DOCU
DocuSign, Inc.67.58
-0.61-0.9%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
13.53BP/E (TTM)
47.26Basic EPS (TTM)
1.43Dividend Yield
0%Recent Filings
10-Q
8-K
10-Q
Q2 FY2026 results
Docusign's Q2 FY2026 revenue climbed 9% year-over-year to $800.6M, with subscription revenue up 9% to $784.4M, while professional services dipped 13% to $16.2M; gross margin held steady at 79.3%, but operating income rose 13% to $65.2M thanks to tighter expense controls. Diluted EPS improved to $0.30 from $4.26, though the prior year's figure was boosted by a one-time tax benefit—EPS reconciles cleanly to 211M diluted shares with no anti-dilution flags. International revenue grew 13% to $233M, now 29% of total, fueled by stronger adoption in Europe and Asia. Cash from operations hit $497.5M year-to-date, yielding $445.5M free cash flow after $52M capex, with $600M cash and full $750M revolver availability under the May 2030 facility—no debt outstanding. Non-GAAP metrics not disclosed in the 10-Q. Yet competition from Adobe and AI upstarts sharpens pricing pressures.
8-K
Docusign Q2 beats, board updates
Docusign reported Q2 fiscal 2026 revenue of $800.6 million, up 9% year-over-year, fueled by AI innovations in its IAM platform and robust performance across eSignature, CLM, and IAM segments. Billings rose 13% to $818.0 million, while non-GAAP operating margin hit 29.8%. The board appointed Mike Rosenbaum as independent director effective September 3, 2025, and James Beer as chair at fiscal year-end, bolstering SaaS expertise amid IAM expansion. Guidance projects 7% full-year revenue growth to $3,195 million midpoint. Board refresh sharpens strategy.
10-Q
Q1 FY2026 results
Docusign's Q1 FY2026 revenue climbed 8% year-over-year to $763.7 million, fueled by subscription growth in commercial and enterprise accounts, while professional services dipped 4%. Operating income surged to $60.3 million from $22.6 million last year, thanks to no restructuring charges this time around, with gross margin steady at 79%. Diluted EPS rose to $0.34 from $0.16, backed by 212.8 million shares. Operating cash flow held firm at $251.4 million, yielding free cash flow of $227.8 million after $23.6 million in capex, and cash plus investments stood at $1.1 billion with $750 million revolver availability. In May 2025, they inked a new $750 million credit facility maturing 2030 and boosted the stock buyback by $1 billion. Yet competition from Adobe Sign and others keeps pressure on market share.
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