•
Jul 31, 2023

DocuSign Q2 2024 Earnings Report

DocuSign's financial results for the second quarter of fiscal year 2024 were announced, along with an increase to the share repurchase program.

Key Takeaways

DocuSign reported solid results for the first half of the year, reflecting strong progress on its business transformation. The company saw an increase in innovation, strengthened self-service and partner distribution channels, and received positive feedback on its product roadmap, particularly from enterprise customers. Total revenue was $687.7 million, up 11% year-over-year, and billings were $711.2 million, up 10% year-over-year.

Total revenue was $687.7 million, an increase of 11% year-over-year.

Subscription revenue was $669.4 million, an increase of 11% year-over-year.

Billings were $711.2 million, an increase of 10% year-over-year.

Free cash flow was $183.6 million compared to $105.5 million in the same period last year.

Total Revenue
$688M
Previous year: $622M
+10.5%
EPS
$0.72
Previous year: $0.44
+63.6%
Total Billings
$711M
Previous year: $648M
+9.8%
Gross Profit
$542M
Previous year: $485M
+11.7%
Cash and Equivalents
$1.02B
Previous year: $637M
+59.7%
Free Cash Flow
$184M
Previous year: $106M
+74.0%
Total Assets
$3.27B
Previous year: $2.67B
+22.5%

DocuSign

DocuSign

DocuSign Revenue by Segment

Forward Guidance

The company currently expects total revenue of $687 million to $691 million and subscription revenue of $669 million to $673 million for the quarter ending October 31, 2023. Billings are expected to be $668 million to $678 million. Non-GAAP gross margin is expected to be 81% to 82% and non-GAAP operating margin is expected to be 22% to 23%.

Positive Outlook

  • Total revenue $687 million to $691 million
  • Subscription revenue $669 million to $673 million
  • Billings $668 million to $678 million
  • Non-GAAP gross margin 81% to 82%
  • Non-GAAP operating margin 22% to 23%

Revenue & Expenses

Visualization of income flow from segment revenue to net income