NASDAQ$DOCU

DocuSign Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

DocuSign's Q3 2022 financial results were announced, demonstrating revenue growth and exceeding expectations for operating margin.

DocuSign announced its Q3 2022 financial results, with total revenue reaching $545.5 million, a 42% increase year-over-year. The company's operating margin exceeded expectations at 22%. DocuSign also reported having 1.11 million customers worldwide.

  • Total revenue was $545.5 million, up 42% year-over-year.
  • Subscription revenue reached $528.6 million, a 44% increase year-over-year.
  • Billings increased by 28% year-over-year, totaling $565.2 million.
  • Non-GAAP net income per diluted share was $0.58.

Headline financials

Total Revenue

$545M

Previous: $383M+42.4%
EPS (adj)

$0.58

Previous: $0.22+163.6%
Total Billings

$565M

Previous: $440M+28.3%
Capital Expenditures

-$43.9M

Previous: -$64.1M+31.5%
Free Cash Flow

-$49.6M

Previous: -$123M+59.6%
Net Income

-$5.68M

Previous: -$58.5M+90.3%
Operating Income

-$3.36M

Previous: -$48.5M+93.1%
Gross Profit

$429M

Previous: $285M+50.6%
Cash & Equivalents

$504M

Previous: $375M+34.4%
Total Assets

$2.41B

Previous: $2.05B+17.5%

Revenue & EPS history

DocuSign · Revenue · Quarterly

$545M

Q3 2022+42.4%vs Q3 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

DocuSign · $545M total across 2 segments · Q3 2022

  • Subscription
    $529M+44.2%
  • Professional Services
    $16.9M+3.6%

Forward guidance

The company expects total revenue between $557 million and $563 million for the quarter ending January 31, 2022. They anticipate subscription revenue between $544 million and $550 million and billings between $647 million and $659 million. Non-GAAP gross margin is expected to be between 81% and 82%, with a non-GAAP operating margin between 17% and 19%.

Tailwinds

  • Total revenue between $557M and $563M
  • Subscription revenue between $544M and $550M
  • Billings between $647M and $659M
  • Non-GAAP gross margin between 81% and 82%
  • Non-GAAP operating margin between 17% and 19%

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 Q3 2022

Historical avgQ3 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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