业绩总结 - 第二季度总收入为736百万美元，同比增长7%[13] - 第二季度账单总额为725百万美元，同比增长2%[13] - 第二季度国际收入占总收入的28%，同比增长15%[18] - Q2FY25订阅收入为717百万美元，同比增长7%[48] - Q2FY25国际收入为207百万美元，同比增长15%[48] - Q2FY25非GAAP运营收入为237百万美元，非GAAP运营利润率为32%[39] - 2024年第二季度GAAP营业收入为57,801千美元，较2023年同期的6,612千美元增长了775.5%[53] - 2024年第二季度非GAAP营业收入为237,156千美元，较2023年同期的169,870千美元增长了39.5%[53] - 2024年上半年收入为1,445,667千美元，较2023年上半年的1,349,075千美元增长了7.2%[58] 用户数据 - 公司客户基础达到1.6百万[13] - Q2FY25总客户数为1.60百万，同比增长11%[49] 未来展望 - Q3 FY25指导总收入预计在743百万至747百万美元之间[42] - FY25指导总收入预计在2,940百万至2,952百万美元之间[44] - 预计未来将继续投资于国际市场的增长[18] 财务指标 - 自由现金流为198百万美元，自由现金流率为27%[13] - Q2FY25自由现金流为198百万美元，自由现金流利润率为27%[48] - 2024年第二季度自由现金流为197,928千美元，较2023年同期的183,637千美元增长了7.8%[54] - 2024年第二季度GAAP营业利润率为7.9%，较2023年同期的1.0%显著提升[53] - 2024年第二季度非GAAP营业利润率为32.2%，较2023年同期的24.7%有所上升[53] 成本控制 - 2024年第二季度销售与营销费用为287,464千美元，占收入的39.1%，较2023年同期的42.9%有所下降[55] - 2024年第二季度研发费用为147,571千美元，占收入的20.0%，较2023年同期的19.8%略有上升[55] - 2024年第二季度GAAP一般管理费用为87,129千美元，占收入的11.8%，较2023年同期的15.1%有所下降[56] 市场表现 - 总可寻址市场（TAM）估计为500亿美元[13] - 公司在全球范围内的市场领导地位得以巩固[13]

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 nonrecurring 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 las ...

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]

SAN FRANCISCO, Sept. 5, 2024 /PRNewswire/ -- Docusign, Inc. (NASDAQ: DOCU) today announced results for its fiscal quarter ended July 31, 2024. 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. "Docusign continued its evolution with improved business stability and increased efficiency, resulting in record operating profit," said Allan Thygesen, CEO of Docusign. "We're proud that we began shipping our Intell ...

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 | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|---- ...

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 ...

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 hea ...

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 ...

DocuSign Inc (NASDAQ:DOCU) is 1.5% higher at $56.41 this afternoon, extending a bounce off support at the $49 region. The equity is about to hit familiar pressure at the $57 region, however, and could add to its 5.2% year-to-date deficit, as the recent uptick has it flashing a historically bearish signal. More specifically, DocuSign stock just came within one standard deviation of its 100-day moving average. According to data from Schaeffer's Senior Quantitative Analyst Rocky White, five similar signals occ ...