OOMA INC Revenue Disclosure
Note 3: Revenue and Deferred Revenue
Disaggregated revenue
Revenue disaggregated by revenue source consisted of the following (in thousands):
|
Fiscal Year Ended January 31, |
|
|||||||||
|
2026 |
|
|
2025 |
|
|
2024 |
|
|||
Subscription and services revenue |
$ |
252,015 |
|
|
$ |
238,641 |
|
|
$ |
221,624 |
|
Product and other revenue |
|
21,587 |
|
|
|
18,211 |
|
|
|
15,113 |
|
Total revenue |
$ |
273,602 |
|
|
$ |
256,852 |
|
|
$ |
236,737 |
|
The Company derived approximately 64%, 61% and 58% of its total revenue from Ooma Business and approximately 34%, 36% and 40% of its total revenue from Ooma Residential in fiscal 2026, 2025, and 2024, respectively.
No individual country outside of the United States represented 10% or more of total revenue for the periods presented. No single customer accounted for 10% or more of total revenue for the periods presented.
Deferred revenue primarily consists of billings or payments received in advance of meeting revenue recognition criteria. Deferred services revenue is recognized on a ratable basis over the term of the contract as the services are provided.
|
|
|
|
As of |
|
|||||||
|
|
|
|
January 31, |
|
|
January 31, |
|
||||
Subscription and services |
|
|
|
$ |
|
17,667 |
|
|
$ |
|
16,601 |
|
Product and other |
|
|
|
|
|
137 |
|
|
|
|
8 |
|
Total deferred revenue |
|
|
|
$ |
|
17,804 |
|
|
|
|
16,609 |
|
Less: current deferred revenue |
|
|
|
|
|
17,787 |
|
|
|
|
16,586 |
|
Non-current deferred revenue included in other long-term liabilities |
|
|
|
$ |
|
17 |
|
|
$ |
|
23 |
|
During fiscal 2026, the Company recognized revenue of approximately $16.6 million pertaining to amounts deferred as of January 31, 2025. As of January 31, 2026, the majority of the Company’s deferred revenue balance was composed of subscription contracts that were invoiced during the fourth quarter of fiscal 2026.
Remaining performance obligations. As of January 31, 2026, contract revenue that had not yet been recognized for open contracts with an original expected length of greater than one year was approximately $59.5 million. The Company expects to recognize revenue on approximately 47% of this amount over the next 12 months, with the balance to be recognized thereafter.
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Historical Timeline
| Fiscal Year | Filed | |
|---|---|---|
| 2026 | Apr 3, 2026 | Showing above |
| 2025 | Apr 1, 2025 | |
| 2024 | Apr 2, 2024 | |
| 2023 | Apr 7, 2023 | |
| 2022 | Apr 8, 2022 | |
| 2021 | Apr 7, 2021 | |
About Revenue Disclosures
Revenue disclosures under ASC 606 explain how a company identifies performance obligations, allocates transaction prices, and determines when revenue is recognized. This section is essential for understanding whether reported revenue reflects genuine economic activity or aggressive accounting choices. Analysts examine the mix of point-in-time versus over-time recognition, which directly affects revenue timing and comparability.
Key signals: rising contract liabilities (deferred revenue) suggest strong future revenue visibility, while declining contract assets may indicate slowing project milestones. Watch for variable consideration estimates — rebates, returns, and performance bonuses that require management judgment. Significant changes in disaggregated revenue by geography or product line can reveal shifting business mix before it appears in headline numbers. Compare revenue growth against contract liability growth to assess sustainability, and scrutinize any changes in the timing of recognition that coincide with earnings pressure.