IFRS · EUR

DOMO, INC.

Domo, Inc. builds a cloud-based AI and data products platform that helps organizations collect, prepare, analyze, visualize, automate, and distribute business data in near real time. The platform is used to turn operational and analytical workflows into mobile, connected, and action-oriented applications for business users across functions such as finance, operations, HR, IT, supply chain, and sales.

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Revenue319m EUR
+0.6 %y/y
Operating profit (EBIT)-39.1m EUR
+34.0 %y/y
EBIT margin-12.3%
+6.4 ppy/y
Net income-59.3m EUR
+27.6 %y/y
Free cash flow-2.0m EUR
+89.1 %y/y

Fiscal year 2026 · change from previous year

Development 2021–2026

-1000100200300400m EUR2021: 210 m EUR2021: EBIT -73 m EUR20212022: 258 m EUR2022: EBIT -88 m EUR20222023: 309 m EUR2023: EBIT -89 m EUR20232024: 319 m EUR2024: EBIT -55 m EUR20242025: 317 m EUR2025: EBIT -59 m EUR20252026: 319 m EUR2026: EBIT -39 m EUR2026319-39
RevenueOperating profit (EBIT)
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Business

Share of revenue
Core platform subscription / consumption service78 %

Access to Domo's cloud platform for data integration, analytics, automation, and AI-driven workflows.

Enterprise-wide agreements (ELAs)10 %

Contracts that provide unlimited users with a data cap for broader enterprise deployment.

Professional services and customer success7 %

Implementation, onboarding, support, and adoption services that help customers deploy use cases.

Partner ecosystem and app marketplace5 %

Third-party apps, connectors, and custom solutions distributed through the Domo Appstore.

Products

Reported · share of revenue
90.7%9.3%FY2026100 %
  • Subscription90.7 %
  • Professional Servicesand Other9.3 %

Source: 10-K FY2026, revenue the company reports per product line (SEC XBRL). Shares are of the lines shown and add up to 100 %.

Customers

Domo sells primarily to businesses, with initial users often being business leaders, department heads, and managers who need faster access to operational data. Over time, deployments expand to CIOs and other executives as customers broaden use across the enterprise. The company serves both enterprise and corporate customers across many industries, with no single customer representing more than 10% of revenue in the periods disclosed.

Enterprise customers

Large companies using Domo for enterprise-wide analytics, governance, and workflow automation; they accounted for 46% of revenue in FY2025.

Corporate customers

Mid-sized organizations adopting Domo for departmental analytics and expanding over time through land-and-expand usage.

United States customers

Customers billed in the U.S., which represented 80% of FY2025 revenue and are the core market for the platform.

International customers

Customers outside the U.S. using the platform through direct sales and partners; important for diversification but smaller than the domestic base.

Channel and reseller-led customers

End customers reached through software resellers and systems integrators to broaden geographic and vertical coverage.

Strategy

Domo's strategy centers on improving sales efficiency, expanding its partner ecosystem, and increasing adoption through a land-and-expand model. The company is also investing in AI, predictive analytics, and developer tooling to deepen platform functionality and make the product more valuable for enterprise workflows.

Increase sales and marketing efficiencyShort term

Higher productivity per rep and better targeting should improve customer acquisition economics and support growth.

Expand partner ecosystemMedium term

Resellers and systems integrators broaden geographic coverage and lower the cost of market expansion.

Deepen platform functionality with AIMedium term

AI and predictive features increase product differentiation and make the platform more embedded in customer workflows.

Shift more ARR to consumption-based serviceShort term

Consumption pricing can reduce adoption friction and better align revenue with customer usage.

Geography

Domo is headquartered in the United States and derives the majority of its revenue there; management disclosed that 80% of FY2025 revenue came from customers with U.S. billing addresses. The company also serves international customers through partners and direct sales, which matters for growth but adds exposure to foreign regulation, currency effects, and compliance complexity.

Risks

Domo's business depends on continued customer adoption, retention, and expansion, so weak sales execution or slower enterprise rollout can pressure growth. The company also faces typical SaaS risks around platform uptime, third-party technology dependence, cybersecurity, and regulatory compliance, all of which can damage trust and disrupt revenue generation.

Sorted by severity
LowMediumHighLowMediumHighImpact →Likelihood →Cybersecurity and data protection risk1Platform uptime and third-party dependency risk4Customer retention and expansion risk2Sales execution and productivity risk3Regulatory and compliance risk5
Impact is the risk’s severity and likelihood how probable it is over the next few years, both assessed from the company’s reports. Numbers match the list.
  1. Cybersecurity and data protection riskImpact: CriticalLikelihood: Medium

    A breach or security incident could lead to customer loss, remediation costs, fines, and reputational damage.

    Exposure: Customer data and cloud platform

  2. Customer retention and expansion riskImpact: HighLikelihood: High

    Revenue depends on customers adopting more use cases over time rather than one-time deployments.

    Exposure: Land-and-expand SaaS model

  3. Sales execution and productivity riskImpact: HighLikelihood: High

    The company is focused on improving sales efficiency, so weak rep productivity would slow new customer growth.

    Exposure: Enterprise and corporate sales motion

  4. Platform uptime and third-party dependency riskImpact: HighLikelihood: Medium

    Critical functions rely on SaaS and other third-party technologies, including AI services.

    Exposure: Cloud infrastructure and vendor stack

  5. Regulatory and compliance riskImpact: MediumLikelihood: Medium

    Privacy, AI, software, and cross-border rules can change and increase compliance costs or limit operations.

    Exposure: U.S. and international markets

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Accounting

Judgemental items
Revenue recognition for consumption-based and ELA contracts

Usage commitments and unlimited-user agreements can change the timing of recognized revenue versus cash collected.

Impact: Affects quarterly revenue comparability and deferred revenue/RPO trends

Remaining performance obligations

RPO indicates contracted future revenue and helps assess backlog quality.

Impact: Supports visibility into near-term revenue recognition

Capitalized software development costs

Capitalization and amortization of development costs shift expense recognition across periods.

Impact: Affects operating margin and asset balances

Deferred tax asset valuation allowance

The company has a full valuation allowance on domestic deferred tax assets due to losses.

Impact: Limits recognition of tax benefits in reported earnings

Foreign currency remeasurement

Intercompany balances and international operations create FX gains and losses in other expense, net.

Impact: Can add volatility below operating income

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Last updated: 24/09/2026

DOMO, INC. – Financial Analysis & Key Metrics – Clarifo