DOMO, Inc. (DOMO): Análise SWOT [Jan-2025 Atualizada]

No mundo em rápida evolução da inteligência de negócios, a DOMO, Inc. está em um momento crítico, navegando em um cenário complexo de inovação tecnológica, concorrência de mercado e transformação estratégica. Essa análise SWOT abrangente revela a intrincada dinâmica de uma potência analítica baseada em nuvem que está lutando simultaneamente com desafios financeiros e se posicionando para um potencial crescimento inovador. Ao dissecar os pontos fortes, fraquezas, oportunidades e ameaças de Domo, fornecemos um instantâneo diferenciado da posição competitiva da empresa em 2024, oferecendo informações sobre sua trajetória potencial no domínio de alto risco de análise de dados corporativos.

DOMO, Inc. (DOMO) - Análise SWOT: Pontos fortes

Plataforma de inteligência de negócios baseada em nuvem

A plataforma baseada em nuvem de Domo suporta Mais de 1.000 conectores de dados e permite a integração de dados em tempo real de várias fontes. A partir do quarto trimestre 2023, a plataforma processou Mais de 1 petabyte de dados diariamente para clientes corporativos.

Interface amigável e integração de autoatendimento

A plataforma recursos Ferramentas de visualização de arrastar e soltar com Classificação de satisfação do usuário de 95%. O tempo médio de implementação é 4-6 semanas para clientes corporativos.

Base de clientes corporativos

A partir de 2023, Domo serve 2.400 clientes corporativos em vários setores:

AI e inovação de aprendizado de máquina

Domo investiu US $ 78,3 milhões em P&D durante 2023, com foco principal em:

• Capacidades de análise preditiva
• Processamento de linguagem natural
• Modelos automatizados de aprendizado de máquina

Implantação flexível em nuvem

Suporta a implantação 6 regiões de nuvem globais com 99,99% Garantia de tempo de atividade. A compatibilidade inclui:

• AWS
• Microsoft Azure
• Plataforma do Google Cloud
• Ambientes de nuvem privada

DOMO, Inc. (DOMO) - Análise SWOT: Fraquezas

Perdas financeiras consistentes e desafios para alcançar a lucratividade

Domo, Inc. relatou uma perda líquida de US $ 65,9 milhões Para o ano fiscal de 2023, continuando seu padrão de desafios financeiros. O desempenho financeiro da empresa demonstra preocupações contínuas de lucratividade.

Custos operacionais mais altos em comparação aos concorrentes

As despesas operacionais de Domo permanecem significativamente altas, com Despesas operacionais atingindo US $ 328,7 milhões em 2023, representando 124.8% de receita total.

• Despesas de pesquisa e desenvolvimento: US $ 109,2 milhões
• Despesas de vendas e marketing: US $ 152,5 milhões
• Despesas gerais e administrativas: US $ 67,0 milhões

Reconhecimento de marca limitada nos mercados globais

A penetração do mercado global de Domo permanece restrita, com Aproximadamente 24% da receita gerado a partir de mercados internacionais em 2023.

Participação de mercado relativamente pequena no setor de inteligência de negócios

No mercado competitivo de inteligência de negócios, Domo possui cerca de 3,2% de participação de mercado, significativamente atrás dos principais concorrentes como Tableau e Microsoft Power BI.

Necessidade contínua de pesquisa significativa e investimento de desenvolvimento

Domo continua a investir pesadamente em P&D, com US $ 109,2 milhões gastos em 2023, representando 41.4% de receita total para manter a competitividade tecnológica.

• Investimento em P&D como porcentagem de receita: 41,4%
• Número de novos recursos do produto desenvolvido: 78
• Pedidos de patente arquivados em 2023: 12

Domo, Inc. (DOMO) - Análise SWOT: Oportunidades

Crescente demanda por análises avançadas de dados e soluções de inteligência de negócios

O mercado global de inteligência de negócios foi avaliado em US $ 27,36 bilhões em 2022 e deve atingir US $ 54,27 bilhões até 2030, com um CAGR de 8,7%.

Expandindo o mercado para análises de IA e insights preditivos

A IA no mercado de análise que deve crescer de US $ 11,4 bilhões em 2022 para US $ 37,9 bilhões até 2027, representando um CAGR de 27,4%.

• O mercado de análise de aprendizado de máquina projetado para atingir US $ 49,8 bilhões até 2026
• O mercado de análise preditiva estimada em US $ 21,5 bilhões até 2025

Potencial para maior adoção em mercados emergentes e empresas de médio porte

Os gastos corporativos no meio do mercado em soluções de análise baseadas em nuvem, esperadas por 15,2% ao ano.

Desenvolvendo mais soluções de análise específicas do setor

• Mercado de análise de saúde para atingir US $ 84,2 bilhões até 2027
• Mercado de Analytics de Serviços Financeiros projetados em US $ 29,5 bilhões até 2026
• Mercado de análise de varejo estimado em US $ 23,8 bilhões até 2027

Potenciais parcerias estratégicas com provedores de serviços em nuvem

O mercado de análise em nuvem espera que cresça de US $ 23,8 bilhões em 2022 para US $ 65,4 bilhões até 2027, com um CAGR de 22,5%.

Domo, Inc. (DOMO) - Análise SWOT: Ameaças

Concorrência intensa no mercado de inteligência de negócios

Domo enfrenta uma pressão competitiva significativa de players estabelecidos com a seguinte participação em participação de mercado:

Dinâmica da mudança tecnológica

A evolução da tecnologia apresenta desafios críticos:

• Taxa de integração da IA: 37% de crescimento anual em plataformas de análise
• Adoção do aprendizado de máquina: 42% das empresas implementando análises avançadas
• Velocidade de migração em nuvem: 68% das empresas que transitavam a infraestrutura de dados

Gastos econômicos incertezas

Projeções de gastos com tecnologia corporativa:

• 2024 Previsão global de gastos com TI: US $ 4,7 trilhões
• Redução potencial nos investimentos em tecnologia: 12-15%
• Cortes de orçamento esperados de software corporativo: 8,3%

Cenário regulatório de privacidade de dados

Os desafios de conformidade incluem:

Avaliação de risco de segurança cibernética

Cloud Platform Security Metrics:

• Custo médio de violação de dados: US $ 4,35 milhões
• Frequência de incidentes de segurança potencial: 1 por 10.000 transações em nuvem
• Investimento anual estimado de segurança cibernética necessária: US $ 2,5 milhões

Domo, Inc. (DOMO) - SWOT Analysis: Opportunities

You're looking for where Domo, Inc. can truly multiply its impact, and the answer is simple: the convergence of Generative AI (GenAI) and its platform's inherent flexibility. The company is strategically positioned to capture significant market share by leveraging its all-in-one data product platform, especially as the mid-market increasingly demands simple, powerful solutions.

Expansion into Generative AI (GenAI) features for automated data insights and reporting.

Domo's biggest near-term opportunity is monetizing its Generative AI capabilities, branded as Domo.AI. This isn't just a buzzword for them; it's a core growth driver. Management noted that the momentum from AI investments is driving larger and faster deals, which is defintely what you want to see.

The company is focused on creating intelligent, autonomous AI agents through its Agent Catalyst platform. These agents can analyze and execute entire business processes, moving beyond simple reporting to true workflow automation. This is a massive shift from traditional business intelligence (BI) to an AI-powered data product platform.

Here's the quick math: Nucleus Research found that Domo customers already report a return of nearly $6.93 for every dollar invested in their platform, with an average 15% increase in revenue and 35% improvement in user productivity. GenAI features like natural language querying and AI-driven data storytelling will only amplify those ROI figures, making the platform an easier sell to the C-suite.

Increased adoption of embedded analytics by Original Equipment Manufacturers (OEMs) and software vendors.

The push for embedded analytics-letting a company's customers access data insights directly within their own applications-is a high-margin opportunity for Domo, primarily through its Domo Everywhere solution. This strategy transforms Domo from a pure BI vendor to a critical, monetizable component of other companies' software stacks.

This B2B2B (Business-to-Business-to-Business) model is a powerful, efficient revenue stream. One customer, a rapidly growing retail franchise management company, chose Domo to provide franchise metrics like revenue and membership growth to its own franchisees. Another, Showpass, selected Domo in September 2025 to deliver scalable, real-time embedded analytics worldwide.

The financial traction here is clear: Domo Everywhere helps customers offset their data costs and has grown to represent millions of dollars of revenue and margin for them. Plus, it's a great customer acquisition engine, as dozens of their partners' customers have become direct Domo customers.

Strategic partnerships with major cloud providers (Amazon Web Services, Google Cloud) to improve distribution.

Deepening ties with the cloud giants is a smart, necessary move to improve distribution and co-sell to a massive, shared customer base. This is about meeting customers where their data already lives.

The most significant recent move was the Strategic Collaboration Agreement (SCA) signed with Amazon Web Services (AWS) in August 2025. This agreement is explicitly designed to accelerate the adoption of GenAI solutions for mutual customers, leveraging AWS's infrastructure with Domo's AI platform and Agent Catalyst.

Also, in August 2025, Domo announced enhanced cloud integration capabilities with Google Cloud's BigQuery. This means better governance and a streamlined data integration experience for joint customers, empowering both technical teams and business users to collaborate more effectively with their cloud data. These partnerships are crucial for fueling the consumption-based model.

Focus on mid-market companies that need a simple, all-in-one data solution without complex infrastructure builds.

The mid-market-companies too big for basic tools but too small for massive, custom enterprise data stacks-is a perfect fit for Domo's platform. They need an all-in-one solution that delivers quick time-to-value without the complexity of managing multiple vendors and infrastructure components.

Domo's strategic pivot to a consumption-based pricing model aligns perfectly with this segment. This model now represents 55% of Annual Recurring Revenue (ARR), and notably, 100% of new logos signed in Q3 Fiscal 2025 were consumption-based contracts. This shows a deliberate and successful shift toward value-aligned pricing that resonates with the mid-market's need for flexibility.

The platform's recognition as an Overall Leader in Dresner Advisory Services' 2024 Wisdom of Crowds® Small and Midsize Enterprise (SME) Business report confirms its product-market fit in this space. Domo's subscription Remaining Performance Obligations (RPO) expected to be recognized beyond twelve months grew by a strong 38% year over year to $178.5 million as of January 31, 2025, underscoring durable, long-term demand from this customer base.

• Capitalize on the mid-market's need for simplicity.
• Use the consumption model to lower the barrier to entry.
• Leverage the platform's all-in-one nature to displace fragmented solutions.

Finance: Track the velocity of RPO growth from the mid-market segment against the 38% FY2025 baseline to validate this strategy's ROI.

Domo, Inc. (DOMO) - SWOT Analysis: Threats

Intense competition from Microsoft Power BI, which leverages the massive Microsoft 365 ecosystem and low-cost model.

The biggest threat to Domo is the sheer gravitational pull of Microsoft Power BI. It's not just a competing product; it's an integrated feature within the massive Microsoft 365 ecosystem, which is already in nearly every large enterprise. Power BI holds a commanding market share of approximately 22.34% in the business intelligence (BI) market as of 2025, and it's used by an estimated 97% of Fortune 500 companies.

Microsoft's pricing strategy, even with recent hikes, remains a significant competitive advantage. For many companies, Power BI is practically free or deeply discounted as part of a broader enterprise licensing agreement. This makes it a defintely tough sell for Domo to displace it purely on cost for basic data visualization and reporting.

Here's the quick math on the rising but still competitive cost structure:

Salesforce's Tableau continues to dominate the high-end data visualization market.

While Microsoft owns the volume end of the market, Salesforce's Tableau continues to dominate the high-end, complex data visualization and analyst-centric segment. Tableau holds a strong alternative market share of approximately 17.81% in the BI market, and its integration with the broader Salesforce Customer 360 platform is a significant hurdle for Domo.

Salesforce's Integration and Analytics segment, which includes Tableau and MuleSoft, generated a substantial $5.19 billion in revenue in fiscal year 2024. That scale of investment means Tableau can pour resources into new features, like the deep integration of Einstein GPT (Salesforce's AI) for AI-driven insights, which directly challenges Domo's own AI and data product narrative. This means Domo is squeezed from both the low-cost, ecosystem-driven side and the high-value, enterprise-CRM-integrated side.

Economic downturn leading to reduced enterprise software spending, particularly for non-essential BI tools.

Despite the overall Business Intelligence software market being robust-valued at around $47.48 billion in 2025 and projected to grow-Domo still faces a risk from a tightening enterprise budget. When an economic downturn hits, companies often prioritize mission-critical software (like core ERP or CRM) and cut back on tools perceived as 'nice-to-have' or those with high marginal costs.

The data shows Domo is already vulnerable here: its enterprise customer revenue declined to $145.0 million for the fiscal year ended January 31, 2025, down from $155.8 million the previous year. This suggests that large clients are already consolidating their spending onto fewer, more integrated platforms like Microsoft or Salesforce, or are simply slowing their expansion with Domo. Domo's gross retention rate, fluctuating between 85% and 90% in Q3 FY2025, also reflects this tight budgetary environment.

Risk of key talent attrition due to competitive offers from larger, more stable technology firms.

As a smaller, publicly traded company with an accumulated deficit of over $1.48 billion as of January 31, 2025, Domo is inherently at a disadvantage in the war for top talent, especially engineers and high-performing sales executives.

The tech industry's average attrition rate is around 17.4% in 2025, and late-stage companies like Domo are seeing a higher-than-average churn, with attrition rising to 17.6% in this segment. For a company with a market capitalization around $500 million, the stock options are less compelling than those from a trillion-dollar competitor like Microsoft.

This risk isn't theoretical; management noted in Q3 FY2025 that the company's sales capacity is not where it was a year ago, which directly impacts the ability to close new business and grow billings. Losing key sales or engineering staff to larger, more stable firms is a direct threat to future revenue growth.

• Engineering attrition is the lowest at 12%, but commercial attrition (sales) is higher at 18.4%.
• Loss of sales capacity directly impacts near-term billings.
• Larger firms offer greater stability and more liquid equity compensation.

What this estimate hides is the potential for a strategic buyer-perhaps a private equity firm or a larger tech company looking for an integrated BI stack-to step in. The company's market capitalization, hovering around $500 million in late 2025, makes it an affordable target for a firm with deep pockets.

Next step: Portfolio Manager: Monitor Q4 FY2025 guidance for any material change in the net loss trajectory or a significant new strategic partnership announcement.