Sign in

You're signed outSign in or to get full access.

DOCUSIGN (DOCU)

Earnings summaries and quarterly performance for DOCUSIGN.

Research analysts who have asked questions during DOCUSIGN earnings calls.

Brent Thill

Jefferies

6 questions for DOCU

Also covers: ADBE, AMZN, ASAN +25 more

Austin Cole

Citizens JMP Securities, LLC

4 questions for DOCU

Also covers: ALKT, BRZE, CXM +6 more

Josh Baer

Morgan Stanley

4 questions for DOCU

Also covers: ASAN, BIGC, BOX +16 more

Tyler Radke

Citigroup Inc.

4 questions for DOCU

Also covers: ADBE, ADSK, AMPL +21 more

Arsenije Matovic

Wolfe Research, LLC

3 questions for DOCU

Also covers: ALTR, APP, ASAN +5 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

Jake Roberge

William Blair & Company, L.L.C

3 questions for DOCU

Also covers: APPN, ARCT, BL +12 more

Mark Murphy

JPMorgan Chase & Co.

3 questions for DOCU

Also covers: ADBE, AKAM, CFLT +23 more

Alex Zukin

Wolfe Research LLC

2 questions for DOCU

Also covers: ADBE, ASAN, CFLT +25 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

Arti Vula

JPMorgan Chase & Co.

1 question for DOCU

Also covers: BIGC, DV, PATH +2 more

Bill Anderson

Evercore ISI

1 question for DOCU

Brad Sills

Bank of America Corporation

1 question for DOCU

Also covers: CRM, WDAY

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

Lucas Cerisola

Morgan Stanley

1 question for DOCU

Michael Berg

Wells Fargo & Company

1 question for DOCU

Also covers: BRZE, CSGS, CXM +5 more

Peter Bergslein

Evercore ISI

1 question for DOCU

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

Scott Berg

Needham & Company, LLC

1 question for DOCU

Also covers: AMPL, BILL, BRZE +22 more

Recent press releases and 8-K filings for DOCU.

DocuSign Reports Strong Q3 FY2026 Results with IAM Platform Growth
DOCU
Earnings
Product Launch
Share Buyback
  • 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.
4 days ago
DocuSign Announces Q3 FY26 Results and FY26 Guidance
DOCU
Earnings
Guidance Update
  • 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.
4 days ago
DocuSign Reports Strong Q3 2026 Results, IAM Adoption Surges, and Announces Shift to ARR Reporting
DOCU
Earnings
Guidance Update
Product Launch
  • 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.
4 days ago
DocuSign Reports Strong Q3 2026 Results and Announces Future Reporting Changes
DOCU
Earnings
Guidance Update
Share Buyback
  • 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.
4 days ago
Docusign Announces Third Quarter Fiscal 2026 Financial Results
DOCU
Earnings
Guidance Update
Share Buyback
  • 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.
4 days ago
Docusign Announces Third Quarter Fiscal 2026 Financial Results
DOCU
Earnings
Guidance Update
Share Buyback
  • 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.
4 days ago
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