DocuSign

DocuSign (DOCU) Q2 2026 Earnings

Reported Sep 4, 2025 at 4:07 PM ET · SEC Source

Q2 26 EPS

$0.92

BEAT +8.55%

Est. $0.85

Q2 26 Revenue

$800.6M

BEAT +2.57%

Est. $780.6M

vs S&P Since Q2 26

-59.9%

TRAILING MARKET

DOCU -45.4% vs S&P +14.5%

Market Reaction

Did DOCU Beat Earnings? Q2 2026 Results

DocuSign delivered a strong fiscal Q2 2026, beating Wall Street on both the top and bottom lines as its transformation into a broader agreement management platform gained visible traction. The company posted revenue of $800.64 million, up 8.8% year o… Read more DocuSign delivered a strong fiscal Q2 2026, beating Wall Street on both the top and bottom lines as its transformation into a broader agreement management platform gained visible traction. The company posted revenue of $800.64 million, up 8.8% year over year and ahead of the $780.59 million consensus estimate, while non-GAAP diluted EPS of $0.92 cleared the $0.85 estimate by 8.55%, reflecting disciplined execution across its eSignature, CLM, and Intelligent Agreement Management businesses. The quarter's most material driver was accelerating demand for AI-powered IAM capabilities, including new tools for automated template building, custom data extraction, and no-code workflow automation, which CEO Allan Thygesen credited as central to what he called "an outstanding quarter." Billings climbed 13% year over year to $818.03 million, underscoring healthy renewal momentum. Looking ahead, DocuSign guided Q3 revenue of $804 million to $808 million and raised its full-year outlook to $3.19 billion to $3.20 billion, projecting roughly 7% annual growth as investment in its platform continues.

Key Takeaways

  • AI innovation launches across the IAM platform
  • Go-to-market changes leading to strong performance across eSignature, CLM, and IAM businesses
  • 9% year-over-year subscription revenue growth
  • 13% year-over-year billings growth
  • Free cash flow increased to $217.6M from $197.9M year-over-year
24/7 Wall St

DOCU YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings

24/7 Wall St

DOCU Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 26 Q4 26

“Q2 was an outstanding quarter, with AI innovation launches and recent go-to-market changes leading to strong performance across the eSignature, CLM, and IAM businesses.”

— Allan Thygesen, Q2 2026 Earnings Press Release