Markets and Markets Knowledge Store: A Comprehensive Solution for Business Intelligence and Strategic Decision-Making

ResearchAndMarkets.com has launched the Markets and Markets Knowledge Store subscription service, which provides actionable insights to drive revenue, predict market disruptions, and enhance strategic decision-making. Key features include access to industry-specific reports, predictive analytics, trend tracking, personalized company analysis, and customizable dossiers for comprehensive market analysis. The platform helps businesses identify new revenue sources, stay ahead of market disruptions, and boost their win rates and strategy success.

Domo, Inc. (DOMO) has been making significant strides in the AI-driven data analytics market, as evidenced by its Q2 2026 earnings report. The company reported a 19% year-over-year increase in Remaining Performance Obligations (RPO) to $409.8 million, along with its first positive non-GAAP EPS of $0.02. This performance is largely driven by a strategic shift to a consumption-based pricing model, which has resulted in a 75% increase in Annual Recurring Revenue (ARR) from consumption contracts [1].

Domo’s pivot to a consumption-based model has unlocked substantial value, as seen in a 108% Net Revenue Retention (NRR) rate for contract customers and the securing of long-term partnerships, such as a three-year CDW joint solution. This shift has also positioned Domo to capitalize on the growing AI analytics market, projected to grow at a 25% CAGR through 2030 [1].

The company's ecosystem strategy has further bolstered its growth, with partnerships with Snowflake and AI tools like Agent Catalyst. These collaborations have expanded Domo’s market reach and enhanced its value proposition through AI-driven tools that enable rapid deployment of AI agents for real-time decision-making [1].

Domo’s financial milestones are notable, with a 5 percentage point increase in non-GAAP operating margin to 8%, and a 19% year-over-year growth in subscription RPO to $409.8 million. This growth underscores robust demand for Domo’s solutions and a strong pipeline for future revenue [2].

Despite GAAP profitability challenges, Domo’s non-GAAP metrics and consumption model success create a compelling valuation case. The company’s ability to generate positive free cash flow while scaling AI-driven solutions positions it to capitalize on the $30 billion global AI analytics market. With a market cap of ~$1.2 billion and a forward P/E ratio of 12x based on non-GAAP earnings, Domo offers a rare combination of near-term profitability and long-term growth potential [3].

In conclusion, Domo’s strategic transformation—from a seat-based model to a consumption-driven, AI-first platform—positions it as a high-conviction buy for investors seeking exposure to the data analytics revolution. The 19% RPO growth, first positive non-GAAP EPS, and ecosystem-driven innovation validate the company’s ability to execute on its vision. As AI adoption accelerates and consumption-based pricing becomes the industry standard, Domo is well-positioned to outperform peers and deliver outsized returns.

References:
[1] https://www.ainvest.com/news/domo-strategic-transformation-high-conviction-buy-ai-driven-data-analytics-2508/
[2] https://www.stocktitan.net/news/DOMO/domo-announces-second-quarter-fiscal-2026-financial-epy5kgdm8fbm.html
[3] https://www.datainsightsmarket.com/companies/DOMO