Group 1: Company Overview - Domo (DOMO) shares increased by 8.1% to close at $7.18, following a notable trading volume compared to typical sessions, despite an 18.8% loss over the past four weeks [1] - The optimism surrounding Domo is driven by strong demand for its business intelligence tools, cost discipline, and margin improvement, leading to robust margins [2] - Domo's investments in product innovation, particularly in AI and enterprise scalability, are enhancing customer engagement and long-term growth potential [2] Group 2: Financial Performance and Expectations - Domo is expected to report a quarterly loss of $0.20 per share, reflecting a year-over-year change of +39.4%, with revenues projected at $77.89 million, down 2.8% from the previous year [3] - The consensus EPS estimate for Domo has been revised 10.2% higher over the last 30 days, indicating a positive trend that typically correlates with price appreciation [4] - Domo currently holds a Zacks Rank of 2 (Buy), suggesting favorable market sentiment [4] Group 3: Industry Context - Domo operates within the Zacks Internet - Software industry, alongside Opendoor Technologies Inc. (OPEN), which saw a 4.3% increase to $1.03 but has returned -17.7% over the past month [4] - Opendoor Technologies has an unchanged consensus EPS estimate of -$0.12 for the upcoming report, maintaining the same figure as reported a year ago, and holds a Zacks Rank of 3 (Hold) [5]

Domo (DOMO) closed the last trading session at $7.96, gaining 4.7% over the past four weeks, but there could be plenty of upside left in the stock if short-term price targets set by Wall Street analysts are any guide. The mean price target of $10.25 indicates a 28.8% upside potential. The mean estimate comprises six short-term price targets with a standard deviation of $3. While the lowest estimate of $8 indicates a 0.5% increase from the current price level, the most optimistic analyst expects the stock to ...

Investors' growing interest in a stock is reflected in its recent price increase. A price change of 4.7% over the past four weeks positions the stock of this company well in this regard. Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time. Everyone likes betting on fast-moving trending ...

Domo (DOMO) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of a ...

Domo (DOMO) Q4 2025 Earnings Call March 07, 2025 02:34 AM ET Company Participants Peter Lowry - VP, IRJosh James - CEOTod Crane - CFORJ Tracy - CRO Conference Call Participants Patrick Walravens - AnalystJared Jungjohann - AnalystYi Fu Lee - Equity Research Analyst Operator Greetings, and welcome to Domo Fourth Quarter Fiscal Year twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this ...

Financial Data and Key Metrics - Q4 billings reached $105 4 million, a 1% YoY increase, exceeding guidance [129] - Total revenue for Q4 was $80 2 million, also a 1% YoY increase, with subscription revenue growing 2% YoY and representing 90% of total revenue [129] - Non-GAAP operating margin improved to 4%, up 0 6 percentage points YoY [130] - Net loss for Q4 was $1 9 million, compared to $0 8 million a year ago, with a net loss per share of $0 05 [130] - Free cash flow for Q4 was $2 9 million, with cash flow from operations reaching a record $5 4 million [116] - Current RPO stood at $243 4 million, consistent with last year, while total RPO grew 1% to $380 1 million [115] - Gross retention was 82%, and net retention was 91% in Q4 [115] Business Line Data and Key Metrics - Consumption model customers doubled over the last two quarters, with half of them pacing to use more credits than originally contracted [60][92] - Freemium users actively connecting data and exploring the platform more than doubled in four months [64] - Consumption deals accounted for over 90% of the dollar value of new logo deals in Q4 [92] - Subscription gross margin was 83 9%, down 1 8 percentage points YoY due to costs associated with new product features [83] Market Data and Key Metrics - The company is working with major hyperscalers and has budding relationships with most large players in the ecosystem [69] - Domo is now available in the Microsoft Azure Marketplace, allowing customers to purchase using Azure consumption commitments [101] - The company is focusing on four types of partners: technology, app, data, and system integrators, with ecosystem opportunities driving growth [97][99] Company Strategy and Industry Competition - The company is prioritizing product-led growth (PLG) through consumption models, freemium offerings, and improved product discoverability [58][59] - Investments in AI and ecosystem partnerships are key strategic initiatives, with AI-driven data solutions being a focus for democratizing intelligence [87][89] - The company is uniquely positioned in the market as an independent player with a modular, composable full-stack solution, aligning well with hyperscalers [19][69] - Domo is leveraging its independence and modularity to differentiate itself in the AI and data governance space, particularly with private LLMs and AI model flexibility [29][105] Management Commentary on Operating Environment and Future Outlook - Management is optimistic about the long-term impact of consumption, freemium, and ecosystem initiatives, with potential benefits expected in the back half of the year [131] - The company is committed to being free cash flow positive for fiscal 2025 and plans to invest prudently in growth initiatives while maintaining operating margin positivity [117][85] - Macro headwinds have impacted rep productivity and pipeline conversion, but stabilization is expected, with AI and consumption investments driving future success [15][17] Other Important Information - The company extended its debt maturity to April 2026 and is exploring refinancing options on more favorable terms [82] - Domopalooza, the annual user conference, will be held in person for the first time in five years, with significant announcements expected around AI and product developments [127][133] Q&A Session Summary Question: What are the investments planned for the beginning of the year? - Investments include building out the ecosystem, go-to-market strategies, and hiring engineers focused on AI [123][124][136] Question: Where does Domo have the best product-market fit today? - Domo has strong product-market fit in industries like healthcare, manufacturing, and retail, where its platform integrates data and provides actionable insights [126][74][76] Question: How should we think about cash flow at the end of fiscal 2025? - The company is committed to being free cash flow positive for fiscal 2025 and will take necessary actions to achieve this goal [33][117]

Core Viewpoint - Domo, Inc. is conducting its Q4 fiscal year 2025 earnings call, highlighting its financial performance and future prospects [1]. Group 1: Company Overview - Domo's earnings call features key executives including the CEO and CFO, indicating a structured approach to investor communication [2][3]. - The company emphasizes the importance of its press release, which was issued after market hours and is available on its investor relations website [3]. Group 2: Financial Projections and Business Outlook - The call includes forward-looking statements regarding Domo's business, financial projections, and cash position, which are subject to various risks and uncertainties [4]. - Domo discusses the potential of its consumption model and expectations for new business opportunities, indicating a focus on growth and innovation [4][5].

Domo (DOMO) Q4 2025 Earnings Call March 06, 2025 05:00 PM ET Company Participants Peter Lowry - VP, IRJosh James - CEOTod Crane - CFORJ Tracy - CRO Conference Call Participants Patrick Walravens - AnalystJared Jungjohann - AnalystYi Fu Lee - Equity Research Analyst Operator Greetings, and welcome to Domo Fourth Quarter Fiscal Year twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this ...

Revenue and Financial Performance - Total revenue for Q4 FY2025 was $78.8 million, with subscription revenue at $71.9 million[4] - For Q1 FY2026, revenue is expected to be in the range of $310.0 million to $318.0 million[6] - Total revenue for the three months ended January 31, 2024, was $80.184 million, a 1.8% increase from $78.770 million in the same period of 2025[22] - Subscription revenue for the year ended January 31, 2024, was $285.500 million, slightly down from $286.002 million in 2025[22] - Subscription revenue for the three months ended January 31, 2024, was $71,906 thousand, a slight increase from $71,858 thousand in the previous quarter[29] - The company reported billings of $105,412 thousand for the three months ended January 31, 2024, an increase from $102,644 thousand in the previous quarter[31] Cash Flow and Operating Activities - Net cash provided by operating activities was $8.9 million, representing a 64% increase year over year[4] - Adjusted free cash flow for Q4 FY2025 was $6.0 million, an increase of 105% year over year[4] - Net cash provided by operating activities for the three months ended January 31, 2024, was $5.445 million, compared to $8.919 million in the same period of 2025[27] - Adjusted free cash flow for the three months ended January 31, 2024, was $2,925 thousand, a decrease from $6,006 thousand in the previous quarter[31] Profitability and Loss - Domo's GAAP net loss for FY2025 was $81.9 million, with a net loss per share of $2.13 based on 38.5 million weighted-average shares outstanding[4] - Non-GAAP net loss per share for Q1 FY2026 is expected to be between $0.18 and $0.22 based on 39.7 million weighted-average shares outstanding[6] - Net loss for the three months ended January 31, 2024, was $18.685 million, compared to a net loss of $17.677 million in the same period of 2025[22] - The company reported a net loss on a GAAP basis of $18,685 thousand for the three months ended January 31, 2024, compared to a net loss of $17,677 thousand in the previous quarter[31] - The net loss per share on a GAAP basis for the three months ended January 31, 2024, was $(0.51), compared to $(0.45) in the previous quarter[31] Assets and Liabilities - Cash and cash equivalents were $45.3 million as of January 31, 2025[4] - Total current assets decreased from $153.744 million in 2024 to $141.677 million in 2025[25] - Total liabilities increased from $379.206 million in 2024 to $391.586 million in 2025[25] - Cash, cash equivalents, and restricted cash at the end of the period on January 31, 2024, was $60.939 million, down from $45.264 million in 2025[27] Operating Expenses and Margins - Operating expenses for the three months ended January 31, 2024, totaled $74.496 million, up from $70.837 million in the same period of 2025, indicating a 5.5% increase[22] - Total operating expenses on a GAAP basis for the three months ended January 31, 2024, were $74,496 thousand, compared to $70,837 thousand in the previous quarter[29] - Subscription gross margin on a GAAP basis improved to 83% for the three months ended January 31, 2024, up from 80% in the previous quarter[29] Awards and Recognition - Domo received five Dresner Advisory Services 2024 Technology Innovation Awards, marking its eighth consecutive year as a multiple-category winner[6]

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