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what it is
Domo sells cloud software that pulls your company’s data into one place so people can see it, share it, and act on it.
how it gets paid
Last year Domo made $317M in revenue. analytics & dashboards was the main engine at $95M, or 30% of sales.
why growth slowed
Revenue fell 0.6% last year. 74.4% gross margin matters most because it shows the product economics are good even while the company-level profit picture is still weak.
what just happened
Domo reported quarterly revenue of $239 million with gross margin holding at 74.4%.
At a glance
B balance sheet — gets the job done, barely
70/100 earnings predictability — reasonably predictable
-$2.13 fy2024 eps est
$317M fy2024 rev est
18.7% operating margin
xvary composite: 49/100 — below average
What they do
Domo sells cloud software that pulls your company’s data into one place so people can see it, share it, and act on it.
Domo wins when your data is scattered across too many systems. Its platform pulls in data across marketing, finance, HR, IT, supply chain, and sales, so ripping it out means rebuilding the dashboards your teams already use. Gross margin was 74.4% (gross margin → money left after delivery costs → so what: once your data is inside, the software is cheap for Domo to serve).
How they make money
$317M
annual revenue · their business grew -0.6% last year
data integration
$79M
1.0%
analytics & dashboards
$95M
flat
workflow automation
$51M
+1.0%
ai & data products
$41M
+3.0%
platform services & support
$51M
2.0%
The products that matter
recurring analytics subscriptions
Subscription Revenue
$310M · 98% of revenue
This is the business. It generated $310M last year and grew 1%, which tells you retention is doing more work than expansion right now.
98% of revenue
implementation and customer support
Professional Services
$7M · 2% of revenue
At $7M, this segment is too small to rescue the thesis or break it. It exists to support the platform, not carry the income statement.
support layer
pre-built business applications
Domo Apps
no separate breakout disclosed
Management talks about apps as part of the product pitch, but there is no standalone revenue breakout here. That means you should treat it as strategic packaging, not a proven growth line, until filings say more.
not broken out
Key numbers
18.7%
operating margin
Operating margin → profit after running the business → so what: Domo lost about 19 cents on every dollar of sales.
$131M
long-term debt
Debt this large matters because it equals about 41% of annual revenue and about two-thirds of Domo’s $197 million market cap.
74.4%
gross margin
Gross margin → money left after delivery costs → so what: the product is software-rich, but the company still has not turned that into operating profit.
1.9
beta
Beta → how hard a stock swings versus the market → so what: you should expect sharper moves than the average stock.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 3 — safer than 50% of stocks
- price stability 5 / 100
- long-term debt $131M (40% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for DOMO right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Domo reported quarterly revenue of $239 million with gross margin holding at 74.4%.
The quarter showed strong top-line momentum in the provided earnings data, but it came with EPS of -$1.26. That is the quiet part: high-margin software is nice, but losses still dominated the quarter.
$79M
revenue
$1.26
eps
74.4%
gross margin
the number that mattered
74.4% gross margin matters most because it shows the product economics are good even while the company-level profit picture is still weak.
source: company earnings report, 2026
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What could go wrong
the central risk is simple: Domo has software-like margins without software-like growth. If that gap stays open, the low valuation stops looking unfair and starts looking accurate.
med
growth never re-accelerates
Subscription revenue grew 1% to $310M. That is almost the entire business. If the core stays stuck around this pace, Domo remains a 74.4% gross-margin software company without the scale investors usually pay for.
Impact: the market keeps valuing the company below its $317M annual revenue because slow growth turns good software economics into a waiting room.
med
profitability fades after one quarter
Q4 delivered the first quarterly non-GAAP operating profit with margin above 10%, but analysts still expect full-year EPS of -$2.13. That gap is your warning label. One quarter can signal a turn. It can also flatter a cost cut.
Impact: if margins slip back below zero, the recent quarter stops looking like an inflection and starts looking like a cameo.
med
debt limits the room for error
Long-term debt is $131M, or 40% of capital, against a $197M market cap. For a business with a 5 / 100 price stability score, that matters more than it would at a larger scale.
Impact: a few weak quarters do not just hurt sentiment. They tighten the balance-sheet story too.
med
the product story stays hard to separate
Domo talks about apps, AI, and platform breadth, but this snapshot only shows two revenue buckets: $310M of subscription revenue and $7M of services. When disclosure is this thin, you have fewer clean signals on what is actually driving demand.
Impact: you are forced to judge the business mostly through top-line growth, billings, and margin. If those wobble, there is not much segment detail to soften the blow.
A software company with $317M in revenue, 1% growth, and $131M in long-term debt does not get many free mistakes.
source: institutional data · regulatory filings · risk analysis
Pay attention to
next earnings
does revenue move faster than 1%
One quarter of profit helped. It did not solve the growth issue. If revenue stays parked around 1%, the turnaround stays theoretical.
billings trend
was $111.2M a real signal or a spike
Record billings were the best number in the quarter. You want follow-through, not a one-quarter fireworks show.
margin risk
does non-gaap operating profit stay above zero
A margin above 10% is a strong start. The next test is boring consistency. Turnarounds become investable when the good quarter stops being special.
partnerships
does AWS actually show up in customer wins
Management is talking about the AWS generative AI partnership. What you need next is evidence in deal flow, because partnership headlines do not pay down $131M of debt.
Analyst rankings
earnings predictability
70 / 100
Middle of the pack. in human-speak, analysts think the business is understandable, but not stable enough to stop surprising you.
beta
1.9
Beta measures how hard a stock moves with the market. At 1.9, a 10% market move has historically looked more like 19% here. This is not a bunker stock.
risk rank
3
Safer than about half the market. That sounds decent until you pair it with 5 / 100 price stability and remember how small this company is.
source: institutional data
Institutional activity
institutional ownership data for DOMO is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$8
current price
n/a
target midpoint · n/a from current
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