NASDAQ$DOCU

DocuSign Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

DocuSign's financial performance significantly improved, marked by substantial revenue growth and increased customer adoption.

DocuSign announced strong first-quarter results, with total revenue reaching $469.1 million, a 58% year-over-year increase. The company's subscription revenue grew by 61% year-over-year, and billings increased by 54%. DocuSign also added its millionth customer to the platform.

  • Total revenue increased by 58% year-over-year, reaching $469.1 million.
  • Subscription revenue grew by 61% year-over-year, amounting to $451.9 million.
  • Billings increased by 54% year-over-year, totaling $527.4 million.
  • The company added its millionth customer to the DocuSign platform.

Headline financials

Total Revenue

$469M

Previous: $297M+57.9%
EPS (adj)

$0.44

Previous: $0.12+266.7%
Total Billings

$527M

Previous: $342M+54.2%
Capital Expenditures

-$12.6M

Previous: -$26.4M+52.3%
Free Cash Flow

-$21M

Previous: -$74.2M+71.8%
Net Income

-$8.35M

Previous: -$47.8M+82.5%
Operating Income

-$10.7M

Previous: -$41.9M+74.3%
Gross Profit

$364M

Previous: $223M+63.2%
Cash & Equivalents

$519M

Previous: $442M+17.4%
Total Assets

$2.3B

Previous: $1.92B+19.5%

Revenue & EPS history

DocuSign · Revenue · Quarterly

$469M

Q1 2022+57.9%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

DocuSign · $469M total across 2 segments · Q1 2022

  • Subscription
    $452M+60.9%
  • Professional Services
    $17.1M+6.5%

Forward guidance

DocuSign provided revenue and billings guidance for the quarter ending July 31, 2021, and for the year ending January 31, 2022.

Tailwinds

  • Expects total revenue between $479 million and $485 million for the quarter ending July 31, 2021.
  • Anticipates subscription revenue between $459 million and $465 million for the quarter ending July 31, 2021.
  • Projects billings between $549 million and $561 million for the quarter ending July 31, 2021.
  • Forecasts total revenue between $2,027 million and $2,039 million for the year ending January 31, 2022.
  • Estimates subscription revenue between $1,953 million and $1,965 million for the year ending January 31, 2022.

Headwinds

  • Non-GAAP gross margin is expected to be between 79% and 81% for the quarter ending July 31, 2021.
  • Non-GAAP operating margin is projected to be between 16% and 18% for the quarter ending July 31, 2021.
  • Non-GAAP diluted weighted-average shares outstanding are expected to be between 205 million and 210 million for the quarter ending July 31, 2021.
  • Non-GAAP gross margin is expected to be between 79% and 81% for the year ending January 31, 2022.
  • Non-GAAP operating margin is projected to be between 16% and 18% for the year ending January 31, 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.9%

Avg return

Earnings day

-1.0%

Avg return

5 days after

+0.1%

Avg return

30 days after

48%

16 / 33 earnings

Positive

+27.4%

Q3 2025

Best reaction

-41.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-7.3%-11.3%
Q4 2026+1.8%+2.6%-3.8%
Q3 2026-7.7%-3.2%-8.8%
Q2 2026+4.7%+3.4%-8.5%
Q1 2026+0.0%+1.4%+2.3%
Q4 2025+14.8%+14.6%-0.5%
Q3 2025+27.4%+14.1%+7.4%
Q2 2025+3.1%-5.0%+11.2%
Q1 2025-2.8%-2.7%+1.7%
Q4 2024+6.7%+11.5%+13.3%
Q3 2024+5.0%+18.2%+15.4%
Q2 2024-4.9%-12.1%-20.2%
Q1 2024-0.3%-3.4%-13.1%
Q4 2023-24.3%-15.5%-14.0%
Q3 2023+16.8%+37.9%+29.6%
Q2 2023+16.1%+10.5%-13.3%
Q1 2023-26.8%-36.4%-26.2%
Q4 2022-23.5%-21.8%+4.0%
Q3 2022-41.5%-39.9%-34.0%
Q2 2022+4.3%-1.9%-13.3%
Q1 2022+16.3%+20.8%+39.0%
Q4 2021-1.1%-0.7%+0.1%
Q3 2021+11.7%+7.9%+2.1%
Q2 2021-18.4%-22.5%-17.7%
Q1 2021-5.3%-3.8%+29.5%
Q4 2020+3.1%-5.4%+20.8%
Q3 2020+8.0%+4.0%+7.9%
Q2 2020+20.1%+27.9%+33.2%
Q1 2020-9.7%-10.2%-2.2%
Q4 2019-2.1%-1.7%-4.2%
Q3 2019-4.4%+0.5%-1.4%
Q2 2019-10.8%-16.8%-30.2%
Q1 2019+1.0%+7.8%-4.2%
Q3 2017
Q2 2017
Q1 2017

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