Prospective investors can sign on the dotted line as DocuSign finalizes an AI-focused acquisition.DocuSign (DOCU 1.98%) was a darling of the market during and in the year following the onset of COVID. But with the pandemic catalyst fading in the rearview mirror now, DocuSign could certainly use some bullish news.Investors know full well that the company has to compete with the e-signature offerings of tech giants, particularly Microsoft's SharePoint eSignature and Adobe's Acrobat Sign. Perhaps if DocuSign c ...

Smarter, Easier, Trusted Agreements Q1 FY25 Safe Harbor This presentation contains “forward-looking” statements within the meaning of Section 27A of the Securities Act our ability to expand use cases within existing customers and vertical solutions; our ability to expand our of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on our operations and increase adoption of our platform internationally; our ability to strengthen and foster our management’s belie ...

财务数据和关键指标变化 - 第一季度收入为7.1亿美元,同比增长7% [9] - 非GAAP经营利润率为28.5%,同比提高约2个百分点 [9] - 自由现金流为2.32亿美元,同比增长8%,自由现金流率为33% [9] - 订阅收入为6.91亿美元,同比增长8% [31] - 账单收入为7.1亿美元,同比增长5% [31] 各条业务线数据和关键指标变化 - 电子签名和合同生命周期管理(CLM)业务持续增长,国际收入增长率约为总收入增长率的两倍 [22] - 客户数量增长11%至156万,其中数字客户增长11%至130万 [36][37] - 大客户(年收入超30万美元)数量保持稳定,大客户合同总值增长双位数 [33][34] - 信函发送量和合同使用量连续第二个季度同比小幅改善 [34][35] 各个市场数据和关键指标变化 - 中小企业市场和数字渠道客户增长强劲 [37][148][149] - 企业客户环境略有收紧,但公司业务整体保持平衡 [153] 公司战略和发展方向及行业竞争 - 推出DocuSign Intelligent Agreement Management(IAM)平台,提供更广泛的协议管理功能 [8][11][12][13][14][15][16][17][18][19][20] - 收购Lexion公司,加速IAM平台的人工智能能力 [21] - 计划未来一年内将IAM平台推广到更多客户和地区 [19] - 通过IAM平台进一步扩大协议管理市场机会 [20] 管理层对经营环境和未来前景的评论 - 整体宏观环境保持稳定,未见明显变化 [129][142] - 数字渠道和中小企业市场表现良好,抵消了企业客户环境略有收紧的影响 [153] - 有信心通过IAM平台实现长期增长 [27][57] 其他重要信息 - 宣布启动10亿美元股票回购计划 [44][45] - 可能在2025财年释放部分递延税资产,对GAAP财务产生约7.5-8.5亿美元的正面影响 [50] 问答环节重要的提问和回答 问题1 **Jake Roberge 提问** 最近的使用情况趋势如何反映在订阅收入指引中 [60] **Blake Grayson 回答** 使用情况趋势改善,但并未完全体现在订阅收入指引中,主要是由于专业服务收入的调整 [61][62][63] 问题2 **Tyler Radke 提问** Lexion收购如何融入IAM战略 [67] **Allan Thygesen 回答** Lexion的AI技术能力可以加速IAM平台的发展,特别是在合同审查和法律工作流自动化方面 [68][69][70][71] 问题3 **Brent Thill 提问** Q1非GAAP经营利润率较高,全年指引为何较低 [75] **Blake Grayson 回答** Q1利润率高部分是由于时间因素,全年会保持投资IAM等长期增长机会的平衡 [76][77]

For the quarter ended April 2024, DocuSign (DOCU) reported revenue of $709.64 million, up 7.3% over the same period last year. EPS came in at $0.82, compared to $0.72 in the year-ago quarter.The reported revenue represents a surprise of +0.51% over the Zacks Consensus Estimate of $706.07 million. With the consensus EPS estimate being $0.79, the EPS surprise was +3.80%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expec ...

DocuSign (DOCU) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.79 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 3.80%. A quarter ago, it was expected that this provider of electronic signature technology would post earnings of $0.64 per share when it actually produced earnings of $0.76, delivering a surprise of 18.75%.Over the last ...

DOCUSIGN, INC. Exhibit 99.1 Docusign Announces First Quarter Fiscal 2025 Financial Results; Announces $1.0 Billion Increase to Share Repurchase Program San Francisco – June 6, 2024 – Docusign, Inc. (NASDAQ: DOCU) today announced results for its fiscal quarter ended April 30, 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 is off to a strong start in fiscal 2025. We launched a significant ...

SAN FRANCISCO, June 6, 2024 /PRNewswire/ -- Docusign, Inc. (NASDAQ: DOCU) today announced results for its fiscal quarter ended April 30, 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 is off to a strong start in fiscal 2025. We launched a significant expansion to our company strategy with our announcement of the Docusign Intelligent Agreement Management platform," said Allan Thygesen, CEO ...

DocuSign, Inc. (DOCU) is scheduled to report its first-quarter fiscal 2025 results on Jun 6, after the bell.The company has an impressive earnings surprise history. Its earnings surpassed the Zacks Consensus Estimate in all the trailing four quarters, delivering an average surprise of 23.7%.Expectations This Time AroundThe Zacks Consensus Estimate for the to-be-reported quarter’s revenues is pegged at $706.1 million, indicating 6.8% year-over-year growth. We expect an increase in revenues from existing cust ...

DocuSign, Inc. (DOCU) has had an impressive run over the past six months. The stock has gained 19.3%, outperforming the 15.9% rally of the Zacks S&P 500 composite. The company recently finalized its acquisition of AI-powered agreement management software provider Lexion, a decision initially announced on May 6, 2024. Founded in 2019, Lexion offers an agreement workflow platform that streamlines and centralizes the contracting process, integrating seamlessly with team workflows. Its products include a reposi ...

Key Points DocuSign is a pioneer in implementing electronic signatures for agreements and contracts. DocuSign has parlayed its signature business into contract lifecycle management, document generation, identity management, analytics and reporting businesses optimized with AI integration. DocuSign acquired Lexion to bolster its AI product portfolio. 5 stocks we like better than DocuSign DocuSign Inc. NASDAQ: DOCU provides electronic signature and contract lifecycle management (LCM) services. Shares hit high ...