DocuSign, Inc.
70.70-0.74 (-1.04%)
Oct 28, 4:00:00 PM EDT · NasdaqGS · DOCU · USD
Key Stats
Market Cap
14.22BP/E (TTM)
53.56Basic EPS (TTM)
1.32Dividend Yield
0%Recent Filings
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.
8-K
Docusign Q1 beats, AI push
Docusign reported Q1 fiscal 2026 revenue of $763.7 million, up 8% year-over-year, with subscription revenue at $746.2 million and non-GAAP operating margin hitting 29.5%. The company expanded its Intelligent Agreement Management platform with AI-driven features like Iris and contract agents, surpassing 10,000 IAM customers amid a robust product push. It also boosted its share repurchase program by $1.0 billion, signaling confidence in returns. Guidance projects fiscal year revenue of $3.151 billion to $3.163 billion. Yet risks from market volatility loom.
8-K
Annual meeting vote results
Docusign's stockholders convened their 2025 Annual Meeting on May 29, with 87% turnout approving key items. Teresa Briggs and Anna Marrs secured director seats with strong majorities, while Blake J. Irving squeaked by despite 62 million votes against. PricewaterhouseCoopers' auditor role was ratified overwhelmingly, but executive pay drew sharp opposition at 43% against. This split signals board support yet pay discontent.
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