Last mentioned: Mar 5, 2026
FY2027 Outlook
Ooma projects 30% growth in business subscriptions while residential revenue declines.
Ooma FY27 Outlook
Ooma projects total revenue of $321M-$325M with 30% business growth.
Strategic Shift
Okta announces increased reliance on Global System Integrators for professional services.
Q4 2026 Earnings Call
Okta and Ooma report strong year-end results and provide 2027 guidance.
Q4 2026 Earnings
Both Okta and Ooma reported quarterly results exceeding margin expectations.
Share Repurchase
Okta repurchases 875,000 shares for $79 million as part of a $1 billion program.
Okta Share Repurchase
Okta repurchased 875,000 shares for $79 million as part of a $1B program.
Okta and Ooma both reported strong Q4 2026 results, highlighting a strategic pivot toward enterprise-grade business services and high-margin product adoption. While Okta surpassed the $3 billion ACV milestone through identity governance and AI-focused security, Ooma accelerated its transition into a business-first communications provider via strategic acquisitions.
Okta and Ooma both reported strong Q4 2026 results, highlighting a broader sector trend of shifting toward higher-margin enterprise services and AI integration. While Okta surpassed the $3 billion annual contract value milestone, Ooma successfully integrated key acquisitions to accelerate its transition from residential to business-centric revenue.
Okta surpassed $3 billion in annual contract value, fueled by rapid adoption of its Identity Governance and AI-focused products. Meanwhile, Ooma reported strong Q4 results as its business subscription revenue now accounts for two-thirds of its service total, driven by strategic acquisitions and enterprise expansion.