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    Jared Juhan

    Research Analyst at TD Securities

    Jared Juhan is an Equity Research Analyst at TD Securities, specializing in covering software and technology companies. He has provided research coverage for firms such as Domo Inc. and participates in earnings calls to represent TD Securities’ technology research platform to investors. Juhan began his career in investment research and is recognized for in-depth analysis and sector expertise, though specific historical performance metrics and formal rankings are not publicly available. He holds standard professional credentials required for equity research analysts at broker-dealers, including Series 7 and 63 securities licenses.

    Jared Juhan's questions to DOMO (DOMO) leadership

    Jared Juhan's questions to DOMO (DOMO) leadership • Q4 2025

    Question

    Jared Juhan, on for Derrick Wood, asked for an update on the partnerships with Snowflake and Databricks, including deal activity relative to expectations. He also inquired about any planned adjustments to the go-to-market strategy and the outlook for sales hiring in the upcoming year.

    Answer

    CEO Joshua James detailed significant progress with ecosystem partners, noting that partner-sourced leads convert at a 5x higher rate and close at a 2-3x higher rate than other leads. He anticipates this will drive meaningful acceleration in H2. Regarding go-to-market, James explained the strategy is to continue shifting resources toward the ecosystem and hiring personnel with partner experience. He also emphasized a greater focus on customer adoption to drive growth under the consumption model.

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    Jared Juhan's questions to DOMO (DOMO) leadership • Q4 2025

    Question

    Jared Juhan of TD Securities, on behalf of Derrick Wood, inquired about the performance of partnerships with Snowflake and Databricks relative to expectations. He also asked about planned adjustments to the go-to-market strategy and sales hiring for the upcoming fiscal year.

    Answer

    CEO Joshua James stated that the ecosystem focus is showing very encouraging early results, with partner-generated leads converting at a 5x higher rate and closing at a 2-3x higher rate than other leads. He noted that while it's still early, they hope to see a meaningful impact on billings in the second half of the year. For the go-to-market strategy, the focus will remain on the ecosystem and on driving customer adoption within the consumption model, which requires a more technical sales profile.

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