Robert Owens's questions to DOCUSIGN (DOCU) leadership • Q2 2026
Question
Robert Owens asked about the improved fundamentals in Docusign's core e-signature business, inquiring whether the growth in consumption and volumes is driven by economic factors, evolutionary changes, or attachment to the IAM platform.
Answer
CFO Blake Grayson noted consistent positive trends over the past year, with strong year-over-year growth in financial services, healthcare, and business services, and positive growth in real estate. CEO Allan Thygesen added that there is no significant evidence of macro weakness impacting their numbers or contract volumes.