DOCU
DocuSign·NASDAQ
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DOCU fundamentals
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.
EPS
Actual | 0.12 | 0.12 | 0.17 | 0.22 | 0.37 | 0.44 | 0.47 | 0.58 | 0.48 | 0.38 | 0.44 | 0.57 | 0.65 | 0.72 | 0.72 | 0.79 | 0.76 | 0.82 | 0.97 | 0.9 | 0.86 | 0.9 | 0.92 | 1.01 | 1.01 | |||||||
Forecast | 0.0541 | 0.1027 | 0.0778 | 0.1326 | 0.2227 | 0.278 | 0.4019 | 0.4608 | 0.479 | 0.4565 | 0.424 | 0.4197 | 0.5239 | 0.5564 | 0.6562 | 0.6335 | 0.6466 | 0.7919 | 0.8067 | 0.8715 | 0.8514 | 0.8116 | 0.8467 | 0.9156 | 0.9469 | |||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +121.81% | +16.85% | +118.51% | +65.91% | +66.14% | +58.27% | +16.94% | +25.87% | +0.21% | -16.76% | +3.77% | +35.81% | +24.07% | +29.40% | +9.72% | +24.70% | +17.54% | +3.55% | +20.24% | +3.27% | +1.01% | +10.89% | +8.66% | +10.31% | +6.66% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | 274.89M | 297.02M | 342.21M | 382.92M | 430.90M | 469.08M | 511.84M | 545.46M | 580.83M | 588.69M | 622.18M | 645.46M | 659.58M | 661.39M | 687.69M | 700.42M | 712.39M | 709.64M | 736.03M | 754.82M | 776.25M | 763.65M | 800.64M | 818.35M | 836.86M |
Forecast | -- | -- | -- | -- | -- | -- | -- | 266.47M | 281.12M | 318.57M | 361.17M | 407.96M | 437.64M | 488.71M | 532.61M | 561.58M | 582.77M | 602.22M | 626.94M | 640.83M | 641.69M | 677.56M | 690.27M | 698.35M | 707.02M | 727.20M | 745.25M | 761.15M | 748.14M | 780.10M | 806.12M | 827.33M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +3.16% | +5.65% | +7.42% | +6.02% | +5.62% | +7.18% | +4.73% | +2.41% | +3.43% | +1.02% | +3.32% | +2.95% | +2.93% | +3.07% | +1.49% | +1.47% | +2.01% | +0.37% | +1.21% | +1.28% | +1.98% | +2.07% | +2.63% | +1.52% | +1.15% |
Earnings Call
You can ask Aime
What were the key takeaways from DocuSign’s earnings call?What is DocuSign's gross profit margin?What is the revenue and EPS growth rate for DocuSign year over year?What factors drove the changes in DocuSign's revenue and profit?What is the market's earnings forecast for DocuSign next quarter?What does DocuSign do and what are its main business segments?Did DocuSign beat or miss consensus estimates last quarter?What were the key takeaways from DocuSign's earnings call?
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