Jared Juhan's questions to Domo Inc (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.