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    Chris KanterMorgan Stanley

    Chris Kanter's questions to DocuSign Inc (DOCU) leadership

    Chris Kanter's questions to DocuSign Inc (DOCU) leadership • Q4 2025

    Question

    Chris Kanter, on for Josh Baer at Morgan Stanley, asked how much of a priority IAM is for the senior enterprise stakeholders DocuSign is engaging with and inquired about pricing trends for the core eSignature product.

    Answer

    CEO Allan Thygesen described the IAM value proposition as resonating 'incredibly strongly' with C-suite executives, noting the problem it solves is an acute pain point. CFO Blake Grayson stated that eSignature pricing has been 'quite stable' over time, justifying its premium positioning with the trust, security, and functionality the platform provides.

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