Domo, Inc. (Domo): Analyse SWOT [Jan-2025 MISE À JOUR]

Dans le monde en évolution rapide de l'intelligence d'affaires, Domo, Inc. se tient à un moment critique, naviguant dans un paysage complexe de l'innovation technologique, de la concurrence du marché et de la transformation stratégique. Cette analyse SWOT complète dévoile la dynamique complexe d'une puissance d'analyse basée sur le cloud qui lutte simultanément avec des défis financiers et se positionnant pour une croissance percée potentielle. En disséquant les forces, les faiblesses, les opportunités et les menaces de Domo, nous fournissons un instantané nuancé de la position concurrentielle de l'entreprise en 2024, offrant un aperçu de sa trajectoire potentielle dans le domaine à enjeux élevés de l'analyse des données d'entreprise.

Domo, Inc. (Domo) - Analyse SWOT: Forces

Plateforme d'intelligence d'affaires basée sur le cloud

Prise en charge de la plate-forme basée sur le cloud de Domo Plus de 1 000 connecteurs de données et permet l'intégration de données en temps réel à partir de plusieurs sources. Depuis le quatrième trimestre 2023, la plate-forme traitée Plus de 1 pétaoctet de données par jour pour les clients d'entreprise.

Interface conviviale et intégration en libre-service

Les fonctionnalités de la plate-forme Outils de visualisation de glisser-déposer avec Évaluation de satisfaction à 95%. Le temps de mise en œuvre moyen est 4-6 semaines pour les clients d'entreprise.

Clientèle d'entreprise

Depuis 2023, Domo sert 2 400 clients d'entreprise dans diverses industries:

Innovation de l'IA et de l'apprentissage automatique

Domo a investi 78,3 millions de dollars en R&D en 2023, avec une mise au point clé sur:

• Capacités d'analyse prédictive
• Traitement du langage naturel
• Modèles automatisés d'apprentissage automatique

Déploiement de cloud flexible

Prend en charge le déploiement à travers 6 régions du cloud mondial avec Garantie de disponibilité de 99,99%. La compatibilité comprend:

• AWS
• Microsoft Azure
• Google Cloud Platform
• Environnements de cloud privés

Domo, Inc. (Domo) - Analyse SWOT: faiblesses

Pertes financières et défis cohérents pour atteindre la rentabilité

Domo, Inc. a signalé une perte nette de 65,9 millions de dollars Pour l'exercice 2023, poursuivant son modèle de défis financiers. La performance financière de l'entreprise démontre des problèmes de rentabilité continus.

Coûts opérationnels plus élevés par rapport aux concurrents

Les dépenses opérationnelles de Domo restent considérablement élevées, avec dépenses d'exploitation atteignant 328,7 millions de dollars en 2023, représentant 124.8% du total des revenus.

• Dépenses de recherche et de développement: 109,2 millions de dollars
• Dépenses de vente et de marketing: 152,5 millions de dollars
• Frais généraux et administratifs: 67,0 millions de dollars

Reconnaissance limitée de la marque sur les marchés mondiaux

La pénétration du marché mondial de Domo reste contrainte, avec Environ 24% des revenus généré à partir des marchés internationaux en 2023.

Part de marché relativement faible dans le secteur de l'intelligence d'affaires

Sur le marché concurrentiel de l'intelligence d'affaires, Domo détient un estimé 3,2% de part de marché, significativement derrière les principaux concurrents comme Tableau et Microsoft Power BI.

Besoin continu d'investissement de recherche et développement important

Domo continue d'investir massivement dans la R&D, avec 109,2 millions de dollars dépensés en 2023, représentant 41.4% du total des revenus pour maintenir la compétitivité technologique.

• Investissement en R&D en pourcentage de revenus: 41,4%
• Nombre de nouvelles fonctionnalités de produit développées: 78
• Demandes de brevet déposées en 2023: 12

Domo, Inc. (DOMO) - Analyse SWOT: Opportunités

Demande croissante d'analyses de données avancées et de solutions d'intelligence d'affaires

Le marché mondial de l'intelligence d'affaires était évalué à 27,36 milliards de dollars en 2022 et devrait atteindre 54,27 milliards de dollars d'ici 2030, avec un TCAC de 8,7%.

Expansion du marché pour l'analyse et les informations prédictives alimentées par l'IA

L'IA sur le marché de l'analyse devrait passer de 11,4 milliards de dollars en 2022 à 37,9 milliards de dollars d'ici 2027, représentant un TCAC de 27,4%.

• Marché de l'analyse d'apprentissage automatique prévu pour atteindre 49,8 milliards de dollars d'ici 2026
• Marché de l'analyse prédictive estimé à 21,5 milliards de dollars d'ici 2025

Potentiel d'adoption accrue sur les marchés émergents et les entreprises de taille moyenne

Les dépenses d'entreprise à mi-parcours pour les solutions d'analyse basées sur le cloud devraient augmenter de 15,2% par an.

Développer davantage de solutions d'analyse spécifiques à l'industrie

• Marché de l'analyse des soins de santé pour atteindre 84,2 milliards de dollars d'ici 2027
• Marché de l'analyse des services financiers projeté à 29,5 milliards de dollars d'ici 2026
• Marché de l'analyse au détail estimé à 23,8 milliards de dollars d'ici 2027

Partenariats stratégiques potentiels avec les fournisseurs de services cloud

Le marché des analyses cloud devrait passer de 23,8 milliards de dollars en 2022 à 65,4 milliards de dollars d'ici 2027, avec un TCAC de 22,5%.

Domo, Inc. (Domo) - Analyse SWOT: menaces

Concurrence intense sur le marché des intelligences commerciales

Domo fait face à une pression concurrentielle importante des acteurs établis avec la rupture de parts de marché suivante:

Dynamique des changements technologiques

L'évolution technologique présente des défis critiques:

• Taux d'intégration de l'IA: 37% de croissance annuelle des plateformes d'analyse
• Adoption de l'apprentissage automatique: 42% des entreprises mettant en œuvre des analyses avancées
• Vitesse de migration du cloud: 68% des entreprises en transition des données infrastructure

Incertitudes des dépenses économiques

Projections de dépenses technologiques d'entreprise:

• 2024 Prévisions de dépenses informatiques mondiales: 4,7 billions de dollars
• Réduction potentielle des investissements technologiques: 12-15%
• Réduction du budget du logiciel d'entreprise attendu: 8,3%

Paysage réglementaire de la confidentialité des données

Les défis de la conformité comprennent:

Évaluation des risques de cybersécurité

Métriques de sécurité de la plate-forme cloud:

• Coût moyen de violation des données: 4,35 millions de dollars
• Fréquence d'incident de sécurité potentielle: 1 pour 10 000 transactions cloud
• Investissement annuel de cybersécurité estimé requis: 2,5 millions de dollars

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.