The following is a summary of the Domo, Inc. (DOMO) Q3 2025 Earnings Call Transcript:

Financial Performance:

• Domo reported Q3 revenue of $79.8 million, showing a slight year-over-year increase, with subscription revenue comprising 89% of this total.

• Q3 billings were recorded at $73.4 million.

• The company's non-GAAP net loss was $3.2 million with a net loss per share of $0.08, based on $38.8 million weighted average shares outstanding.

• Subscription RPO grew by 3% year-over-year to $354.1 million, with subscription RPO beyond 12 months up 14% year-over-year.

• Adjusted free cash flow was more negative than anticipated due to $8 million to $10 million in delayed cash receipts related to consumption migrations.

Business Progress:

• Domo saw an increase in average contract length by 13%, reflecting strong customer commitment. A milestone was achieved with 19 customers having over 5,000 users and over 100 customers with more than 1,000 users.

• The company has converted 100% of new logo deals to consumption contracts in Q3, now representing 55% of their ARR.

• Noteworthy progress has been made in AI implementation, as indicated by the adoption of AI solutions and integration in various business applications.

Opportunities:

• Domo's partner-sourced business contributions to billings increased by over 20% from the previous quarter, and the number of partner opportunities in the pipeline for North America has surged by over 90%. Approximately half of the partner-sourced new logos were both created and closed in Q3, showcasing faster deal closures and higher conversion rates.

• The shift to a consumption model and advancing AI capabilities offer substantial future growth, aligning well with partner pricing models and encouraging vendor consolidation among clients.

Risks:

• There is an acknowledged variability in gross retention, expected between 85% and 90%, due to budgetary constraints which might impact financial stability and revenue consistency in the short to mid-term.

More details: Domo Inc IR

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