For the quarter ended July 2025, DocuSign (DOCU) reported revenue of $800.64 million, up 8.8% over the same period last year. EPS came in at $0.92, compared to $0.97 in the year-ago quarter.The reported revenue represents a surprise of +2.78% over the Zacks Consensus Estimate of $778.96 million. With the consensus EPS estimate being $0.84, the EPS surprise was +9.52%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their n ...

DocuSign (DOCU) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.97 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +9.52%. A quarter ago, it was expected that this provider of electronic signature technology would post earnings of $0.81 per share when it actually produced earnings of $0.9, delivering a surprise of +11.11%.Over the las ...

Financial Data and Key Metrics Changes - Revenue for Q2 was $801 million, up 9% year-over-year, while billings were $818 million, up 13% year-over-year, marking one of the strongest growth quarters in the past two years [6][14] - Non-GAAP operating margins were 30%, and free cash flow margins improved to 27%, supporting $200 million in share repurchases during the quarter [7][21] - Non-GAAP diluted EPS for Q2 was $0.92 compared to $0.97 last year, while GAAP diluted EPS was $0.30 versus $4.26 last year [22] Business Line Data and Key Metrics Changes - The e-signature and CLM segments showed improved fundamentals, with steady growth in envelopes sent and contract utilization [8][10] - The CLM business experienced strong year-over-year quarterly bookings growth, particularly with large deals like T-Mobile [10][36] - IAM sales maintained strong momentum, with an increase in average deal size and a growing share of direct deal volume [9][17] Market Data and Key Metrics Changes - International revenue represented 29% of total revenue and grew 13% year-over-year, with the Asia-Pacific region being the fastest-growing international market [18] - Total customers grew 9% year-over-year, ending the quarter above 1.7 million, while large customers spending over $300,000 annually increased by 7% [19] Company Strategy and Development Direction - The company focuses on three strategic pillars: strengthening routes to market, accelerating innovation, and improving operational efficiency [7][14] - The IAM platform is positioned to transform business operations with deeper insights and actionability from agreements, leveraging AI capabilities [11][13] - The partnership with the U.S. Federal Government's General Services Administration aims to expand e-signature sales to federal agencies [58] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the overall market trend, noting no significant evidence of macro weakness affecting contract volumes or utilization [31] - The company expects total revenue for Q3 to be between $804 to $808 million, reflecting a 7% year-over-year increase at the midpoint [22][23] - Management highlighted the importance of IAM in driving future growth and emphasized the need for continued investment in product innovation and go-to-market strategies [47][75] Other Important Information - The company is actively evaluating potential updates to future top-line reporting, including replacing billings with an alternative measure [16] - The cloud migration continues to impact margins, but the company expects to see a gradual easing of these pressures in fiscal 2027 and beyond [26][76] Q&A Session Summary Question: What is driving improved fundamentals across core e-signature? - Management noted strong growth in specific verticals like financial services and healthcare, with no significant macro weakness observed [29][31] Question: Can you discuss the pipeline for CLM and whether the recent success is sustainable? - Management indicated a positive overall trend but cautioned against overinterpreting the strong quarter as a breakout for the category [36] Question: How has the rollout of IAM in new markets progressed? - Management reported encouraging signs of larger deals with enterprise customers and noted that IAM is becoming a critical part of their growth strategy [39][40] Question: What are the economics when a customer adopts IAM? - Management stated that IAM adoption leads to meaningful expansion for customers, although it is still early to quantify the exact impact [45][46] Question: What are the drivers behind improved gross retention? - Management highlighted operational execution and proactive engagement with customers as key factors in improving gross retention rates [52][54] Question: What does the partnership with the U.S. Federal Government mean for the federal business? - Management expressed optimism about the growth opportunity in the federal sector, although it is still early days for significant contributions [58][59] Question: How have sales reps adapted to the changes made at the beginning of the year? - Management reported positive adaptation among sales reps, with new incentive systems and enablement leading to strong direct sales performance [63][64] Question: How does the company differentiate itself in the competitive AI landscape? - Management emphasized their unique position due to extensive agreement data and integration capabilities, which provide a competitive advantage [87][88]

Financial Data and Key Metrics Changes - Revenue for Q2 was $801 million, up 9% year-over-year, and billings were $818 million, up 13% year-over-year, marking one of the strongest growth quarters in the past two years [5][14] - Non-GAAP operating margins were 30%, with free cash flow margins improving to 27%, supporting $200 million in share repurchases this quarter [5][21] - Non-GAAP diluted EPS for Q2 was $0.92 compared to $0.97 last year, while GAAP diluted EPS was $0.30 versus $4.26 last year [22] Business Line Data and Key Metrics Changes - The e-signature and CLM segments showed improved fundamentals, with strong performance in commercial and enterprise customer segments [5][14] - Dollar net retention increased to 102%, reflecting higher gross retention rates [6][16] - The CLM business grew well into double digits year-over-year in Q2, with significant deals closed, including T-Mobile [9][15] Market Data and Key Metrics Changes - International revenue represented 29% of total revenue and grew 13% year-over-year, with the Asia-Pacific region being the fastest-growing international market [17][18] - Total customers grew 9% year-over-year, ending the quarter above 1.7 million, with large customers spending over $300,000 annually increasing by 7% year-over-year [18] Company Strategy and Development Direction - The company is focused on three strategic pillars: strengthening routes to market, accelerating innovation, and improving operational efficiency [6][14] - The IAM platform is positioned to transform business operations with deeper insights and actionability from agreements, with plans to launch AI agents to expand market opportunities [10][12] - The partnership with the U.S. Federal Government's General Services Administration aims to expand e-signature sales to federal agencies [58] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing demand for e-signature and IAM, with no significant evidence of macroeconomic weakness impacting contract volumes [30][32] - The company expects total revenue for Q3 to be between $804 to $808 million, reflecting a 7% year-over-year increase at the midpoint [22][23] - Management highlighted the importance of operational execution in improving gross retention rates and the potential for further growth through IAM [52][53] Other Important Information - The company ended Q2 with approximately $1.1 billion in cash and no debt on the balance sheet, indicating a healthy financial position [21] - The cloud migration continues to impact margins, but the company expects to see a gradual easing of these impacts in fiscal 2027 and beyond [25][26] Q&A Session Summary Question: What is driving the improved fundamentals in e-signature? - Management noted strong growth in verticals like financial services and healthcare, with no significant macro weakness observed [29][30] Question: Can you discuss the pipeline for CLM? - Management indicated a positive overall trend but cautioned against overinterpreting Q2 as a breakout quarter [35][36] Question: How is the rollout in new markets progressing? - Management reported encouraging signs of larger deals with enterprise customers and noted that IAM is gaining traction internationally [38][39] Question: What are the economics of adopting IAM? - Management stated that IAM is critical for year-on-year growth and is expected to represent a low double-digit percentage of overall bookings [44][47] Question: What are the drivers behind improved gross retention? - Management highlighted operational execution and proactive engagement with customers as key factors in improving retention rates [52][53] Question: What does the partnership with the U.S. Federal Government mean for the business? - Management expressed optimism about the growth opportunity in the federal sector, although it remains a modest contributor currently [58][59] Question: How have sales reps adapted to the changes made at the beginning of the year? - Management reported positive adaptation among sales reps, with no significant changes planned for the foreseeable future [62][63] Question: How is customer acceptance for AI features progressing? - Management indicated strong customer engagement with AI features, with nearly 100 million agreements ingested for processing [68][70] Question: When will the cloud transition be less of a headwind? - Management expects the peak impact from cloud migration costs to occur this year, with improvements anticipated in FY2027 [75][77]

Bringing Agreements to Life Quarterly Results Q2 FY26 Safe Harbor This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on our management's beliefs and assumptions and on information currently available to management, and which statements involve substantial risk and uncertainties. All statements contained in this presentation other than statements o ...

Docusign, Inc. DOCU released its second-quarter results after Thursday's closing bell. Here's a look at the key figures from the quarter. DOCU stock is showing exceptional strength after-hours. Check the analyst take here.The Details: DocuSign reported quarterly earnings of 92 cents per share, which beat the consensus estimate of 84 cents.Quarterly revenue came in at $800.64 million, which beat the Street estimate of $780.24 million and is up from revenue of $736.03 million from the same period last year.Re ...

DOCUSIGN, INC. Exhibit 99.1 Docusign Announces Second Quarter Fiscal 2026 Financial Results San Francisco – September 4, 2025 – Docusign, Inc. (NASDAQ: DOCU) today announced results for its fiscal quarter ended July 31, 2025. Prepared remarks and the news release with the financial results will be accessible on Docusign's website at investor.docusign.com prior to its webcast. Second Quarter Financial Highlights A reconciliation of GAAP to non-GAAP financial measures has been provided in the tables included ...

SAN FRANCISCO, Sept. 4, 2025  /PRNewswire/ -- Docusign, Inc. (NASDAQ: DOCU) today announced results for its fiscal quarter ended July 31, 2025. Prepared remarks and the news release with the financial results will be accessible on Docusign's website at investor.docusign.com prior to its webcast."Q2 was an outstanding quarter, with AI innovation launches and recent go-to-market changes leading to strong performance across the eSignature, CLM, and IAM businesses," said Allan Thygesen, CEO of Docusign. "Q2 bus ...

DocuSign, Inc. DOCU will release earnings results for the second quarter after the closing bell on Thursday, Sept. 4.Analysts expect the San Francisco, California-based company to report quarterly earnings at 85 cents per share, down from 97 cents per share in the year-ago period. DocuSign projects to report quarterly revenue of $780.59 million, compared to $736.03 million a year earlier, according to data from Benzinga Pro.On June 5, DocuSign reported first-quarter earnings of 90 cents per share, which bea ...

SAN FRANCISCO, Aug. 21, 2025 /PRNewswire/ -- Docusign (NASDAQ: DOCU) today announced it has been named a Leader in the IDC MarketScape: Worldwide AI-Enabled Buy-Side Contract Lifecycle Management Applications 2025 Vendor Assessment (doc # US53575125, June 2025). DocusignCLM, powered by the Intelligent Agreement Management (IAM) platform, helps manage every step of the contract process with its secure, AI‑powered platform—from document generation and collaborative negotiation to workflow automation and elect ...