Domo's Q4 earnings surpass expectations, stock price soars 32%

Utah Silicon Valley Hill - Business intelligence platform provider Domo, Inc. (NASDAQ: DOMO) reported fourth-quarter results that exceeded analyst expectations, driving the stock up 31.5%, and improving the company’s profitability.

In the fourth quarter ending January 31, 2026, the company posted adjusted earnings per share of $0.03, up $0.06 from the analyst consensus of -$0.03. Revenue reached $79.6 million, a 1% year-over-year increase, surpassing the consensus of $78.65 million. Subscription revenue, which makes up most of total revenue, grew 2% year-over-year to $73.4 million.

The market’s strong reaction was driven by key metrics beating expectations. Billings surged 8% year-over-year to $111.2 million, setting a quarterly record for the company. Adjusted operating profit margin increased to 10%, up 6 percentage points year-over-year, while GAAP operating profit margin improved from a negative 15% last year to negative 13%.

Domo founder and CEO Josh James said, “We achieved the highest quarterly billings in our history and the highest total retention rate in over three years, reflecting strong customer demand and Domo’s growing importance in our AI strategy.”

For the full fiscal year 2026, Domo’s revenue was $318.9 million, up 1% year-over-year, with an adjusted operating profit margin of 6%, up 7 percentage points. The company’s full-year operating cash flow was $7.9 million, compared to a negative $9.1 million in the previous year.

As of January 31, 2026, total remaining performance obligations (RPO) were $437.9 million, up 8% year-over-year, indicating revenue visibility for the future. The company’s cash and cash equivalents at the end of this quarter were $43 million.

This article was translated with the assistance of artificial intelligence. For more information, please see our Terms of Use.