Strategic Transaction Remains Key Focus – F1Q27 Earnings Recap

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Strategic Transaction Remains Key Focus – F1Q27 Earnings Recap

Infrastructure & AI Software

Domo, Inc. (DOMO)

EQUITY RESEARCH Company Update

June 15, 2026

Strategic Transaction Remains Key Focus – F1Q27 Price: $3.26

Price Target: $5.00 (From $8.00) Earnings Recap

Rating: Overweight

Domo reported mixed F1Q27 results, with revenue coming in slightly

Key Statistics: below expectations and operating profitability ahead of expectations. The

Symbol NASDAQ: DOMO focus of the call was that management conducted a formal review of 52-Week Range 2.39 - 18.49

its decision to pursue a strategic transaction and, following that review, Market Cap 141.5

ADV (3 mo) 1,177,664 reiterated its intent to follow that path (timeline remains uncertain).

EV ($M) 240 Domo highlighted continued improvement in retention metrics, with gross

Shares Out (M) 41.9 retention increasing 240bps y/y to 86.7% and net revenue retention

improving 150bps to 95.5%, reflecting ongoing benefits from consumption-

Research Analysts: based pricing, multi-year contracts, and the company's forward-deployed

Thomas Blakey, CFA engineering model. Profitability remained a bright spot, with EBIT margin

617-443-4487

Thomas.Blakey@cantor.com reaching 5.6%, well above consensus expectations. Offsetting these

Michael Vidovic positives, Domo disclosed it failed to meet the minimum ARR covenant

224-704-0733 under its debt facility, triggering a covenant breach and reclassification of

Michael.Vidovic@cantor.com the debt as current under GAAP. However, the company has negotiated a

Matthew Park forbearance agreement that alleviates some near-term liquidity concerns. 212-915-1835

Matthew.Park@cantor.com We maintain our view that Domo's positioning at the intersection of