Symbols

DOCU

DocuSign·NASDAQ

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DOCU fundamentals

DOCU Q4 2026 Earnings

DocuSign (DOCU) released its earnings on Mar 17, 2026: revenue was 836.86M (YoY +7.81%), beat estimates; EPS was 1.01 (YoY +17.44%), beat estimates.

Revenue / YoY

836.86M

+7.81%

EPS / YoY

1.01

+17.44%

Report date

Mar 17, 2026

DOCU Earnings Call Summary for Q4,2026

Revenue Growth: Q4 2026 ARR $3.3B (8% YoY), FY 2027 target $3.55B (8.5% YoY).
IAM Expansion: IAM ARR $350M (10.8% of total) → $600M+ (18%) by Q4 2027.
AI Advantage: 200M+ agreements processed, 15%+ accuracy vs public data, 50x cost efficiency.
Financial Strength: $1B+ free cash flow, $869M buybacks (82% of FCF), 30%+ operating margins.
Share Buybacks: $2.6B remaining authorization, $158M executed Q1 2027.
SBC Discipline: SBC as % of revenue declining, equity discipline maintained.
Customer Growth: 1.8M total customers (30%+ international), 1,205 >$300K customers (7% YoY).
Efficiency: 30%+ operating margins, 81.8% gross margin, $350M Q4 free cash flow.
AI Partnerships: Anthropic Claude Cowork, OpenAI, Google Gemini integrations.
Retention: DNR 102% Q4 (up YoY), IAM renewals outperforming company average.

Earnings

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Revenue

Revenue & Expenses

DOCU has released its 2026 Q4 earnings report, with revenue of 836.86M, reflecting a YoY change of 7.81%, and net profit of 90.30M, showing a YoY change of 8.16%. The Sankey diagram below clearly presents DOCU's revenue sources and cost distribution.

Key Indicators

DocuSign (DOCU) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

DocuSign (DOCU)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

DocuSign (DOCU)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

DocuSign (DOCU)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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