Daily Earnings: The debt clock on pricing pivots (DOMO, AIOT, CGC) | Jun 15

Changing a corporate business model creates an ugly short-term revenue hole, and surviving the transition entirely depends on having the balance sheet runway to wait it out. • Domo (DOMO) triggered a bank default after a strategic shift to AI-consumption pricing stalled immediate revenue.• PowerFleet (AIOT) is intentionally absorbing heavy installation losses to deploy hardware as a software Trojan horse.• Canopy Growth (CGC) suffered a massive vaporizer impairment, exposing the downside of un-monetized physical assets.Even when strategic pivots succeed fundamentally, the financial transition valley can easily bankrupt a company before it reaches the other side.