NASDAQ$DOMO

Domo Inc · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Announced fourth quarter and fiscal year 2020 financial results.

Domo's total revenue for Q4 2020 was $46.2 million, representing a 17% year-over-year increase. Subscription revenue was $39.7 million, up 24% year-over-year and representing 86% of total revenue. The GAAP net loss was $29.9 million, with a GAAP net loss per share of $1.06.

  • Total revenue increased by 17% year over year, reaching $46.2 million.
  • Subscription revenue grew by 24% year over year, totaling $39.7 million and representing 86% of total revenue.
  • Billings increased by 13% year-over-year.
  • GAAP operating margin and Non-GAAP operating margin improved by 12 percentage points year over year.

Headline financials

Total Revenue

$46.2M

Previous: $39.4M+17.2%
EPS (adj)

-$0.85

Previous: -$0.94+9.6%
Billings

$65M

Previous: $57.2M+13.5%
GAAP Operating Margin

-59.0%

No prior period
Non-GAAP Operating Margin

-46.0%

No prior period
Capital Expenditures

$1.61M

No prior period
Free Cash Flow

-$16.9M

No prior period
Net Income

-$29.9M

No prior period
Operating Income

-$27.2M

No prior period
Gross Profit

$31.7M

No prior period
Cash & Equivalents

$80.8M

No prior period
Total Assets

$217M

No prior period
Stock-Based Comp

$6.1M

No prior period

Revenue & EPS history

Domo · Revenue · Quarterly

$46.2M

Q4 2020+17.2%vs Q4 2019
Beat estimate in 0 of 11 quarters(0%)
ActualEstimate

Revenue by segment

Domo · $46.2M total across 2 segments · Q4 2020

  • Subscription
    $39.7M+24.4%
  • Professional Services & Other
    $6.44M-13.9%

Forward guidance

Domo is providing the following guidance for Q1 and full year fiscal 2021 based on information available as of March 10, 2020.

Tailwinds

  • Q1 Fiscal 2021 revenue is expected to be in the range of $46.0 million to $47.0 million
  • Q1 Fiscal 2021 non-GAAP net loss per share is expected to be between $1.04 and $1.08 based on 28.4 million weighted-average shares outstanding
  • Full Year Fiscal 2021 revenue is expected to be in the range of $192.0 million to $198.0 million
  • Full Year Fiscal 2021 non-GAAP net loss per share is expected to be between $3.22 and $3.32 based on 29.2 million weighted-average shares outstanding

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 Q4 2020

Historical avgQ4 2020

-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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