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Company

DOMO, INC.

Ticker
DOMO
Sector
Industry
Report date
September 3, 2026
Valye AI Score

100

Very high visibility
Recent developments
Recent developments summary

Recent developments include DOMO's Q1 2027 earnings call and transcript, highlighting operational updates and market interest. The company has notable option activity and pre-market trading interest as of July 2026. Earlier in 2026, discussions focused on a breakout quarter and turnaround potential amid software sector volatility.

Recent developments:
  • DOMO held its Q1 2027 earnings call and released the earnings transcript in June 2026, providing insights into operational performance and strategic direction [N3][N4].
  • The company was active in after-hours earnings reports in June 2026, reflecting ongoing investor attention [N5].
  • In March 2026, analysis highlighted a breakout quarter for DOMO amid a broader software selloff, indicating potential shifts in business momentum [N6].
  • Q4 2026 earnings call transcript was published in March 2026, offering detailed financial and operational disclosures [N7].
  • Notable option activity involving DOMO was reported in July 2026, indicating market interest and trading activity [N1].
  • DOMO was among the most active pre-market stocks on July 23, 2026, reflecting heightened trading volume and investor focus [N2].
  • Earlier in 2026, articles discussed a significant price decline and potential turnaround scenarios, indicating market volatility and investor debate [N8].
Overview

DOMO, INC. provides a cloud-based AI and data products platform designed to help organizations connect, analyze, and operationalize business data across various functions. The platform integrates data from leading cloud data platforms and on-premises sources, offering capabilities in data integration, transformation, business intelligence, application development, automation, and AI. It supports broad accessibility with centralized governance and is designed for composable adoption, allowing customers to deploy capabilities modularly and expand usage over time. The platform aims to reduce time to value, embed analytics into workflows, and enable AI-driven decision-making with enterprise-grade scalability and security. As of early 2026, DOMO served over 2,400 customers and invested heavily in R&D to build its comprehensive platform [S1].

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. DOMO, INC. operates a cloud-based AI and data products platform that integrates data from multiple sources and applies AI to enable operationalized analytics and workflows. The company reported $318.9 million in revenue and a net loss of $59.3 million for the fiscal year ended January 31, 2026. As of July 31, 2026, liquidity ratios indicate constraints with a current ratio of 0.28 and cash ratio of 0.07. DOMO has entered into an agreement to sell substantially all assets to Progress Software Corporation for $400 million, subject to closing conditions and risks. The company faces financial covenant breaches and relies on the transaction to address liquidity and going concern risks [S1][S2].

Scenarios for DOMO

Bull case model:

DOMO's platform addresses a broad market need for integrated, AI-enabled data products that enable faster, operationalized decision-making across organizations. Its composable adoption model and extensive connectivity allow customers to start with specific use cases and expand platform usage, potentially increasing customer lifetime value. The company's significant R&D investment and continuous innovation support product differentiation. The pending asset sale to Progress Software Corporation could provide capital and strategic alignment to enhance growth opportunities and leverage DOMO's valuable net operating losses [S1][S2].

Bear case model:

DOMO faces significant financial challenges, including recurring net losses, liquidity constraints, and a breach of financial covenants under its credit facility, raising substantial doubt about its ability to continue as a going concern absent the asset sale. The pending transaction is subject to customary risks including potential competing bids and regulatory approvals. Execution risks include management distraction, transaction costs, and potential loss of key personnel. The company operates in a competitive market with evolving technology and customer demands, and failure to manage growth, retain customers, or raise capital could adversely affect its business and financial condition [S2].

Moat:

DOMO's competitive strengths include a comprehensive, integrated cloud-based platform combining data integration, transformation, analytics, automation, and AI capabilities within a single environment. Its broad connectivity with over 1,000 connectors, ease of adoption for users across skill levels, and centralized governance support scalability and compliance. The platform's composable architecture allows customers to adopt capabilities modularly, compounding value as usage expands. Significant investments in enterprise-grade security, scalability, and continuous product innovation, along with a growing partner ecosystem and recognized industry accolades, contribute to its competitive moat [S1].

Risks overview
Risks summary
The most significant risk is the uncertainty surrounding the completion of the asset sale and the associated liquidity and going concern challenges, which could materially affect DOMO's financial condition and operations [S2].
Risks details:

• Transaction Completion Risk: The asset sale to Progress Software Corporation is subject to customary closing conditions and risks including competing bids, regulatory approvals, and shareholder approvals. Failure to complete the transaction could adversely affect DOMO's business and financial condition [S2].
• Liquidity and Going Concern Risk: DOMO is in breach of a financial covenant under its credit facility, with lenders currently in forbearance contingent on the asset sale. Failure to close the transaction or maintain compliance could lead to acceleration of debt and materially impair liquidity, raising substantial doubt about the company's ability to continue as a going concern [S2].
• Operating Losses and Profitability Risk: DOMO has a history of net losses and an accumulated deficit exceeding $1.5 billion. Continued losses and inability to generate sufficient revenue or manage costs could negatively impact financial condition and stockholder value [S2].
• Growth Management Risk: The company’s growth strategy requires effective recruitment, training, and retention of employees, including sales personnel, and successful expansion of customer base and platform capabilities. Failure to manage growth effectively could harm operating results and platform quality [S2].
• Market and Competitive Risk: DOMO operates in a competitive technology market with evolving customer needs. Competitor product introductions, pricing changes, and customer budget fluctuations could impact sales and renewals [S2].
• Tax Benefits Preservation Risk: The Tax Benefits Preservation Plan aims to protect net operating losses but may not prevent ownership changes that could limit the use of these tax attributes, potentially reducing their value [S2].

FINAL FORECAST FOR DOMO

Final take one line
DOMO operates a comprehensive cloud-based AI and data platform with strong product integration but faces significant financial and execution risks amid a pending asset sale.
Final take 12 to 24 month view

Business trends: Increasing adoption of AI-enabled data products and composable platform capabilities with a broad customer base and ongoing R&D investment.
Execution milestones: Completion of the asset sale to Progress Software Corporation, integration of platform capabilities, and management of liquidity and covenant compliance.
Key risks: Transaction completion uncertainty, liquidity constraints, ongoing operating losses, competitive pressures, and effective growth management.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

100
LLM visibility overview
LLM Visibility known facts
  • DOMO, INC. operates a cloud-based AI and data products platform designed to enable organizations to connect, analyze, and operationalize business data across functions such as marketing, operations, HR, finance, IT, product development, supply chain, and sales [S1].
  • The platform integrates data from multiple sources including major cloud data platforms like Snowflake, Databricks, Google BigQuery, Oracle, IBM Cloud, Amazon Redshift, Azure SQL, MySQL, and Amazon Athena, and offers a managed cloud-based data warehouse and fast query layer [S1].
  • DOMO’s platform includes AI and machine learning capabilities, allowing customers to apply AI models for data preparation, analysis, automation, and application development with governance controls [S1].
  • The platform supports broad connectivity with over 1,000 connectors, low-code data transformation (Magic ETL), and advanced SQL and scripting options [S1].
  • Key product pillars include data integration, transformation, business intelligence and analytics, applications and embedded experiences, automation and workflows, and artificial intelligence and agent orchestration, all designed to operate as an integrated system [S1].
  • The platform is designed for broad accessibility with centralized governance, supporting users across skill levels and enabling secure data access and compliance at scale [S1].
  • DOMO had more than 2,400 customers as of January 31, 2026, employing a land, expand, and retain business model with an average annual recurring revenue (ARR) net retention rate of 94% for the year ended January 31, 2026 [S1].
  • Total revenue was approximately $318.9 million for the fiscal year ended January 31, 2026, with a net loss of $59.3 million for the same period [S1].
  • As of July 31, 2026, DOMO reported cash and cash equivalents of $25.1 million, current assets of $99.7 million, current liabilities of $353.6 million, a current ratio of 0.28, and a cash ratio of 0.07, indicating liquidity constraints [S2].
  • Net loss for the quarter ended July 31, 2026, was $9.6 million with basic and diluted EPS of -$0.21 [S2].
  • DOMO has entered into an Asset Purchase Agreement with Progress Software Corporation to sell substantially all of its assets for $400 million in cash, subject to customary closing conditions and potential adjustments [S2].
  • The transaction is supported by a Voting and Support Agreement with majority stockholders, but completion is subject to risks including potential competing bids and regulatory approvals [S2].
  • DOMO’s credit facility is in breach of a minimum annual recurring revenue covenant, with lenders currently in a forbearance agreement contingent on the completion of the asset sale; failure to close could lead to acceleration of debt and material adverse effects on liquidity and going concern status [S2].
  • The company has adopted a Tax Benefits Preservation Plan to protect its net operating losses (NOLs) and other tax attributes, which are valuable assets post-transaction [S2].
  • DOMO’s business model emphasizes composable adoption, allowing customers to deploy individual platform capabilities based on needs and maturity, with value compounding as additional capabilities are layered on [S1].
  • The platform supports operationalized analytics by embedding insights into business processes, enabling alerts, approvals, and automated actions to close the gap between insight and execution [S1].
  • DOMO invests significantly in research and development, having spent over $1 billion through January 31, 2026, to build its comprehensive platform [S1].
  • Recent news highlights include Q1 2027 earnings call and transcript, discussions of a breakout quarter, and notable option activity, reflecting ongoing market interest and operational updates [N3][N4][N6][N1].
Sources
Sources - Context summary

Generated 2026-09-04

Sources - Earning calls
  • N3
  • N4
  • N7
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-04-15 | 10-K
  • S2 | 2026-09-03 | 10-Q
Sources - News headlines
  • N1 | 2026-07-23 | www.nasdaq.com | Notable Thursday Option Activity: RDDT, WOLF, DOMO | https://www.nasdaq.com/articles/notable-thursday-option-activity-rddt-wolf-domo
  • N2 | 2026-07-23 | www.nasdaq.com | Pre-Market Most Active for Jul 23, 2026 : NOK, TSLL, DOMO, MUU, SQQQ, SKDD, NEUP, NOW, CLF, STM, INFY, NIO | https://www.nasdaq.com/articles/pre-market-most-active-jul-23-2026-nok-tsll-domo-muu-sqqq-skdd-neup-now-clf-stm-infy-nio
  • N3 | 2026-06-15 | www.nasdaq.com | Domo Q1 Earnings Call Highlights | https://www.nasdaq.com/articles/domo-q1-earnings-call-highlights
  • N4 | 2026-06-15 | www.nasdaq.com | Domo (DOMO) Q1 2027 Earnings Transcript | https://www.nasdaq.com/articles/domo-domo-q1-2027-earnings-transcript
  • N5 | 2026-06-09 | www.nasdaq.com | After-Hours Earnings Report for June 9, 2026 : CASY, CBRL, LMNR, DOMO, LAKE, SKIL | https://www.nasdaq.com/articles/after-hours-earnings-report-june-9-2026-casy-cbrl-lmnr-domo-lake-skil
  • N6 | 2026-03-12 | www.nasdaq.com | Domo’s Breakout Quarter: Is the Software Selloff Over? | https://www.nasdaq.com/articles/domos-breakout-quarter-software-selloff-over
  • N7 | 2026-03-12 | www.nasdaq.com | Domo (DOMO) Q4 2026 Earnings Call Transcript | https://www.nasdaq.com/articles/domo-domo-q4-2026-earnings-call-transcript
  • N8 | 2026-01-22 | www.nasdaq.com | Down 31.7% in 4 Weeks, Here's Why Domo (DOMO) Looks Ripe for a Turnaround | https://www.nasdaq.com/articles/down-317-4-weeks-heres-why-domo-domo-looks-ripe-turnaround
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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