DOCU
DocuSign, Inc.67.58
-0.61-0.9%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
13.53BP/E (TTM)
47.26Basic EPS (TTM)
1.43Dividend Yield
0%Recent Filings
8-K
Docusign adds board director
Docusign appointed Brian Roberts to its board on March 5, 2026, filling a vacancy as an independent Class I director through the 2028 annual meeting. The board's nominating committee recommended him; no prior arrangements or material interests disclosed. Roberts gets standard director pay. Fresh expertise joins amid governance refresh.
10-Q
Q3 FY2026 results
Docusign posted solid Q3 FY2026 results through October 31, 2025, with revenue up 8% y/y to $818M—subscription revenue drove the gain at 9% y/y to $801M—while gross margin held steady at 79%. Operating income jumped 45% y/y to $85M, diluted EPS rose 33% y/y to $0.40 (reconciles to 208M diluted shares), reflecting tighter expense control despite R&D investments. YTD revenue grew 8% y/y to $2.4B, operating cash flow climbed 11% y/y to $788M, and free cash flow (derived) hit $708M after $79M capex; cash plus investments stood at $1.0B with $750M revolver undrawn through May 2030. International revenue accelerated to 30% of total. Yet securities litigation lingers.
8-K
Q3 revenue up 8% YoY
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.
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