OOMA
Market read
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
Invalidation: The isolated read changes if OOMA's group or a disclosed connection begins moving with it.
Research brief
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 11 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“As a communication services provider, we are subject to FCC regulations relating to privacy, disability access, law enforcement access, porting of numbers, revenue reporting, Federal USF contributions and other regulatory assessments, E‑911, outage notificati…”10-Q · Jun 5, 2026 ↗
“Research and development expenses increased $5.6 million or 22% year-over-year, primarily due to a $4.6 million increase in personnel-related costs, a $0.6 million increase in license fees relating to our AI innovation activities, and a $0.4 million increase…”10-Q · Sep 4, 2026 ↗
“General and administrative expenses increased $3.2 million or 20% year-over-year, primarily due to a $2.6 million increase in personnel-related costs, a $0.2 million increase in license fees, and a $0.2 million increase in restructuring costs.”10-Q · Sep 4, 2026 ↗
“Additionally, we experienced higher unit costs for some products that have been impacted by supply chain constraints, certain components being subject to end-of-life, and inflationary pressures, such as those resulting from increased pricing of memory and oth…”10-Q · Sep 4, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for OOMA. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for OOMA. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“A significant portion of our Ooma Residential and Ooma Business product sales are made through a combination of direct sales and sales through leading retailers such as Amazon, Costco.com, Best Buy and Walmart, as well as reseller partnerships.”
“A significant portion of our Ooma Residential and Ooma Business product sales are made through a combination of direct sales and leading retailers such as Amazon, Costco.com, Best Buy and Walmart, as well as reseller partnerships.”
Depended on by
“The competitive landscape for our software solutions fall into two main categories, (1) other third party UCaaS platform vendors, such as Cisco, Mitel, Microsoft, Ooma, Alianza, and (2) third-party platforms hosted on service provider networks, e.g.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
OOMA is currently a Follower in the organic co-movement group AI-Driven Software Solutions. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for OOMA; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.