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DocuSign (DOCU) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended January 2026, DocuSign (DOCU - Free Report) reported revenue of $836.86 million, up 7.8% over the same period last year. EPS came in at $1.01, compared to $0.86 in the year-ago quarter.

The reported revenue represents a surprise of +1.05% over the Zacks Consensus Estimate of $828.2 million. With the consensus EPS estimate being $0.95, the EPS surprise was +5.84%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how DocuSign performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Non-GAAP billings: $1.02 billion versus $997.73 million estimated by five analysts on average.
  • Total Customers: 1.8 million versus the two-analyst average estimate of 1.82 million.
  • Enterprise & Commercial Customers: 280 thousand versus the two-analyst average estimate of 280.44 thousand.
  • Revenue- Professional services and other: $17.86 million versus the six-analyst average estimate of $16.85 million. The reported number represents a year-over-year change of -3.4%.
  • Revenue- Subscription: $819 million versus $810.32 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +8.1% change.
  • Non-GAAP subscription gross profit: $682.77 million versus the five-analyst average estimate of $670.19 million.
  • Non-GAAP professional services and other gross profit: $1.37 million versus $-0.07 million estimated by five analysts on average.

View all Key Company Metrics for DocuSign here>>>

Shares of DocuSign have returned +4.5% over the past month versus the Zacks S&P 500 composite's -1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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