The 5 Most Interesting Analyst Questions From DocuSign’s Q2 Earnings Call

stock_story_highlight09-11

DocuSign delivered Q2 results that were well received by the market, with revenue growth and profitability metrics outperforming Wall Street expectations. Management attributed the positive outcome to...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2566996894?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-09-11 13:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2566996894","market":"hk","top_or_hot":-1,"title":"The 5 Most Interesting Analyst Questions From DocuSign’s Q2 Earnings Call","media":"stock_story_highlight","content":"<div>\n<p>DocuSign delivered Q2 results that were well received by the market, with revenue growth and profitability metrics outperforming Wall Street expectations. Management attributed the positive outcome to...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nasdaq/docu/news/earnings-call/the-5-most-interesting-analyst-questions-from-docusigns-q2-earnings-call\">Source Link</a>\n\n</div>\n","source":"stock_story_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The 5 Most Interesting Analyst Questions From DocuSign’s Q2 Earnings Call</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 5 Most Interesting Analyst Questions From DocuSign’s Q2 Earnings Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 13:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://stockstory.org/us/stocks/nasdaq/docu/news/earnings-call/the-5-most-interesting-analyst-questions-from-docusigns-q2-earnings-call><strong>stock_story_highlight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DocuSign delivered Q2 results that were well received by the market, with revenue growth and profitability metrics outperforming Wall Street expectations. Management attributed the positive outcome to...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nasdaq/docu/news/earnings-call/the-5-most-interesting-analyst-questions-from-docusigns-q2-earnings-call\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IAM.AU","symbol_name":"Income Asset Management Group Ltd","start_time":0,"source_url":"https://stockstory.org/us/stocks/nasdaq/docu/news/earnings-call/the-5-most-interesting-analyst-questions-from-docusigns-q2-earnings-call","article_id":"2566996894","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_story_highlight","url":"https://stockstory.org/us/stocks/nasdaq/docu/news/earnings-call/the-5-most-interesting-analyst-questions-from-docusigns-q2-earnings-call","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2566996894","pubTimestamp":1757568720,"columns":[],"sourceInfo":{"source_id":"stock_story_highlight","name":"StockStory"},"weMediaInfo":null,"summary":"DocuSign delivered Q2 results that were well received by the market, with revenue growth and profitability metrics outperforming Wall Street expectations. Management attributed the positive outcome to initial success with go-to-market changes, especially in direct sales and improved customer retention. CEO Allan C. Thygesen pointed to \"strong direct sales performance and growth in gross new bookings,\" highlighting progress across eSignature, contract lifecycle management (CLM), and the new Intelligent Agreement Management (IAM) platform as primary drivers.","collect":0,"end_time":0,"defaultTopTitle":"stockstory.org","property":[],"viewcount":null,"language":"en","relate_stocks":{"IAM.AU":"Income Asset Management Group Ltd","BK4588":"碎股","BK4528":"SaaS概念","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4613":"AI应用软件","DOCU":"Docusign","CLM":"Cornerstone Strategic Value Fund","BK7091":"特殊金融服务"},"translate_title":"DocuSign第二季度收益看涨期权中最有趣的5个分析师问题","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IAM.AU":1,"CLM":1,"DOCU":1},"content_text":"DocuSign delivered Q2 results that were well received by the market, with revenue growth and profitability metrics outperforming Wall Street expectations. Management attributed the positive outcome to initial success with go-to-market changes, especially in direct sales and improved customer retention. CEO Allan C. Thygesen pointed to \"strong direct sales performance and growth in gross new bookings,\" highlighting progress across eSignature, contract lifecycle management $(CLM)$, and the new Intelligent Agreement Management (IAM) platform as primary drivers. Is now the time to buy DOCU? Find out in our full research report (it’s free). DocuSign $(DOCU)$ Q2 CY2025 Highlights:Revenue: $800.6 million vs analyst estimates of $780.9 million (8.8% year-on-year growth, 2.5% beat)Adjusted EPS: $0.92 vs analyst estimates of $0.85 (8.6% beat)Adjusted Operating Income: $238.7 million vs analyst estimates of $212.5 million (29.8% margin, 12.4% beat)The company lifted its revenue guidance for the full year to $3.20 billion at the midpoint from $3.16 billion, a 1.2% increaseOperating Margin: 8.1%, in line with the same quarter last yearAnnual Recurring Revenue: $3.31 billion vs analyst estimates of $3.17 billion (8.8% year-on-year growth, 4.5% beat)Billings: $818 million at quarter end, up 12.9% year on yearMarket Capitalization: $15.85 billionWhile we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. \nThose are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. \nHere is what has caught our attention. Our Top 5 Analyst Questions From DocuSign’s Q2 Earnings Call\nRobbie David Owens (Piper Sandler) asked about the drivers behind improved eSignature consumption and volume. CFO Blake Jeffrey Grayson explained that consistent trends across financial services and healthcare, alongside customer business expansion, contributed, and CEO Allan C. Thygesen noted no major macro weakness observed.\nTyler Maverick Radke (Citi) inquired if recent CLM momentum was a timing benefit or a sustainable trend. CEO Thygesen responded that while Q2 was strong with some large deals, it is too early to call it a longer-term trend.\nJacob Roberge (William Blair) questioned IAM adoption in enterprise and international markets and pricing uplift. Thygesen highlighted larger enterprise deals beginning to close and Blake Grayson confirmed consistent expansion rates for customers migrating to IAM.\nBradley Hartwell Sills (Bank of America) asked about the new federal partnership’s impact. CEO Thygesen stated the deal opens avenues across federal agencies but remains early and is not yet a meaningful revenue contributor.\nBrent John Thill (Jefferies) queried about the timing for margin improvement post-cloud migration. CFO Grayson said the current year is the peak for migration costs, with margin headwinds expected to ease next year and beyond.\nCatalysts in Upcoming QuartersIn the coming quarters, our analysts will track (1) the pace of IAM adoption and upsell among DocuSign’s existing customer base, (2) whether cloud migration investments begin to taper off, supporting margin recovery, and (3) the initial revenue impact from partnerships in government and new international markets. We will also watch for further product rollouts and customer feedback on new AI-powered IAM features.DocuSign currently trades at $78.93, up from $76.27 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it’s free). The Best Stocks for High-Quality InvestorsWhen Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that’s already erased most losses. Don’t let fear keep you from great opportunities and take a look at Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI?  See the open roles here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2566996894","isCrawlerRequest":true}