Company Analysis

Ooma, Inc. (OOMA)

NYSE: OOMA · Services-Computer Processing & Data Preparation · Sunnyvale, CA · filing with the SEC since 2005
Grade5.4
◀ Past 5.1● Present 5.9▶ Future 4.9

The grade of Ooma, Inc.

Nine metrics read from its own filings, by tense
Headline grade
5.4/10
◀ Past5.130% of the headline
● Present5.940% of the headline
▶ Future4.930% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.1/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
4.7/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2021-06-15.

weight 33% of this tense · 47th percentile among 77 sector filers · read for itself

From the record

Ooma, Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2021-06-15) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.8/10

What has it actually done, year after year?

+11.3% a year over 10 filed years; profitable in 1 of 10.

weight 45% of this tense · 58th percentile among 64 sector filers · read for its customers

From the record

Ooma, Inc.'s 10 filed years say what it did: revenue went from $105 million in fiscal 2017 to $274 million in fiscal 2026, up 11.3% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 1 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span11.3%bottom 47% of its family
  • the share of years revenue rosetop 21% of its family
  • the share of filed years with a profitbottom 28% of its family
  • the deepest fall from a revenue peak0.0%top 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.9/10

How has it treated the people who own it?

Share count grew 4.7% a year. 24% of cash flow returned. Insiders: 27 sales, 0 purchases.

weight 22% of this tense · 39th percentile among 43 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-01-31, Ooma, Inc.'s diluted share count grew about 4.7% a year, and dividends and buybacks returned about 24% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 27 sales (10 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 33% of its family
  • cash returned against operating cash flowbottom 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.9/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.2/10

Is it financially healthy right now?

ROE 7%: 7¢ of profit per shareholder dollar. Leverage 59%: owes 59¢ per asset dollar.

weight 33% of this tense · 52nd percentile among 69 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-01-31, Ooma, Inc. earned about 7 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 74 cents per dollar of everything the company owns. Leverage: it owed about 59 cents per dollar of assets, and net share issuance: its share count grew 5.4% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 39% of its family
  • return on equitytop 49% of its family
  • gross profit against assetstop 19% of its family
  • the share count against the year beforebottom 37% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.9/10

How strong is its position in its industry?

bottom 49% of 68 in its family; net margin 2.4%.

weight 45% of this tense · 49th percentile among 68 sector filers · read for its customers

From the record

Ooma, Inc.'s standing among 68 graded names in its industry family: revenue of $274 million in fiscal 2026 ranks in the bottom 42% by size; a net margin of 2.4% ranks in the bottom 48%; revenue growth of 8.2% a year over the last 3 filed years ranks in the top 42% (its annual reports).

What it rests on

  • revenue against the family$274Mbottom 42% of its family
  • net margin2.4%bottom 48% of its family
  • three-year revenue growth8.2%top 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
9.0/10

What are the people in charge doing?

top 10% of 38 in its family for leadership; chief executive since 2015.

weight 22% of this tense · 90th percentile among 38 sector filers · read for its shareholders

From the record

Ooma, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Stang, Eric B (President & CEO, as filed), filing under that title since 2015-07-16, 11.3 years (top 14% of its family); the 10 officers and directors filing in the last fifteen months have been on the record a median of 10.8 years (top 4%); 1 officer or director change was reported on Form 8-K since 2023-11-13, against the 10 people in charge now (top 12%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge1 in three years among 10 peopletop 12% of its family
  • the median years the people in charge have filed10.8 yearstop 4% of its family
  • the chief executive's years on the record11.3 yearstop 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.9/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.4/10

How much room does it have to grow?

bottom 44% of 68 in its family for room to expand.

weight 22% of this tense · 44th percentile among 68 sector filers · read for itself

From the record

Ooma, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $20 million against debt of $52 million leaves -13.8% of its assets as net cash, bottom 15% of its family; cash from operations less capital spending is 8.1% of revenue (top 48%); a gross margin of 61.1% (bottom 47%); research spending of 18.4% of revenue (top 40%) (its annual report).

What it rests on

  • cash less debt against assets-13.8%bottom 15% of its family
  • cash from operations less capital spending against revenue8.1%top 48% of its family
  • gross margin61.1%bottom 47% of its family
  • research spending against revenue18.4%top 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.0/10

What could actually drive growth from here?

top 50% of 64 in its family for growth drivers.

weight 45% of this tense · 50th percentile among 64 sector filers · read for its customers

From the record

Ooma, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 8.2% a year over the last three filed years against 11.3% over all 10, slowing (bottom 44% of its family); the newest year grew 6.5% (bottom 42%); research spending grew 3% a year (top 42%); capital spending grew 2.4% a year (top 43%) (its annual reports). Ooma, Inc. reported 2 product lines in fiscal 2026: Subscription and Services Revenue at $252 million (92%), Product and Other Revenue at $22 million (8%); 2 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-3.1 points a yearbottom 44% of its family
  • the newest year's revenue growth6.5%bottom 42% of its family
  • three-year growth of research spending3.0%top 42% of its family
  • three-year growth of capital spending2.4%top 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
5.2/10

Did its newest year beat what its own record pointed to?

top 48% of 54 in its family for expectations against reality.

weight 33% of this tense · 52nd percentile among 54 sector filers · read for its shareholders

From the record

Ooma, Inc.'s newest year against its own record: revenue of $274 million in fiscal 2026 came in 2.3% below the $280 million its prior three years' pace pointed to (bottom 32% of its family); net income of $6 million against a prior three-year average of $4 million (top 22%); a net margin of 2.4% against -1.6% before (bottom 45%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-2.3%bottom 32% of its family
  • net income against the prior three years' average+270%top 22% of its family
  • net margin against its prior average+3.9 pointsbottom 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton OOMA · research, not advice