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Jan 31
Domo Q4 2026 Earnings Report
Domo Q4 2026 Earnings Report
Key Takeaways
Domo reported a solid fourth quarter with record billings of $111.2 million and a return to non-GAAP profitability. The company showcased significant improvements in operating margins and achieved its highest gross retention rate in over three years, driven by the operationalization of AI and data products for its customers.
Total revenue grew 1% year-over-year to $79.6 million, with subscription revenue accounting for 92% of the total.
Billings reached a quarterly record of $111.2 million, an 8% increase compared to the previous year.
Non-GAAP operating margin improved by 6 percentage points year-over-year to 10%.
Subscription Remaining Performance Obligations (RPO) grew 8% year-over-year to $437.9 million.
Revenue by Segment
Forward Guidance
Management expressed optimism regarding the company's positioning in the AI market and its ability to drive durable, profitable growth.
Positive Outlook
- Record quarterly billings achieved in Q4.
- Highest gross retention rate in over three years.
- Strong momentum in operationalizing AI from pilots to production.
- Improved GAAP and Non-GAAP operating margins.
- Extensive industry recognition with multiple technology innovation awards.
Challenges Ahead
- Total revenue growth remains modest at 1%.
- Professional services revenue declined year-over-year.
- Negative adjusted free cash flow for the quarter.
- GAAP net loss continues, though narrowed.
- Remaining performance obligations growth is primarily long-term rather than current.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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