return | Correlation | |
|---|---|---|
| OOMA | 35.4% | |
| Market (SPY) | 8.1% | 18.1% |
| Sector (XLK) | 32.9% | 19.4% |
Fundamental Drivers
The 48.8% change in OOMA stock from 11/30/2025 to 6/8/2026 was primarily driven by a 33.9% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 6082026 | Change |
|---|---|---|---|
| Stock Price ($) | 11.24 | 16.73 | 48.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 262 | 290 | 10.7% |
| P/S Multiple | 1.2 | 1.6 | 33.9% |
| Shares Outstanding (Mil) | 28 | 27 | 0.4% |
| Cumulative Contribution | 48.8% |
Market Drivers
11/30/2025 to 6/8/2026| Return | Correlation | |
|---|---|---|
| OOMA | 48.8% | |
| Market (SPY) | 8.8% | 19.3% |
| Sector (XLK) | 29.1% | 19.0% |
Fundamental Drivers
The 22.6% change in OOMA stock from 5/31/2025 to 6/8/2026 was primarily driven by a 12.8% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 5312025 | 6082026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.65 | 16.73 | 22.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 257 | 290 | 12.8% |
| P/S Multiple | 1.4 | 1.6 | 10.2% |
| Shares Outstanding (Mil) | 27 | 27 | -1.4% |
| Cumulative Contribution | 22.6% |
Market Drivers
5/31/2025 to 6/8/2026| Return | Correlation | |
|---|---|---|
| OOMA | 22.6% | |
| Market (SPY) | 26.9% | 27.4% |
| Sector (XLK) | 60.4% | 22.1% |
Fundamental Drivers
The 25.6% change in OOMA stock from 5/31/2023 to 6/8/2026 was primarily driven by a 34.0% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 5312023 | 6082026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.32 | 16.73 | 25.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 216 | 290 | 34.0% |
| P/S Multiple | 1.5 | 1.6 | 3.5% |
| Shares Outstanding (Mil) | 25 | 27 | -9.4% |
| Cumulative Contribution | 25.6% |
Market Drivers
5/31/2023 to 6/8/2026| Return | Correlation | |
|---|---|---|
| OOMA | 25.6% | |
| Market (SPY) | 83.8% | 26.4% |
| Sector (XLK) | 128.9% | 21.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OOMA Return | 42% | -33% | -21% | 31% | -17% | 46% | 19% |
| Peers Return | -44% | -67% | -6% | -9% | -20% | 89% | -76% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| OOMA Win Rate | 58% | 42% | 42% | 58% | 50% | 83% | |
| Peers Win Rate | 35% | 25% | 50% | 45% | 52% | 63% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| OOMA Max Drawdown | -29% | -47% | -36% | -42% | -32% | -13% | |
| Peers Max Drawdown | -56% | -77% | -50% | -42% | -44% | -27% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: RNG, ZM, EGHT, FIVN, BAND.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/8/2026 (YTD)
How Low Can It Go
| Event | OOMA | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -22.3% | -18.8% |
| % Gain to Breakeven | 28.6% | 23.1% |
| Time to Breakeven | 359 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -12.4% | -7.8% |
| % Gain to Breakeven | 14.1% | 8.5% |
| Time to Breakeven | 14 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -31.3% | -9.5% |
| % Gain to Breakeven | 45.5% | 10.5% |
| Time to Breakeven | 348 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -10.9% | -6.7% |
| % Gain to Breakeven | 12.3% | 7.1% |
| Time to Breakeven | 8 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.5% | -33.7% |
| % Gain to Breakeven | 74.0% | 50.9% |
| Time to Breakeven | 70 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -18.5% | -19.2% |
| % Gain to Breakeven | 22.7% | 23.8% |
| Time to Breakeven | 72 days | 105 days |
In The Past
Ooma's stock fell -22.3% during the 2025 US Tariff Shock. Such a loss loss requires a 28.6% gain to breakeven.
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| Event | OOMA | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -22.3% | -18.8% |
| % Gain to Breakeven | 28.6% | 23.1% |
| Time to Breakeven | 359 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -31.3% | -9.5% |
| % Gain to Breakeven | 45.5% | 10.5% |
| Time to Breakeven | 348 days | 24 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.5% | -33.7% |
| % Gain to Breakeven | 74.0% | 50.9% |
| Time to Breakeven | 70 days | 140 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -44.7% | -12.2% |
| % Gain to Breakeven | 81.0% | 13.9% |
| Time to Breakeven | 384 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -45.8% | -6.8% |
| % Gain to Breakeven | 84.7% | 7.3% |
| Time to Breakeven | 463 days | 15 days |
In The Past
Ooma's stock fell -22.3% during the 2025 US Tariff Shock. Such a loss loss requires a 28.6% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Ooma (OOMA)
AI Analysis | Feedback
1. Think of it as **RingCentral** or **8x8** for small to medium businesses, providing cloud-based phone and communication systems.
2. It's like a more advanced, feature-rich **MagicJack** for your home phone, that also provides comprehensive cloud communication solutions for businesses.
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- Ooma Office (including Pro): Cloud-based multi-user communication systems for small and medium-sized businesses, offering advanced features like video meetings and call recording.
- Ooma Enterprise: A unified-communications-as-a-service (UCaaS) solution designed for larger businesses.
- Ooma Connect: Provides fixed wireless internet connectivity.
- Ooma Managed Wi-Fi: A plug-and-play enterprise-grade Wi-Fi solution.
- Ooma AirDial: A plain old telephone service (POTS) replacement solution.
- Ooma Telo (including Basic, Premier, 4G, Air): Home communication solutions serving as primary residential phone lines with various features and connectivity options.
- Ooma Smart Security: A security and monitoring platform for homes.
- Talkatone mobile app: A mobile application that enables users to make calls and send messages.
AI Analysis | Feedback
Ooma (OOMA) serves a diverse customer base, primarily encompassing two broad categories: businesses and residential consumers. Given that its business customers are largely small and medium-sized businesses (SMBs) and enterprises, specific named customer companies and their public symbols are not disclosed by Ooma, nor are they typically considered "major customers" in the sense of singular large entities. Therefore, the major customers are best described by their categories:- Small and Medium-sized Businesses (SMBs): This segment utilizes Ooma's cloud-based multi-user communication systems (Ooma Office, Ooma Office Pro), fixed wireless internet connectivity (Ooma Connect), enterprise-grade Wi-Fi solutions (Ooma Managed Wi-Fi), and plain old telephone service replacements (Ooma AirDial).
- Enterprise Customers: Larger organizations are served by Ooma Enterprise, a unified-communications-as-a-service solution.
- Residential Consumers/Individuals: This customer base relies on Ooma for home communication solutions such as Ooma Telo, Ooma Premier, and PureVoice HD residential phone services, as well as home security and monitoring through Ooma Smart Security, and mobile communication via apps like Ooma Mobile HD and Talkatone.
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Eric Stang, Chief Executive Officer
Eric Stang has served as Ooma's President, Chief Executive Officer, and a member of its Board of Directors since January 2009, and as Chairman of the board since December 2014. Prior to joining Ooma, he was President and CEO of Reliant Technologies, a medical technology company, from 2006 to 2008. From 2001 to 2006, Mr. Stang was Chairman, President, and CEO of Lexar Media, Inc., a solid-state memory products company. Under his leadership, Lexar grew from a small private company to one of the 50 largest public technology companies in Silicon Valley with revenues exceeding $850 million, before its acquisition by Micron Technology. He has also held senior roles at Raychem, Monitor Company, and McKinsey & Company. He serves on the Board of Directors of Rambus Inc. and Avalanche Technology, Inc., and previously served on the boards of InvenSense, Inc. (acquired 2017) and Solta Medical (acquired).
Shig Hamamatsu, Chief Financial Officer
Shig Hamamatsu was appointed Vice President, Chief Financial Officer, and Treasurer of Ooma, effective September 7, 2021. Before joining Ooma, he served as CFO of Accuray, a publicly traded medical device provider, from November 2018 to July 2021. Mr. Hamamatsu's career includes senior financial roles at several technology companies. He was VP, Corporate Controller at Cepheid, a publicly traded molecular diagnostics company that was acquired by Danaher Corporation. He also held positions as VP, Finance & Corporate Controller at Cypress Semiconductor Corporation, and VP, Finance at RPX Corporation. He began his career as an auditor at PricewaterhouseCoopers LLP.
Jim Gustke, SVP, Marketing
Jim Gustke has been Vice President of Marketing at Ooma, Inc. since August 2010. He is responsible for all aspects of marketing and customer acquisition for the company.
Toby Farrand, SVP, Engineering and Operations
Toby Farrand serves as Ooma's Senior Vice President of Engineering and Operations. He has held the position of Vice President of Engineering and Operations at Ooma Inc since June 2006.
Jenny Yeh, SVP, Chief Legal Officer & Corporate Secretary
Jenny Yeh has been Ooma's Senior Vice President and Chief Legal Officer since December 2024, and previously served as Senior Vice President and General Counsel since December 2018. She has also been a member of the Ooma Board of Directors since January 2021. Ms. Yeh oversees all of the company's legal and regulatory affairs. Her background includes serving as Senior Vice President & General Counsel at Sphere 3D Corp. and as a senior legal advisory team member at General Electric, where she led multi-billion dollar transactions.
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```htmlKey Risks to Ooma's Business
- Intense Competition: Ooma operates in a highly competitive Unified Communications as a Service (UCaaS) and business Voice over Internet Protocol (VoIP) market. The company faces significant competition from established players like RingCentral, Nextiva, Dialpad, Microsoft (Teams), Zoom (Zoom Phone), and Google Voice. These competitors often have greater scale, brand recognition, more extensive resources for research and development, and the ability to bundle communication services, which can put considerable pressure on Ooma's market share and profitability.
- Need for Continuous Innovation and Adapting to Technological Advancements: The telecommunications and UCaaS industries are characterized by rapid technological evolution, including the increasing integration of artificial intelligence (AI). Ooma must continuously innovate, integrate advanced AI capabilities, and expand its service offerings (such as UCaaS, Contact Center as a Service (CCaaS), and Communications Platform as a Service (CPaaS)) to remain competitive and meet evolving customer demands. Failure to keep pace with these advancements poses a continuous risk to the company's relevance and market position.
- Customer Acquisition and Retention Challenges, and Service Quality: Ooma faces challenges in cost-effectively acquiring new users and retaining existing ones in its competitive landscape. Some users have reported issues with call quality and customer support, as well as limitations in third-party integrations, particularly on lower-tier plans. Customer feedback has occasionally highlighted difficulties in resolving technical or service issues, which can impact customer loyalty and trust. Additionally, Ooma's pricing structure for business services may not be scalable for growing businesses due to extra fees and limited features, potentially leading to increased churn, especially among small business customers.
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The widespread rollout and increasing adoption of 5G home internet services by major telecommunications carriers, which directly compete with Ooma Connect's fixed wireless internet connectivity offering.AI Analysis | Feedback
Ooma, Inc. (OOMA) participates in several significant addressable markets through its diverse product and service offerings in both business and residential sectors.
Business Products and Services (Ooma Office, Ooma Enterprise, UCaaS, Cloud Communications for SMBs)
Ooma Office and Ooma Enterprise contribute to the Unified Communications as a Service (UCaaS) and broader cloud communications market for small to medium-sized businesses (SMBs) and larger enterprises. The global UCaaS market was valued at approximately USD 66.42 billion in 2025 and is projected to reach USD 276.9 billion by 2034. Another estimate places the global UCaaS market at USD 115.31 billion in 2025, growing to USD 1122.52 billion by 2034. For the U.S. specifically, the UCaaS market size was valued at USD 15.76 billion in 2023 and is projected to grow to USD 114.15 billion by 2032. North America held the largest share of the global UCaaS market, with a value of USD 21.10 billion in 2023 and USD 24.33 billion in 2024.
The global cloud services market for SMBs was approximately USD 78.9 billion in 2025 and is expected to reach USD 132.653 billion by 2033. North America accounted for 38.30% of this market share in 2025. Similarly, cloud spending by SMBs in North America is projected to grow from USD 92 billion in 2025 to USD 186 billion in 2030.
Ooma AirDial (POTS Replacement)
Ooma AirDial addresses the Plain Old Telephone Service (POTS) replacement market. In the U.S., the number of active POTS lines decreased from 122 million in 2010 to 41 million in 2019, and further to 36 million in 2021. Business and government POTS line usage in the U.S. declined by 50% between 2019 and 2024, from an estimated 20.8 million lines to 10.39 million lines. The Federal Communications Commission (FCC) has issued orders enabling the decommissioning of legacy copper networks, driving demand for alternatives like AirDial.
Ooma Connect (Fixed Wireless Internet Connectivity)
Ooma Connect operates within the Fixed Wireless Access (FWA) market. The global FWA market size was valued at USD 42.61 billion in 2025 and is projected to reach USD 164.77 billion by 2034. Other estimates for the global FWA market include USD 74.89 billion in 2023, growing to USD 256.75 billion by 2031, and USD 183.78 billion in 2025, reaching USD 1,115.98 billion by 2033. North America is a significant region in this market, holding a 35.6% share in 2025 and valued at USD 24.90 billion in 2023 with a 33.24% share. The U.S. FWA market is anticipated to reach USD 10.42 billion in 2026.
Ooma Managed Wi-Fi
The global Managed Wi-Fi Solutions market was estimated at USD 20.21 billion in 2024 and is projected to grow to USD 67.15 billion by 2035. Another source indicates a global market size of USD 8.55 billion in 2026, expanding to USD 20.48 billion by 2035. North America is the largest market for Managed Wi-Fi Solutions, holding approximately 45% of the global market share.
Ooma Telo (Residential VoIP Services)
Ooma Telo serves the residential Voice over Internet Protocol (VoIP) services market. The global residential VoIP services market is projected to grow from USD 27.68 billion in 2025 to USD 81.46 billion by 2035. North America is the leading region for residential VoIP services, holding a 35% market share in 2024. The overall U.S. VoIP market was valued at USD 46.57 billion in 2024.
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Expected Drivers of Future Revenue Growth for Ooma (OOMA)
Ooma, Inc. (OOMA) is anticipated to drive future revenue growth over the next two to three years through several key initiatives focusing on its business services, strategic acquisitions, and market expansion. First, the continued **growth in Ooma Business and its associated services revenue** is a primary driver. The company has consistently reported strong year-over-year increases in its business subscription and services revenue, driven by user growth. This segment is a core focus, with investments in feature expansion and customer growth. Second, **strategic acquisitions** are expected to contribute significantly to revenue growth. Recent acquisitions, such as 2600Hz, FluentStream, and Phone.com, have been noted for adding meaningful revenue, particularly in the business segment, and expanding sales channels. These integrations are aimed at shifting more of Ooma's business toward higher-margin subscription services. Third, the **expansion of Ooma AirDial**, driven by the ongoing replacement of Plain Old Telephone Service (POTS) lines, is a strong growth catalyst. The demand for AirDial is increasing due to rising prices and the planned shutdown of traditional copper lines by carriers. Ooma has reported record levels of new AirDial lines added and increased customer bookings in this segment. Fourth, the increasing adoption of **higher-tier business services, specifically Ooma Office Pro and Pro Plus**, is expected to boost revenue. These premium services offer advanced features and contribute to an increase in the blended average monthly subscription and services revenue per core user (ARPU). The healthy take rate of these higher-tier services by new Ooma Office users indicates a positive trend for revenue generation. Finally, **new reseller partnerships and international expansion** are anticipated to broaden Ooma's market reach. The company is actively investing in the development of new reseller partnerships and exploring new market opportunities, including the launch of AirDial in Canada. These efforts are part of a broader strategy to expand the business and drive profitable growth.AI Analysis | Feedback
Share Repurchases
- Ooma authorized a common stock repurchase program of up to $4.0 million in June 2024, which was increased by an additional $10.0 million in December 2024, totaling $14.0 million.
- In fiscal year 2026, Ooma made payments for repurchases of common stock totaling $11.627 million.
- The company also repurchased shares for tax withholdings on vesting of restricted stock units, amounting to $5.132 million in fiscal year 2026, $4.410 million in fiscal year 2025, and $3.968 million in fiscal year 2024.
Share Issuance
- Ooma reported $3.0 million in common shares issued in fiscal year 2026.
- The CEO and CFO sold shares in June 2025, and there has been significant insider selling observed over the past three months as of March 2026.
Outbound Investments
- In November 2025, Ooma acquired Phone.com for approximately $23.2 million in cash to expand its UCaaS footprint in the SMB market.
- Also in November 2025, Ooma acquired FluentStream Corp., a provider of enterprise-grade business phone services.
- In October 2023, Ooma acquired 2600Hz, Inc. for $33 million, enhancing its integrated business services with Call Center, CPaaS, and AI capabilities.
Capital Expenditures
- Ooma's capital expenditures were $6.4 million in fiscal year 2025 and $6.2 million in fiscal year 2024.
- For the first nine months of fiscal year 2026, capital expenditures were $4.011 million.
- These capital expenditures primarily focus on supporting business growth and expanding Ooma's smart communications platform.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Ooma Earnings Notes | 12/16/2025 | |
| Ooma Stock Lost 15%, Buy Or Wait? | 10/17/2025 |
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 32.01 |
| Mkt Cap | 2.0 |
| Rev LTM | 982 |
| Op Inc LTM | 36 |
| FCF LTM | 123 |
| FCF 3Y Avg | 85 |
| CFO LTM | 172 |
| CFO 3Y Avg | 126 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.9% |
| Rev Chg 3Y Avg | 8.3% |
| Rev Chg Q | 7.3% |
| QoQ Delta Rev Chg LTM | 1.8% |
| Op Inc Chg LTM | 143.2% |
| Op Inc Chg 3Y Avg | 101.0% |
| Op Mgn LTM | 3.6% |
| Op Mgn 3Y Avg | -0.2% |
| QoQ Delta Op Mgn LTM | 1.1% |
| CFO/Rev LTM | 16.7% |
| CFO/Rev 3Y Avg | 13.3% |
| FCF/Rev LTM | 11.9% |
| FCF/Rev 3Y Avg | 9.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 2.0 |
| P/S | 1.6 |
| P/Op Inc | 23.3 |
| P/EBIT | 22.7 |
| P/E | 36.0 |
| P/CFO | 11.0 |
| Total Yield | 2.2% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 9.1% |
| D/E | 0.3 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -8.8% |
| 3M Rtn | 22.1% |
| 6M Rtn | 24.0% |
| 12M Rtn | 26.1% |
| 3Y Rtn | 23.3% |
| 1M Excs Rtn | -9.2% |
| 3M Excs Rtn | 13.1% |
| 6M Excs Rtn | 20.5% |
| 12M Excs Rtn | 1.0% |
| 3Y Excs Rtn | -55.7% |
Price Behavior
| Market Price | $16.73 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 07/17/2015 | |
| Distance from 52W High | -14.2% | |
| 50 Days | 200 Days | |
| DMA Price | $16.78 | $13.23 |
| DMA Trend | up | up |
| Distance from DMA | -0.3% | 26.5% |
| 3M | 1YR | |
| Volatility | 40.5% | 41.4% |
| Downside Capture | 125.05 | 116.75 |
| Upside Capture | 138.98 | 113.85 |
| Correlation (SPY) | 27.5% | 27.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.37 | 0.40 | 0.46 | 0.69 | 0.92 | 0.74 |
| Up Beta | -1.35 | -0.51 | -0.10 | 0.39 | 1.15 | 0.62 |
| Down Beta | -3.77 | -2.74 | -0.16 | -0.36 | 0.19 | 0.84 |
| Up Capture | 180% | 145% | 156% | 185% | 116% | 46% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 12 | 24 | 37 | 73 | 128 | 375 |
| Down Capture | 213% | 173% | 25% | 76% | 111% | 94% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 8 | 17 | 26 | 51 | 119 | 368 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OOMA | |
|---|---|---|---|---|
| OOMA | 27.0% | 41.3% | 0.69 | - |
| Sector ETF (XLK) | 57.2% | 22.0% | 1.96 | 22.0% |
| Equity (SPY) | 26.2% | 12.1% | 1.63 | 27.6% |
| Gold (GLD) | 28.6% | 26.9% | 0.91 | -6.8% |
| Commodities (DBC) | 37.4% | 19.0% | 1.54 | -9.9% |
| Real Estate (VNQ) | 11.0% | 13.4% | 0.53 | 13.1% |
| Bitcoin (BTCUSD) | -40.1% | 42.4% | -1.09 | 13.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OOMA | |
|---|---|---|---|---|
| OOMA | -2.9% | 42.5% | 0.06 | - |
| Sector ETF (XLK) | 22.7% | 25.1% | 0.80 | 28.2% |
| Equity (SPY) | 13.5% | 17.1% | 0.62 | 32.3% |
| Gold (GLD) | 17.4% | 18.1% | 0.78 | 2.7% |
| Commodities (DBC) | 9.3% | 19.4% | 0.37 | 4.4% |
| Real Estate (VNQ) | 2.6% | 18.8% | 0.04 | 29.9% |
| Bitcoin (BTCUSD) | 10.7% | 54.6% | 0.39 | 19.6% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OOMA | |
|---|---|---|---|---|
| OOMA | 9.4% | 46.4% | 0.37 | - |
| Sector ETF (XLK) | 25.0% | 24.6% | 0.92 | 27.6% |
| Equity (SPY) | 15.3% | 17.9% | 0.73 | 32.6% |
| Gold (GLD) | 13.1% | 16.0% | 0.68 | 2.4% |
| Commodities (DBC) | 7.1% | 18.0% | 0.32 | 11.5% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 29.7% |
| Bitcoin (BTCUSD) | 62.6% | 66.9% | 1.02 | 11.9% |
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Returns Analyses
Earnings Returns History
Updated 6/4/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/26/2026 | -9.5% | -8.4% | |
| 3/4/2026 | 11.6% | 8.5% | 13.2% |
| 12/8/2025 | -15.0% | -7.6% | -7.5% |
| 8/26/2025 | 8.0% | 5.4% | 1.6% |
| 5/28/2025 | 1.0% | -3.1% | -6.1% |
| 3/4/2025 | 2.3% | -1.0% | -3.3% |
| 12/4/2024 | 4.4% | 0.0% | -9.2% |
| 8/27/2024 | 24.9% | 19.9% | 29.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 14 | 8 |
| # Negative | 11 | 10 | 15 |
| Median Positive | 8.2% | 4.3% | 14.6% |
| Median Negative | -4.1% | -8.0% | -6.4% |
| Max Positive | 24.9% | 19.9% | 29.5% |
| Max Negative | -15.0% | -16.5% | -19.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/05/2026 | 10-Q |
| 01/31/2026 | 04/03/2026 | 10-K |
| 10/31/2025 | 12/09/2025 | 10-Q |
| 07/31/2025 | 09/05/2025 | 10-Q |
| 04/30/2025 | 06/09/2025 | 10-Q |
| 01/31/2025 | 04/01/2025 | 10-K |
| 10/31/2024 | 12/10/2024 | 10-Q |
| 07/31/2024 | 09/06/2024 | 10-Q |
| 04/30/2024 | 06/07/2024 | 10-Q |
| 01/31/2024 | 04/02/2024 | 10-K |
| 10/31/2023 | 12/08/2023 | 10-Q |
| 07/31/2023 | 09/08/2023 | 10-Q |
| 04/30/2023 | 06/08/2023 | 10-Q |
| 01/31/2023 | 04/07/2023 | 10-K |
| 10/31/2022 | 12/09/2022 | 10-Q |
| 07/31/2022 | 09/08/2022 | 10-Q |
Recent Forward Guidance
Updated 6/1/2026Latest: Q1 2027 Earnings Reported 5/26/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2027 Revenue | 81.60 Mil | 81.95 Mil | 82.30 Mil | 2.4% | Higher New | Guidance: 80.00 Mil for Q1 2027 | |
| Q2 2027 GAAP Net Income | 2.70 Mil | 2.90 Mil | 3.10 Mil | 16.0% | Higher New | Guidance: 2.50 Mil for Q1 2027 | |
| Q2 2027 GAAP EPS | 0.1 | 0.1 | 0.11 | 16.7% | Higher New | Guidance: 0.09 for Q1 2027 | |
| Q2 2027 Non-GAAP Net Income | 9.40 Mil | 9.60 Mil | 9.80 Mil | 6.7% | Higher New | Guidance: 9.00 Mil for Q1 2027 | |
| Q2 2027 Non-GAAP EPS | 0.33 | 0.34 | 0.34 | 4.7% | Higher New | Guidance: 0.32 for Q1 2027 | |
| 2027 Revenue | 326.00 Mil | 327.25 Mil | 328.50 Mil | 1.3% | Raised | Guidance: 323.00 Mil for 2027 | |
| 2027 GAAP Net Income | 10.50 Mil | 11.25 Mil | 12.00 Mil | 11.9% | Raised | Guidance: 10.05 Mil for 2027 | |
| 2027 GAAP EPS | 0.37 | 0.4 | 0.42 | 11.3% | Raised | Guidance: 0.35 for 2027 | |
| 2027 Non-GAAP Net Income | 37.50 Mil | 38.25 Mil | 39.00 Mil | 5.5% | Raised | Guidance: 36.25 Mil for 2027 | |
| 2027 Non-GAAP EPS | 1.29 | 1.31 | 1.34 | 2.3% | Raised | Guidance: 1.28 for 2027 | |
Prior: Q4 2026 Earnings Reported 3/4/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2027 Revenue | 79.60 Mil | 80.00 Mil | 80.40 Mil | 11.7% | Higher New | Actual: 71.60 Mil for Q4 2026 | |
| Q1 2027 Non-GAAP Net Income | 8.80 Mil | 9.00 Mil | 9.20 Mil | 4.0% | Higher New | Actual: 8.65 Mil for Q4 2026 | |
| Q1 2027 Non-GAAP EPS | 0.31 | 0.32 | 0.33 | 3.2% | Higher New | Actual: 0.31 for Q4 2026 | |
| 2027 Revenue | 321.00 Mil | 323.00 Mil | 325.00 Mil | 19.4% | Higher New | Actual: 270.60 Mil for 2026 | |
| 2027 Non-GAAP Net Income | 35.50 Mil | 36.25 Mil | 37.00 Mil | 27.4% | Higher New | Actual: 28.45 Mil for 2026 | |
| 2027 Non-GAAP EPS | 1.26 | 1.28 | 1.31 | 27.2% | Higher New | Actual: 1.01 for 2026 | |
Insider Activity
Updated 6/8/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hamamatsu, Shigeyuki | Chief Financial Officer | Direct | Sell | 6032026 | 17.64 | 27,696 | 488,557 | 3,409,512 | Form |
| 2 | Stang, Eric B | CEO and Pres. | the Eric Stang & Pamela Stang TR UA 09/02/2004 Stang Family Trust | Sell | 3262026 | 14.00 | 7,417 | 103,838 | 17,214,120 | Form |
| 3 | Hamamatsu, Shigeyuki | Chief Financial Officer | Direct | Sell | 3092026 | 14.22 | 10,790 | 153,411 | 3,286,155 | Form |
| 4 | Stang, Eric B | CEO and Pres. | Direct | Sell | 9052025 | 12.85 | 19,265 | 247,519 | 8,848,859 | Form |
| 5 | Hamamatsu, Shigeyuki | Chief Financial Officer | Direct | Sell | 9052025 | 12.89 | 7,335 | 94,519 | 2,473,751 | Form |
Industry Resources
| Information Technology Resources |
| TechCrunch |
| Wired |
| CIO |
| MIT Technology Review |
| Gartner Insights |
| Ars Technica |
| Application Software Resources |
| Capterra |
| Software Advice |
| InfoWorld |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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