Domo's low P/S ratio is due to its poor revenue outlook. Shareholders accept this, expecting no future revenue surprises. Hence, a strong share price rise seems unlikely soon.
Domo's weak quarter indicates a need for improvement to boost investor sentiment. Despite this, previous quarter showed potential for better operating leverage and positive adoption of its pricing model. Yet, maintaining positive cash flow could be challenging due to ongoing product investments.
Domo's Q4 results showed minimal revenue growth and a full-year revenue guidance below expectations, indicating a demand slowdown. The company's stock fell 13.3% following the results. Domo's continuous reinvestment to stay competitive has led to a negative free cash flow margin.
The market views the news as significant but not transformative for the business. The company's Q3 results hint at improved operating leverage, despite ongoing cash burn. The shift to a consumption model is seen as a positive, signaling faster user growth and more adoption of premium features.
Despite slower Q3 growth, Domo's improved EPS and cash flow estimates, better-than-expected Q4 guidance, along with robust financial position and near break-even cash flow margins, paint a favorable picture. The market is set to reward Domo's solid bottom-line performance.
ドーモに関するコメント
🔹 EPS: ($0.05) (Est. ($0.07)) 🟢
🔹 Revenue: $80.2M (Est. $79.34M) 🟢
Q1'25 Guidance:
🔹 EPS: ($0.21)-($0.25) (Est. ($0.02)) 🔴
🔹 Revenue: $79M-$80M (Est. $82.09M) 🔴
FY'25 Guidance:
🔹 EPS: ($0.36)-($0.46) (Est. ($0.15)) 🔴
🔹 Revenue: $315M-$323M (Est. $323.7M) 🔴
Other Q4 Metrics:
🔹 Subscription Revenue: $71.9M (+2% YoY) 🟢
🔹 Billings: $105.4M (+1% y/y)
🔹 Net Cash Provided by Operating Activities: $5.4M
🔸 CEO Josh James' Commentary: "The strategic inve...
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