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    DocuSign Inc (DOCU)

    DocuSign, Inc. is a leading provider of electronic signature and agreement automation solutions. The company specializes in enabling users to electronically sign documents securely and efficiently, offering a cloud-based solution with high availability. DocuSign sells a suite of products aimed at automating the agreement process, including its flagship eSignature product and other related solutions.

    1. Subscription Revenue - Provides core subscription-based services, primarily driven by the eSignature product, which allows users to electronically sign documents securely and efficiently.
    2. Professional Services and Other Revenue - Offers consulting and implementation services to support the adoption and integration of DocuSign's solutions.

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    NamePositionExternal RolesShort Bio

    Allan Thygesen

    Executive

    CEO and President

    Board Member at A.P. Moller-Maersk

    Allan Thygesen is the CEO and President of DocuSign since October 2022, with a background in leadership roles at Google and venture capital.

    View Report →

    Blake Grayson

    Executive

    CFO

    None

    Blake Grayson is the CFO of DocuSign since June 2023, previously CFO at The Trade Desk and held finance roles at Amazon.

    James Shaughnessy

    Executive

    Chief Legal Officer

    None

    James Shaughnessy is the Chief Legal Officer at DocuSign since May 2022, with a background in legal roles at Workday and Orbitz.

    Paula Hansen

    Executive

    President and CRO

    Board Member at Darktrace plc

    Paula Hansen is the President and CRO at DocuSign since August 2024, with prior leadership roles at Alteryx and SAP.

    Robert Chatwani

    Executive

    President and GM, Growth

    None

    Robert Chatwani is the President and GM, Growth at DocuSign since February 2023, previously CMO at Atlassian.

    Sagnik Nandy

    Executive

    Chief Technology Officer

    None

    Sagnik Nandy is the CTO at DocuSign since August 2024, previously President and Chief Development Officer at Okta.

    Anna Marrs

    Board

    Director

    Group President at American Express

    Anna Marrs is a director at DocuSign since June 2023, with a background in financial services at American Express and Standard Chartered.

    Blake J. Irving

    Board

    Director

    Board Member at Autodesk, ZipRecruiter

    Blake J. Irving is a director at DocuSign since August 2018, with previous roles as CEO of GoDaddy.

    Cain A. Hayes

    Board

    Director

    CEO of Point32Health

    Cain A. Hayes is a director at DocuSign since December 2020, with expertise in financial services and healthcare.

    Daniel D. Springer

    Board

    Director

    Board Member at UiPath, Boys and Girls Club of San Francisco

    Daniel D. Springer is a director at DocuSign since January 2017, previously CEO of DocuSign until June 2022.

    Enrique Salem

    Board

    Director

    Partner at Bain Capital Ventures, Board Member at Atlassian

    Enrique Salem is a director at DocuSign since August 2013, with a background as CEO of Symantec.

    James Beer

    Board

    Class II Director

    Board Member at Alaska Air Group

    James Beer is a director at DocuSign since August 2020, with a background as CFO at Atlassian and McKesson.

    Maggie Wilderotter

    Board

    Board Chair

    Board Member at Costco, Sana Biotechnologies, Tanium, Sonoma Biotherapeutics

    Maggie Wilderotter has been the Board Chair at DocuSign since January 2019, with a history of leadership roles at Frontier Communications.

    Peter Solvik

    Board

    Director

    Managing Director at Jackson Square Ventures, Sigma Partners

    Peter Solvik is a director at DocuSign since March 2006, with a background as CIO at Cisco.

    Teresa Briggs

    Board

    Director

    Board Member at ServiceNow, Snowflake, Warby Parker

    Teresa Briggs is a director at DocuSign since May 2020, with a background in finance and audit at Deloitte.

    1. With the early traction of the Intelligent Agreement Management (IAM) platform being a small contributor to billings, how do you plan to scale IAM adoption across customer segments, and can you provide any guidance on its expected impact on growth next year?

    2. Given that approximately one-third of the Q3 billings outperformance was driven by early renewals, how sustainable is this performance, and what measures are you taking to maintain growth without relying heavily on early renewals?

    3. As the dollar net retention rate has shown slight improvements, what specific strategies are you implementing to further enhance customer retention, and how do you anticipate competitive dynamics affecting this going forward?

    4. Considering the tough year-over-year comparison in Q4 due to strong billings growth last year partly driven by early renewals, how confident are you in achieving your billings guidance for Q4, and what factors could impact this?

    5. With your gross margins expected to be impacted next year due to ongoing cloud migration costs, how do you plan to manage these expenses, and what effect might this have on your operating margins and profitability targets?

    Research analysts who have asked questions during DocuSign Inc earnings calls.

    Brent Thill

    Jefferies

    4 questions for DOCU

    Also covers: ADBE, AMZN, ASAN +22 more

    Arsenije Matovic

    Wolfe Research, LLC

    3 questions for DOCU

    Also covers: APP, ASAN, TEAM +1 more

    Ian Black

    Needham & Company

    3 questions for DOCU

    Also covers: BILL, LAW, ONTF +2 more

    Jacob Roberge

    William Blair

    3 questions for DOCU

    Also covers: APPN, BL, DDOG +12 more

    Josh Baer

    Morgan Stanley

    3 questions for DOCU

    Also covers: ASAN, BOX, CCCS +8 more

    Austin Cole

    Citizens JMP Securities, LLC

    2 questions for DOCU

    Also covers: ALKT, BRZE, CXM +4 more

    Michael Turrin

    Wells Fargo

    2 questions for DOCU

    Also covers: ADBE, ADSK, CFLT +26 more

    Patrick Walravens

    Citizens JMP

    2 questions for DOCU

    Also covers: AI, ALKT, ASAN +18 more

    Sonak Kolar

    JPMorgan Chase & Co.

    2 questions for DOCU

    Also covers: DBX, OS

    Tyler Radke

    Citigroup

    2 questions for DOCU

    Also covers: ADBE, ADSK, AMPL +19 more

    William Power

    Baird

    2 questions for DOCU

    Also covers: AKAM, AXON, BAND +9 more

    Aleksandr Zukin

    Wolfe Research

    1 question for DOCU

    Also covers: ADBE, DAY, FRSH +16 more

    Arti Vula

    JPMorgan Chase & Co.

    1 question for DOCU

    Also covers: DV, PATH, SEMR

    Bill

    Evercore ISI

    1 question for DOCU

    Bradley Sills

    Bank of America

    1 question for DOCU

    Also covers: ADBE, BILL, CRM +10 more

    Brad Sills

    Bank of America

    1 question for DOCU

    Chris Kanter

    Morgan Stanley

    1 question for DOCU

    Christopher Fountain

    RBC Capital Markets

    1 question for DOCU

    Jake Roberge

    William Blair & Company, L.L.C.

    1 question for DOCU

    Also covers: APPN, BL, DAY +10 more

    Kirk Materne

    Evercore ISI

    1 question for DOCU

    Also covers: ADBE, AVPT, BLKB +5 more

    Kylie Towbin

    Citigroup Inc.

    1 question for DOCU

    Also covers: NOW, WEAV

    Mark Murphy

    JPMorgan Chase & Co.

    1 question for DOCU

    Also covers: ADBE, AKAM, CRM +20 more

    Michael Berg

    Wells Fargo Securities

    1 question for DOCU

    Also covers: BRZE, CSGS, CXM +3 more

    Richard Poland

    Wells Fargo

    1 question for DOCU

    Also covers: GWRE

    Rishi Jaluria

    RBC Capital Markets

    1 question for DOCU

    Also covers: AKAM, BOX, COUR +15 more

    Rob Owens

    Piper Sandler Companies

    1 question for DOCU

    Also covers: CFLT, CHKP, CRWD +9 more

    S. Kirk Materne

    Evercore ISI

    1 question for DOCU

    Also covers: ADBE, AVPT, BLKB +13 more
    Program DetailsProgram 1Program 2Program 3
    Approval DateMarch 2022 September 2023 May 2024
    End Date/DurationNo expiration No expiration No expiration
    Total Authorized$200.0 million $300.0 million $1.0 billion
    Remaining Amount$0.0 million $0.0 million $769.6 million
    DetailsCan be modified or terminated at any time Can be modified or terminated at any time Can be modified or terminated at any time; supports financial efficiency and shareholder returns

    Competitors mentioned in the company's latest 10K filing.

    CompanyDescription

    Our primary global competitor for eSignature is currently Adobe, which offers an electronic signature solution known as Adobe Acrobat Sign as well as other global software companies that have or may elect to include an electronic signature capability in their products.

    Notable M&A activity and strategic investments in the past 3 years.

    CompanyYearDetails

    Lexion

    2024

    Recent press releases and 8-K filings for DOCU.

    DocuSign Enters Revolving Credit Agreement
    $DOCU
    Debt Issuance
    • DocuSign entered into a revolving credit agreement on May 21, 2025, with a principal amount of $750M, which may be increased by an additional $250M and is set to mature on May 21, 2030.
    • The agreement outlines variable interest rates based on the company’s leverage ratio and credit ratings, alongside customary commitment fees and financial covenants.
    • Documentation includes related exhibits, notably the credit agreement (Exhibit 99.1), confirming the detailed terms and conditions of the facility.
    May 23, 2025, 12:00 AM
    DocuSign Unveils Transformation and IAM Progress
    $DOCU
    Product Launch
    New Projects/Investments
    • DocuSign highlighted its transformation journey by replatforming core services to the Intelligent Agreement Management (IAM) system, emphasizing a positive shift in business operations.
    • The management detailed a multi-channel go-to-market strategy—including self-service, direct sales, and partner specialization—to efficiently drive adoption and streamline customer workflows.
    • Early adoption signals were strong with the announcement of 10,000 IAM customers, reinforcing product market fit for both SMB and enterprise segments.
    • The call also addressed evolving pricing strategies and transition models that support upsell opportunities for both new and existing customers.
    Apr 16, 2025, 3:31 PM
    DocuSign Q4 2025 Earnings Update
    $DOCU
    Earnings
    Revenue Acceleration/Inflection
    Product Launch
    • Q4 revenue reached $776 million (up 9% YoY), contributing to a fiscal year revenue of $3 billion (up 8% YoY), reflecting strong business performance.
    • The company achieved significant profitability improvements with non-GAAP operating margins of 29% in Q4 and 30% for the full fiscal year, along with a rising dollar net retention rate of 101%.
    • The rollout of the IAM platform is gaining fast traction, with IAM accounting for over 20% of direct new customer deals and positioning as the fastest-growing new product in company history.
    • Ongoing strategic investments include enhanced operating efficiency, international market expansion, and enriched partner channels to drive long-term revenue acceleration.
    Mar 13, 2025, 9:01 PM
    DocuSign Q4 2025 Earnings Call Overview
    $DOCU
    Earnings
    Guidance Update
    Revenue Acceleration/Inflection
    • Total revenue reached $776M in Q4 2025 with 9% year-over-year growth, reflecting strong performance in the subscription revenue segment.
    • Billings increased to $923M, up 11% year-over-year, alongside a healthy non-GAAP operating margin of 29% and free cash flow of $280M.
    • The company provided guidance for Q1 FY26 and FY26, emphasizing steady performance and continued international investments.
    Mar 13, 2025, 9:00 PM
    DocuSign announces Q4 and Fiscal 2025 results
    $DOCU
    Earnings
    Product Launch
    Share Buyback
    • Q4 Highlights: DocuSign reported $776.3 million in Q4 total revenue with a 9% year-over-year increase, driven by strong subscription revenue and improved profitability with GAAP net income per diluted share of $0.39.
    • Fiscal 2025 Performance: The company achieved $2.98 billion in total revenue for fiscal 2025, alongside robust free cash flow and significant common stock repurchases totaling $683.5 million.
    • Strategic Initiatives: DocuSign launched its AI-powered IAM platform with global product releases and new offerings like IAM for Sales and IAM Core to enhance customer engagement and expand market presence.
    Mar 13, 2025, 8:05 PM
    DOCUSIGN Announces Q4 2025 Financial Results
    $DOCU
    Earnings
    Guidance Update
    Product Launch
    • Q4 Performance: Revenue reached $776.3 million with subscription revenue up 9% year-over-year and GAAP net income per basic share improved to $0.41, reflecting strong quarterly operational performance.
    • Fiscal 2025 Results: Total revenue for the fiscal year was $2.98 billion, with GAAP net income per basic share at $5.23 and significant share repurchases of $683.5 million, underscoring robust annual financial results.
    • Guidance & Strategic Initiatives: The company provided forward guidance for the quarter ending April 30, 2025 and FY2026, and highlighted the global rollout of its AI-powered IAM platform to drive future growth.
    Mar 13, 2025, 12:00 AM