NASDAQ$DOMO

Domo Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Domo's revenue increased by 5% year-over-year, with subscription revenue representing 89% of the total.

Domo reported a 5% increase in total revenue for Q2 2024, reaching $79.7 million. Subscription revenue grew by 6% to $71.2 million. The company's GAAP net loss was $16.1 million, or $0.45 per share, while non-GAAP net loss was $0.8 million, or $0.02 per share.

  • Total revenue increased by 5% year-over-year to $79.7 million.
  • Subscription revenue increased by 6% year-over-year to $71.2 million, representing 89% of total revenue.
  • Remaining Performance Obligations (RPO) increased by 2% year-over-year to $357.6 million.
  • GAAP operating margin increased by 21 percentage points year over year.

Headline financials

Total Revenue

$79.7M

Previous: $75.5M+5.5%
EPS (adj)

-$0.02

Previous: -$0.26+92.3%
Billings

$70.6M

Previous: $72.3M-2.4%
Subscription RPO

$358M

Previous: $349M+2.4%
Capital Expenditures

-$6.5M

Previous: -$3.42M-90.3%
Free Cash Flow

-$22.6M

Previous: -$32.6M+30.7%
Net Income

-$16.1M

Previous: -$29.1M+44.9%
Operating Income

-$10.6M

Previous: -$25.6M+58.6%
Gross Profit

$60.6M

Previous: $57.2M+5.9%
Cash & Equivalents

$63.9M

Previous: $79.9M-20.1%
Total Assets

$212M

Previous: $224M-5.3%
Stock-Based Comp

$15.1M

Previous: $20.4M-26.2%

Revenue & EPS history

Domo · Revenue · Quarterly

$79.7M

Q2 2024+5.5%vs Q2 2023
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Domo · $79.7M total across 2 segments · Q2 2024

  • Subscription
    $71.2M+5.6%
  • Professional Services & Other
    $8.46M+4.1%

Forward guidance

Domo is providing revenue guidance for Q3 fiscal 2024 to be in the range of $78.5 million to $79.5 million. Full year fiscal 2024 revenue is expected to be in the range of $316.0 million to $320.0 million, representing year-over-year growth of 2-4%.

Tailwinds

  • Revenue is expected to be in the range of $78.5 million to $79.5 million for Q3 2024.
  • Full year fiscal 2024 revenue is expected to be in the range of $316.0 million to $320.0 million.
  • Full year revenue represents year-over-year growth of 2-4%.

Headwinds

  • Non-GAAP net loss per share is expected to be between $0.10 and $0.14 for Q3 2024.
  • Non-GAAP net loss per share is expected to be between $0.39 and $0.47 for the full year fiscal 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-3.5%

Avg return

Earnings day

-4.1%

Avg return

5 days after

-6.2%

Avg return

30 days after

41%

13 / 32 earnings

Positive

+29.0%

Q3 2019

Best reaction

-35.8%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-8.2%-0.6%
Q4 2026+13.0%-0.9%-44.7%
Q3 2026-23.7%-25.6%-28.3%
Q2 2026-12.8%-19.1%-10.2%
Q1 2026+0.0%-2.6%+6.2%
Q4 2025+16.0%+21.6%-5.8%
Q3 2025-20.0%-23.1%-28.8%
Q2 2025-3.1%-2.2%-5.7%
Q1 2025-4.8%-2.0%-7.5%
Q4 2024-15.8%-17.2%-24.2%
Q3 2024+6.0%-2.2%+7.2%
Q2 2024-35.8%-36.3%-43.8%
Q1 2024-14.0%-11.1%-2.1%
Q4 2023-16.3%-22.0%-9.9%
Q3 2023+20.9%+9.7%-14.2%
Q2 2023-26.2%-27.6%-40.0%
Q1 2023+15.4%+7.3%+11.8%
Q4 2022+7.6%-3.5%+13.6%
Q3 2022-24.9%-19.4%-22.8%
Q2 2022-7.5%-7.6%-12.7%
Q1 2022+2.1%+0.6%+26.7%
Q4 2021+0.3%+0.4%-7.5%
Q3 2021+21.6%+20.8%+72.8%
Q2 2021-9.5%-14.0%-14.6%
Q1 2021+3.4%-3.8%+14.4%
Q4 2020-17.9%-15.1%-21.7%
Q3 2020+19.3%+25.3%+9.6%
Q2 2020-34.6%-29.1%-31.9%
Q1 2020-6.5%-8.1%-11.0%
Q4 2019+24.0%+41.7%+25.7%
Q3 2019+29.0%+33.9%+16.8%
Q2 2019-7.9%+1.5%-8.8%
Q1 2019
Q4 2018
Q3 2017
Q2 2017
Q1 2017

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