Domo vs monday.com

10-Q Financial Filing Analysis for Domo (2026-09-03)

For the second quarter ended July 31, 2026, Domo reported total revenue of $76.8 million, down 4% year-over-year, and a GAAP net loss of $9.6 million compared to a net loss of $22.9 million in the prior-year period. Subscription revenue represented 92% of total revenue at $70.4 million. The company faced severe liquidity and covenant compliance issues, remaining in breach of its credit facility's minimum annualized recurring revenue covenant as of April 30, 2026, and July 31, 2026, resulting in substantial doubt about its ability to continue as a going concern. To resolve its debt default and secure liquidity, Domo entered into a definitive Asset Purchase Agreement on July 22, 2026, with Progress Software Corporation. Progress will acquire substantially all operating assets, the platform, customer contracts, and subsidiaries for $400 million in cash. Domo will use the proceeds to repay its $137.2 million debt obligations in full, retain its net operating loss (NOL) carryforwards, and transition into a debt-free holding company trading under a new ticker symbol.

• Domo signed a definitive agreement on July 22, 2026, to sell substantially all operating assets and business to Progress Software for $400 million in cash.
• The company remained out of compliance with its debt covenants as of July 31, 2026, operating under a forbearance agreement requiring sale completion by November 30, 2026, to pay off $137.24 million in debt.
• Q2 revenue reached $76.78 million (down 4% YoY) with a net loss of $9.62 million and cash/cash equivalents of $25.07 million.

8-K Financial Filing Analysis for Domo (2026-09-22)

On September 22, 2026, Domo, Inc. completed the sale of substantially all of its business assets and transferred its operational employees to Progress Software Corporation pursuant to the July 22, 2026 Asset Purchase Agreement. Domo received approximately $221.0 million in net cash proceeds upon closing, retaining its net operating loss (NOL) carryforwards. Concurrently, the company terminated and fully repaid its Amended and Restated Loan and Security Agreement with Obsidian Agency Services and Wilmington Trust, while also repurchasing outstanding warrants for approximately $10.0 million. Following the divestiture, the corporate entity was rebranded as Huckleberry.ai, Inc. via a short-form subsidiary merger, and its Class B Common Stock ticker on the Nasdaq Global Market will change from 'DOMO' to 'HUCK' effective September 24, 2026.

• Completed the asset sale of Domo's core BI and analytics software business to Progress Software Corporation for approximately $221.0 million in net cash proceeds, retaining tax NOL carryforwards.
• Repaid in full and terminated the August 2023 Amended and Restated Loan and Security Agreement, releasing all associated liens and discharging outstanding debt obligations.
• Rebranded the corporate entity to Huckleberry.ai, Inc., repurchased outstanding warrants for $10.0 million, and announced a Nasdaq ticker change from 'DOMO' to 'HUCK' effective September 24, 2026.

New Product Features and AI Announcements Shared at Domo Connections 2026

Domo announced new product features and AI capabilities at its Domo Connections 2026 event, as highlighted in a blog post dated September 18, 2026.

6-K Financial Filing Analysis for monday.com (2026-08-10)

On August 10, 2026, monday.com Ltd. furnished a Form 6-K report with the U.S. Securities and Exchange Commission announcing its financial results for the second quarter and six months ended June 30, 2026. The filing includes the official earnings press release (Exhibit 99.1), the unaudited condensed consolidated financial statements for the six-month period (Exhibit 99.2), and Management's Discussion and Analysis (MD&A) of Financial Condition and Results of Operations (Exhibit 99.3). Additionally, the financial statements and MD&A are incorporated by reference into the company's active Form S-8 and Form F-3 registration statements.

• monday.com announced its Q2 2026 and six-month financial results ending June 30, 2026 via a Form 6-K filing dated August 10, 2026.
• The filing incorporates by reference the unaudited condensed consolidated financial statements (Exhibit 99.2) and MD&A (Exhibit 99.3) into its Form S-8 and Form F-3 registration statements.
• The report was formally authorized and signed by Chief People and Legal Officer Shiran Nawi on August 10, 2026.

Monday.com's Luis Clark Urges Marketers to Integrate AI, Not Spread It

At The Drum Live, Luis Clark, AI transformation and adoption lead at monday.com, advised marketers to stop applying AI superficially to existing workflows. He argued that AI should be 'baked in' as a key ingredient, not spread like peanut butter. Clark suggested that marketers delegate 30% of their repetitive tasks to AI, allowing humans to focus on high-value activities such as critical thinking, collaboration, communication, and creativity. He emphasized that the human role becomes more valuable as AI becomes more powerful. Clark also proposed treating AI as a colleague, with defined roles, onboarding, performance reviews, and gradual expansion of responsibilities, while humans retain final decision-making.

• Luis Clark is AI transformation & adoption lead at monday.com.
• Clark spoke at The Drum Live event.
• He advised marketers to give 30% of their role to AI.

Investor Presentation Released: monday.com

AI parsed presentation narrative: monday.com is undergoing its most significant strategic shift by moving from software that helps people manage work to software that 'does the work' through AI agents and humans operating in a unified workspace. Management is reinvesting savings from a 20% workforce reduction into product development and AI to capture what they view as a massive, once-in-a-generation software opportunity. Key tailwinds mentioned: AI Product Adoption, Pricing Model Optimization.