1. 公司概况 * **公司名称**：DocuSign, Inc (NASDAQ:DOCU) * **行业**：电子签名和数字交易 * **CEO**：Dan Springer 2. 疫情影响 * **疫情期间需求增长**：疫情期间，DocuSign 的需求大幅增长，主要得益于数字化转型和远程工作环境的兴起。 * **疫情后需求变化**：疫情后，需求将有所下降，但数字化转型趋势将持续，DocuSign 将继续增长。 3. 最新业绩 * **第二季度收入增长 50%**，订阅收入增长 52%。 * **净保留率为 124%**，创历史新高。 * **盈利能力提升**，但公司将继续投资于增长。 4. 市场机会 * **电子签名市场规模约为 250 亿美元**，DocuSign 在其中占据领先地位。 * **DocuSign 的市场渗透率在美国约为 10%**，在国际上更低。 * **DocuSign 的销售模式为“着陆和扩展”**，从单一用例开始，然后扩展到其他用例。 5. 客户采用 * **客户采用的主要障碍是变革管理**，人们担心改变现有流程会影响他们的工作。 * **DocuSign 通过客户成功团队和产品易用性来克服这些障碍**。 6. 国际市场 * **国际市场收入占比为 22%**，但增长迅速。 * **巴西、欧洲和亚太地区是主要增长市场**。 7. 竞争格局 * **DocuSign 的主要竞争对手是 CLM 公司**，如 DocuSign Agreement Cloud。 * **DocuSign 在电子签名领域占据领先地位，但在 CLM 领域面临竞争**。 8. 未来增长 * **DocuSign 预计未来几年将继续以 40% 以上的速度增长**。 * **CLM 将是 DocuSign 下一个最大的增长市场**。 * **DocuSign 将继续投资于电子签名、CLM 和先进分析**。 9. 产品开发 * **DocuSign 将继续投资于电子签名、CLM 和先进分析**。 * **DocuSign 将重点关注易用性和用户体验**。 10. 区块链和智能合约 * **DocuSign 将将区块链技术集成到其产品中**。 * **DocuSign 的目标是创建一个平台，使人们能够自动化他们的合同**。

DocuSign, Inc. (NASDAQ:DOCU) Q2 2022 Results Conference Call September 2, 2021 4:30 PM ET Company Participants Dan Springer – Chief Executive Officer Annie Leschin – Head of Investor Relations Cynthia Gaylor – Chief Financial Officer Conference Call Participants Bhavani Suri – William Blair Sterling Auty – JP Morgan Brad Sills – Bank of America John Godin – Needham Karl Keirstead – UBS Rob Owens – Piper Sandler Pat Walravens – JMP Kirk Materne – Evercore ISI Tyler Radke – Citigroup Alex Zukin – Wolfe Resear ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DOCUS ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DOCU ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-K ______________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DOCUSIGN, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DO ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DOCUS ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DOCU ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-K ______________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DOCUSIGN, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2019 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38465 ______________________________________ DO ...