财务数据和关键指标变化 - 第二季度总收入为7.36亿美元,同比增长7% [7] - 第二季度订阅收入为7.17亿美元,同比增长7% [19] - 第二季度账单为7.25亿美元,同比增长2% [19] - 国际收入占总收入的28%,增速约为整体收入的两倍 [20] - 第二季度非GAAP毛利率为82.2%,与上年基本持平 [22] - 第二季度非GAAP营业利润为2.37亿美元,同比增长40%,创历史新高,营业利润率为32.2% [23] - 第二季度自由现金流为1.98亿美元,现金流率为27% [25] - 第二季度非GAAP每股收益为0.97美元,同比增长0.25美元 [27] 各条业务线数据和关键指标变化 - 电子签名业务的客户数同比增长11%,达到160万 [21] - 年合同价值超30万美元的大客户数量同比和环比均有所增加 [22] - 合同价值超100万美元的客户的订单同比增长呈双位数 [22] 各个市场数据和关键指标变化 - 国际收入增速约为整体收入的两倍 [20] - 数字收入增速超过直销收入 [20] 公司战略和发展方向及行业竞争 - 公司正在加速产品创新,优化全渠道销售能力,提高运营效率 [7] - 推出了新的智能协议管理(IAM)平台,这是公司近期最重要的发布 [8] - IAM平台已在美国、加拿大和澳大利亚的中小企业客户中推出,初步效果良好 [9][10] - 计划在本财年内将IAM推广到大型企业的部门级应用,并扩展到更多语言和地区 [11] - 正在优化合作伙伴渠道和自助服务能力,以提高销售效率 [12][13][16] - 新任首席收入官和首席技术官加入,将有助于公司转型 [17] 管理层对经营环境和未来前景的评论 - 公司业务保持稳定,正在向更高效率和长期增长转型 [18][29] - IAM平台是公司未来增长的关键驱动力,初步反馈和采用情况良好 [34][41] - 公司有信心通过IAM、国际市场和数字化渠道实现未来的加速增长 [33][34][94] 其他重要信息 - 第二季度回购了2亿美元的股票 [26] - Lexion公司的收购整合进展顺利,已经为IAM平台带来新功能 [90] 问答环节重要的提问和回答 问题1 **Brent Thill 提问** 询问公司如何看待未来的增长前景 [32] **Allan Thygesen 回答** - 公司核心电子签名业务已经稳定,国际市场和合同管理业务将提供短期增长 [33][34] - IAM平台是长期增长的关键,初步反馈和采用情况良好,未来将逐步推广到更多客户群和地区 [34] 问题2 **Jake Roberge 提问** 询问IAM平台的客户反馈和与之前合同管理产品的差异 [38] **Allan Thygesen 回答** - IAM平台获得客户广泛好评,尤其是易用性和快速实现价值 [39][40] - IAM平台的目标客户和销售方式与之前的合同管理产品有所不同,能够覆盖更广泛的用户群 [45][46] 问题3 **Chris Fountain 提问** 询问下半年营业利润率下降的原因 [52] **Blake Grayson 回答** - 主要是为了支持IAM平台在更多地区和客户群的推广,但仍将高于去年同期 [53]

For the quarter ended July 2024, DocuSign (DOCU) reported revenue of $736.03 million, up 7% over the same period last year. EPS came in at $0.97, compared to $0.72 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $726.15 million, representing a surprise of +1.36%. The company delivered an EPS surprise of +21.25%, with the consensus EPS estimate being $0.80.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expe ...

| --- | --- | --- | --- | |---------------------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | Bringing Agreements | | | | | to Life | | | | | | | | | | Q2 FY25 | | | | | | | | | | | | | | | | | | | 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 c ...

DocuSign (DOCU) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $0.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 21.25%. A quarter ago, it was expected that this provider of electronic signature technology would post earnings of $0.79 per share when it actually produced earnings of $0.82, delivering a surprise of 3.80%.Over the last ...

财务表现 - 总收入为7.36亿美元，同比增长7%[1] - 订阅收入为7.174亿美元，同比增长7%[1] - 非GAAP毛利率为82.2%[1] - 非GAAP每股收益为0.97美元[1] - 经营活动产生的现金流为2.202亿美元[1] - 自由现金流为1.979亿美元[1] - 现金、现金等价物和投资总额为10亿美元[1] - 回购普通股2.001亿美元[1] - 公司总收入为7.36亿美元，同比增长7.0%[21] - 订阅收入为7.17亿美元，同比增长7.2%[21] - 毛利率为78.9%，同比提升0.6个百分点[21] - 每股摊薄收益为4.26美元，同比增长2.4%[21] - 公司总收入为1,440,756,000美元，同比增长7.0%[28] - 订阅服务收入为1,149,875,000美元，同比增长6.1%[28] - 非GAAP毛利率为82.0%，同比下降0.4个百分点[28] - 非GAAP订阅服务毛利率为84.2%，同比下降0.8个百分点[28] - 现金及现金等价物为628,027,000美元，较期初下降19.4%[25] - 经营活动产生的现金流量净额为475,034,000美元，同比增长6.8%[25] - 公司2024财年第三季度和上半年营收分别为7.36亿美元和14.46亿美元，同比增长7.0%和7.2%[30,31] - 公司2024财年第三季度和上半年非GAAP营业利润率分别为32.2%和30.4%，同比提升7.5个百分点和4.8个百分点[31] - 公司2024财年第三季度和上半年非GAAP每股收益分别为0.97美元和1.78美元，同比增长34.7%和20.3%[32] - 公司2024财年第三季度和上半年经营活动现金流分别为2.20亿美元和4.75亿美元，同比增长4.4%和6.8%[33] - 公司2024财年第三季度和上半年非GAAP自由现金流分别为1.98亿美元和4.30亿美元，同比增长7.7%和8.0%[33] - 公司2024财年第三季度和上半年合同负债和退款负债分别为13.34亿美元和13.34亿美元，同比增长8.2%和8.2%[35] - 公司2024财年第三季度和上半年非GAAP销售和营销费用占收入比重分别为30.4%和31.4%，同比下降4.3个百分点和3.3个百分点[30] - 公司2024财年第三季度和上半年非GAAP研发费用占收入比重分别为12.6%和12.4%，同比上升0.3个百分点和0.1个百分点[30] - 公司2024财年第三季度和上半年非GAAP管理费用占收入比重分别为7.0%和7.8%，同比下降3.0个百分点和2.0个百分点[30] - 公司2024财年第三季度和上半年非GAAP总体毛利率分别为32.2%和30.4%，同比提升7.5个百分点和4.8个百分点[31] 业务发展 - 推出了新的Intelligent Agreement Management平台[3] - 任命了新的总裁兼首席收入官和首席技术官[3] - 公司完成了对Seal Software的收购，扩大了文档智能分析能力[23] - 公司完成了143,611,000美元的收购[25] - 公司回购了349,138,000美元的普通股[25] - 研发投入307,160,000美元，占总收入的21.3%[25] 未来展望 - 公司预计第三季度总收入将达到7.5亿美元至7.6亿美元[22] - 公司预计全年总收入将达到29亿美元至29.2亿美元[22]

DocuSign, Inc. (DOCU) will report its second-quarter fiscal 2025 results on Sep. 5, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported stands at 80 cents, indicating 11.1% growth from the year-ago reported quarter. The consensus estimate for revenues stands at $726.2 million, indicating 5.6% year-over-year growth. There has been no change in analyst estimates or revisions lately.Image Source: Zacks Investment ResearchThe company has an impressive earnings surprise history. Earnin ...

Wall Street analysts expect DocuSign (DOCU) to post quarterly earnings of $0.80 per share in its upcoming report, which indicates a year-over-year increase of 11.1%. Revenues are expected to be $726.15 million, up 5.6% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company announces its earnings, it is essential to t ...

DocuSign (DOCU) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this provider of electronic signature technology have returned +5.6% over the past month versus the Zacks S&P 500 composite's +2.2% change. The Zacks Technology Services industry, to which DocuSign belongs, has lost 0.6% over this period. Now the key question is: Where could the stock be head ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Docusign. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

SAN FRANCISCO, Aug. 15, 2024 /PRNewswire/ -- Docusign (Nasdaq: DOCU) today announced that its second quarter fiscal 2025 results will be released on Thursday, September 5, 2024, after the close of the market. The company will host a conference call at 2:00 p.m. Pacific Standard Time (5:00 p.m. Eastern Standard Time) to discuss its financial results. A live webcast of the event will be available on the Docusign Investor Relations website at investor.docusign.com. A live dial-in will be available domestically ...