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DOMO Q3 Earnings Surpass Estimates, Revenues Improve Y/Y

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Domo (DOMO - Free Report) reported third-quarter fiscal 2022 non-GAAP loss of 32 cents per share, beating the Zacks Consensus Estimate by 8.57%. The company had reported a loss of 40 cents in the year-ago quarter.

Domo reported revenues of $65.1 million, up 21% year over year.

Quarter Details

Domo’s subscription revenues witnessed a 13.3% year-over-year increase, reaching $56.6 million in the reported quarter. The subscription revenues contributed 87% to revenues.

Professional Services and other revenues contributed 13% to total revenues. The figure was $8.5 million, up 25.5% year over year.
 

Domo, Inc. Price, Consensus and EPS Surprise

 

Domo, Inc. Price, Consensus and EPS Surprise

Domo, Inc. price-consensus-eps-surprise-chart | Domo, Inc. Quote

 

In the reported quarter, Domo launched Sandbox, a new development and testing environment built on the Domo platform. The solutions will help customers create and promote content into production across the enterprise.

Non-GAAP gross margin expanded 60 basis points (bps) year over year to 73.7% compared with 73% in the year-ago quarter.

Research & development expenses, as a percentage of revenues, increased 300 bps on a year-over-year basis to 33.2%. General & administrative expenses, as a percentage of revenues, were 12.6%, down 160 bps year over year. Sales and marketing expenses, as a percentage of revenues, reached 40.9% on a year-over-year basis.

Total operating expenses, as a percentage of revenues, were 25.6%, up 380 bps from the year-ago quarter’s levels.

Operating loss was $25 million in the reported quarter compared with an operating loss of $18.9 million in the year-ago quarter.

Balance Sheet & Cash Flow

As of Oct 31, 2021, Domo had cash, cash equivalents and short-term investments of $84.25 million compared with $83.81 million as of Oct 31, 2020.

Free cash outflow was $1.52 million in the reported quarter.

Guidance

For fourth-quarter fiscal 2022, Domo expects revenues in the range of $66.5-$67.5 million.

Non-GAAP net loss is expected in the range of 37-41 cents per share in the fiscal fourth quarter.

For fiscal 2022, Domo expects product revenues in the range of $254.5-$255.5 million.

Non-GAAP net loss is anticipated within $1.26-$1.30 per share.

Zacks Rank & Stocks to Consider

Domo currently has a Zacks Rank #3 (Hold).

DOMO is up 2.1% against the Zacks Internet Software industry’s decline of 22.3% and Computer & Technology sector’s return of 21.6% year to date.

Some better-ranked stocks in the Computer & Technology sector are Nova Measuring Instruments (NVMI - Free Report) , Advanced Micro Devices (AMD - Free Report) and Pinterest (PINS - Free Report) .

Currently, Nova Measuring sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The long-term earnings growth rate stands at 32.2%.

Nova Measuring’s shares have returned 83.3% year to date compared with the Zacks Electronics-Semiconductors industry’s growth of 34.6% and the Computer & Technology sector’s return of 21.7%.

The long-term earnings growth rate for AMD, a Zacks Rank #2 (Buy) stock, is currently pegged at 46.2%.

AMD shares have returned 64.3% year to date, outperforming the Electronics-Semiconductors industry’s growth of 34.5% and the Computer & Technology sector’s return of 21.6%.

Pinterest, carrying a Zacks Rank #2 (Buy), has a long-term earnings growth rate of 52.7%.

PINS shares are down 43.4% compared with the Zacks Internet Software industry’s decline of 22.2% and Computer & Technology sector’s return of 21.7% year to date.

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