DOMO
Domo, Inc.8.63
-0.35-3.9%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '26
Ecosystem credits drive multi-year wins
Q&A spotlighted ecosystem momentum as Domo's key differentiator, with customers shifting from AI 'vibe coding' to governed implementations that play to the platform's time-to-value strengths, including rapid Snowflake joint wins. Marketplace credits fueled Domo's largest-ever quarter, flipping one-year renewals into three-year upsells with growth in Google, Amazon, and Snowflake shops. Sales cycles blend longer new-logos with quicker existing-base deals via partners like CDW. Consumption cohort NRR hit 111%, with upside from adoption and Agentic AI. Flat revenue lags strong billings due to even recognition. Retention trends up. Ecosystem traction accelerates.
Key Stats
Market Cap
360.72MP/E (TTM)
-Basic EPS (TTM)
-1.71Dividend Yield
0%Recent Filings
8-K
Domo's Q4 revenue up 1%
8-K
Domo explores strategic alternatives
Domo's board launched a formal review of strategic alternatives—including potential sale or business combination—to maximize shareholder value, announced February 19, 2026. It reaffirmed FY2026 guidance of $317.5-318.5M revenue and non-GAAP net loss per share of $0.07-0.11. No timetable set. Outcome uncertain.
8-K
COO Maughan resigns, gets $1.5M
Domo's COO Mark Maughan resigned effective January 11, 2026, via a separation agreement that includes a $1.5 million cash payment, full acceleration of his existing RSUs, and 245,000 new fully vested RSUs over three years. He transitions to consultant with a non-compete during that period; mutual releases cover all claims. No successor named yet.
10-Q
Q1 FY2026 results
Domo held revenue steady at $79.4M for Q1 FY2026 ended October 31, 2025, down slightly from $79.8M y/y while subscription revenue ticked up 1% y/y to $71.9M. Operating loss narrowed sharply to $6.9M from $11.1M y/y (derived), fueled by sales & marketing dropping 8% and R&D 10%, lifting gross margin to 74%. Diluted EPS improved to -$0.25 from -$0.48, matching 41.4M shares. Cash flow flipped positive with $10.7M from operations for 9M YTD vs -$18.0M prior (derived FCF N/A); cash at $47.9M backs $125.3M debt (7.2% cash rate, matures Aug 2028). Steady. Intense competition pressures market share.
8-K
CEO reduces duties; interim named