Financial PerformanceDOCU delivered clean results, with stronger-than-expected billings upside as renewals continue to stabilize and volumes improve.
Growth PotentialDeal volume grew by 10x in Q3 compared to Q2, suggesting a strong potential for future growth.
Market PositionDocuSign has the dominant e-signature franchise, with 1.6M customers, a strong brand, and very high net promoter scores.