DOMO Latest Report

Financial Performance

Domo's total operating revenue in January 31, 2025 was RMB787.7 million, a year-on-year growth rate of -1.77% compared to RMB801.8 million in January 31, 2024. This data indicates a decline in the company's revenue during the fiscal year, which may negatively impact its overall financial performance.

Key Financial Data

1. Domo's total operating revenue decreased by 1.77% year-on-year, indicating pressure on the company's sales revenue.

2. Possible reasons for the decline include intensified market competition, changes in product demand, economic uncertainty, and customer loss.

3. Despite the revenue decline, Domo achieved market share growth in certain product categories, such as new air purifiers and thermostats.

Industry Comparison

1. Industry-wide analysis: During the same financial cycle, the entire industry's operating revenue may be affected by the economic environment and market competition. If the industry's overall revenue also declines, it may indicate industry-wide challenges rather than just Domo's individual issues.

2. Peer comparison analysis: Compared to other companies in the same industry, Domo's total operating revenue may have a larger decline, so further understanding of the revenue performance of other companies in the industry is needed to assess Domo's relative competitiveness.

Summary

This analysis shows that Domo's revenue decline is mainly due to intensified market competition and changes in product demand. Although the company has shown growth potential in some areas, the overall revenue decline still needs attention, especially in a competitive market environment.

Opportunities

1. Domo achieved market share growth in home appliances such as new air purifiers and thermostats, which is expected to continue growing.

2. The company plans to increase its investment in overseas markets, especially in emerging applications such as digital energy and smart cars, which may bring new growth opportunities.

3. Domo is optimizing its product portfolio and strengthening its dealer network to enhance sales potential, which can help improve its overall financial performance.

Risks

1. Intensified market competition may lead to further decline in Domo's market share, affecting its sales revenue.

2. If the company fails to effectively attract new customers or retain existing ones, it may result in a wider range of customer loss.

3. Uncertainty in the macroeconomic environment may continue to affect customers' spending willingness, putting pressure on the company's revenue.