NASDAQ$DOMO

Domo Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Domo announced its financial results for the third quarter of fiscal year 2023, showing revenue growth and improvements in subscription gross margin and operating margin.

Domo's Q3 2023 saw a 21% year-over-year increase in total revenue, reaching $79.0 million. Subscription revenue grew by 22% to $69.0 million, representing 87% of total revenue. The company also reported a GAAP net loss of $23.7 million, or $0.69 per share, and a non-GAAP net loss of $4.5 million, or $0.13 per share.

  • Total revenue increased by 21% year-over-year to $79.0 million.
  • Subscription revenue increased by 22% year-over-year to $69.0 million, representing 87% of total revenue.
  • GAAP operating margin improved by 15 percentage points year-over-year.
  • Remaining Performance Obligations (RPO) increased by 19% year-over-year to $354.3 million.

Headline financials

Total Revenue

$79M

Previous: $65.1M+21.4%
EPS (adj)

-$0.13

Previous: -$0.32+59.4%
Billings

$74M

Previous: $70.2M+5.4%
GAAP Operating Margin

-0.2%

Previous: -38.0%+99.4%
Non-GAAP Operating Margin

0.0%

Previous: -11.0%+100.1%
Subscription RPO

$354M

Previous: $297M+19.3%
Capital Expenditures

-$5.07M

Previous: -$4.97M-2.2%
Free Cash Flow

-$28.8M

Previous: -$33.5M+14.0%
Net Income

-$23.7M

Previous: -$28.5M+16.8%
Operating Income

-$18.5M

Previous: -$25M+25.9%
Gross Profit

$60.1M

Previous: $47.9M+25.4%
Cash & Equivalents

$71.1M

Previous: $84.2M-15.6%
Total Assets

$217M

Previous: $211M+2.9%
Stock-Based Comp

$19.2M

Previous: $18.2M+5.7%

Revenue & EPS history

Domo · Revenue · Quarterly

$79M

Q3 2023+21.4%vs Q3 2022
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Domo · $79M total across 2 segments · Q3 2023

  • Subscription
    $69M+21.9%
  • Professional Services & Other
    $9.99M+18.0%

Forward guidance

Domo is providing the following guidance for its fourth fiscal quarter and full year fiscal 2023:

Tailwinds

  • Revenue is expected to be in the range of $77.0 million to $78.0 million for Q4 Fiscal 2023
  • Non-GAAP net loss per share is expected to be between $0.07 and $0.11 based on 34.7 million weighted-average shares outstanding for Q4 Fiscal 2023
  • Revenue is expected to be in the range of $306.0 million to $307.0 million for Full Year Fiscal 2023
  • Non-GAAP net loss per share is expected to be between $0.68 and $0.72 based on 34.1 million weighted-average shares outstanding for Full Year Fiscal 2023

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 Q3 2023

Historical avgQ3 2023

-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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