DocuSign (DOCU) reported $818.35 million in revenue for the quarter ended October 2025, representing a year-over-year increase of 8.4%. EPS of $1.01 for the same period compares to $0.90 a year ago.
The reported revenue represents a surprise of +1.52% over the Zacks Consensus Estimate of $806.13 million. With the consensus EPS estimate being $0.92, the EPS surprise was +9.78%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $829.46 million versus the five-analyst average estimate of $791.22 million.
- Total Customers: 1.8 million versus 1.78 million estimated by two analysts on average.
- Revenue- Professional services and other: $17.39 million versus $17.91 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -13.6% change.
- Revenue- Subscription: $800.96 million versus the six-analyst average estimate of $788.21 million. The reported number represents a year-over-year change of +9%.
- Non-GAAP subscription gross profit: $667.99 million versus the five-analyst average estimate of $652.57 million.
- Non-GAAP professional services and other gross profit: $1.5 million versus $-0.63 million estimated by five analysts on average.
View all Key Company Metrics for DocuSign here>>>
Shares of DocuSign have returned -0.4% over the past month versus the Zacks S&P 500 composite's +0.1% 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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Docusign Inc. (DOCU): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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