Company Performance - DocuSign (DOCU) closed at $74.35, with a daily increase of +1.54%, underperforming the S&P 500's gain of 1.81% [1] - Over the past month, DocuSign shares have decreased by 1.98%, outperforming the Computer and Technology sector's decline of 7.27% and the S&P 500's drop of 6.14% [1] Upcoming Financial Results - DocuSign is expected to report earnings of $0.81 per share, reflecting a year-over-year decline of 1.22%, with projected revenue of $746.98 million, indicating a 5.26% increase compared to the previous year [2] - For the entire year, earnings are forecasted at $3.47 per share and revenue at $3.13 billion, showing changes of -2.25% and +5.31% respectively compared to the prior year [3] Analyst Estimates and Stock Performance - Recent changes in analyst estimates for DocuSign are crucial for investors, as they often indicate shifts in near-term business trends, with positive revisions suggesting optimism about the company's profitability [3][4] - The Zacks Consensus EPS estimate has decreased by 16.54% over the past month, and DocuSign currently holds a Zacks Rank of 3 (Hold) [5] Valuation Metrics - DocuSign's Forward P/E ratio stands at 21.11, which is lower than the industry's average Forward P/E of 24.57 [6] - The company has a PEG ratio of 3.89, compared to the Internet - Software industry's average PEG ratio of 1.85 [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 85, placing it in the top 35% of over 250 industries [7] - Historically, industries in the top 50% of the Zacks Rank outperform those in the bottom half by a factor of 2 to 1 [7]

Core Viewpoint - DocuSign, Inc. (DOCU) has seen a significant share price increase of 24.3% over the past year, outperforming the industry average rise of 4.5% [1] Group 1: Revenue Growth and Customer Demand - DocuSign's revenue growth is driven by sustained customer demand for eSignature solutions within a large addressable market [2] - The customer base has expanded from 1.3 million in fiscal 2023 to 1.5 million in fiscal 2024, and is projected to reach 1.7 million in fiscal 2025 [2] - International revenues have shown consistent growth, accounting for 25%, 26%, and 28% of total revenues in fiscal 2023, 2024, and 2025, respectively [2] Group 2: International Expansion Strategy - The company has initiated international sales efforts in Canada, the UK, and Australia, leveraging its core technologies due to similar e-signature practices in these regions [3] - There is a rising demand across various geographies, prompting the company to focus its sales and marketing efforts to capitalize on this potential [3] - The growth momentum is expected to continue in the coming years based on current trends [3] Group 3: Business Growth Strategy - DocuSign's growth strategy includes expanding product use cases by managing and automating various agreement workflows across different business processes [4] - A significant portion of R&D investment is allocated to enhancing existing solutions and developing new ones [4] - The company aims to provide a seamless self-service experience, allowing customers to engage and manage their accounts in a low-touch manner [4] - Continued investment in APIs and support mechanisms is planned to enhance value creation between developers and the company [4]

Core Insights - Docusign, Inc. (DOCU) stock has increased by 32.1% over the past year, outperforming the industry and the Zacks S&P 500 composite, which declined by 4.7% and 2.4% respectively [1] - The company reported strong fourth-quarter fiscal 2025 results, with an EPS of 86 cents, exceeding the Zacks Consensus Estimate by 2.4% and showing a 13.2% increase year-over-year. Total revenues reached $776.3 million, beating the consensus by 2.1% and rising 9% from the previous year [1] Company Performance - Docusign's customer base has grown from 1.3 million in fiscal 2023 to 1.7 million in fiscal 2025, indicating sustained growth potential [2] - Subscription fees have contributed to an average of 97% of DOCU's top line over the past three years, with a 7.8% growth in subscription revenues in fiscal 2025 [4][5] - The company has established strategic partnerships with tech giants like Salesforce and Microsoft, enhancing its market reach and collaboration capabilities [6] Market Opportunity - The global e-signature platform market was valued at $5.2 billion in 2024 and is projected to grow to $18.6 billion by 2029, presenting significant expansion opportunities for Docusign [3] - Despite rising demand, the eSignature market remains largely untapped, allowing Docusign to capture additional market share [3] Financial Health - Docusign's current ratio was 0.81 at the end of fourth-quarter fiscal 2025, indicating potential liquidity concerns as it is below the industry average of 2.54 and the previous year's ratio of 0.94 [7] Dividend Policy - Docusign has never declared and does not intend to pay cash dividends, meaning returns for investors will rely solely on stock price appreciation [9]

Core Insights - Docusign has appointed Bronwyn Hastings as group vice president of global partners and alliances to enhance its partner ecosystem in support of Intelligent Agreement Management (IAM) transformation [1][2] - The IAM platform is designed to reinvent how organizations create, commit to, and manage agreements, driving business impact by accelerating revenue and uncovering hidden value in contract data [3][4] Company Strategy - Docusign's partner ecosystem is crucial for delivering business impact, building trust, and creating new opportunities for joint success as the company scales IAM across various customer segments and geographies [4][5] - The company is committed to empowering partners with necessary tools, resources, and support to effectively sell, deliver, and build on the IAM platform [5] Partner Engagement - Docusign organizes events like Partner Day to educate and energize its partner community, with the next event scheduled for April 15 in New York City [6] - The event will feature keynotes from Docusign executives and insights from sales and customer success leaders, fostering collaboration within the partner ecosystem [6] Market Presence - Docusign serves nearly 1.7 million customers and over a billion users in more than 180 countries, emphasizing its role as a leader in e-signature and contract lifecycle management (CLM) [7]

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, 2025 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, ...

Docusign, Inc. (DOCU) has had an impressive run over the past year. Its shares have rallied 41.6%, outperforming the 9.3% rise of the internet software industry and the 10.2% growth of the Zacks S&P 500 composite.Image Source: Zacks Investment ResearchDOCU has an impressive Growth Score of B. This style score condenses all the essential metrics from the company’s financial statements to get the true sense of the quality and sustainability of its growth.The company’s earnings for fiscal 2026 and 2027 are exp ...

DocuSign, Inc. (DOCU) reported impressive fourth-quarter fiscal 2025 results, wherein earnings per share (EPS) and revenues outpaced the Zacks Consensus Estimate.See Zacks Earnings Calendar to stay ahead of market-making news.The better-than-expected results impressed investors, as the stock has rallied 14.8% since the company released results on March 13.Image Source: Zacks Investment ResearchDOCU’s EPS (excluding 47 cents from non-recurring items) was 86 cents, which surpassed the Zacks Consensus Estimate ...

Group 1 - Stock markets are experiencing significant volatility due to escalating tariff wars and the potential for a U.S. recession, leading to a reduction in valuation multiples, especially in the tech sector [1] - The current market conditions present a favorable opportunity for investment in technology companies, as valuations have become more attractive [1] - Gary Alexander, with extensive experience in both Wall Street and Silicon Valley, provides insights into the themes shaping the technology industry today [1]

Docusign, Inc. (NASDAQ: DOCU ) just reported its Q4 and Fiscal 2025 results, sending shares more than 10% higher in the after-hours session at the time of writing. Overall, the results were mixed, as EPS and revenue beat expectations slightly, while revenue estimates for Q1I objectively search for undervalued stocks of any size across a wide variety of industries using quantitative methods that I've thoroughly backtested for success. I believe the numbers are more important than the story (most of the time) ...

Are investors making the wrong call on DocuSign stock today?DocuSign (DOCU 17.91%) stock surged 15.4% through 10:30 a.m. ET Friday after reporting a modest earnings beat last night.Heading into the fiscal fourth quarter 2025 report, analysts forecast DocuSign would earn $0.85 per share on $761.6 million in sales. In fact, earnings were $0.86 per share, and sales were $776.3 million. DocuSign Q4 earningsSales climbed 9% year over year, and billings rose 11%, foreshadowing even faster sales growth ahead. If t ...