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]

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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Group 1 - Silver miners have experienced a strong start to the year, with the Silver Miners Index (SIL) increasing by 14% [1] - The rise in the Silver Miners Index coincides with a more than 11% increase in the price of silver [1] Group 2 - Mountain Valley Value Investments focuses on identifying undervalued companies with strong growth potential across various sectors [1] - The investment philosophy emphasizes long-term value and disciplined research to uncover opportunities for strong returns [1]

Core Viewpoint - Domo (DOMO) has received an upgrade to a Zacks Rank 1 (Strong Buy) due to an upward trend in earnings estimates, indicating a positive earnings outlook that may lead to increased stock price [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on the consensus measure of EPS estimates from sell-side analysts, which reflects the changing earnings picture of a company [1][2]. - Changes in earnings estimates are strongly correlated with near-term stock price movements, influenced by institutional investors who adjust their valuations based on these estimates [4][6]. Domo's Earnings Outlook - For the fiscal year ending January 2025, Domo is expected to earn -$0.66 per share, representing a change of -164% from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for Domo has increased by 9.4%, indicating a positive trend in earnings estimates [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Domo's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].

Core Viewpoint - Silvercorp Metals Inc. and its partners are making significant progress on the El Domo Project in Ecuador, targeting production in the second half of 2026, with recent contracts awarded to experienced contractors [1][7]. Project Progress - The acquisition of Adventus Mining Corporation has led to substantial advancements in the El Domo Project since July 31, 2024 [2]. - Detailed engineering and project infrastructure have been optimized, including the design of tailing storage facilities and the process plant [4][3]. - Community engagement has been maintained to keep local stakeholders informed about project developments [4]. Engineering and Design - The project has undergone a review of previous technical work, leading to optimized designs for various components, including the tailing storage facilities and open pit mine [4]. - Metallurgical test work has commenced, focusing on selective flotation to potentially enhance recoveries [4]. - Detailed engineering design for the process plant is underway, including equipment selection and purchasing [4]. Contract Awards - Bid Package 1 has been awarded to CRCC 14 Bureau Group CO., Ltd., a contractor with over ten years of experience in Ecuador [6]. - The Companies plan to award Bid Packages 2 and 3 in Q1 2025 to maintain the project schedule [7]. Project Overview - The El Domo Project is a high-grade copper-gold project located in Central Ecuador, with mineralization starting at 30 meters from the surface [9]. - The project area is accessible via three well-maintained gravel roads, enhancing logistical efficiency [9]. Company Background - Silvercorp is a Canadian mining company focused on generating free cash flow from long-life mines and pursuing organic growth through exploration and acquisitions [8]. - The company emphasizes responsible mining practices and a commitment to environmental, social, and governance (ESG) principles [8].