Q3 2025 Domo Inc Earnings Call Transcript

Dec 5, 2024 / 10:00 PM GMT

Release Date Price: €9.43 (+3.04%)

Transcript 10-Q8-K

Key Points

Positve

Domo Inc (DOMO) exceeded its Q3 guidance for billings, revenue, and non-GAAP EPS.
Subscription RPO grew by 3% year over year, with RPO beyond 12 months increasing by 14%.
The company reported a significant increase in average contract length, demonstrating strong customer commitment.
Partner-sourced contributions to billings increased by more than 20% from Q2, with a 90% increase in partner opportunities in the North America pipeline.
Domo Inc (DOMO) successfully converted the majority of its customers to a consumption-based model, with 100% of new logo deals structured as consumption contracts.

Negative

Adjusted free cash flow was more negative than expected in Q3 due to delayed cash receipts related to consumption migrations.
Gross retention fluctuated between 85% and 90%, with some variability due to a tight budgetary environment.
The company's sales capacity is not at the level it was a year ago, which could impact near-term billings.
There is uncertainty about when the partner momentum will have a meaningful impact on financial results.
The company is not providing specific guidance for FY26, indicating uncertainty about future growth prospects.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DOMO.OQ - Domo Inc
Q3 2025 Domo Inc Earnings Call
Dec 05, 2024 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings. Welcome to Domo's Q3 fiscal year 2025 earnings call. At this time, all participants are in a listen-only mode, a question and answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad.

Please note that this conference is being recorded.

I will now turn the conference over to your host, Peter Lowry, Vice President, Investor Relations. Thank you. You may begin.

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Unidentified_2 [2]
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Good afternoon the call. Today we have Josh James, our

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