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Robert Owens

Robert Owens

Managing Director and Senior Research Analyst at Piper Sandler & Co.

Portland, OR, US

Rob Owens is a Managing Director and Senior Research Analyst at Piper Sandler, specializing in security and infrastructure software, with coverage of companies including Atlassian, CrowdStrike, Fortinet, Okta, Palo Alto Networks, and Zscaler. Owens boasts a strong performance record, maintaining a success rate of approximately 62% and an average return of 19.8% per rating, and has received multiple top 10 awards for stock picking and earnings forecasting from TipRanks, The Wall Street Journal, and Reuters. His career began in the mid-1990s, with 25 years at Pacific Crest Securities and KeyBanc Capital Markets before joining Piper Sandler in September 2019. Owens holds a cum laude bachelor's degree in Mathematics and Finance from Linfield University and is recognized for his professional credentials and industry expertise.

Robert Owens's questions to DOCUSIGN (DOCU) leadership

Question · Q2 2026

Robert Owens asked about the improved fundamentals in Docusign's core e-signature business, inquiring whether the growth in consumption and volumes is driven by economic factors, evolutionary changes, or attachment to the IAM platform.

Answer

CFO Blake Grayson noted consistent positive trends over the past year, with strong year-over-year growth in financial services, healthcare, and business services, and positive growth in real estate. CEO Allan Thygesen added that there is no significant evidence of macro weakness impacting their numbers or contract volumes.

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