Ooma

Sources - 28

Every claim above cites one of these, or states the reasoning that derived it. The quote is frozen at the date it was read: a link can rot, and an agent fetch returns a reading of a page rather than the page. Backs counts the whole claim ledger, so it can name a claim this page does not surface.

1. S01primarycompany filing2026-04-03
   Form 10-K for the fiscal year ended January 31, 2026
   Item 1 business description of Ooma Business, AirDial and Ooma Residential; the Competition section naming cloud phone, carrier and copper-replacement rivals; no customer at 10% of revenue; risk factors on cancellable subscriptions, Russian contractors, debt covenants; stock compensation by year; 1,420 employees
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2. S02primarycompany filing2026-08-26
   Q2 fiscal 2027 results release (8-K Exhibit 99.1)
   Q2 and first-half fiscal 2027 income statement, balance sheet and cash flow; non-GAAP reconciliation; raised fiscal 2027 guidance; AirDial services revenue up 75%
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3. S03primarycompany filing2026-09-04
   Form 10-Q for the quarter ended July 31, 2026
   key metrics (1,427,000 core users, net dollar subscription retention 99%, AERR $298.9M); $22.4M of first-half revenue from FluentStream and Phone.com; Business 70% and Residential 28% of revenue; term loan terms; acquisition prices; share count 27.6M; buyback authorisation; CEO 10b5-1 plan adopted July 9, 2026; product margin minus 25%
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4. S04primarytranscript2026-08-26
   Q2 fiscal 2027 earnings call transcript (FMP)

   data/cache/transcripts/OOMA-2027Q2.json
   growth excluding acquisitions of 8%; ARPU $16.95; 703,000 business users and IWG churn; AirDial installations up 50%; about 8 million lines to replace; AI pricing; MyPhone and StarDial; fiscal 2027 guidance detail. Five analysts asked questions live; none challenged organic growth or share pay

   Excluding the impact of these acquisitions, total revenue in Q2 grew 8% year-over-year.

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5. S05primarycompany filing2026-03-04
   Q4 and fiscal 2026 results release (8-K Exhibit 99.1)
   fiscal 2026 revenue $273.6M, acquisitions' $6.1M contribution, original fiscal 2027 guidance of $321M-$325M revenue and $35.5M-$37.0M non-GAAP net income
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6. S06primarytranscript2025-12-08
   Q3 fiscal 2026 earnings call transcript (FMP)

   data/cache/transcripts/OOMA-2026Q3.json
   the 300,000-line, $100M AirDial goal; the acquisitions' expected $45M of revenue and $10M of adjusted EBITDA a year; purchase funding

   we remain committed to our long-term goal to secure 300,000 AirDial lines generating $100 million of AirDial annual recurring revenue

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7. S07primarygovernment data2026-05-01
   FCC, Voice Telephone Services: Status as of June 30, 2025 (May 2026) FCC
   switched access lines by customer type: 8,612 thousand business and 6,413 thousand residential at June 2025 (table: 'Business Total 8,612 43,972 52,584'); retail switched access lines falling 17.9% a year over three years; interconnected VoIP falling 2.3% a year and mobile rising 2.5%

   interconnected VoIP subscriptions declined at a compound annual growth rate of 2.3%, mobile voice subscriptions increased at a compound annual growth rate of 2.5%, and retail switched access lines declined at a compound annual growth rate of 17.9% per year

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8. S08primarygovernment data2026-02-01
   FCC, Voice Telephone Services: Status as of December 31, 2024 (February 2026) FCC
   9,387 thousand business switched access lines at December 2024 (table: 'Business Total 9,387 42,744 52,131'), the base six months before S07

   In December 2024, there were 16 million end-user switched access lines in service, 64 million interconnected VoIP subscriptions, and 391 million mobile subscriptions

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9. S09primarycompany filing2026-02-09
   AT&T Form 10-K for 2025, Copper Decommissioning T
   2.1 million customer location switched access lines at December 31, 2025 against 2.7 million a year earlier; the plan to exit copper across the large majority of its footprint
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10. S10primaryregulator2026-03-27
    FCC 26-19, Network and Services Modernization Order (March 2026) FCC
    the 31-day automatic grant for a carrier's application to stop a service, which speeds copper retirement

    We conclude that 31 days is sufficient time for the Commission to determine whether to remove a dominant carrier's discontinuance application from streamlined processing or to allow automatic grant of the discontinuance.

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11. S11primarytranscript2026-05-26
    Q1 fiscal 2027 earnings call transcript (FMP)

    data/cache/transcripts/OOMA-2027Q1.json
    AT&T as the main source of retiring lines; refusal to size AirDial when an analyst asked; product margin guided to about minus 40% for fiscal 2027; majority of Q1's 15,000 business user growth was AirDial

    most of the lines going away today are from AT&T. There are others out there that have lots of lines, Verizon being one that are really not sunsetting many lines yet

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12. S12primarycompany release2025-03-13
    DataRemote newsroom: AT&T Phone - Advanced, powered by DataRemote's VAB-1 DataRemote
    AT&T's own copper-replacement product, built by a private rival Ooma's 10-K names

    AT&T Phone - Advanced, powered by DataRemote's VAB-1 POTS IN A BOX®, replaces copper landlines with a cellular gateway with 24-hour battery backup.

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13. S13primarycompany release2026-09-26
    Verizon Business: POTS line replacement solutions (product page) VZ
    Verizon sells its own copper replacement for the same devices AirDial serves, on Inseego and ATEL hardware; no price on the page

    Common uses can include credit card systems, elevator phones, alarm panels, fax machines, fire alarms, phone lines, security gates and more.

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14. S14primarycompany filing2026-08-24
    Napco Security Technologies Form 10-K for fiscal 2026 NSSC
    StarLink cellular communicators replacing the copper line on fire and burglar alarms, sold with a monthly service fee; the phase-out of copper named as a driver
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15. S15primarycompany filing2026-02-27
    RingCentral Form 10-K for 2025 RNG
    AI Receptionist (AIR), a voice AI agent that answers calls, sold with its cloud phone system; most customers are small and medium businesses
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16. S16secondaryvendor data2026-09-26
    OOMA research pack (FMP, FINRA, SEC Form 4), frozen

    content/OOMA/research-pack.json
    price and return series, the price-move split, analyst rating history and targets, short interest, insider transactions, headcount, filed-competitor multiples
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17. S17primarycompany filing2026-09-24
    Form 4 filings, Ooma insiders, December 2025 to September 2026 (read by insider_fetch.py)
    26 open-market sales and no purchases; the Rule 10b5-1 box on each sale; 16 of 26 sales, 248,793 shares, not under a plan
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18. S18primarycompany filing2026-03-03
    Crexendo Form 10-K for 2025 CXDO
    a smaller cloud phone company naming Ooma among its competitors
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19. S19secondarycompany release2026-08-25
    Ooma release: top VoIP provider in the 2026 Spiceworks Voice of IT survey
    Ooma's account of a survey of 236 IT professionals ranking it first of six standalone VoIP providers; Spiceworks' own page was not reached
    read, but no claim rests on it
20. S20primarycompany filing2026-02-27
    Zoom Communications Form 10-K for fiscal 2026 ZM
    Zoom Phone as a flagship product inside Zoom's suite, not reported separately
    read, but no claim rests on it
21. S21primarycompany filing2024-12-03
    AT&T Form 8-K, Exhibit 99.1: press release of December 3, 2024 (Analyst and Investor Day) T
    AT&T's dated target to exit legacy copper network operations across the large majority of its wireline footprint by the end of 2029; found by EDGAR full-text search through press_fetch
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22. S22primarycompany release2026-03-11
    MetTel press release - MetTel POTS Transformation Saves Expiring Business Landlines as Telecom Carriers Retire Copper Infrastructure Nationwide MetTel
    a private rival's deployment pace and its carrier resale channel, plus 17,000 units installed at the US Postal Service; read through ir_fetch

    Provided as a fully managed service, MetTel is deploying POTS Transformation at thousands of locations per month across the public and private sectors. Six of the largest U.S. national and regional telecommunications carriers and cable companies offer MetTel's solution as their own through channel agreements to transition their business and government customers from their expiring landlines.

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23. S23primarycompany release2026-02-24
    MetTel press release - MetTel Announces Innovative New POTS Transformation Solution with DataRemote's POTS IN A BOX Technology MetTel
    a rival's own sizing of the remaining US copper base, which conflicts with the FCC count, and its alliance with DataRemote, the maker of AT&T's box; read through ir_fetch

    Estimates range from 14 to 30 million copper lines overall remaining in the U.S alone.

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24. S24primarycompany release2025-04-22
    Granite Telecommunications press release - Granite EPIK Confirmed as Top POTS Replacement in Network Testing Granite Telecommunications
    the scale of a private rival Ooma's 10-K names, whose EPIK box sells into its own installed base of business lines, tested over 2.5 million calls; read through ir_fetch

    The $1.8 billion company serves more than two-thirds of Fortune 100 companies and has 1.75 million voice and data lines under management, supporting more than 650,000 locations.

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25. S25secondaryother2026-09-29
    Quartr - Ooma Investor Day 2026 summary (an AI summary of the 2026-09-29 transcript, report and slides) Quartr
    what management said about AirDial at the 2026-09-29 Investor Day, as summarised by a vendor; the deck, the Seeking Alpha transcript and the investors.ooma.com pages answered 403 or a paywall to ir_fetch, so this summary is the copy that answered; read through ir_fetch

    Major partnership with TELUS (Canada), targeting up to 300,000 lines, with go-live in H2 fiscal year. AirDial recurring revenue grew 70% YoY; intermediate goal is 300,000+ lines and $100M recurring revenue, with significant runway remaining. Over 8 million business and government-grade switched access lines remain in the US, with forced shutdowns accelerating POTS replacement demand.

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26. S26tertiarynews2026-09-30
    Investing.com: B.Riley reiterates Buy on Ooma stock, cites AirDial growth potential (report of a broker's note after the 2026-09-29 Investor Day) Investing.com
    AirDial at about $20M of annual recurring revenue, about 7% of the total, and the TELUS reseller detail; Investing.com answered 403 to ir_fetch and press_fetch, so this was read by an agent fetch and the figures reproduced across two independently phrased requests

    AirDial currently represents approximately $20 million of annual recurring revenue, or about 7% of total ARR. The company announced Canadian carrier Telus as a new AirDial reseller, with approximately 300,000 lines at Telus Business Solutions and go-live expected in the second half of fiscal 2027. Telus owns the copper infrastructure it is retiring and is expected to convert lines with its own technicians.

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27. S27primarycompany filing2026-04-15
    Ooma, Inc. proxy statement (DEF 14A), filed April 15, 2026
    executive officers and their tenure, beneficial ownership as of April 10, 2026, the fiscal 2026 bonus plan's revenue and adjusted EBITDA goals and payout, the discretionary bonuses, and the time-based RSU awards
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28. S28primarycompany filing2023-04-07
    Form 10-K for the fiscal year ended January 31, 2023
    the fiscal 2021 to 2023 income statements and capital spending, read through the frozen numbers card (content/OOMA/financials.json), and the OnSIP acquisition of July 2022
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