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Jan 31, 2023

DocuSign Q4 2023 Earnings Report

DocuSign's Q4 2023 financial results were announced, showcasing growth in key financial metrics and progress in strategic priorities.

Key Takeaways

DocuSign announced its Q4 and Fiscal Year 2023 financial results, with total revenue reaching $659.6 million, a 14% increase year-over-year. The company also reported a GAAP net income per diluted share of $0.02 and a non-GAAP net income per diluted share of $0.65. Billings were $739.0 million, up 10% year-over-year.

Total revenue increased by 14% year-over-year, reaching $659.6 million.

Subscription revenue grew by 14% year-over-year, amounting to $643.7 million.

Billings increased by 10% year-over-year, totaling $739.0 million.

Non-GAAP net income per diluted share was $0.65, compared to $0.48 in the same period last year.

Total Revenue
$660M
Previous year: $581M
+13.6%
EPS
$0.65
Previous year: $0.48
+35.4%
Total Billings
$739M
Previous year: $670M
+10.3%
Gross Profit
$522M
Previous year: $449M
+16.2%
Cash and Equivalents
$722M
Previous year: $509M
+41.8%
Free Cash Flow
$113M
Previous year: $70.3M
+60.7%
Total Assets
$3.01B
Previous year: $2.54B
+18.6%

DocuSign

DocuSign

DocuSign Revenue by Segment

Forward Guidance

The company expects total revenue between $639 million and $643 million and subscription revenue between $625 million and $629 million for the quarter ending April 30, 2023. They also expect billings between $615 million and $625 million, a non-GAAP gross margin between 81% and 82%, and a non-GAAP operating margin between 21% and 22%.

Positive Outlook

  • Total revenue is expected to be between $639 million and $643 million.
  • Subscription revenue is projected to be between $625 million and $629 million.
  • Billings are anticipated to be between $615 million and $625 million.
  • Non-GAAP gross margin is forecasted to be between 81% and 82%.
  • Non-GAAP operating margin is expected to be between 21% and 22%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income