# EDGAR Filing Document

**Accession Number:** 0001327688
**File Stem:** 0001193125-25-304183
**Filing Date:** 2025-12
**Character Count:** 14994
**Document Hash:** 822737652e80c4d6ccc772059329c44d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-304183.hdr.sgml**: 20251202

**ACCESSION NUMBER**: 0001193125-25-304183

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 12

**CONFORMED PERIOD OF REPORT**: 20251201

**ITEM INFORMATION**: Entry into a Material Definitive Agreement

**ITEM INFORMATION**: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

**ITEM INFORMATION**: Other Events

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20251202

**DATE AS OF CHANGE**: 20251201

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** OOMA INC
- **CENTRAL INDEX KEY:** 0001327688
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-COMPUTER PROCESSING & DATA PREPARATION [7374]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0131

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-37493
- **FILM NUMBER:** 251541144

**BUSINESS ADDRESS:**
- **STREET 1:** 525 ALMANOR AVENUE
- **STREET 2:** SUITE 200
- **CITY:** SUNNYVALE
- **STATE:** CA
- **ZIP:** 94085
- **BUSINESS PHONE:** 6505666610

**MAIL ADDRESS:**
- **STREET 1:** 525 ALMANOR AVENUE
- **STREET 2:** SUITE 200
- **CITY:** SUNNYVALE
- **STATE:** CA
- **ZIP:** 94085

?xml version='1.0' encoding='ASCII'? 8-K

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**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**WASHINGTON, DC 20549** 

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**FORM** 8-K

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**CURRENT REPORT**

**Pursuant to Section 13 or 15(d)**

**of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported):** December 1, 2025

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Ooma, Inc.

**(Exact Name of Registrant as Specified in its Charter)** 

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| | | |
|:---|:---|:---|
| Delaware | 001-37493 | 06-1713274 |
| **(State or other jurisdiction**<br>**of incorporation or organization)** | **(Commission**<br>**File Number)** | **(I.R.S. Employer**<br>**Identification No.)** |

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525 Almanor Avenue**,** Suite 200**,** Sunnyvale**,** California 94085

**(Address of principal executive offices)**

**(**650**)** 566-6600

**(Registrant's telephone number, including area code)** 

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**Not applicable**

(**Former name or former address, if changed since last report.)** 

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Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| &nbsp;&nbsp;**Title of each class** | &nbsp;&nbsp;**Trading Symbol(s)** | &nbsp;&nbsp;**Name of each exchange on which registered** |
| &nbsp;&nbsp;Common Stock, par value $0.0001 | &nbsp;&nbsp;OOMA | &nbsp;&nbsp;The New York Stock Exchange  |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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**Item 1.01 Entry into a Material Definitive Agreement.**

<u>Credit Facility Amendment</u>

On December 1, 2025, in connection with the closing of the previously announced acquisition (the "Acquisition") of all of the issued and outstanding shares of the of FluentStream Corp., a Delaware corporation, by Ooma, Inc. (the "Company"), in accordance with the terms and conditions of the previously announced Stock Purchase Agreement, dated October 31, 2025, between the Company and FluentStream Holdings, LP, a Delaware limited partnership, the Company entered into an agreement to amend (the "Credit Agreement Amendment") the previously announced credit agreement (together with all amendments thereto, the "Credit Agreement") which the Company entered into on October 20, 2023, with Citizens Bank, N.A., as administrative agent, lender, sole lead arranger and sole book runner.

The Credit Agreement Amendment was entered into to fund the Acquisition, other acquisitions, working capital, and other general corporate purposes, by adding a term loan commitment in the amount of $65,000,000, of which $45,000,000 was borrowed by the Company on the closing date of the Credit Agreement Amendment (the "Amendment Closing Date") as a term loan maturing on the fifth anniversary of the Amendment Closing Date (the "Maturity Date") and the remaining $20,000,000 of which may, subject to the satisfaction of certain conditions precedent, be borrowed by the Company no later than 90 days after the Amendment Closing Date as an additional term loan maturing on the Maturity Date. Among other changes, the Credit Agreement Amendment will reduce the amount of the revolving credit facility under the Credit Agreement from $30,000,000 to $10,000,000, extend the maturity date of such revolving credit facility to the Maturity Date, and require the Company to maintain certain ratios with respect to its consolidated leverage and consolidated fixed charge coverage.

The foregoing summary of the Credit Agreement Amendment does not purport to be complete and is subject to, and qualified in its entirety by, the full text of the Credit Agreement, which will be filed as an exhibit to the Company's Quarterly Report on Form 10-Q for the fiscal quarter ended October 31, 2025.

**Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.**

## The disclosure included under the heading "Credit Facility Amendment" in Item 1.01 of this Current Report on Form 8-K is incorporated into this Item 2.03 by reference.
**Item 8.01 Regulation FD Disclosure.**

On December 1, 2025, the Company issued a press release announcing the completion of the Acquisition. A copy of such press release is attached hereto as Exhibit 99.1 and incorporated by reference into this Item 7.01.

The information provided in this Item 7.01 (including Exhibit 99.1) shall not deemed to be "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be incorporated by reference in any filing made by the Company pursuant to the Securities Act of 1933, as amended, other than to the extent that such filing incorporates by reference any or all of such information by express reference thereto.

**Item 9.01 Financial Statements and Exhibits.**

(d)Exhibits.

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| | |
|:---|:---|
| Exhibit No. | Description |
| 99.1 | [<u>Press release dated December 1, 2025</u>](ooma-ex99_1.htm) |
| 104 | Cover Page Interactive Data File (formatted as Inline XBRL) |

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**SIGNATURE**

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | |
|:---|:---|:---|
|  | OOMA, INC. | OOMA, INC. |
| Date: December 1, 2025 | By: | /s/ Shig Hamamatsu |
|  |  | Shig Hamamatsu |
|  |  | Chief Financial Officer |

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## Exhibit 99.1

**Exhibit 99.1**

![img133402993_0.jpg](img133402993_0.jpg)

**Ooma Completes Acquisition of FluentStream**

**Sunnyvale, CA – December 1, 2025** – Ooma, Inc., a smart communications platform for businesses and consumers, today announced the successful closing of its previously announced acquisition of FluentStream Corp., a provider of enterprise-grade business communication services for small and medium-sized organizations, for approximately $45 million in cash subject to customary purchase price adjustments.

FluentStream is expected to generate $24-$25 million in revenue and $9.5-$10.5 million of adjusted EBITDA annually, based on current run rates, and be accretive to Ooma's Adjusted EBITDA and non-GAAP earnings per share starting on December 1, 2025.

FluentStream, founded in 2010 and headquartered in Denver, Colorado, is a cloud communications/UCaaS provider with a strong channel/partner program. Much like Ooma Office, FluentStream provides voice, text, mobile, and call-center features, and supports remote/hybrid workforces, with a strong emphasis on customer service and reliability. The company has grown significantly over the last several years through a series of acquisitions and now serves approximately 5,000 customers and 80,000 users. Most of FluentStream's customers are served by FluentStream's proprietary UCaaS platform and U.S. based customer support.

Ooma will host its Third Quarter Fiscal 2026 Results Conference Call on December 8, 2025 after market close, during which management will discuss financial results as well as the transaction and its impact on fiscal 2026 financial guidance.

**Non-GAAP Financial Measures**

In addition to disclosing estimates of financial measures prepared in accordance with U.S. generally accepted accounting principles ("GAAP"), this press release contains estimates of Adjusted EBITDA in future periods. As explained in Ooma's filings with the Securities and Exchange Commission, Adjusted EBITDA represents net income before interest and other income, income taxes, depreciation and amortization of capital expenditures, amortization of intangible assets, stock-based compensation and related taxes, litigation costs, restructuring costs and gain on note conversion. This non-GAAP financial measure is presented in this press release to provide investors with the expected annualized impact of the business to be acquired by Ooma. In general, Ooma considers its non-GAAP financial measures to be useful measures of the operating performance of the company, because they contain adjustments for unusual events or factors that do not directly affect what management considers to be Ooma's core operating performance and are used by the company's management for that purpose. Adjusted EBITDA is also a useful measure of Ooma's ability to service debt.

Adjusted EBITDA should not be considered a substitute for financial information presented in accordance with GAAP and may be different from non-GAAP financial measures presented by other companies. A limitation of the non-GAAP financial measures presented is that the adjustments to the directly comparable GAAP financial

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measure, net income (loss), relate to items that the company generally expects to continue to recognize. The adjustment of these items should not be construed as an inference that the adjusted gains or expenses are unusual, infrequent or non-recurring. Therefore, both GAAP financial measure of Ooma's financial performance and the related non-GAAP measure should be considered together, when available.

Reconciliations of estimated annualized Adjusted EBITDA to full-year estimates of GAAP net income (loss) have not been provided due to the unreasonable efforts it would take to provide such reconciliations due to the high variability, complexity and uncertainty with respect to forecasting and quantifying certain amounts that are necessary for such reconciliations.

**Forward-Looking Statements**

This release includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Statements in this press release that are not statements of historical or current fact constitute "forward-looking statements." The forward-looking statements contained in this press release include, without limitation, statements related to the expected benefits of the FluentStream acquisition to Ooma, such as FluentStream' s financial and business impact on and synergies with Ooma. These forward-looking statements involve known and unknown risks, uncertainties and other unknown factors that could cause the actual results of Ooma to be materially different from the historical results or from any future results expressed or implied by such forward-looking statements. Such risks, uncertainties and unknown factors include, among others, the potential impact on the businesses of Ooma and FluentStream due to uncertainties regarding the acquisition; the retention of the former employees, customers and users of FluentStream and the ability of Ooma to successfully integrate the acquired company and to achieve expected benefits from the acquisition. In addition to statements that explicitly describe such risks and uncertainties readers are urged to consider statements labeled with the terms "believes," "belief," "expects," "projects," "intends," "anticipates" or "plans" to be uncertain and forward-looking. The forward-looking statements contained herein are also subject generally to other risks and uncertainties that are described from time to time in Ooma's filings with the Securities and Exchange Commission, including under Item 1A, "Risk Factors" in the Company's Annual Report on Form 10-K for the fiscal year ended January 31, 2025 filed on April 1, 2025, and in its subsequent reports on Forms 10-Q and 8-K. Investors are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date they are made. Ooma undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise.

**About Ooma, Inc.**

Ooma (NYSE: OOMA) delivers phone, messaging, video and advanced communications services that are easy to implement and provide great value. Founded in 2003, the company offers Ooma Office for small to medium-sized businesses seeking enterprise-grade features designed for their needs; Ooma AirDial for any business looking to replace aging and increasingly expensive copper phone lines; Ooma 2600Hz for businesses that provide their own communications solutions built on an outsourced underlying platform; and Ooma Telo for residential consumers who value a landline experience at a more affordable price point. Ooma's award-winning solutions power more than 2 million users today. Learn more at www.ooma.com in the United States or www.ooma.ca in Canada.

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**Contact:**

**Investors**<br>Matthew S. Robison<br>Director of IR and Corporate Development<br>Ooma, Inc.<br>email: <u>ir@ooma.com</u><br>phone: (650) 300-1480

**Media**<br>Jim Gustke, Senior Vice President, Marketing<br>Ooma, Inc.<br>email: <u>press@ooma.com</u>

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