Financial Performance - Total revenue for Q4 FY2025 was $776.3 million, a 9% year-over-year increase, with subscription revenue also increasing by 9% to $757.8 million[4] - Billings for Q4 FY2025 reached $923.2 million, marking an 11% year-over-year increase[4] - GAAP net income per diluted share for Q4 FY2025 was $0.39, compared to $0.13 in the same period last year[4] - Non-GAAP net income per diluted share for Q4 FY2025 was $0.86, up from $0.76 in Q4 FY2024[4] - Gross profit for the three months ended January 31, 2025, was $616,041,000, compared to $564,479,000 in the prior year, reflecting an increase of 9%[30] - Net income for the three months ended January 31, 2025, was $83,491,000, significantly higher than $27,241,000 in the same period of 2024, marking a growth of 207%[30] - Non-GAAP net income for the year ended January 31, 2025, was $747,209 thousand, an increase from $622,887 thousand in 2024, which is a growth of 20.0%[43] Revenue Guidance - The company expects total revenue for Q1 FY2026 to be between $745 million and $749 million[9] - For FY2026, total revenue guidance is set between $3.129 billion and $3.141 billion[10] Cash and Investments - Cash, cash equivalents, restricted cash, and investments totaled $1.1 billion at the end of Q4 FY2025[4] - Cash and cash equivalents decreased to $648,623,000 as of January 31, 2025, from $797,060,000 in 2024, a decline of 19%[32] - Free cash flow for the year ended January 31, 2025, was $1,017,272,000, compared to $979,526,000 in 2024, showing an increase of 4%[35] Stock and Shareholder Returns - The company repurchased $161.7 million of common stock in Q4 FY2025, totaling $683.5 million for the fiscal year[4] Margins and Expenses - Docusign's non-GAAP gross margin for Q4 FY2025 was 82.3%, slightly down from 82.5% in the same period last year[4] - GAAP operating margin improved to 7.8% for the three months ended January 31, 2025, compared to 1.4% in the same period of 2024[42] - Non-GAAP operating margin for the year ended January 31, 2025, was 29.8%, up from 23.1% in 2024, showing an increase of 6.7 percentage points[42] - Total GAAP sales and marketing expenses for the three months ended January 31, 2025, were $301,288 thousand, a slight increase from $300,221 thousand in 2024[40] - Non-GAAP sales and marketing expenses as a percentage of revenue decreased to 31.5% for the year ended January 31, 2025, from 34.3% in 2024[40] Assets and Liabilities - Total assets as of January 31, 2025, amounted to $4,012,705,000, up from $2,971,290,000 in 2024, representing a growth of 35%[32] - Total liabilities increased to $2,010,013,000 as of January 31, 2025, compared to $1,841,551,000 in 2024, reflecting a rise of 9%[32] Contractual Obligations - Contract liabilities and refund liability at the end of the period for January 31, 2025, were $1,479,266,000, up from $1,343,792,000 at the end of January 31, 2024, marking an increase of 10.1%[46] - The company reported a total of $1,479,266,000 in contract liabilities at the end of the period, which is a key indicator of future revenue recognition[46] New Initiatives - Docusign launched its AI-powered agreement management platform, Docusign IAM, which is gaining traction with customers[2]

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]

Company Performance - DocuSign (DOCU) closed at $86.73, reflecting a -0.7% change from the previous day, underperforming compared to the S&P 500's 0.24% gain [1] - Over the last month, DocuSign's shares decreased by 4.4%, while the Computer and Technology sector gained 1.76% and the S&P 500 gained 2.37% [1] Earnings Projections - DocuSign is projected to report earnings of $0.84 per share, indicating a year-over-year growth of 10.53% [2] - The consensus estimate for quarterly revenue is $759.96 million, which represents a 6.68% increase from the previous year [2] Analyst Estimates - Recent changes to analyst estimates for DocuSign reflect near-term business trends, with positive revisions indicating optimism about the company's outlook [3] - The Zacks Rank system, which assesses these estimate changes, provides actionable ratings for investors [4] Zacks Rank and Valuation - DocuSign currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate remaining steady over the past month [5] - The company's Forward P/E ratio is 23.81, which is a discount compared to the industry average of 29.86 [6] - DocuSign has a PEG ratio of 2.53, compared to the Internet - Software industry's average PEG ratio of 2.14 [6] Industry Overview - The Internet - Software industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 82, placing it in the top 33% of all industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

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]

In the latest trading session, DocuSign (DOCU) closed at $88.29, marking a +0.42% move from the previous day. The stock's change was more than the S&P 500's daily loss of 0.27%. At the same time, the Dow lost 0.51%, and the tech-heavy Nasdaq gained 0.03%.Shares of the provider of electronic signature technology have depreciated by 2.41% over the course of the past month, underperforming the Computer and Technology sector's gain of 1.69% and the S&P 500's gain of 4.27%.The investment community will be closel ...

The latest trading session saw DocuSign (DOCU) ending at $90.86, denoting a +0.42% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a gain of 0.67% for the day. Elsewhere, the Dow saw an upswing of 0.38%, while the tech-heavy Nasdaq appreciated by 0.98%.Heading into today, shares of the provider of electronic signature technology had gained 0.07% over the past month, outpacing the Computer and Technology sector's loss of 0.79% and lagging the S&P 500's gain of 2.07 ...

Remote online notarization service provides instant access to notaries SAN FRANCISCO, Feb. 5, 2025 /PRNewswire/ -- Docusign (NASDAQ: DOCU) today announced the launch of Notary On-Demand, a new remote online notarization solution that enhances security and provides businesses and their clients 24/7 access to a network of notaries with recognition in all 50 U.S. states. Docusign Notary On-Demand This solution addresses a critical need in high-risk agreement transactions, where traditional notarization rem ...

Subscribers to Schaeffer's Weekend Trader options recommendation service received this DOCU commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters. Learn more about why Weekend Trader is one of our most popular options trading services.Software stock DocuSign Inc (NASDAQ:DOCU) has moved steadily lower since its early December two-year high, which it hit after a post-earnings surge. The recent pullback brought it to several layers of tec ...