Core Insights - DocuSign reported revenue of $776.25 million for the quarter ended January 2025, marking a year-over-year increase of 9% and exceeding the Zacks Consensus Estimate by 2.14% [1] - The company's EPS for the same period was $0.86, up from $0.76 a year ago, with an EPS surprise of 2.38% over the consensus estimate of $0.84 [1] Financial Performance Metrics - Non-GAAP billings reached $923.21 million, surpassing the average estimate of $875.20 million based on six analysts [4] - Total customers increased to 1.7 million, compared to the average estimate of 1.67 million based on two analysts [4] - Revenue from professional services and other was $18.49 million, exceeding the seven-analyst average estimate of $16.80 million, representing a year-over-year change of 10.7% [4] - Subscription revenue was $757.77 million, compared to the average estimate of $743.15 million based on seven analysts, reflecting an 8.9% year-over-year increase [4] - Non-GAAP subscription gross profit was $637.08 million, above the six-analyst average estimate of $620.78 million [4] - Non-GAAP professional services and other gross profit was $1.59 million, compared to the five-analyst average estimate of -$1.33 million [4] Stock Performance - Over the past month, DocuSign shares have returned -9.2%, while the Zacks S&P 500 composite experienced a -7.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Group 1: Earnings Performance - DocuSign reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.84 per share, and up from $0.76 per share a year ago, representing an earnings surprise of 2.38% [1] - The company posted revenues of $776.25 million for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 2.14%, compared to year-ago revenues of $712.39 million [2] - Over the last four quarters, DocuSign has consistently surpassed consensus EPS and revenue estimates [2] Group 2: Stock Performance and Outlook - DocuSign shares have declined approximately 10.9% since the beginning of the year, while the S&P 500 has decreased by 4.8% [3] - The future performance of DocuSign's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.85 on revenues of $754.46 million, and for the current fiscal year, it is $3.66 on revenues of $3.14 billion [7] Group 3: Industry Context - The Internet - Software industry, to which DocuSign belongs, is currently ranked in the top 31% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact DocuSign's stock performance [5]

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 of historical fact, including statements regarding our future ope ...

Core Insights - DocuSign reported strong quarterly earnings for fiscal 2025 fourth quarter, exceeding both market expectations and management forecasts with adjusted EPS of $0.86 and revenue of $776.3 million, reflecting a 9% year-over-year increase [1][2][3] Financial Performance - Adjusted EPS was $0.86, slightly above the estimate of $0.85, and up 13.2% from $0.76 in Q4 2024 [3] - Revenue reached $776.3 million, surpassing the expected $761 million, and representing a 9% increase from $712.4 million in Q4 2024 [3] - Billings increased to $923.2 million, marking a year-over-year rise of 10.8% [3][6] - Free cash flow was reported at $279.6 million, a 12.5% increase from $248.6 million in the previous year [3] Business Strategy and Innovation - DocuSign is recognized as a leader in electronic signatures and agreement technologies, focusing on enhancing its Intelligent Agreement Management (IAM) platform [4] - The IAM platform's international launch contributed to 28% of the growth in international revenue, with offerings available in 14 languages [5] - Product innovation, including the launch of the IAM platform and AI capabilities for contract management, has driven client engagement and market appeal [8] Operational Highlights - The company achieved an adjusted operating margin of 28.8%, exceeding internal guidance and up from 25% the previous year [6] - Subscription revenue reached $757.8 million, a 9% increase from $695.7 million, driven by demand for agreement services and international growth [7] - Stock repurchase activities increased significantly to $683.5 million from $145.5 million last year, reflecting strategic capital allocation [9] Forward-Looking Guidance - Management provided a conservative outlook for fiscal 2026, expecting revenue between $745 million and $749 million for Q1, below the consensus estimate [10] - Projected fiscal 2026 revenue is between $3.13 billion and $3.14 billion, indicating planned growth of about 5% from $2.98 billion in 2025 [11] - Guidance suggests non-GAAP gross margins of 80.5% to 81.5% for upcoming quarters, with a focus on maintaining growth momentum and addressing cost pressures [12]

DOCUSIGN, INC. Exhibit 99.1 Docusign Announces Fourth Quarter and Fiscal Year 2025 Financial Results San Francisco – March 13, 2025 – Docusign, Inc. (NASDAQ: DOCU) today announced results for its fourth quarter and fiscal year ended January 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. "Fiscal 2025 was a transformative year for Docusign. We launched Docusign IAM, our AI-powered agreement mana ...

Core Insights - Docusign experienced significant growth in fiscal 2025, launching its AI-powered Intelligent Agreement Management (IAM) platform, which has gained rapid traction with customers [2][6] - The company reported strong revenue growth and profitability in Q4, positioning itself well for future opportunities [2] Financial Highlights - Total revenue for Q4 was $776.3 million, a 9% year-over-year increase, with subscription revenue also increasing by 9% to $757.8 million [5] - For the fiscal year, total revenue reached $2.98 billion, an 8% year-over-year increase, with subscription revenue at $2.90 billion, also an 8% increase [5] - Billings for Q4 were $923.2 million, an 11% year-over-year increase, while total billings for the fiscal year were $3.1 billion, a 7% increase [5] - GAAP net income per diluted share for Q4 was $0.39, compared to $0.13 in the same period last year, and for the fiscal year, it was $5.08 compared to $0.36 [5] - Non-GAAP net income per diluted share for Q4 was $0.86, up from $0.76 year-over-year, and for the fiscal year, it was $3.55 compared to $2.98 [5] Operational Highlights - Docusign's IAM platform was globally released in December 2024, enhancing its offerings for sales and enterprise customers [6][10] - The company launched Docusign for Developers in November 2024, allowing partners to build integrations on IAM [7] - The IAM platform includes features such as Identity Wallet for secure identity management and AI-assisted contract review tools [8][10] Guidance - For the quarter ending April 30, 2025, Docusign expects total revenue between $745 million and $749 million, with subscription revenue between $729 million and $733 million [11] - For the fiscal year ending January 31, 2026, total revenue is expected to be between $3.129 billion and $3.141 billion [12] Cash Flow and Stock Repurchase - Net cash provided by operating activities for Q4 was $307.9 million, compared to $270.7 million in the same period last year [5] - Free cash flow for Q4 was $279.6 million, up from $248.6 million year-over-year [5] - The company repurchased $161.7 million in common stock during Q4 and $683.5 million for the fiscal year [5]

Core Viewpoint - DocuSign is set to release its fourth-quarter financial results on March 13, with expectations of increased earnings and revenue compared to the previous year [1]. Financial Performance - Analysts predict DocuSign will report quarterly earnings of 85 cents per share, up from 76 cents per share in the same quarter last year [1]. - The projected quarterly revenue is $761.64 million, an increase from $712.39 million a year earlier [1]. - In the third quarter of 2024, DocuSign reported revenue of $754.8 million, surpassing the consensus estimate of $745.26 million [2]. Stock Performance and Analyst Ratings - DocuSign shares rose 0.8% to close at $80.13 [3]. - JP Morgan upgraded the stock from Underweight to Neutral, raising the price target from $70 to $75 [5]. - JMP Securities maintained a Market Outperform rating with a price target of $124 [5]. - HSBC downgraded the stock from Hold to Reduce [5]. - Citigroup maintained a Buy rating and increased the price target from $87 to $113 [5]. - UBS maintained a Neutral rating and raised the price target from $60 to $100 [5].

Group 1 - Docusign will release its fourth quarter fiscal 2025 results on March 13, 2025, after market close [1] - A conference call to discuss the financial results will be held at 2:00 p.m. Pacific Standard Time [1] - A live webcast of the event will be available on the Docusign Investor Relations website [1] Group 2 - Docusign serves over 1.6 million customers and more than a billion people in over 180 countries [2] - The company specializes in intelligent agreement management, helping businesses unlock critical data trapped in documents [2] - Docusign is recognized as the leading company in e-signature and contract lifecycle management (CLM) [2]

In the latest market close, DocuSign (DOCU) reached $86.73, with a -0.7% movement compared to the previous day. This change lagged the S&P 500's 0.24% gain on the day. Meanwhile, the Dow gained 0.16%, and the Nasdaq, a tech-heavy index, added 0.08%.The provider of electronic signature technology's shares have seen a decrease of 4.4% over the last month, not keeping up with the Computer and Technology sector's gain of 1.76% and the S&P 500's gain of 2.37%.The investment community will be paying close attenti ...

Group 1 - The account is managed by Noah's Arc Capital Management, focusing on 20th-century stocks undergoing transformation in the 21st century [1] - The research aims to identify innovations in business models that could lead to significant stock changes [1] Group 2 - The managing partner of Noah's Arc Capital Management is Noah Cox, whose views may not reflect the firm's overall stance [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]