Earnings summaries and quarterly performance for DOCUSIGN.
Executive leadership at DOCUSIGN.
Board of directors at DOCUSIGN.
Research analysts who have asked questions during DOCUSIGN earnings calls.
Brent Thill
Jefferies
5 questions for DOCU
Josh Baer
Morgan Stanley
4 questions for DOCU
Arsenije Matovic
Wolfe Research, LLC
3 questions for DOCU
Austin Cole
Citizens JMP Securities, LLC
3 questions for DOCU
Bradley Sills
Bank of America
3 questions for DOCU
Ian Black
Needham & Company
3 questions for DOCU
Jacob Roberge
William Blair
3 questions for DOCU
Tyler Radke
Citigroup Inc.
3 questions for DOCU
Jake Roberge
William Blair & Company, L.L.C
2 questions for DOCU
Mark Murphy
JPMorgan Chase & Co.
2 questions for DOCU
Michael Turrin
Wells Fargo
2 questions for DOCU
Patrick Walravens
Citizens JMP
2 questions for DOCU
Rishi Jaluria
RBC Capital Markets
2 questions for DOCU
S. Kirk Materne
Evercore ISI
2 questions for DOCU
Sonak Kolar
JPMorgan Chase & Co.
2 questions for DOCU
William Power
Baird
2 questions for DOCU
Aleksandr Zukin
Wolfe Research
1 question for DOCU
Alex Zukin
Wolfe Research LLC
1 question for DOCU
Arti Vula
JPMorgan Chase & Co.
1 question for DOCU
Bill Anderson
Evercore ISI
1 question for DOCU
Chris Kanter
Morgan Stanley
1 question for DOCU
Christopher Fountain
RBC Capital Markets
1 question for DOCU
Kylie Towbin
Citigroup Inc.
1 question for DOCU
Michael Berg
Wells Fargo & Company
1 question for DOCU
Richard Poland
Wells Fargo Securities
1 question for DOCU
Robert Owens
Piper Sandler
1 question for DOCU
Rob Owens
Piper Sandler Companies
1 question for DOCU
Recent press releases and 8-K filings for DOCU.
- Docusign (DOCU) announced that its Intelligent Agreement Management (IAM) platform will soon be available in ChatGPT through the Model Context Protocol (MCP).
- This integration will enable users and AI agents to create, sign, and manage contracts directly within ChatGPT, utilizing Docusign's advanced agreement AI.
- The initiative aims to streamline workflows, allowing users to move from conversation to action securely and intelligently, thereby reducing busywork and accelerating decisions.
- Docusign is developing a connector using the MCP to securely link ChatGPT with Docusign IAM, which is being demonstrated at Docusign Discover.
- Docusign (NASDAQ: DOCU) and CLEAR (NYSE: YOU) have launched a new identity verification solution in the U.S., integrating CLEAR's biometric verification technology into the Docusign agreement experience.
- This solution leverages CLEAR's B2B secure identity platform, CLEAR1, to provide frictionless, biometric security, allowing users to verify identity with a selfie or create an account quickly within the Docusign flow.
- The partnership addresses the escalating threat of identity fraud, driven by generative AI, aiming to enhance security without compromising customer convenience in digital agreements.
- Docusign will also introduce Risk-Based Verification to dynamically tailor the verification process based on automatically-generated risk profiles, further strengthening fraud prevention.
- Docusign's Intelligent Agreement Management (IAM) platform has achieved FedRAMP® Moderate authorization.
- This authorization makes it easier for federal government agencies to adopt Docusign's secure, compliant, and modern agreement solutions, expanding its support for the digital transformation of agencies.
- The IAM platform is designed to increase efficiency by digitizing agreement workflows, improve service delivery, and unlock insights with AI for federal agencies.
- This announcement builds on Docusign's commitment to the public sector, including its recent discounted pricing program for Docusign solutions through the GSA OneGov initiative.
- DocuSign entered into a revolving credit agreement on May 21, 2025, with a principal amount of $750M, which may be increased by an additional $250M and is set to mature on May 21, 2030.
- The agreement outlines variable interest rates based on the company’s leverage ratio and credit ratings, alongside customary commitment fees and financial covenants.
- Documentation includes related exhibits, notably the credit agreement (Exhibit 99.1), confirming the detailed terms and conditions of the facility.
- DocuSign highlighted its transformation journey by replatforming core services to the Intelligent Agreement Management (IAM) system, emphasizing a positive shift in business operations.
- The management detailed a multi-channel go-to-market strategy—including self-service, direct sales, and partner specialization—to efficiently drive adoption and streamline customer workflows.
- Early adoption signals were strong with the announcement of 10,000 IAM customers, reinforcing product market fit for both SMB and enterprise segments.
- The call also addressed evolving pricing strategies and transition models that support upsell opportunities for both new and existing customers.
- Q4 revenue reached $776 million (up 9% YoY), contributing to a fiscal year revenue of $3 billion (up 8% YoY), reflecting strong business performance.
- The company achieved significant profitability improvements with non-GAAP operating margins of 29% in Q4 and 30% for the full fiscal year, along with a rising dollar net retention rate of 101%.
- The rollout of the IAM platform is gaining fast traction, with IAM accounting for over 20% of direct new customer deals and positioning as the fastest-growing new product in company history.
- Ongoing strategic investments include enhanced operating efficiency, international market expansion, and enriched partner channels to drive long-term revenue acceleration.
- Total revenue reached $776M in Q4 2025 with 9% year-over-year growth, reflecting strong performance in the subscription revenue segment.
- Billings increased to $923M, up 11% year-over-year, alongside a healthy non-GAAP operating margin of 29% and free cash flow of $280M.
- The company provided guidance for Q1 FY26 and FY26, emphasizing steady performance and continued international investments.
- Q4 Highlights: DocuSign reported $776.3 million in Q4 total revenue with a 9% year-over-year increase, driven by strong subscription revenue and improved profitability with GAAP net income per diluted share of $0.39.
- Fiscal 2025 Performance: The company achieved $2.98 billion in total revenue for fiscal 2025, alongside robust free cash flow and significant common stock repurchases totaling $683.5 million.
- Strategic Initiatives: DocuSign launched its AI-powered IAM platform with global product releases and new offerings like IAM for Sales and IAM Core to enhance customer engagement and expand market presence.
- Q4 Performance: Revenue reached $776.3 million with subscription revenue up 9% year-over-year and GAAP net income per basic share improved to $0.41, reflecting strong quarterly operational performance.
- Fiscal 2025 Results: Total revenue for the fiscal year was $2.98 billion, with GAAP net income per basic share at $5.23 and significant share repurchases of $683.5 million, underscoring robust annual financial results.
- Guidance & Strategic Initiatives: The company provided forward guidance for the quarter ending April 30, 2025 and FY2026, and highlighted the global rollout of its AI-powered IAM platform to drive future growth.
Recent SEC filings and earnings call transcripts for DOCU.
No recent filings or transcripts found for DOCU.