Key Highlights

● Fiscal second-quarter Revenue rose 25% to $83.2 million.

● Record adjusted EBITDA reached $12.4 million.

● Outstanding Debt was reduced to $47 million at the end of the quarter.

● Management guided fiscal 2027 revenue of $332.0 million to $333.5 million.

Ooma, Inc. (NYSE:OOMA) enters the week of November 9, 2026 with investors weighing a Business that has grown noticeably larger over the past year. In its fiscal second-quarter 2027 report on August 26, 2026, the cloud communications provider said revenue rose 25% year over year to $83.2 million and described record adjusted EBITDA of $12.4 million. Much of the growth came from acquisitions rather than organic expansion alone.

Latest Company Context

According to the company's Earnings release, Ooma's fiscal second quarter ended July 31, 2026. Subscription and services revenue reached $75.6 million, up from $61.1 million a year earlier, and represented 91% of total revenue. Ooma attributed the increase mainly to Ooma Business, including the December 2025 acquisitions of FluentStream and Phone.com.

Profitability also moved higher. GAAP Net Income was $3.0 million, or $0.10 per diluted share, compared with $1.3 million, or $0.04, a year earlier. Non-GAAP net income was $10.2 million, or $0.35 per share, versus $6.5 million, or $0.23. Chief Executive Eric Stang said the company executed well and noted that outstanding debt had been reduced to $47 million at the end of the quarter. Restructuring costs were $0.4 million in the quarter.

Key Business and index Drivers

Several operating themes stand out in the release. Ooma launched AI-driven services for Ooma Office customers, including AI Insights, AI Answering Service and AI Receptionist, and introduced Ooma MyPhone, a residential landline product with parental call controls. The company also said AirDial services revenue grew 75% year over year, pointing to a niche where it sells replacement connectivity for legacy copper lines.

Management guidance calls for fiscal 2027 revenue of $332.0 million to $333.5 million. It also targets GAAP net income of $11.9 million to $12.7 million, or $0.42 to $0.45 per share, and non-GAAP net income of $39.5 million to $40.3 million, or $1.35 to $1.38 per share.

What Investors Should Watch

The next scheduled data point is the fiscal third-quarter report. For that quarter, Ooma guided revenue of $83.7 million to $84.5 million, GAAP net income of $3.1 million to $3.5 million, and non-GAAP net income of $9.8 million to $10.2 million. Investors may compare actual results with those ranges, since the company's guidance gives a framework against which execution can be judged.

Other areas to monitor include integration of FluentStream and Phone.com, the pace of further debt reduction from the reported $47 million level, and whether the new AI offerings translate into measurable customer adoption. Competitive pressure in business communications, where larger cloud providers also sell unified communications and AI features, could influence pricing and growth.

Acquisitions Lift Scale and Profit

Ooma's most recent quarter shows a company combining acquired revenue with improving profitability, and it has laid out explicit targets for the rest of fiscal 2027. Whether those targets are met could depend on integration, product adoption and the competitive environment.