What does Domo do and what are its main business segments?

What is the market's earnings forecast for Domo next quarter?

What were the key takeaways from Domo’s earnings call?

What were the key takeaways from Domo's earnings call?

What factors drove the changes in Domo's revenue and profit?

Did Domo beat or miss consensus estimates last quarter?

What is Domo's gross profit margin?

What guidance did Domo's management provide for the next earnings period?

- **Profitability milestone**: First-ever positive non-GAAP EPS ($0.02) and $1.4M free cash flow.
- **Consumption model success**: 75% ARR on consumption, 108% NRR for new customers.
- **International growth**: Japan new ACV nearly doubled YoY; hyperscaler partnerships unlock $100M+ pipeline.
- **AI-driven expansion**: 15%+ growth in AI/BI verticals; 3.5x ACV growth over 5 years for private equity clients.
- **Guidance upgrade**: Rule of 40 target raised to 6% for FY26, 10%+ for FY27.

**【CEO Summary Section】**
- Domo achieved first-quarter positive non-GAAP EPS of $0.02 and $1.4 million in adjusted free cash flow, exceeding guidance on billings, revenue, and profitability.
- 75% of ARR is now on consumption contracts, with 108% NRR for new consumption customers, driven by CDW partnerships and AI-driven solutions.
- Japan saw record growth with new ACV nearly doubling YoY, and international deals closed with hyperscalers like AWS and Google.
- Enhanced integrations with Snowflake, Databricks, Oracle, and Google BigQuery are fueling pipeline growth and multi-year contracts.

**【CFO Financial Commentary】**
- Q2 revenue: $79.7 million (15% YoY growth); billings: $70.3 million.
- Subscription RPO: $409.8 million (19% YoY growth); gross retention: 85%; net retention: 94%.
- Operating margin: 7.7% (highest in company history); non-GAAP net loss: $0.9 million.
- Guidance for FY26: billings $317-321M, revenue $316-320M, non-GAAP net loss $0.11-0.19.
- Rule of 40 target raised to 6% for FY26, with 10%+ for FY27.

**【Q&A Key Highlights】**
- Snowflake conference generated thousands of leads, with 5x higher close rates for CDW-sourced deals.
- Consumption model enables 3.5x ACV growth over 5 years for private equity clients.
- AWS and Google partnerships unlock $100M+ pipeline through hyperscaler marketplaces.
- 75% ARR on consumption expected to reach 90% by end of FY26.
- AI-driven use cases (e.g., agentic solutions) are key differentiator in 15%+ growth verticals.


Domo, Inc. (DOMO) Q2 2026 Earnings Call Transcript

- **Revenue Growth**: Q1 revenue up 15% YoY to $80.1M, driven by North American recovery and multiyear contract wins.
- **AI Breakthrough**: Agent Catalyst enables customers to build AI agents in 37 minutes, with 200+ sign-ups in first day.
- **Subscription Momentum**: RPO growth accelerates to 24% YoY, with 61% long-term RPO growth, fueled by 70% ARR on consumption model.
- **Profitability**: Positive operating margin (1.3%) and free cash flow ($1.3M) mark first Q1 profitability, targeting 5% margin exit FY26.
- **Ecosystem Surge**: Partner pipeline up >200% QoQ, with partner-sourced deals outperforming traditional marketing.

**【CEO Summary Section】**
- Q1 revenue reached $80.1 million, exceeding guidance with 15% year-over-year growth driven by North American market recovery.
- Introduced Agent Catalyst, enabling customers to build AI agents in under 37 minutes, with over 200 customers signing up within the first day.
- Subscription RPO grew 24% YoY to $408 million, with long-term RPO up 61% YoY, reflecting multiyear contract wins.
- Consumption model now accounts for 70% of ARR, projected to reach 90% by year-end, driving higher retention (gross retention 86%, net retention 94%).
- Raised FY26 guidance to exit at 5% billings growth and 5% operating margin, targeting 10% growth/margin in FY27.

**【CFO Financial Commentary】**
- Q1 non-GAAP EPS of $0.09 (vs. loss of $0.12 YoY), with adjusted free cash flow of $1.3 million vs. negative $1.8 million YoY.
- Subscription gross margin improved to 81.6%, up from 80.7% Q4, with plans to maintain near-term levels and expand over time.
- Operating margin turned positive at 1.3%, vs. negative 2.4% YoY, with $3.6 million non-GAAP net loss.
- Q2 guidance: billings $69-70M (1-2% YoY), revenue $77.5-78.5M, EPS -$0.03 to -$0.07.
- Full year billings raised to $312-322M (vs. prior $305-315M), revenue $312-320M, EPS -$0.18 to -$0.26.

**【Q&A Highlights】**
- **AI Adoption**: 60%+ YoY salesforce productivity growth, with customers building agents for solar anomaly detection, school dropout prediction, and hotel performance optimization.
- **Ecosystem Growth**: Partner-sourced pipeline up >200% QoQ, with conversion rates exceeding traditional marketing leads.
- **Margin Expansion**: Expect Q2+ free cash flow positivity, targeting 5% operating margin exit FY26 vs. prior 3%.
- **Pricing Strategy**: Consumption-based model allows natural price increases as usage expands, with no upfront paywalls limiting AI adoption.
- **Customer Retention**: Consumption customers have 2x higher retention than seat-based, with 95%+ retention when integrating Domo Everywhere.

Domo, Inc. (DOMO) Q1 2026 Earnings Call Transcript

- **Revenue Growth**: Q4 billings $102.6M, subscription RPO $403.6M (+14% YoY). Long-term RPO up 38% YoY, driven by multiyear contracts.
- **Consumption Model Dominance**: 65% ARR on consumption pricing, with 90%+ gross retention and 100%+ net retention. Secured a 5-year, $700K deal with unlimited access.
- **Ecosystem Expansion**: 10+ CDW SIs added, ecosystem leads convert at 5x rate of direct sales. AI-driven deals win against Power BI in Q4.
- **Financial Turnaround**: Q4 free cash flow $6M (highest in company history), FY '26 targeting 2% operating margin. Cash balance $45M, no near-term debt pressure.
- **AI Leadership**: 3 industry awards, AI services layer enables flexible model selection. Gross margin in low 80s, focusing on product-led growth.


**【CEO Key Highlights】**
- **Revenue and RPO Growth**: Q4 billings of $102.6M exceeded expectations, with subscription RPO reaching $403.6M (14% YoY growth). Long-term RPO grew 38% YoY, driven by multiyear contracts and consumption model adoption.
- **Consumption Model Success**: 65% of ARR now on consumption pricing, with gross retention of 90%+ and net retention over 100% for consumption customers. A 5-year, $700K deal with a packaging company highlights long-term strategic partnerships.
- **Ecosystem Expansion**: 10+ CDW system integrators (SIs) added as partners, with examples like a media company replacing Power BI and a retail franchise leveraging Domo Everywhere for B2B analytics. Conversion rates for ecosystem leads are 5x higher than direct sales.
- **AI and Product Innovation**: Domo AI won 3 industry awards, with AI services layer enabling flexible model selection. Gross margin in low 80s expected, with focus on product-led growth through unlimited access to platform capabilities.

**【CFO Financial Summary】**
- **Q4 Results**: Revenue $78.8M, non-GAAP EPS $0.05 (vs. loss in prior year). Adjusted free cash flow $6M, up from $-12M in Q3, with cash balance increasing to $45.3M.
- **FY '26 Guidance**: Billings $310-320M, GAAP revenue $310-318M, non-GAAP net loss $0.29-0.39. Expect Q1 billings $62-63M (shifted $5M renewals to later quarters). Operating margin to expand to 2% in FY '26 from breakeven in FY '25.
- **Retention Metrics**: Gross retention 85% in Q4, targeting 2+ percentage point improvement in FY '26. Consumption renewals will represent 30%+ of FY '26 billings.
- **Cash Flow Outlook**: Positive adjusted free cash flow for Q1 and full year, with debt at $120M but no near-term repayment pressure.

**【Q&A Key Takeaways】**
- **Macroeconomic Impact**: Customers prioritizing well-justified investments, with no significant impact from Washington policy changes.
- **Ecosystem Momentum**: CDW partners like Snowflake and Databricks driving high-conversion deals, with SIs acting as trusted advisors. Domo Everywhere partnerships (e.g., legal case management platform) generating multimillion-dollar recurring revenue.
- **Financial Health**: $45M cash balance and improving margins position Domo for growth without dilution. FY '26 focus on ecosystem-driven billings acceleration and consumption model penetration.


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