Group 1 - Domo is a member of the Computer and Technology sector, which includes 609 individual stocks and holds a Zacks Sector Rank of 9 [2] - Domo currently has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] - The Zacks Consensus Estimate for Domo's full-year earnings has increased by 5.4% in the past quarter, reflecting improved analyst sentiment [3] Group 2 - Domo has returned 6.4% year-to-date, outperforming the average loss of 8.9% in the Computer and Technology sector [4] - Automatic Data Processing (ADP) is another stock in the sector that has outperformed, with a year-to-date return of 2% [4] - Domo belongs to the Internet - Software industry, which includes 168 companies and currently ranks 143 in the Zacks Industry Rank, with an average loss of 3.1% this year [6] Group 3 - Investors should continue to monitor Domo and Automatic Data Processing for potential sustained solid performance in the Computer and Technology sector [7]

Core Viewpoint - Salazar Resources Limited provides an update on the construction plan and schedule for the El Domo Project, which is a joint venture with Silvercorp Metals Inc. targeting production by the end of 2026 at an estimated cost of $240.4 million, slightly lower than the previous estimate of $247.6 million from the 2021 feasibility study [1][3][24]. Group 1: Joint Venture and Ownership - Silvercorp holds a 75% interest in the joint venture for the El Domo mine, while Salazar has a 25% carried interest [2]. - Once commercial production is achieved, Silvercorp will receive 95% of the dividends until its investment is recouped, after which dividends will be shared on a 75%/25% basis [4]. Group 2: Construction and Cost Estimates - The total estimated capital cost for the El Domo Project is $240.4 million, with a breakdown of costs across various packages [3][24]. - The construction schedule includes significant expenditures in fiscal years 2026 and 2027, with direct costs totaling $159.4 million, VAT at $19.1 million, and contingencies at $31.9 million [6][24]. Group 3: Detailed Engineering and Infrastructure - Advanced detailed engineering has been conducted for the tailings storage facilities, open pit mine design, and project infrastructure, with contracts awarded for site preparation [7][8]. - The construction of a power line and standby diesel generators is also in progress, with the power line expected to be completed in 13-17 months [16]. Group 4: Mining and Production Plans - The joint venture plans to commence stripping of the open pit in August 2025, with an estimated 5.4 million cubic meters of sediments and waste rocks to be stripped [12]. - By the end of 2026, the project expects to produce 43,000 tonnes of ore, with 550,000 cubic meters of ore ready for mining [12]. Group 5: Cost Comparison and Adjustments - The updated cost estimates reflect a reduction of $32.6 million in direct costs compared to the 2021 feasibility study, attributed to savings from employing a unit cost contract and detailed engineering [24]. - The contingency costs have increased by $9.9 million, while owner's costs have risen by $20 million [24].

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]

Core Viewpoint - Domo (DOMO) shows potential for significant upside, with a mean price target of $10.25 indicating a 28.8% increase from its current price of $7.96, supported by positive earnings estimate revisions and analyst consensus [1][11]. Price Targets and Analyst Estimates - The mean estimate consists of six short-term price targets with a standard deviation of $3, indicating variability among analysts; the lowest estimate suggests a 0.5% increase, while the highest predicts a 101% surge to $16 [2]. - A low standard deviation in price targets suggests strong agreement among analysts regarding the stock's price direction, which can serve as a starting point for further research [9]. Earnings Estimates and Analyst Sentiment - Analysts have shown increasing optimism about Domo's earnings prospects, as evidenced by a 5.6% increase in the Zacks Consensus Estimate over the last 30 days, with three estimates moving higher and no negative revisions [12]. - Domo holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate factors, indicating strong potential for near-term upside [13]. Caution on Price Targets - Solely relying on price targets for investment decisions may not be wise, as empirical research indicates that such targets often mislead investors rather than guide them accurately [3][7]. - Analysts may set overly optimistic price targets due to business incentives, which can inflate expectations [8][10].

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 ...

Financial Data and Key Metrics Changes - In Q4, the company exceeded guidance for billings, revenue, non-GAAP EPS, and adjusted free cash flow [2][3] - Total revenue for Q4 was $78.8 million, with subscription revenue making up 91% of that amount [3] - Q4 billings reached $102.6 million, and subscription RPO growth accelerated to 14% year over year, while long-term subscription RPO growth accelerated to 38% year over year [2][3] Business Line Data and Key Metrics Changes - The year-over-year percentage improvement in sales rep productivity was the best seen in four years [3] Market Data and Key Metrics Changes - The company is seeing a significant increase in activity from its partner ecosystem, particularly with CDWs [22][26] Company Strategy and Development Direction - The company has focused on re-architecting its operations to enhance its ecosystem, which includes product and customer experience improvements [15] - There is a strong emphasis on partnerships with CDWs, ISVs, and hyperscalers, which are expected to contribute significantly to revenue and billings [21][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving positive adjusted free cash flow for Q1 and fiscal year 2026, indicating a turnaround in cash generation [2] - The management noted that conversion rates for partner deals are significantly higher than for non-partner deals, which is a positive indicator for future growth [28] Other Important Information - The company reported a free cash flow result of $6 million in Q4, the highest in its history, with cash balances increasing from approximately $40 million to over $45 million during the quarter [11] Q&A Session Summary Question: Can you comment on the partnerships with Snowflake and Databricks? - Management highlighted that they have made significant progress in focusing on the ecosystem and have seen substantial activity with CDWs [15][22] Question: How is the transition to the consumption model progressing? - Management noted that they are seeing a meaningful percentage of new logos and billings derived from their channel ecosystem [17][21] Question: What are the plans for go-to-market strategies in the upcoming year? - Management indicated that they will continue to shift more resources towards the ecosystem and focus on hiring individuals with relevant experience [19] Question: Can you provide an update on the partner ecosystem? - Management confirmed that leads from partners are coming in steadily, and conversion rates for partner deals are significantly higher than for non-partner deals [28]

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].

Financial Data and Key Metrics Changes - In Q4, the company exceeded guidance for billings, revenue, non-GAAP EPS, and adjusted free cash flow, with total revenue reaching $78.8 million, of which subscription revenue accounted for 91% [29] - Q4 billings were $102.6 million, and subscription RPO grew to $403.6 million, up 14% year over year, marking the best subscription RPO growth in over two years [30] - Adjusted free cash flow was $6 million in Q4, the highest in the company's history, with cash balance increasing from $40.9 million in Q3 to $45.3 million in Q4 [32][42] Business Line Data and Key Metrics Changes - Subscription RPO beyond twelve months grew 38% year over year, indicating a significant improvement in long-term contracts [30] - Gross retention was 85% in Q4, maintaining this level for three consecutive quarters, with expectations for at least a two percentage point improvement in FY '26 [31] Market Data and Key Metrics Changes - The consumption model has seen significant adoption, with consumption customers achieving gross retention of over 90% and net retention of over 100% [31] - The company has transitioned from 5% of ARR on the consumption model two years ago to over 65% by the end of FY '25, with expectations to approach 90% by the end of FY '26 [10] Company Strategy and Development Direction - The primary growth initiatives for FY '25 included building out the partner network, adding AI innovations, and shifting customers to consumption pricing [11] - The company is focusing on enhancing partnerships with cloud-based data warehouses (CDWs) and system integrators (SIs) to drive growth and improve customer satisfaction [12][16] Management's Comments on Operating Environment and Future Outlook - Management noted that the current macroeconomic environment has led to more organized and well-thought-out purchasing decisions from customers, with no significant recent changes observed [37][38] - The company is optimistic about future growth, expecting to generate positive cash flow in both Q1 and FY '26, while also aiming for improved growth and profitability [35][36] Other Important Information - Domo's AI capabilities have been recognized with several industry awards, highlighting the platform's strength in data analytics and visualization [20][25] - The company is hosting its annual user conference, Domopalooza, on March 21, which will feature new product announcements and customer success stories [26] Q&A Session Summary Question: Can you comment on the macro environment and its effect on customer willingness to purchase? - Management indicated that purchasing decisions are well-organized and backed by metrics, with no recent significant changes in customer behavior [37][38] Question: Can you explain the dynamic between renewals and consumption, and the impact on cash and debt? - The CFO explained that the shift in renewal timing due to consumption conversions resulted in a $5 million shift out of Q1 into other quarters, and expressed satisfaction with the cash flow results and balance sheet [40][42] Question: How are partnerships with Snowflake and Databricks tracking? - Management reported significant progress in partnerships, with ecosystem leads converting at a much higher rate compared to independently generated leads, indicating a positive trend for future growth [49][50] Question: Are there plans for additional tweaks to the go-to-market strategy? - The company plans to continue focusing on the ecosystem and hiring individuals with experience in CDWs, emphasizing customer satisfaction and ROI [58][60] Question: Has recent M&A activity in the data cloud space increased discussions about potential acquisitions? - Management acknowledged openness to M&A opportunities, emphasizing the importance of relationships with multiple CDWs and the value Domo provides as an independent provider [78][81]