DocuSign Inc
NASDAQ:DOCU

Watchlist Manager
DocuSign Inc Logo
DocuSign Inc
NASDAQ:DOCU
Watchlist
Price: 66.1601 USD -6.95%
Market Cap: 13.3B USD

DocuSign Inc
Investor Relations

In the heart of the digital transformation era, DocuSign Inc. emerged as a pivotal player redefining how businesses handle agreements. Founded in 2003, the company harnessed the burgeoning power of cloud technology to provide electronic signature solutions, quickly becoming synonymous with streamlined documentation processes. At its core, DocuSign offers a cloud-based platform that facilitates the entire lifecycle of contracts and agreements—ranging from preparation, signing, and acting on them, to managing and storing them securely. By eliminating the need for cumbersome paper trails, DocuSign not only enhances efficiency but also ensures compliance with legal standards across multiple industries.

The company's business model chiefly revolves around subscription services. It charges its customers based on the volume of envelopes—essentially packages of documents—that require processing and signature. This subscription-based approach provides a recurring revenue stream, enhancing predictability and financial stability. Additionally, DocuSign has expanded its horizons beyond e-signatures, integrating various tools and solutions like automated workflows and contract analytics, anchoring its place as a comprehensive agreement cloud platform. Enterprises, from small businesses to global corporations, have become reliant on DocuSign’s capability to expedite deal closures, ensure security, and bolster productivity through seamless and cost-effective digital transactions.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Dec 4, 2025
AI Summary
Q3 2026

Revenue Growth: DocuSign reported Q3 revenue of $818 million, up 8% year-over-year, and raised its full-year revenue guidance midpoint by $15 million.

Billings Strength: Q3 billings were $829 million, up 10% year-over-year, with the full-year billings guidance midpoint raised by $44 million.

IAM Momentum: The Intelligent Agreement Management (IAM) platform surpassed 25,000 customers, more than doubling in about two quarters, and is on track to contribute a low double-digit percentage of recurring revenue by year-end.

Profitability: Free cash flow grew 25% to $263 million (32% margin), and operating margin rose to 31.4%. The company executed a record $215 million in share repurchases this quarter.

Customer Retention: Dollar net retention rose to 102%, up 2 percentage points year-over-year, with utilization rates at multiyear highs.

Guidance Shift: DocuSign will move from billings to annual recurring revenue (ARR) reporting in FY27, aiming to reduce volatility and increase transparency.

AI & Product Expansion: Continued rapid innovation in AI, with new features like Agreement Desk and AI contract agents in beta, further enhancing IAM and agreement workflows.

Key Financials
Revenue
$818 million
Billings
$829 million
Subscription Revenue
$801 million
Operating Margin
31.4%
Free Cash Flow
$263 million
Dollar Net Retention
102%
International Revenue
approx. 30% of total revenue
Customers (> $300,000 annual spend)
1,165
Total Customers
nearly 1.8 million
Non-GAAP Gross Margin
81.8%
Share Repurchases
$215 million
GAAP Diluted EPS
$0.40
Non-GAAP Diluted EPS
$1.01
Employees
6,940
Other Earnings Calls

Management

Mr. Allan C. Thygesen
President, CEO & Director
No Bio Available
Mr. Robert Chatwani
President & GM of Growth
No Bio Available
Mr. Blake Jeffrey Grayson
Executive VP & CFO
No Bio Available
Ms. Paula Hansen
President & Chief Revenue Officer
No Bio Available
Mr. Anwar Akram
Chief Operating Officer
No Bio Available
Mr. Sagnik Nandy
Chief Technology Officer & Executive VP of Engineering
No Bio Available
Ms. Shanthi Iyer
Chief Information Officer
No Bio Available
Heather Kalista Harwood
Head of Investor Relations
No Bio Available
Mr. James P. Shaughnessy Esq.
Chief Legal Officer
No Bio Available
Ms. Jennifer Christie
Chief People Officer
No Bio Available

Contacts

Address
CALIFORNIA
San Francisco
221 Main St Ste 1550
Contacts
+14154894940.0
www.docusign.com