Ooma Inc 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended April 30, 2026OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period fromtoCommission File Number: 001-37493 Ooma, Inc. (Exact Name of Registrant as Specified in its Charter) 525 Almanor Avenue, Suite 200, Sunnyvale, California 94085(Address of principal executive offices)(650) 566-6600(Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading SymbolName of each exchange on which registeredCommon Stock, par value $0.0001OOMAThe New York Stock Exchange Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to filesuch reports), and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period thatthe registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large Accelerated Filer☐Non-Accelerated Filer☐Emerging growth company☐ Accelerated Filer☒Smaller reportingcompany☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition periodfor complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.Yes☐No☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No As of May 29, 2026, there were 27.5 million shares of the registrant’s common stock outstanding. TABLE OF CONTENTS PART I. FINANCIAL INFORMATIONItem 1.Financial Statements (unaudited): 3Condensed Consolidated Balance Sheets3Condensed Consolidated Statements of Operations4Condensed Consolidated Statements of Cash Flows5Condensed Consolidated Statements of Stockholders’ Equity6Notes to Condensed Consolidated Financial Statements7Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations23Item 3.Quantitative and Qualitative Disclosures About Market Risk32Item 4.Controls and Procedures32 PART II. OTHER INFORMATIONItem 1.Legal Proceedings 33Item 1A.Risk Factors33Item 2.Unregistered Sales of Equity Securities, Use of Proceeds, and Issuer Purchases of Equity Securities68Item 5.Other Information69Item 6.Exhibits69Signatures71 PART I — FINANCIAL INFORMATION OOMA, INC.CONDENSED CONSOLIDATED BALANCE SHEETS(Unaudited, amounts in thousands) Ooma | FY2027 Form 10-Q | 6 Note 1: Overview and Basis of Presentation Ooma, Inc. and its wholly-owned subsidiaries (collectively, “Ooma” or the “Company”) provides leading communicationsservicesand related technologies for businesses and consumers,delivered from its smart SaaS and unifiedcommunications platforms. The Company is headquartered in Sunnyvale, California. Fiscal Year.The Company’s fiscal year ends on January 31. References to fiscal 2027 and fiscal 2026 refer to thefiscal years ended January 31, 2027 and January 31, 2026, respectively. Basisof Presentation.The accompanying unaudited condensed consolidated financial statements have beenpreparedin accordance with U.S.generally accepted accounting principles(“GAAP”)and applicable rules andregulationsof the Securities and Exchange Commission(“SEC”)regarding interim financial reporting.Certaininformation and note disclosures normally included in the financial statements prepared in accordance with GAAP havebeen condensed or omitted pursuant to such rules and regulations. The condensed consolidated balance sheet as ofJanuary 31, 2026 included herein was derived from the audited financial statements as of that date, but does notinclude all the disclosures required by GAAP. Therefore, the information included in this Quarterly Report on Form 10-Qshould be read in conjunction with the audited consolidated financial statements and related notes included in theCompany’s Annual Report on Form 10-K for the year ended January 31, 2026 filed with the SEC on April 3, 2026(“Annual Report”). Theaccompanying condensed consolidated financial statements reflect all normal recurring adjustments thatmanagement believes are necessary for a fair presentation of the interim periods presented. The res