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DocuSign(DOCU) - 2023 Q1 - Earnings Call Transcript
2022-06-09 21:52
DocuSign, Inc. (NASDAQ:DOCU) Q1 2023 Earnings Conference Call June 9, 2022 4:30 PM ET Company Participants Roger Martin - Vice President, Finance Dan Springer - Chief Executive Officer Cynthia Gaylor - Chief Financial Officer Conference Call Participants Josh Baer - Morgan Stanley Brad Sills - Bank of America Karl Keirstead - UBS Pat Walravens - JMP Securities Jake Roberge - William Blair Tyler Radke - Citi Alex Zukin - Wolfe Research Rishi Jaluria - RBC Shebly Seyrafi - FBN Securities Operator Good afterno ...
DocuSign(DOCU) - 2023 Q1 - Quarterly Report
2022-06-08 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DOCU ...
DocuSign(DOCU) - 2022 Q4 - Annual Report
2022-03-24 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-K ______________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 | --- | --- | --- | --- | --- | |---------------- ...
DocuSign(DOCU) - 2022 Q4 - Earnings Call Transcript
2022-03-11 01:48
DocuSign, Inc. (NASDAQ:DOCU) Q4 2022 Earnings Conference Call March 10, 2022 4:30 PM ET Company Participants Roger Martin - VP, Finance Daniel Springer - President, CEO & Director Cynthia Gaylor - CFO Conference Call Participants Tyler Radke - Citigroup Sterling Auty - JPMorgan Chase & Co. Rishi Jaluria - RBC Capital Markets Jacob Roberge - William Blair & Company Stan Zlotsky - Morgan Stanley Karl Keirstead - UBS Bradley Sills - Bank of America Merrill Lynch Allan Verkhovski - Wolfe Research Peter Burkly - ...
DocuSign(DOCU) - 2022 Q3 - Quarterly Report
2021-12-05 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DO ...
DocuSign(DOCU) - 2022 Q3 - Earnings Call Transcript
2021-12-03 01:41
DocuSign, Inc. (NASDAQ:DOCU) Q3 2022 Results Conference Call December 2, 2021 4:30 PM ET Company Participants Annie Leschin - Head, IR Dan Springer - CEO Cynthia Gaylor - CFO Conference Call Participants Sterling Auty - JP Morgan Bhavan Suri - William Blair Stan Zlotsky - Morgan Stanley Kirk Materne - Evercore ISI Alex Zukin - Wolfe Research Karl Keirstead - UBS Scott Berg - Needham Pat Walravens - JMP Securities Brad Sills - Bank of America Operator Good afternoon, ladies and gentlemen. Thank you for joini ...
DocuSign, Inc (DOCU) CEO Dan Springer Presents at Citi's 2020 Global Technology Virtual Conference (Transcript)
2021-09-13 20:45
DocuSign, Inc (NASDAQ:DOCU) Citi's 2020 Global Technology Virtual Conference September 13, 2021 1:00 PM ET Company Participants Dan Springer - CEO Conference Call Participants Tyler Radke - Citigroup Tyler Radke Okay. Good afternoon, good morning. My name is Tyler Radke. I co-head the U.S. software sector here at Citi, and welcome to day one of our Global Tech Conference. We are happy to have the CEO of DocuSign, Dan Springer, with us this afternoon. Dan, thanks for joining us for another virtual conference ...
DocuSign, Inc. (DOCU) Presents at Wolfe Research Inaugural TMT Conference Call Transcript
2021-09-09 00:00
Summary of DocuSign, Inc. Conference Call Company Overview - **Company**: DocuSign, Inc. (NASDAQ:DOCU) - **Event**: Wolfe Research Inaugural TMT Conference Call - **Date**: September 8, 2021 - **Participants**: Cynthia Gaylor (CFO), Alex Zukin (Wolfe Research) Key Points Industry and Market Opportunity - DocuSign operates in the electronic signature and agreement cloud industry, with a **$50 billion market opportunity** identified by the company [4] - The company has guided the market to expect **$2 billion** in revenue [4] Unique Value Proposition - DocuSign is recognized as a leader in its space, with strong brand trust and security, which differentiates it from competitors like Adobe and HelloSign [4][5] - The company benefits from a **viral and network effect**, where customer satisfaction leads to further adoption [4] Impact of the Pandemic - The pandemic has led to a **step function change** in demand, effectively doubling the business in just over a year [8] - Urgent customer demand peaked during the pandemic, but the company expects growth rates to moderate moving forward [9][12] - The transition from physical to digital signatures is seen as a permanent shift, with customers unlikely to revert to pen and paper [10] Demand Environment - Current demand is described as good but not as strong as during the peak pandemic period [12] - The **net expansion rate** stands at **124%**, indicating strong customer retention and expansion [12][13] Customer Behavior and Use Cases - Customers are increasingly adopting DocuSign for multiple use cases, moving beyond initial applications [16][29] - The company is focused on finding new use cases for customers who initially adopted the service for specific COVID-related needs [23] Agreement Cloud and Future Growth - The **Agreement Cloud** is a key growth area, but growth in this segment is currently small compared to the core signature business [26] - International markets represent a significant growth opportunity, with over **70% year-on-year growth** in international revenue [33] Competitive Edge - DocuSign's sales team is noted for its sophistication and operational rigor, which contributes to its competitive advantage [36] Conclusion - The company is optimistic about its growth trajectory, particularly in international markets and through the expansion of its product offerings [33][34]
DocuSign(DOCU) - 2022 Q2 - Earnings Call Transcript
2021-09-03 01:08
DocuSign, Inc. (NASDAQ:DOCU) Q2 2022 Results Conference Call September 2, 2021 4:30 PM ET Company Participants Dan Springer – Chief Executive Officer Annie Leschin – Head of Investor Relations Cynthia Gaylor – Chief Financial Officer Conference Call Participants Bhavani Suri – William Blair Sterling Auty – JP Morgan Brad Sills – Bank of America John Godin – Needham Karl Keirstead – UBS Rob Owens – Piper Sandler Pat Walravens – JMP Kirk Materne – Evercore ISI Tyler Radke – Citigroup Alex Zukin – Wolfe Resear ...
DocuSign(DOCU) - 2022 Q2 - Quarterly Report
2021-09-02 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DOCUS ...