Domo (DOMO) Q1 FY27 earnings call

A monologue-format call (no Q&A) dominated by Domo's pending sale: the board is in advanced negotiations on a strategic transaction while a breached minimum-ARR covenant has reclassified the debt as current under a lender forbearance. Beneath that overhang, unit economics are quietly improving — retention and margin up YoY and the consumption cohort compounding — but thin liquidity and sub-100% net retention keep the thesis defensive.