Ooma Inc SEC Filings

Ooma, Inc. reported an insider share transaction by its Chief Financial Officer, Shigeyuki Hamamatsu. On 12/08/2025, the CFO disposed of 3,300 shares of Ooma common stock at a price of $12.45 per share. According to the filing, these shares were delivered back to the company to cover withholding tax obligations triggered by the vesting of restricted stock units, rather than being sold on the open market. After this tax-related transaction, the CFO beneficially owned 179,588 shares of Ooma common stock directly.

Ooma, Inc. reported Q3 fiscal 2026 revenue of $67.6 million, up 4% from a year earlier, driven mainly by growth in its Ooma Business services. Subscription and services revenue rose 3% to $62.0 million, while product and other revenue grew 14% to $5.7 million, helped by higher AirDial device shipments.

Total gross margin held steady at 60%, with subscription and services margin at 70% and product margin improving, though still negative, as earlier high-cost components were worked through. Ooma posted GAAP net income of $1.4 million, compared with a $2.4 million loss a year ago, and generated Adjusted EBITDA of $8.6 million versus $5.7 million.

As of October 31, 2025, Ooma held $21.7 million in cash and cash equivalents and had no outstanding debt, and subsequently closed a $45.0 million cash acquisition of FluentStream funded by a new term loan. It also agreed to acquire Phone.com for approximately $23.2 million in cash, extending its reach in cloud-based business communications.

Ooma, Inc. filed a current report to announce that it has released its financial results for the fiscal third quarter of 2026, covering the period ended October 31, 2025. The company disclosed that these results are contained in a press release dated December 8, 2025, which is furnished as Exhibit 99.1. Because the detailed numbers are only in the press release, this report mainly serves to formally notify investors that new quarterly financial information is available and to make that press release part of Ooma’s public disclosures.

Ooma, Inc. insider reports routine share withholding for taxes. Director and officer Jenny C. Yeh, who serves as SVP & Chief Legal Officer of Ooma, Inc. (OOMA), reported a transaction dated 12/01/2025. She disposed of 932 shares of common stock at a price of $10.98 per share, delivered back to the company to cover withholding tax due on the vesting of restricted stock units.

Following this tax-related share delivery, she directly beneficially owns 175,654 shares of Ooma common stock. The filing indicates this is a Form 4 filed by one reporting person and reflects a routine equity compensation and tax withholding event rather than an open-market trade.

Ooma, Inc. reported an insider share transaction by its CEO and President, Eric B. Stang, who is also a director. On 12/01/2025, Stang delivered 5,680 shares of Ooma common stock at $10.98 per share to the company to pay the withholding tax owed when his restricted stock units vested. After this tax-related share delivery, he beneficially owns 665,690 shares directly and 1,236,997 shares indirectly through the Eric Stang & Pamela Stang TR UA 09/02/2004 Stang Family Trust.

Ooma, Inc. reported a routine insider transaction by its Chief Accounting Officer, who serves as an officer of the company. On 12/01/2025, the officer disposed of 153 shares of Ooma common stock at a price of $10.98 per share. These shares were delivered to Ooma to cover withholding tax obligations that arose when restricted stock units vested, rather than representing an open-market sale. After this tax-related transaction, the officer beneficially owned 64,402 shares of Ooma common stock, held directly.

Ooma, Inc. reported that its Chief Financial Officer delivered shares of company common stock to cover taxes due on recently vested restricted stock units. On 12/01/2025, the CFO disposed of 1,678 shares of Ooma common stock at a price of $10.98 per share, specifically to satisfy withholding tax obligations tied to the vesting event. After this tax-related transaction, the CFO directly beneficially owned 182,888 shares of Ooma common stock. This filing reflects an administrative equity compensation event rather than an open-market purchase or sale.

Ooma, Inc. entered into a credit agreement amendment on December 1, 2025 in connection with its previously announced acquisition of all issued and outstanding shares of FluentStream Corp. from FluentStream Holdings, LP. The amendment adds a $65,000,000 term loan commitment, of which $45,000,000 was borrowed on the amendment closing date as a term loan maturing on the fifth anniversary of that date. The remaining $20,000,000 may be borrowed within 90 days, subject to conditions, and will share the same maturity.

The amendment also reduces Ooma’s revolving credit facility from $30,000,000 to $10,000,000 and extends its maturity to match the term loan. Ooma is required to maintain specified consolidated leverage and fixed charge coverage ratios. The company also announced via press release that the FluentStream acquisition has been completed.

Trigran Investments, Inc. and affiliates filed Amendment No. 5 to Schedule 13G for Ooma, Inc. The group reported beneficial ownership of 2,229,212 shares of Ooma common stock, representing 8.1% of the class as of the event date 09/30/2025.

The reporting persons disclosed shared voting power over 2,073,619 shares and shared dispositive power over 2,229,212 shares, with no sole voting or dispositive power. They certified the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The individuals identified as controlling shareholders and officers of Trigran may be deemed beneficial owners of the shares held by Trigran.