# DOMO, INC. > Clarifo company profile — qualitative business description generated from > the company's filings. Financial statements, charts and ratios are > available on Clarifo (https://www.clarifo.com/fi/companies/DOMO, INC.). ## Overview 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. ## Products & services • Cloud-based AI and data products platform • Data warehouse integration and fast query engine • Connectors, Magic ETL, and data preparation tools • Data visualization, embedded analytics, and collaboration • Automation workflows, alerts, and write-back actions • Domo Appstore, APIs, SDKs, and partner apps - **Core platform subscription / consumption service** (78%) — 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 success** (7%) — Implementation, onboarding, support, and adoption services that help customers deploy use cases. - **Partner ecosystem and app marketplace** (5%) — Third-party apps, connectors, and custom solutions distributed through the Domo Appstore. - Cloud-based AI and data products platform - Data warehouse integration and fast query engine - Connectors, Magic ETL, and data preparation tools - Data visualization, embedded analytics, and collaboration - Automation workflows, alerts, and write-back actions - Domo Appstore, APIs, SDKs, and partner apps ## 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** (primary) — Large companies using Domo for enterprise-wide analytics, governance, and workflow automation; they accounted for 46% of revenue in FY2025. - **Corporate customers** (primary) — Mid-sized organizations adopting Domo for departmental analytics and expanding over time through land-and-expand usage. - **United States customers** (primary) — Customers billed in the U.S., which represented 80% of FY2025 revenue and are the core market for the platform. - **International customers** (secondary) — 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** (secondary) — End customers reached through software resellers and systems integrators to broaden geographic and vertical coverage. - Business leaders and department heads buying for specific use cases - CIOs and executives expanding deployments across the enterprise - Enterprise customers over $1 billion in revenue - Corporate customers below $1 billion in revenue - Customers seeking self-service analytics and workflow automation - Resellers and partners that extend reach to end customers ## 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. - **United States** (80%) — Management disclosed U.S. billing-address revenue share for FY2025. - **International** (20%) — Residual share based on disclosed U.S. revenue concentration. - United States accounted for 80% of FY2025 revenue - International markets are served through direct sales and partners - Foreign operations create currency and compliance exposure - Partner coverage helps expand geographic reach without heavy local buildout ## 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 efficiency** (short-term) — Higher productivity per rep and better targeting should improve customer acquisition economics and support growth. - **Expand partner ecosystem** (medium-term) — Resellers and systems integrators broaden geographic coverage and lower the cost of market expansion. - **Deepen platform functionality with AI** (medium-term) — AI and predictive features increase product differentiation and make the platform more embedded in customer workflows. - **Shift more ARR to consumption-based service** (short-term) — Consumption pricing can reduce adoption friction and better align revenue with customer usage. - Improve sales force productivity and pipeline coverage - Expand the partner ecosystem with resellers and systems integrators - Grow consumption-based ARR and enterprise-wide agreements - Invest in AI, predictive analytics, and anomaly detection - Extend the Appstore and developer toolkits for custom apps - Drive retention and expansion through customer success ## 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. - **Customer retention and expansion risk** [high] — Revenue depends on customers adopting more use cases over time rather than one-time deployments. - **Sales execution and productivity risk** [high] — The company is focused on improving sales efficiency, so weak rep productivity would slow new customer growth. - **Platform uptime and third-party dependency risk** [high] — Critical functions rely on SaaS and other third-party technologies, including AI services. - **Cybersecurity and data protection risk** [critical] — A breach or security incident could lead to customer loss, remediation costs, fines, and reputational damage. - **Regulatory and compliance risk** [medium] — Privacy, AI, software, and cross-border rules can change and increase compliance costs or limit operations. - Customer retention and expansion are critical to the land-and-expand model - Sales productivity and pipeline execution affect growth and CAC efficiency - Platform outages or third-party service failures can disrupt customer use - Cybersecurity or privacy incidents could damage trust and trigger liabilities - Competition and brand reputation matter in a crowded analytics market - International operations add regulatory, tax, and foreign exchange complexity ## Accounting Domo's revenue profile is shaped by consumption-based agreements, enterprise-wide agreements, and legacy subscriptions, so revenue timing and usage estimates matter. Investors should also watch capitalized software development costs, remaining performance obligations, and the valuation allowance on deferred tax assets, since these can materially affect reported earnings and balance sheet presentation. - **Revenue recognition for consumption-based and ELA contracts** — Affects quarterly revenue comparability and deferred revenue/RPO trends - **Remaining performance obligations** — Supports visibility into near-term revenue recognition - **Capitalized software development costs** — Affects operating margin and asset balances - **Deferred tax asset valuation allowance** — Limits recognition of tax benefits in reported earnings - **Foreign currency remeasurement** — Can add volatility below operating income - Consumption-based contracts affect revenue timing and upfront billings - RPO shows future revenue expected from non-cancelable contracts - Capitalized software development costs affect operating expense timing - Valuation allowance on deferred tax assets reflects ongoing losses - Foreign currency remeasurement affects other expense, net - Lease and cloud infrastructure commitments affect fixed-cost visibility --- *Last updated: 2026-09-24T11:45:19.568807+00:00*