Q3 2026 Domo Inc Earnings Call Transcript

Dec 4, 2025 / 10:00 PM GMT

Release Date Price: €9.93 (+0.45%)

Transcript 10-Q8-K

Key Points

Positve

Domo Inc (DOMO) achieved positive adjusted free cash flow of $2.1 million in Q3, marking a $15.8 million improvement over the previous year.
The company reported an operating margin of 6.8%, surpassing guidance and setting a record for the highest full-year operating margin.
Domo Inc (DOMO) posted positive EPS for the second consecutive quarter, indicating improved financial performance.
The transition to a consumption model has been successful, with 80% of annual recurring revenue now on consumption contracts, expected to exceed 85% by year-end.
Partnerships with cloud data warehouses have strengthened, with over 350 accounts using the Cloud Amplifier feature, doubling year over year.

Negative

Q3 billings were $73.2 million, falling short of guidance due to longer-than-expected sales cycles for partner-related deals.
The transition to a consumption model, while beneficial, has led to elongated sales cycles, impacting short-term billing expectations.
Gross margin decreased by 90 basis points year over year, primarily due to ecosystem-focused platform improvements.
The company faces challenges in maintaining high net retention rates, with ARR net retention at 95% for the fifth consecutive quarter.
There is uncertainty around the timing of gross retention improvements, partly due to longer sales cycles with cloud data warehouses.

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

DOMO.OQ - Domo Inc
Q3 2026 Domo Inc Earnings Call
Dec 04, 2025 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to the DMO Q3 fiscal year 2026 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 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Corey Edward, Vice President of Corporate Communications.

Thank you, Corey. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good afternoon. On the call today, we are joined by Josh James,

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.