Ooma sets $100M AirDial annual recurring revenue goal and increases FY26 forecast following FluentStream and Phone.com acquisitions.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 08 2025
0mins
Source: SeekingAlpha
Financial Performance: Ooma, Inc. reported Q3 2026 revenue of $67.6 million, a 4% year-over-year increase, with non-GAAP net income rising to $7.7 million and adjusted EBITDA to $8.6 million, reflecting strong growth in business subscriptions and services.
Acquisitions and Growth Strategy: The company completed the acquisition of FluentStream and is set to acquire Phone.com, which together are expected to add over 165,000 users and $45 million in revenue annually, enhancing Ooma's market position and profitability.
AirDial Expansion: Ooma launched an updated version of AirDial, achieving its strongest quarter with nine new resale partners and a 50% year-over-year growth in bookings, while aiming for 300,000 lines and $100 million in annual recurring revenue.
Future Outlook: Ooma raised its fiscal '26 revenue guidance to between $270.3 million and $270.9 million, anticipating contributions from FluentStream, while emphasizing operational efficiency and the integration of AI in their product offerings.
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Analyst Views on OOMA
Wall Street analysts forecast OOMA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OOMA is 18.63 USD with a low forecast of 18.00 USD and a high forecast of 20.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 12.080
Low
18.00
Averages
18.63
High
20.00
Current: 12.080
Low
18.00
Averages
18.63
High
20.00
About OOMA
Ooma, Inc. delivers phone, messaging, video and advanced communications services. It offers a range of solutions to fit each business’ needs, along with personalized support to resolve any issues in deploying and maintaining its services. Its solutions include Ooma Business, which includes Ooma Office, Ooma Enterprise, Ooma AirDial, 2600Hz, and OnSIP; Ooma Residential, which includes Ooma Telo basic and premier services as well as its smart security solutions, and Talkatone mobile app. Ooma Office is a cloud-based multi-user communications system for small and medium-sized businesses designed to manage communications in and out of the office with a suite of business features. Ooma Enterprise is a customizable and scalable unified-communications-as-a-service (UCaaS) solution that complements Ooma Office. It also sells a variety of accessories, including handsets with smartphone-like features, remote phone jacks and battery backup, as well as a range of sensors for home security.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ooma Acquires Phone.com for $23.2 Million, Enhancing Cloud Communication Capabilities
- Acquisition Completed: Ooma successfully closed its acquisition of Phone.com for approximately $23.2 million in cash, which is expected to generate $22-$23 million in annual revenue, thereby enhancing its competitive position in the SMB market.
- Financial Impact: Phone.com is projected to contribute $1.0-$1.5 million in adjusted EBITDA annually, with the acquisition expected to positively impact Ooma's adjusted EBITDA and non-GAAP earnings per share starting December 26, 2025.
- Customer Base Expansion: With Phone.com serving approximately 36,000 customers and 87,000 users, Ooma will further expand its market share in North America, enhancing the overall user experience.
- Strategic Integration: This acquisition not only strengthens Ooma's product portfolio but also enhances service flexibility and reliability by integrating Phone.com's cloud communication solutions, addressing the growing demands of small and medium-sized businesses.
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Ooma Closes $23.2 Million Acquisition of Phone.com
- Acquisition Completed: Ooma has successfully closed its acquisition of Phone.com for approximately $23.2 million in cash, which is expected to enhance Ooma's competitiveness in the cloud communications market for small and medium-sized businesses, with Phone.com projected to generate $22-$23 million in annual revenue.
- Financial Impact: Phone.com is anticipated to contribute $1.0-$1.5 million in adjusted EBITDA to Ooma, becoming accretive to Ooma's adjusted EBITDA and non-GAAP earnings per share starting December 26, 2025, thereby improving financial performance.
- Customer Base Expansion: With Phone.com serving around 36,000 customers and 87,000 users, Ooma will significantly increase its market share in North America, enhancing the overall user experience and service offerings.
- Strategic Integration: This acquisition not only strengthens Ooma's product portfolio but also aims to drive long-term growth potential in the cloud communications sector by integrating Phone.com's resources and technology.
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