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DocuSign (DOCU)
NASDAQ:DOCU
Earnings Data
Report Date
Jun 05, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.81Last Year’s EPS
0.82Same Quarter Last Year
Based on 16 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 13, 2025
|% Change Since: 19.14%
|Next Earnings Date:Jun 05, 2025
Earnings Call Sentiment|Positive
The earnings call was largely positive, with significant achievements in revenue growth, IAM momentum, customer expansion, and improved profitability. However, there were some challenges with gross margin impacts due to infrastructure migration and deceleration in international growth. Overall, the positive aspects outweigh the challenges.Company Guidance
In the Fourth Quarter Fiscal Year 2025 earnings call for DocuSign, Inc., several key metrics were highlighted. DocuSign reported Q4 revenue of $776 million, marking a 9% year-over-year increase, and a fiscal year 2025 total revenue of $3 billion, representing an 8% increase from the previous year. The company achieved a dollar net retention rate of 101% in Q4, showing improvement from the previous fiscal year. Non-GAAP operating margins improved significantly to 29% in Q4 and 30% for the entire fiscal year. The fiscal 2026 guidance anticipates a 5% year-over-year revenue increase, with expected Q1 revenue between $745 million and $749 million. Billings for Q4 reached $923 million, up 11% year-over-year, and fiscal 2025 billings were up 7%. DocuSign also generated $920 million in free cash flow, reflecting a 31% margin and a strong cash position of $1.1 billion with no debt. The fiscal 2026 outlook forecasts billings growth between $3.300 billion and $3.354 billion, with non-GAAP gross margins expected to range from 80.5% to 81.5%. DocuSign aims to leverage the Intelligent Agreement Management (IAM) platform to drive future growth, expecting IAM to represent a low double-digit percentage of its total subscription recurring revenue by the end of fiscal 2026.Revenue Growth
Q4 revenue was $776 million, up 9% year-over-year. Fiscal 2025 revenue was $3 billion, up 8% year-over-year.
IAM Momentum
IAM represented a high single-digit percentage of in-quarter deal volume for the direct channel at over 20% of direct new customer deals. It has become the fastest-growing new product in DocuSign, Inc.'s history.
Operating Efficiency and Profitability
Non-GAAP operating margin increased to 29% in Q4 and 30% for fiscal 2025. Free cash flow improved to $280 million in Q4, a 36% margin.
Customer Growth
Total customers grew 10% year-over-year to nearly 1.7 million. The number of large customers spending over $300,000 annually increased to 1,131 in Q4.
International Expansion
International revenue in Q4 represented 28% of total revenue and grew 12% year-over-year.
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DOCU Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DOCU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 13, 2025 | $74.70 | $85.76 | +14.81% |
| Dec 05, 2024 | $83.68 | $106.99 | +27.86% |
| Sep 05, 2024 | $56.93 | $59.19 | +3.97% |
| Jun 06, 2024 | $54.60 | $52.05 | -4.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does DocuSign (DOCU) report earnings?
DocuSign (DOCU) is schdueled to report earning on Jun 05, 2025, TBA Not Confirmed.
What is DocuSign (DOCU) earnings time?
DocuSign (DOCU) earnings time is at Jun 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DOCU EPS forecast?
DOCU EPS forecast for the fiscal quarter 2026 (Q1) is 0.81.
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