Research analysts who have asked questions during Docebo earnings calls.
George Sutton
Craig-Hallum
4 questions for DCBO
Also covers: ACIW, AEYE, AGYS +26 more
JB
Josh Baer
Morgan Stanley
4 questions for DCBO
Also covers: ASAN, BIGC, BOX +16 more
Robert Young
Canaccord Genuity
4 questions for DCBO
Also covers: CLS, DSGX, EGLXF +1 more
SS
Suthan Sukumar
Stifel Financial Corp.
4 questions for DCBO
Also covers: GIB, LSPD, SANG +1 more
KK
Kevin Krishnaratne
Scotiabank
3 questions for DCBO
Also covers: DSGX, EGLXF, HWAIF +3 more
Richard Tse
National Bank Financial
3 questions for DCBO
Also covers: GIB, LSPD, NVEI +2 more
Yi Fu Lee
Cantor Fitzgerald
3 questions for DCBO
Also covers: COUR, CSGS, DOMO +4 more
Erin Kyle
CIBC World Markets
2 questions for DCBO
Also covers: CIGI
GF
Gavin Fairweather
BMO Capital Markets
2 questions for DCBO
Also covers: ALYAF, SANG
Matthew Shea
Needham & Company
2 questions for DCBO
Also covers: AGL, AMWL, CHGG +5 more
Ryan MacDonald
Needham & Company
2 questions for DCBO
Also covers: ACCD, AMWL, BNED +17 more
SP
Stephanie Price
CIBC World Markets
2 questions for DCBO
Also covers: BCE, DSGX, GIB +6 more
DC
Daniel Chan
TD Cowen
1 question for DCBO
Also covers: BB, CLS, DSGX +1 more
KK
Kevin Kumar
Goldman Sachs
1 question for DCBO
Also covers: AKAM, GWRE, SPNS
KS
Kiran Sritharan
Eight Capital
1 question for DCBO
Also covers: HWAIF, SABOF
MT
Martin Toner
ATB Capital Markets
1 question for DCBO
Also covers: BITF, GLXY, LSPD +3 more
Recent press releases and 8-K filings for DCBO.
Docebo Acquires 365Talents
DCBO
M&A
New Projects/Investments
Guidance Update
- Docebo Inc. acquired 365Talents, an AI-powered skills intelligence and workforce analytics company, to strengthen its ability to identify, develop, and deploy skills and advance its AI-powered workforce readiness approach.
- The acquisition involved approximately USD$54.6 million in cash consideration, funded by cash on hand and borrowings under Docebo's existing credit facility, with an additional earn-out of up to USD$5.1 million contingent on financial milestones.
- 365Talents is projected to generate approximately USD$9 million in revenue from the closing date until December 31, 2026.
23 hours ago
Docebo Reports Q3 2025 Results with Strong ARR Growth Excluding Dayforce and Early EBITDA Margin Achievement
DCBO
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Docebo reported 14% year-over-year ARR growth excluding the Dayforce business for Q3 2025, marking the second consecutive quarter of this growth.
- The company achieved a 20% EBITDA margin in Q3 2025, earlier than expected, with a mid-term goal of reaching 25% margin through G&A leverage.
- Docebo secured two new federal customers shortly after its May-dated FedRAMP listing, including an expanded account with the Department of Energy and the Air Force Cyber Academy, exceeding initial expectations for federal business wins.
- The Dayforce OEM contract is winding down faster than anticipated, projected to represent 3.5-4.5% of total revenues in 2026 and 1-2% in 2027, impacting overall customer counts but improving Average Contract Value (ACV).
Nov 7, 2025, 1:00 PM
Docebo Reports Strong Q3 2025 Results and Provides Q4 and Full-Year 2025 Guidance
DCBO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Docebo reported Q3 2025 total revenue of $61.6 million, an 11% increase from the prior year, with subscription revenue growing 10% to $58.0 million.
- Net income for Q3 2025 was $6.1 million ($0.21 per share), and Adjusted EBITDA reached $12.4 million, representing 20.1% of total revenue.
- Annual Recurring Revenue (ARR) increased by 10.1% to $235.6 million as of September 30, 2025.
- The company provided Q4 2025 total revenue guidance between $62.0 million and $62.2 million and FY 2025 total revenue growth guidance of 11.40%.
- Working Capital decreased to $5.6 million as of September 30, 2025, from $9.9 million in the prior year, primarily due to cash used for share repurchases.
Nov 7, 2025, 12:24 PM
Docebo Reports Third Quarter 2025 Results
DCBO
Earnings
Guidance Update
- Docebo reported strong financial results for Q3 2025, with total revenue increasing 11% to $61.6 million and subscription revenue growing 10% to $58.0 million.
- For Q3 2025, the company achieved net income of $6.1 million ($0.21 per share) and Adjusted Net Income of $9.9 million ($0.34 per share).
- Annual Recurring Revenue (ARR) stood at $235.6 million as of September 30, 2025, representing a 10.1% increase from the comparative period in the prior year.
- Docebo provided financial guidance for Q4 2025, expecting total revenue between $62.0 million and $62.2 million and Adjusted EBITDA as a percentage of total revenue between 20.5% to 21.0%.
- The company revised its fiscal year 2025 guidance, forecasting total revenue growth of 11.40% and subscription revenue growth of 11.75%.
Nov 7, 2025, 11:00 AM
Quarterly earnings call transcripts for Docebo.
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