Source: McLaren
The analytics and business intelligence market is a growing but congested niche. Players need to find a niche advantage to stay competitive without burning too much cash. Domo's (DOMO) cash flow dynamics suggest a lack of competitive advantage. The best way to unlock value is for investors to hope Domo gets acquired at a premium to its current valuation.
Demand (Rating: Bullish)
Source: Author (using data from Seeking Alpha)
Domo reported in-line results last quarter. Subscription revenue grew 24% last quarter, while overall revenue grew by 22%. The gross retention rate was