DocuSign (DOCU) Reports Q4 Earnings: What Key Metrics Have to Say

DocuSign (DOCU Quick QuoteDOCU – Free Report) reported $776.25 million in revenue for the quarter ended January 2025, representing a year-over-year increase of 9%. EPS of $0.86 for the same period compares to $0.76 a year ago.

The reported revenue represents a surprise of +2.14% over the Zacks Consensus Estimate of $759.96 million. With the consensus EPS estimate being $0.84, the EPS surprise was +2.38%.

While investors closely watch year-over-year changes in headline numbers — revenue and earnings — and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company’s underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock’s price performance.

Here is how DocuSign performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Non-GAAP billings: $923.21 million compared to the $875.20 million average estimate based on six analysts.
• Total Customers: 1.7 million compared to the 1.67 million average estimate based on two analysts.
• Revenue- Professional services and other: $18.49 million versus the seven-analyst average estimate of $16.80 million. The reported number represents a year-over-year change of +10.7%.
• Revenue- Subscription: $757.77 million compared to the $743.15 million average estimate based on seven analysts. The reported number represents a change of +8.9% year over year.
• Non-GAAP subscription gross profit: $637.08 million versus the six-analyst average estimate of $620.78 million.
• Non-GAAP professional services and other gross profit: $1.59 million versus the five-analyst average estimate of -$1.33 million.

View all Key Company Metrics for DocuSign here>>>

Shares of DocuSign have returned -9.2% over the past month versus the Zacks S&P 500 composite’s -7.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.