Ooma reported first-quarter revenue of $81.8 million, up 25% year-over-year, driven by strong performance in Ooma Business, AirDial and newly acquired FluentStream and Phone.com. Non-GAAP net income and adjusted EBITDA also rose sharply, prompting the company to raise full-year guidance for fiscal 2027. AirDial emerged as a key growth driver, with services revenue up 80% and bookings increasing over 75% year-over-year. CEO Eric Stang said demand for POTS replacement is accelerating across healthcare, real estate and government sectors, with the company now supporting over 40 resellers. Business subscription and services revenue grew 38% year-over-year. Excluding acquisitions, which contributed $11.5 million, total revenue grew 7%. The company also launched new AI features for Ooma Office and its residential MyPhone product.

Ooma, a communications services provider, reported first quarter fiscal 2027 revenue of $81.1 million, up 25% year-over-year, driven by growth in Ooma Business and recent acquisitions of FluentStream and Phone.com, which contributed $11.5 million in combined revenue. The company posted GAAP net income of $2.6 million, or $0.09 per diluted share, compared to a net loss of $0.1 million in the prior year period. Non-GAAP net income increased 73% to $9.7 million, or $0.35 per diluted share. Adjusted EBITDA rose 78% to $11.8 million. For the second quarter of fiscal 2027, Ooma expects revenue between $81.6 million and $82.3 million. Full-year revenue is projected at $326 million to $328.5 million, with non-GAAP net income of $37.5 million to $39 million.

Frost & Sullivan names Ooma AirDial the 2026 Competitive solution Leader for POTS Replacement in North america. Sunnyvale, CA - May 19, 2026 - Ooma, Inc. (NYSE: OOMA), a provider of advanced communications services for businesses and consumers, today announced that the market research firm Frost & Sullivan has selected Ooma AirDial(R) as the 2026 Competitive Strategy Leader for Best Practices in the North American POTS Replacement Industry for the second consecutive year. Analog copper-wire phone lines, also known as Plain Old Telephone Service or POTS, are being phased out by legacy carriers, creating a challenge for mission-critical devices such as fire alarm panels, elevator emergency phones, building entry systems and burglar alarms that rely on POTS connections. In March 2025, the Federal Communications Commission (FCC) shortened the notice periods from 180 to 90 days, accelerating pressure on organizations to migrate away from analog lines while carriers continue sharply raising prices for remaining service. "Ooma AirDial offers a powerful and practical path for organizations transitioning away from POTS lines. Built specifically to eliminate the limitations of analog connectivity, the solution is easy to implement and manage, and cost-effective at scale. AirDial delivers the security, compliance, and functional robustness required to support critical devices," states Elka Popova, vice president of connected work research at Frost & Sullivan and author of the Best Practices report. "Reflecting growing awareness, 50% of organizations surveyed by Frost & Sullivan in 2025 plan to increase investment in next-generation solutions to replace specialty POTS and analog lines by 2028," the report states, adding that "many existing offerings address only narrow use cases or limited device types." Frost & Sullivan commended Ooma for its long-term growth strategy and its ability to lead in a rapidly evolving market, including Ooma's integrated model combining hardware, connectivity, voice, and centralized cloud management in a single solution. Additionally, they praised Ooma's recently launched POTSTracker.com which provides visibility into FCC filings and line discontinuance risk. "Ooma's AirDial's strategy is aligned with an accelerating market inflection point at which enterprises face mounting pressure to replace POTS-dependent lines amid rapid copper network retirement. AirDial is a purpose-built replacement solution for mission-critical use cases such as fire alarms, elevators, emergency phones, fax, and point-of-sale (POS) systems. This approach enables Ooma to address a segment underserved by traditional IP telephony and UCaaS solutions - without compromising security, privacy, and compliance," the Frost & Sullivan report says. "AirDial's value proposition rests on the way it combines reliability, simplicity, and compliance into a unified service. A key differentiator is Ooma's MultiPath Technology, which enables simultaneous use of wireless LTE and wired Ethernet connectivity where appropriate to reduce the likelihood of service disruption. This active-active approach goes beyond basic failover models and is particularly relevant for applications where service continuity is nonnegotiable," the report continues. Organizations across industries including healthcare, education, retail, property management, and hospitality are accelerating plans to modernize aging analog infrastructure as copper network retirement continues nationwide. "Frost & Sullivan's recognition underscores what enterprises are already experiencing: legacy POTS infrastructure is reaching the end of the road," states Thad White, vice president of product management at Ooma. "Built as part of Ooma's broader communications platform, AirDial was purpose-built to help organizations modernize critical connectivity with a more reliable, scalable, and future-ready solution designed for life-safety and mission-critical communications." Organizations seeking to modernize legacy POTS infrastructure can learn more about Ooma AirDial and download the Frost & Sullivan report at www.ooma.com/airdial. About Ooma, Inc. Ooma (NYSE: OOMA) delivers phone, messaging, video and advanced communications services that are easy to implement and provide great value. Founded in 2003, the company offers Ooma Office for small to medium-sized businesses seeking enterprise-grade features designed for their needs; Ooma AirDial for any business looking to replace aging and increasingly expensive copper phone lines; Ooma 2600Hz for businesses that provide their own communications solutions built on an outsourced underlying platform; and Ooma Telo for residential consumers who value a landline experience at a more affordable price point. Ooma's award-winning solutions power more than 1.2 million users today. Learn more at www.ooma.com in the United States or www.ooma.ca in Canada.