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Apr 30, 2020

DocuSign Q1 2021 Earnings Report

DocuSign's first quarter results reflected their ability to help organizations accelerate digital transformation.

Key Takeaways

DocuSign's total revenue was $297.0 million, an increase of 39% year-over-year. Billings were $342.1 million, an increase of 59% year-over-year. Non-GAAP net income per diluted share was $0.12.

Total revenue was $297.0 million, up 39% year-over-year.

Subscription revenue was $280.9 million, up 39% year-over-year.

Billings were $342.1 million, up 59% year-over-year.

Non-GAAP net income per diluted share was $0.12.

Total Revenue
$297M
Previous year: $214M
+38.8%
EPS
$0.12
Previous year: $0.07
+71.4%
Total Billings
$342M
Previous year: $215M
+59.1%
Gross Profit
$223M
Cash and Equivalents
$442M
Free Cash Flow
$32.8M
Total Assets
$1.92B

DocuSign

DocuSign

DocuSign Revenue by Segment

Forward Guidance

The company currently expects total revenue between $316 million and $320 million for the quarter ending July 31, 2020.

Positive Outlook

  • Total revenue between $316 million and $320 million
  • Subscription revenue between $298 million and $302 million
  • Billings between $333 million and $343 million
  • Non-GAAP gross margin 78% to 80%
  • Non-GAAP interest and other income (expense) $2 to $3

Challenges Ahead

  • Non-GAAP sales and marketing 48% to 50%
  • Non-GAAP research and development 14% to 16%
  • Non-GAAP general and administrative 9% to 11%
  • Provision for income taxes $2.5 to $3.5
  • Non-GAAP diluted weighted-average shares outstanding 200 to 205

Revenue & Expenses

Visualization of income flow from segment revenue to net income