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DOCUSIGN (DOCU)

Earnings summaries and quarterly performance for DOCUSIGN.

Research analysts who have asked questions during DOCUSIGN earnings calls.

Brent Thill

Jefferies

5 questions for DOCU

Also covers: ADBE, AMZN, ASAN +25 more

Josh Baer

Morgan Stanley

4 questions for DOCU

Also covers: ASAN, BIGC, BOX +15 more

Arsenije Matovic

Wolfe Research, LLC

3 questions for DOCU

Also covers: ALTR, APP, ASAN +4 more

Austin Cole

Citizens JMP Securities, LLC

3 questions for DOCU

Also covers: ALKT, BRZE, CXM +6 more

Bradley Sills

Bank of America

3 questions for DOCU

Also covers: ADBE, BILL, CRM +14 more

Ian Black

Needham & Company

3 questions for DOCU

Also covers: BILL, LAW, ONTF +4 more

Jacob Roberge

William Blair

3 questions for DOCU

Also covers: APPN, BL, DDOG +14 more

Tyler Radke

Citigroup Inc.

3 questions for DOCU

Also covers: ADBE, ADSK, AMPL +21 more

Jake Roberge

William Blair & Company, L.L.C

2 questions for DOCU

Also covers: APPN, ARCT, BL +12 more

Mark Murphy

JPMorgan Chase & Co.

2 questions for DOCU

Also covers: ADBE, AKAM, CFLT +23 more

Michael Turrin

Wells Fargo

2 questions for DOCU

Also covers: ADBE, ADSK, CFLT +29 more

Patrick Walravens

Citizens JMP

2 questions for DOCU

Also covers: AI, ALKT, ASAN +26 more

Rishi Jaluria

RBC Capital Markets

2 questions for DOCU

Also covers: AKAM, BOX, COUR +19 more

S. Kirk Materne

Evercore ISI

2 questions for DOCU

Also covers: ADBE, AVPT, BLKB +16 more

Sonak Kolar

JPMorgan Chase & Co.

2 questions for DOCU

Also covers: DBX, OS, ZM

William Power

Baird

2 questions for DOCU

Also covers: AKAM, AXON, BAND +9 more

Aleksandr Zukin

Wolfe Research

1 question for DOCU

Also covers: ADBE, DAY, FIG +20 more

Alex Zukin

Wolfe Research LLC

1 question for DOCU

Also covers: ADBE, ASAN, CFLT +24 more

Arti Vula

JPMorgan Chase & Co.

1 question for DOCU

Also covers: BIGC, DV, PATH +2 more

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

Also covers: NOW, WEAV

Michael Berg

Wells Fargo & Company

1 question for DOCU

Also covers: BRZE, CSGS, CXM +5 more

Richard Poland

Wells Fargo Securities

1 question for DOCU

Also covers: GWRE, KLTR

Robert Owens

Piper Sandler

1 question for DOCU

Rob Owens

Piper Sandler Companies

1 question for DOCU

Also covers: CFLT, CHKP, CRWD +10 more

Recent press releases and 8-K filings for DOCU.

Docusign Integrates AI-Powered Contract Management with ChatGPT
DOCU
Product Launch
New Projects/Investments
  • 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.
Oct 30, 2025, 3:00 PM
Docusign and CLEAR Launch New Identity Verification Solution
DOCU
Product Launch
New Projects/Investments
  • 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.
Sep 18, 2025, 8:15 PM
Docusign Achieves FedRAMP Moderate Authorization for IAM Platform
DOCU
Product Launch
New Projects/Investments
  • 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.
Sep 15, 2025, 3:00 PM
DocuSign Enters Revolving Credit Agreement
DOCU
Debt Issuance
  • 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.
May 23, 2025, 12:00 AM
DocuSign Unveils Transformation and IAM Progress
DOCU
Product Launch
New Projects/Investments
  • 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.
Apr 16, 2025, 3:31 PM
DocuSign Q4 2025 Earnings Update
DOCU
Earnings
Revenue Acceleration/Inflection
Product Launch
  • 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.
Mar 13, 2025, 9:01 PM
DocuSign Q4 2025 Earnings Call Overview
DOCU
Earnings
Guidance Update
Revenue Acceleration/Inflection
  • 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.
Mar 13, 2025, 9:00 PM
DocuSign announces Q4 and Fiscal 2025 results
DOCU
Earnings
Product Launch
Share Buyback
  • 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.
Mar 13, 2025, 8:05 PM
DOCUSIGN Announces Q4 2025 Financial Results
DOCU
Earnings
Guidance Update
Product Launch
  • 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.
Mar 13, 2025, 12:00 AM

Recent SEC filings and earnings call transcripts for DOCU.

No recent filings or transcripts found for DOCU.