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Earnings Call Summary | Domo Inc(DOMO.US) Q3 2025 Earnings Conference

Earnings Call Summary | Domo Inc(DOMO.US) Q3 2025 Earnings Conference

業績會總結 | domo inc(DOMO.US) 2025年第三季度業績會
moomoo AI ·  12/06 10:25  · 電話會議

The following is a summary of the Domo, Inc. (DOMO) Q3 2025 Earnings Call Transcript:

Financial Performance:

  • Domo reported Q3 revenue of $79.8 million, showing a slight year-over-year increase, with subscription revenue comprising 89% of this total.

  • Q3 billings were recorded at $73.4 million.

  • The company's non-GAAP net loss was $3.2 million with a net loss per share of $0.08, based on $38.8 million weighted average shares outstanding.

  • Subscription RPO grew by 3% year-over-year to $354.1 million, with subscription RPO beyond 12 months up 14% year-over-year.

  • Adjusted free cash flow was more negative than anticipated due to $8 million to $10 million in delayed cash receipts related to consumption migrations.

Business Progress:

  • Domo saw an increase in average contract length by 13%, reflecting strong customer commitment. A milestone was achieved with 19 customers having over 5,000 users and over 100 customers with more than 1,000 users.

  • The company has converted 100% of new logo deals to consumption contracts in Q3, now representing 55% of their ARR.

  • Noteworthy progress has been made in AI implementation, as indicated by the adoption of AI solutions and integration in various business applications.

Opportunities:

  • Domo's partner-sourced business contributions to billings increased by over 20% from the previous quarter, and the number of partner opportunities in the pipeline for North America has surged by over 90%. Approximately half of the partner-sourced new logos were both created and closed in Q3, showcasing faster deal closures and higher conversion rates.

  • The shift to a consumption model and advancing AI capabilities offer substantial future growth, aligning well with partner pricing models and encouraging vendor consolidation among clients.

Risks:

  • There is an acknowledged variability in gross retention, expected between 85% and 90%, due to budgetary constraints which might impact financial stability and revenue consistency in the short to mid-term.

More details: Domo Inc IR

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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