Domo, Inc.
- Open
- 2.63
- Day high
- 2.72
- Day low
- 2.56
- Prev close
- 2.75
- Volume
- 758K
- Mkt cap
- $119M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- -0.6
- P/S
- 0.4
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$516K over the last 3 months (0 open-market buys, 3 sales)
- 🏛Institutions mixed (13F)
Domo, Inc. (DOMO) is a Technology company listed on NASDAQ. The stock is down 78% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 3 sales (SEC Form 4).
Domo, Inc. (DOMO) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 5 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
DOMO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 15, 2026 | $-0.02 | $-0.02 | +0.0% | $79M | -0.3% |
| Mar 10, 2026 | $-0.03 | $-0.19 | -498.2% | $80M | +1.2% |
| Dec 4, 2025 | $-0.05 | $0.01 | +120.0% | $79M | +1.0% |
| Aug 27, 2025 | $-0.05 | $0.02 | +140.0% | $80M | +0.9% |
| May 21, 2025 | $-0.19 | $-0.09 | +52.6% | $80M | +2.7% |
| Mar 6, 2025 | $-0.18 | $-0.05 | +72.2% | $79M | +1.1% |
| Dec 5, 2024 | $-0.15 | $-0.08 | +46.7% | $80M | +2.2% |
| Aug 29, 2024 | $-0.28 | $-0.07 | +75.0% | $78M | +2.4% |
| May 23, 2024 | $-0.23 | $-0.33 | -43.5% | $80M | +0.8% |
| Mar 7, 2024 | $-0.05 | $-0.05 | -4.7% | $80M | +0.8% |
| Nov 30, 2023 | $-0.12 | $-0.45 | -275.0% | $80M | +0.4% |
| Aug 24, 2023 | $-0.08 | $-0.02 | +75.0% | $80M | +1.0% |
DOMO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 24, 2026 | James Joshua Gdirector, 10 percent owner, officer: Founder and CEO | Sell | 96,088 | $2.38 |
| Jun 24, 2026 | Thayne Darenofficer: CTO & EVP of Product | Sell | 52,365 | $2.38 |
| Jun 24, 2026 | Crane Todofficer: Chief Financial Officer | Sell | 68,483 | $2.38 |
| Jun 23, 2026 | James Joshua Gdirector, 10 percent owner, officer: Founder and CEO | Grant | 245,269 | — |
| Jun 23, 2026 | Crane Todofficer: Chief Financial Officer | Grant | 122,634 | — |
| Jun 23, 2026 | Thayne Darenofficer: CTO & EVP of Product | Grant | 140,121 | — |
| Apr 15, 2026 | Daniel Daniel David IIIdirector | Grant | 4,165 | — |
| Mar 24, 2026 | Crane Todofficer: Chief Financial Officer | Tax | 4,284 | $3.57 |
| Mar 24, 2026 | Thayne Darenofficer: CTO & EVP of Product | Tax | 8,910 | $3.57 |
| Mar 24, 2026 | Jolley David Rdirector | Tax | 6,298 | $3.57 |
| Mar 24, 2026 | James Joshua Gdirector, 10 percent owner, officer: Founder and CEO | Tax | 22,669 | $3.57 |
| Dec 23, 2025 | James Joshua Gdirector, 10 percent owner, officer: Founder and CEO | Tax | 32,926 | $9.19 |
| Dec 23, 2025 | Jolley David Rdirector | Tax | 6,346 | $9.19 |
| Dec 23, 2025 | Crane Todofficer: Chief Financial Officer | Tax | 3,751 | $9.19 |
| Dec 23, 2025 | Maughan Markofficer: Chief Operating Officer | Tax | 4,708 | $9.19 |
Source: DOMO SEC Form 4 filings, latest Jun 24, 2026. For informational purposes only — not investment advice.
See the full DOMO insider & 13F page →Domo, Inc. company profile
Overview
Domo, Inc. (NASDAQ:DOMO) is a cloud-based business intelligence and data analytics platform company founded in 2010 and headquartered in American Fork, Utah. The company went public in June 2018 and was originally founded by Josh James, who previously founded Omniture (acquired by Adobe). After a period under different leadership, James returned as CEO in 2023 to lead the company through a strategic transformation focused on consumption-based pricing models and ecosystem partnerships.
Business
Domo operates in the business intelligence (BI) and data analytics software industry, providing a cloud-based platform that helps organizations transform raw data into actionable insights. The company's core product is the Domo Platform, which serves as a comprehensive data experience solution that connects executives to frontline employees with real-time data and analytics capabilities accessible from any device, including smartphones. The platform addresses a critical business challenge known as the "last mile" of data utilization - the gap between having data stored in various systems and actually using that data to make informed business decisions. Traditional BI tools often require technical expertise and are limited to desktop environments, while Domo's platform democratizes data access across entire organizations. Domo's business consists primarily of a single segment focused on subscription-based software services. Subscription revenue accounts for approximately 90-91% of total revenue, with the remainder coming from professional services and training. The platform integrates with over 1,000 data connectors, allowing organizations to pull information from various sources including cloud data warehouses like Snowflake, Databricks, Google BigQuery, and Oracle, as well as traditional enterprise systems. The company has been transitioning from traditional per-seat licensing to a consumption-based pricing model, where customers pay based on their actual usage of the platform rather than the number of users. As of fiscal 2025, over 65% of the company's Annual Recurring Revenue (ARR) operates under this consumption model, with a goal to reach 90% by the end of fiscal 2026.
Revenue model
Domo generates revenue primarily through subscription-based software-as-a-service (SaaS) contracts, with subscription revenue representing 90-91% of total revenue. The company serves both enterprise and corporate customers, with enterprise customers typically being larger organizations requiring more comprehensive deployments. The company's business model has been evolving from traditional per-seat licensing to a consumption-based pricing structure. Under the consumption model, customers pay based on their actual platform usage, data processing, and feature utilization rather than the number of licensed users. This model encourages broader adoption within customer organizations and can lead to higher revenue per customer as usage expands. Domo's paying customers include chief executives, data analysts, operations managers, and frontline employees across various industries who need access to real-time business intelligence and data visualization tools. The company focuses on multi-use case enterprise deployments where organizations use the platform across different departments and business functions. Several factors influence Domo's margins and profitability. Positive margin drivers include the shift to consumption pricing which typically yields higher customer lifetime value, successful ecosystem partnerships with cloud data warehouse providers that reduce customer acquisition costs, and improved gross retention rates (currently targeting 90% long-term from the current 85%). The company's AI capabilities and automated workflows also help customers consolidate multiple vendor solutions, potentially increasing Domo's value proposition. Margin pressures come from competitive dynamics in the crowded BI market, particularly from larger players like Microsoft Power BI, macroeconomic headwinds that cause customers to scrutinize software spending more carefully, and the ongoing investment required in sales and marketing to drive growth. The company's current gross retention rate of 85% indicates some customer churn challenges that impact recurring revenue predictability.
Competitive moat
Domo's competitive moat appears relatively narrow in the highly competitive business intelligence market. The company's primary differentiators include its mobile-first approach to data access, extensive integration capabilities with over 1,000 data connectors, and its focus on democratizing data across entire organizations rather than serving just technical users. The company's strongest moat elements include its ecosystem partnerships with major cloud data warehouse providers like Snowflake, Databricks, and Google. These partnerships create a collaborative selling motion where Domo benefits from the partners' customer relationships and sales channels. Partner-sourced deals reportedly convert at rates 2-3 times higher than independent leads and close 5 times more frequently, suggesting meaningful competitive advantages through these relationships. Domo's AI and automation capabilities provide some differentiation, particularly in areas of data governance and workflow automation. The company's "Agentic AI" solutions help customers create automated processes that can significantly reduce time-to-completion for complex data tasks. However, the company faces significant competitive threats from well-funded rivals including Microsoft Power BI (which benefits from Office 365 bundling), Tableau (owned by Salesforce), and newer entrants in the modern data stack. The BI market has relatively low switching costs once initial implementations are complete, but the complexity of enterprise data environments can create some customer stickiness. The consumption-based pricing model, while potentially beneficial for growth, also creates revenue predictability challenges and makes the business more susceptible to economic downturns when customers may reduce their platform usage. Overall, Domo operates in a competitive market where technological differentiation can be quickly replicated, limiting the durability of any competitive advantages.
Risks & safety
Domo's margin of safety appears concerning from a financial stability perspective, though the company has been making progress toward profitability. **Cash and Solvency:** - Cash and short-term investments: $45.3 million as of Q4 FY2025 - Current ratio: 0.56 (current assets significantly below current liabilities) - The company has been burning cash, with negative free cash flow of -$18.5 million for FY2025 - However, management expects positive adjusted free cash flow beginning in Q1 FY2026 **Debt and Capital Structure:** - Total liabilities of $391.6 million significantly exceed total assets of $214.3 million - Debt-to-equity ratio of -0.74 (negative due to negative book value) - The company has negative shareholders' equity, indicating accumulated losses exceed invested capital **Valuation Metrics:** - Trading at negative P/E ratios due to ongoing losses - EV/EBITDA of -10.3x (negative due to negative EBITDA) - Price-to-book ratio of -1.88 (negative book value) **Other Considerations:** - Revenue has been relatively stable around $317-319 million annually - The company is targeting 2% operating margins for FY2026, suggesting a path to profitability - Management has indicated openness to strategic alternatives including potential sale
Recent development
Over the past few years, Domo has undergone significant strategic transformation under the leadership of returning CEO Josh James. The most substantial shift has been the transition to a consumption-based pricing model, moving away from traditional per-seat licensing. This transition accelerated dramatically, with consumption-based contracts growing from 30% of ARR in early fiscal 2024 to over 65% by the end of fiscal 2025, with a target of reaching 90% by fiscal 2026. The company has heavily invested in ecosystem partnerships, particularly with cloud data warehouse providers including Snowflake, Databricks, Google, Oracle, IBM, and Dremio. These partnerships have created a collaborative go-to-market strategy where partner-sourced opportunities reportedly convert at significantly higher rates than independent leads. The partner pipeline grew from zero to over 60 deals within two quarters, demonstrating rapid traction. Domo has significantly enhanced its AI capabilities with the launch of "Agentic AI" solutions that enable customers to create automated workflows and data agents. These AI tools help organizations reduce the time required for complex data tasks and provide better governance and transparency around AI implementations. The company underwent substantial leadership changes in fiscal 2023-2024, with Josh James returning as CEO, David Jolley becoming CFO, and several other executive appointments. The organization has also been restructured to focus more heavily on ecosystem partnerships and technical sales capabilities. From an operational standpoint, Domo has been working to improve its customer retention metrics, with gross retention improving from 82% in fiscal 2024 to 85% in fiscal 2025, though still targeting 90% long-term. The consumption-based customer cohort shows significantly better retention rates (98% gross retention, 118% net retention) compared to the overall customer base.
DOMO company profile · for informational purposes only — not investment advice.
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