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
6 questions for DOCU
Austin Cole
Citizens JMP Securities, LLC
4 questions for DOCU
Josh Baer
Morgan Stanley
4 questions for DOCU
Tyler Radke
Citigroup Inc.
4 questions for DOCU
Arsenije Matovic
Wolfe Research, 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
Jake Roberge
William Blair & Company, L.L.C
3 questions for DOCU
Mark Murphy
JPMorgan Chase & Co.
3 questions for DOCU
Alex Zukin
Wolfe Research LLC
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
Arti Vula
JPMorgan Chase & Co.
1 question for DOCU
Bill Anderson
Evercore ISI
1 question for DOCU
Brad Sills
Bank of America Corporation
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
Lucas Cerisola
Morgan Stanley
1 question for DOCU
Michael Berg
Wells Fargo & Company
1 question for DOCU
Peter Bergslein
Evercore ISI
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
Scott Berg
Needham & Company, LLC
1 question for DOCU
Recent press releases and 8-K filings for DOCU.
- DocuSign reported strong third-quarter fiscal 2026 revenue of $818.4 million, an 8% year-over-year increase, exceeding analyst expectations.
- The company's Intelligent Agreement Management (IAM) platform, launched in May 2024, saw significant adoption, reaching over 25,000 customers.
- Profitability improved, with net income per diluted share increasing to $0.40 from $0.30 in the previous year, and a non-GAAP operating margin of 31%.
- DocuSign achieved billings of $829 million and free cash flow of $263 million, enabling a $215 million share repurchase, its largest quarterly buyback.
- The company's guidance for the next quarter anticipates revenue between $825 million and $829 million, which did not exceed analysts' forecasts, causing shares to slip slightly.
- For Q3 FY26, DocuSign reported total revenue of $818 million, an 8% year-over-year growth, and billings of $829 million, reflecting a 10% year-over-year growth.
- The company achieved a Non-GAAP operating margin of 31.4% and Free Cash Flow of $263 million (32% FCF Margin) in Q3 FY26.
- DocuSign provided FY26 guidance, expecting total revenue between $3,208 million and $3,212 million, representing an 8% year-over-year midpoint change.
- Starting from Q1 FY27, billings will no longer be reported in earnings or SEC filings.
- DocuSign reported strong Q3 2026 financial results, with revenue of $818 million (up 8% year-over-year) and billings of $829 million (up 10% year-over-year). The company achieved a Non-GAAP operating margin of 31% and Free Cash Flow of $263 million, up 25% year-over-year.
- The Intelligent Agreement Management (IAM) platform demonstrated significant momentum, reaching over 25,000 paying customers by the end of Q3 2026 and is projected to represent a low double-digit % of recurring revenue by year-end. IAM also secured FedRAMP moderate and GovRAMP authorization.
- DocuSign repurchased $215 million in shares, marking its largest quarterly buyback to date, and ended the quarter with approximately $1 billion in cash, cash equivalents, and investments with no debt.
- For Q4 2026, the company provided guidance expecting total revenue between $825 million and $829 million and billings between $992 million and $1.002 billion.
- DocuSign announced a significant change in its reporting metrics, stating it will no longer report billings in fiscal 2027, instead transitioning to disclosing Annual Recurring Revenue (ARR) annually and IAM as a percentage of ARR quarterly, starting in Q4 2026.
- DocuSign reported Q3 2026 revenue of $818 million, an 8% increase year over year, and billings of $829 million, up 10% year over year. The company achieved a Non-GAAP operating margin of 31.4% and generated $263 million in free cash flow.
- The Intelligent Agreement Management (IAM) platform saw significant adoption, with over 25,000 paying direct and digital customers by the end of Q3, up from 10,000 in April. IAM is projected to represent a low double-digit percentage of recurring revenue by year-end.
- DocuSign repurchased $215 million in shares during Q3 2026, marking its largest quarterly buyback to date, and ended the quarter with approximately $1 billion in cash, cash equivalents, and investments.
- For Q4 2026, DocuSign expects total revenue between $825 million and $829 million and billings between $992 million and $1.002 billion. The company also announced it will begin disclosing Annual Recurring Revenue (ARR) and IAM as a percentage of ARR starting with the Q4 2026 earnings call, while discontinuing billings reporting in fiscal 2027.
- Docusign reported Q3 Fiscal 2026 revenue of $818.4 million, an 8% year-over-year increase, with subscription revenue growing 9% to $801.0 million.
- Billings increased 10% year-over-year to $829.5 million, and the company achieved non-GAAP diluted net income per share of $1.01 and $262.9 million in free cash flow for the quarter.
- The company provided Q4 Fiscal 2026 guidance for total revenue between $825 million and $829 million and billings between $992 million and $1,002 million.
- Docusign surpassed 25,000 customers on its AI-native Intelligent Agreement Management (IAM) platform and repurchased $215.1 million of common stock during the quarter.
- Docusign reported Q3 fiscal 2026 revenue of $818.4 million, an 8% year-over-year increase, with subscription revenue at $801.0 million, up 9% year-over-year.
- Billings for the quarter reached $829.5 million, marking a 10% year-over-year increase.
- Non-GAAP net income per diluted share was $1.01.
- The company generated $262.9 million in free cash flow and repurchased $215.1 million of common stock during the quarter.
- Docusign provided guidance for the fourth quarter fiscal 2026, expecting total revenue between $825 million and $829 million, and billings between $992 million and $1,002 million.
- 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.
Quarterly earnings call transcripts for DOCUSIGN.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more