Q3 26 EPS
$1.01
BEAT +10.30%
Est. $0.92
Q3 26 Revenue
$818.4M
BEAT +1.35%
Est. $807.4M
vs S&P Since Q3 26
-40.4%
TRAILING MARKET
DOCU -32.4% vs S&P +8.1%
Market Reaction
Did DOCU Beat Earnings? Q3 2026 Results
DocuSign delivered one of its strongest quarters in recent memory during fiscal Q3 2026, posting revenue of $818.35 million, up 8.4% year-over-year and ahead of the $807.42 million consensus estimate, while non-GAAP diluted EPS of $1.01 beat expectat… Read more DocuSign delivered one of its strongest quarters in recent memory during fiscal Q3 2026, posting revenue of $818.35 million, up 8.4% year-over-year and ahead of the $807.42 million consensus estimate, while non-GAAP diluted EPS of $1.01 beat expectations of $0.92 by 10.30%. The primary engine behind the beat was subscription revenue, which climbed 9% year-over-year to $800.96 million, underscoring the durability of DocuSign's recurring revenue base even as professional services declined. CEO Allan Thygesen credited the results as among the most robust for top-line growth and profitability over the past two years, with billings rising 10% to $829.46 million and free cash flow surging to $262.90 million. The company's Intelligent Agreement Management platform crossing 25,000 customers added a strategic dimension to the financial story, signaling that its AI-driven expansion is gaining traction. Looking ahead, DocuSign guided Q4 revenue of $825 million to $829 million and reaffirmed full-year FY2026 revenue of approximately $3.21 billion, representing 8% growth, though the stock dipped nearly 5% following the print amid broader investor caution.
Key Takeaways
- • Growing customer investment in the IAM platform, surpassing 25,000 customers
- • Strong subscription revenue growth of 9% year-over-year
- • Improved operational efficiency driving non-GAAP operating margin expansion to 31.4%
- • Billings growth of 10% year-over-year to $829.5 million
- • Approximately 0.5% positive impact from foreign exchange rates on revenue growth
DOCU YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
DOCU Revenue by Segment
With YoY comparisons, source: SEC Filings
“Q3 was a strong quarter with growing customer investment into the IAM platform, where we now have more than 25,000 customers.”
— Allan Thygesen, Q3 2026 Earnings Press Release
DOCU Earnings Trends
DOCU vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DOCU EPS Trend
Earnings per share: estimate vs actual
DOCU Revenue Trend
Quarterly revenue: estimate vs actual
DOCU Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 BEAT FY | $0.95 | $1.01 | +6.36% | $836.9M | +1.04% |
| FY Full Year | $3.78 | $3.84 | +1.50% | $3.22B | +0.27% |
| Q3 26 BEAT | $0.92 | $1.01 | +10.30% | $818.4M | +1.35% |
| Q2 26 BEAT | $0.85 | $0.92 | +8.55% | $800.6M | +2.57% |
| Q1 26 BEAT | $0.81 | $0.90 | +10.46% | $763.7M | +1.97% |
| Q2 24 | $0.66 | — | — | — | — |