Ooma adds $53M debt, acquires FluentStream & Phone.com; revenue jumps 25%, turns profitable

Filed June 5, 2026 · Period ending April 30, 2026 · Compared to 10-Q Jun 9, 2025 · ~2 min read

Key Changes

• high

  Company borrowed $65M term loan to acquire FluentStream and Phone.com in December 2025, contributing $11.2M revenue in Q1. Outstanding debt now $52.9M vs. zero prior year, with $5M voluntary prepayment made during quarter.

  MD&A: Acquisitions & Financing verify on EDGAR →
• high

  Revenue accelerated to 25% YoY growth ($81.1M) from 4% prior year, driven by acquisitions plus organic expansion. Ooma Business subscription revenue grew 38% vs. 6% prior year. Company achieved $2.6M net income vs. $0.1M loss.

  MD&A: Financial Performance verify on EDGAR →
• high

  Core users increased 16% to 1.42M (reversing prior decline), with acquisitions adding 165K users. Annualized recurring revenue (AERR) grew 26% to $294.6M. Business users now 49% of base vs. 41% prior year.

  MD&A: User Metrics verify on EDGAR →