DocuSign Inc
0XNH.L
$66.19 0.15%
Exchange: LSE | Sector: Technology | Industry: Software Services
Q4 2025
Published: Mar 18, 2025

Earnings Highlights

  • Revenue of $776.25M up 9% year-over-year
  • EPS of $0.39 increased by 215.4% from previous year
  • Gross margin of 79.4%
  • Net income of 83.49M
  • "N/A" - N/A
0XNH.L
Company 0XNH.L

Executive Summary

DocuSign reported a solid QQ4 2025 with revenue of $776.3 million, up 9% year over year and 2.8% quarter over quarter, supported by a high gross margin of ~79.4%. Net income of $83.5 million and basic EPS of $0.41 reflect continued profitability execution, while operating income of $60.5 million yields an operating margin of ~7.8% on the quarter. EBITDA stood at $96.6 million (~12.4% margin). The company generated strong operating cash flow of $307.9 million and free cash flow of $279.6 million, contributing to a net cash position and substantial liquidity (cash and equivalents plus short-term investments ~ $964 million; net debt reported as negative). Management commentary (where available) emphasized ongoing AI-enabled products, multi-year enterprise deployments, and the continued transition toward a broader contract lifecycle management (CLM) platform beyond eSignature. The balance sheet remains robust, with low leverage and meaningful deferred revenue, signaling durable revenue recognition over time. Valuation remains elevated relative to peers, underscoring a growth/innovation premium and the need for continued margin improvement to support a durable earnings trajectory. Investors should monitor ARR growth, cross-sell of CLM and AI features, and the path to sustainable operating leverage as DocuSign scales beyond its legacy eSignature core.

Key Performance Indicators

Revenue
Increasing
776.25M
QoQ: 2.84% | YoY: 8.97%
Gross Profit
Increasing
616.04M
79.36% margin
QoQ: 2.97% | YoY: 9.13%
Operating Income
Increasing
60.47M
QoQ: 2.44% | YoY: 508.65%
Net Income
Increasing
83.49M
QoQ: 33.75% | YoY: 206.49%
EPS
Increasing
0.41
QoQ: 32.26% | YoY: 215.38%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2026 818.35 0.40 +8.4% View
Q2 2026 800.64 0.30 +8.8% View
Q1 2026 763.65 0.34 +7.6% View
Q4 2025 776.25 0.39 +9.0% View
Q3 2025 754.82 0.30 +7.8% View