DocuSign (DOCU) Q2 2024

Q4 2026 Q3 2026 Q2 2026 Q1 2026 Q2 2024

Earnings

DocuSign closed out fiscal 2026 on a strong note, delivering a clean beat on both the top and bottom lines as its pivot toward an AI-driven agreement platform began showing tangible financial results. Non-GAAP diluted EPS came in at $1.01, ahead of t… Read more DocuSign closed out fiscal 2026 on a strong note, delivering a clean beat on both the top and bottom lines as its pivot toward an AI-driven agreement platform began showing tangible financial results. Non-GAAP diluted EPS came in at $1.01, ahead of the $0.95 consensus estimate by 6.32%, while revenue of $836.86 million grew 7.8% year-over-year and edged past the $828.09 million Wall Street had expected. The standout driver was the accelerating adoption of its Intelligent Agreement Management platform, with IAM now accounting for 10.8% of total ARR, up sharply from just 2.3% a year earlier, helping lift total ARR to $3.27 billion. Non-GAAP operating margin expanded to 29.5% as free cash flow for the full fiscal year crossed $1.06 billion. Still, some analysts trimmed price targets following the report, questioning whether the company can reach sustained double-digit growth from its current 8% trajectory. For fiscal 2027, DocuSign guided full-year revenue of $3.48 billion to $3.50 billion, implying continued 8% growth, with non-GAAP operating margin expected to widen further to 30.0%-30.5%.