Inferra AI / Company / DOCU
Docusign, Inc.
DOCU · Information Technology
Last earnings Sep 3, 2026
Key results
Revenuequarter
$800.6 million
Second Quarter Financial Highlights Revenue was $800.6 million, a 9% year-over-year increase with no material impact from foreign exchange rates .
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Subscription revenuequarter
$784.4 million
Subscription revenue was $784.4 million, a 9% year-over-year increase.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Professional services and other revenue was $16.2 million, a 13% year-over-year decrease.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
GAAP gross marginquarter
79.3%
GAAP gross margin was 79.3% compared to 78.9% in the same period last year.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Non-GAAP gross marginquarter
82.0%
Non-GAAP gross margin was 82.0% compared to 82.2% in the same period last year.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
GAAP net incomequarter
$0.31
GAAP net income per basic share was $0.31 on 203 million shares outstanding compared to $4.34 on 205 million shares outstanding in the same period last year.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
GAAP net income per diluted share was $0.30 on 211 million shares outstanding compared to $4.26 on 208 million shares outstanding in the same period last year.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Non-GAAP net incomequarter
$0.92
Non-GAAP net income per diluted share was $0.92 on 211 million shares outstanding compared to $0.97 on 208 million shares outstanding in the same period last year.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
AI analysis
Q2 FY2026 · reported Sep 4, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
GAAP gross margin
Percent of revenue, as stated
EX-99 · Sep 4, 2025 Margin values as stated in the release.
Headline figures
| Metric | Q2 FY2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $800.6 million | — | — |
| Subscription revenue | $784.4 million | — | — |
| GAAP gross margin | 79.3% | — | 78.9% |
| Non-GAAP gross margin | 82.0% | — | 82.2% |
| GAAP net income | $0.31 | — | $4.34 |
| Non-GAAP net income | $0.92 | — | $0.97 |
Guidance · company-stated
Direction: Lowered
“2 Excluding the impact of foreign currency exchange rates on year-over-year guided growth, billings guidance range would be approximately 0.2% points lower for the quarter ending October 31, 2025 and approximately 0.8% points lower for the fiscal year ending January 31, 2026.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
Repurchases of common stock were $201.5 million compared to $200.1 million in the same period last year.
Index for Notes to the Condensed Consolidated Financial Statements Note 1 Summary of Significant Accounting Policies 11 Note 2 Revenue 13 Note 3 Fair Value Measurements 14 Note 4 Property and Equipment, Net 15 Note 5 Deferred Contract Acquisition and Fulfillment Costs 15 Note 6 Debt 16 Note 7 Commitments and Contingencies 16 Note 8 Stockholders' Equity 18 Note 9 Net Income Per Share Attributable to Common Stockholders 19 Note 10 Income Taxes 19 Note 11 Segment and Geographic Information 20 Note 12 Subsequent Events 21 Docusign, Inc.
Event summary
Docusign Announces Second Quarter Fiscal 2026 Financial Results
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Lowered
Company outlook: “2 Excluding the impact of foreign currency exchange rates on year-over-year guided growth, billings guidance range would be approximately 0.2% points lower for the quarter ending October 31, 2025 and approximately 0.8% points lower for the fiscal year ending January 31, 2026.”
Company outlook — Lowered (“lower”)
“2 Excluding the impact of foreign currency exchange rates on year-over-year guided growth, billings guidance range would be approximately 0.2% points lower for the quarter ending October 31, 2025 and approximately 0.8% points lower for the fiscal year ending January 31, 2026.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Repurchases of common stock were $201.5 million compared to $200.1 million in the same period last year.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Index for Notes to the Condensed Consolidated Financial Statements Note 1 Summary of Significant Accounting Policies 11 Note 2 Revenue 13 Note 3 Fair Value Measurements 14 Note 4 Property and Equipment, Net 15 Note 5 Deferred Contract Acquisition and Fulfillment Costs 15 Note 6 Debt 16 Note 7 Commitments and Contingencies 16 Note 8 Stockholders' Equity 18 Note 9 Net Income Per Share Attributable to Common Stockholders 19 Note 10 Income Taxes 19 Note 11 Segment and Geographic Information 20 Note 12 Subsequent Events 21 Docusign, Inc.
SEC original ↗Docusign, Inc. — 10-Q Quarterly report10-QSep 4, 2026
Debt Revolving Credit Facility In May 2025, we entered into a new credit agreement with a syndicate of banks.
SEC original ↗Docusign, Inc. — 10-Q Quarterly report10-QSep 4, 2026
The credit agreement provides for a secured revolving credit facility (the Credit Facility ) in an aggregate principal amount of $ 750.0 million, which amount may be increased by an additional $ 250.0 million subject to the terms of the credit agreement.
SEC original ↗Docusign, Inc. — 10-Q Quarterly report10-QSep 4, 2026
This credit agreement superseded and replaced the revolving credit facility that we previously entered into in January 2021.
SEC original ↗Docusign, Inc. — 10-Q Quarterly report10-QSep 4, 2026
We may use the proceeds of future borrowings under the Credit Facility to finance working capital, for capital expenditures and for other general corporate purposes, including permitted acquisitions.
SEC original ↗Docusign, Inc. — 10-Q Quarterly report10-QSep 4, 2026
Strategy & priorities
Contract Lifecycle Management ( CLM ) Product Releases and Highlights A 2025 IDC MarketScape Leader for AI-Enabled Buy-Side CLM Applications Docusign was recognized as a leader in IDC s MarketScape for AI-Enabled Buy-Side CLM Applications report, which acknowledged that IAM is core to the Docusign strategy of replacing legacy and fragmented systems.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Unified Task Management Unified Task Management streamlines task completion by centralizing all Docusign tasks into a single, comprehensive view, providing better visibility into all tasks and allowing teams to prioritize tasks based on AI-extracted terms, such as due date, contract value, and parties.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Prior to Guidewire, Rosenbaum served as EVP of Product at Salesforce, leading product management and strategy for its core CRM offerings.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Beer has served on Docusign s Board and Audit Committee since 2020, and will bring deep finance and strategy experience to his role as independent Board Chair.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
All statements contained in this press release other than statements of historical fact, including statements regarding our future operating results and financial position, our business strategy and plans, market growth and trends, objectives for future operations, and the impact of such assumptions on our financial condition and results of operations are forward-looking statements.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Risks & headwinds
A reconciliation of non-GAAP guidance measures to corresponding GAAP guidance measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty regarding, and the potential variability of, expenses that may be incurred in the future.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on our management s beliefs and assumptions and on information currently available to management, and which statements involve substantial risk and uncertainties.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Additional risks and uncertainties that could affect our financial results are included in the sections titled Risk Factors and Management s Discussion and Analysis of Financial Condition and Results of Operations in our annual report on Form 10-K for the fiscal year ended January 31, 2025, filed on March 18, 2025, our quarterly report on Form 10-Q for the quarter ended July 31, 2025, which we expect to file on September 5, 2025 with the Securities and Exchange Commission (the SEC ), and other filings that we make from time to time with the SEC.
SEC original ↗Docusign, Inc. — Earnings release (8-K exhibit)EX-99Sep 4, 2025
Legal Proceedings 36 Item 1A.
SEC original ↗Docusign, Inc. — 10-Q Quarterly report10-QSep 4, 2026
| 2027 Form 10-Q | 2 NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements involve substantial risk and uncertainties.
SEC original ↗Docusign, Inc. — 10-Q Quarterly report10-QSep 4, 2026
The outcome of the events described in these forward-looking statements is subject to risks, uncertainties, and other factors described in the section titled Risk Factors and elsewhere in this Quarterly Report on Form 10-Q.
SEC original ↗Docusign, Inc. — 10-Q Quarterly report10-QSep 4, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
25 documents- Q2 2026
- 10-QDOCU
Sep 4, 2026
- 8-KDOCU
Sep 3, 2026
- Q1 2026
- 10-QDOCU
Jun 5, 2026
- 8-KDOCU
Jun 4, 2026
- 8-KDOCU
Jun 3, 2026
- 8-KDOCU
May 6, 2026
- Q4 2025
- 10-KDOCU
Mar 18, 2026
- 8-KDOCU
Mar 17, 2026
- 8-KDOCU
Mar 6, 2026
- Q3 2025
- 10-QDOCU
Dec 5, 2025
- 8-KDOCU
Dec 4, 2025
- Q2 2025
- 10-QDOCU
Sep 5, 2025
- 8-KDOCU
Sep 4, 2025
- Q1 2025
- 10-QDOCU
Jun 6, 2025
- 8-KDOCU
Jun 5, 2025
- 8-KDOCU
May 30, 2025
- 8-KDOCU
May 23, 2025
- 8-K/ADOCU
Apr 28, 2025
- 8-KDOCU
Apr 25, 2025
- Q4 2024
- 10-KDOCU
Mar 18, 2025
- 8-KDOCU
Mar 13, 2025
- 8-KDOCU
Jan 17, 2025
- Q3 2024
- 10-QDOCU
Dec 6, 2024
- 8-KDOCU
Dec 5, 2024
- Q2 2024
- 10-QDOCU
Sep 6, 2024
Earnings releases
9 documentsPresentations
0 documentsNo presentations for Docusign, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Docusign, Inc. are held in this edition of the library.
Mentioned by
6 companiesOther tracked companies whose held documents mention Docusign, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“mpared to 79.3% in the same period last year. Non-GAAP gross margin was 81.7% compared … …Docusign Announces Second Quarter Fiscal 2027 Financial Results; Company Increases Fiscal Year 2027 Guidance for Revenue, ARR and IAM’s Percentage of Total ARR ”
“ed to $0.41 on 203 million shares outstanding… …represented over $350 million in ARR, and Docusign reached record highs for operating margin and free cash flow.” Fourth Quarter Financial Highlights ▪ Total revenue was $836.9 million, an 8% year-over-”
“mpared to 79.3% in the same period last year. Non-GAAP gross margin was 81.7% compared … …Docusign Announces Second Quarter Fiscal 2027 Financial Results; Company Increases Fiscal Year 2027 Guidance for Revenue, ARR and IAM’s Percentage of Total ARR ”
“ear career at Intel, Ms. Schooler managed and oversaw… …Holdings plc Directors’ Report 28 Docusign Envelope ID: 6CDE6A59-6EF6-4887-B935-2623AE8FF782 Dividends No dividends were declared or paid in the fiscal year ended 31 March 2025. In”
“ed to $0.41 on 203 million shares outstanding… …represented over $350 million in ARR, and Docusign reached record highs for operating margin and free cash flow.” Fourth Quarter Financial Highlights ▪ Total revenue was $836.9 million, an 8% year-over-”
Harmony Biosciences Holdings, Inc. (HRMY)
“ion until 2044 • Pitolisant GR: Pivotal BE study topline data readout … …rights reserved. Docusign Envelope ID: 2D97A8FD-7F63-4CC0-8B0C-4744974F1080 WAKIX®: Q3 2025 Strong Revenue Growth 4 Harmony Biosciences | Q3 2025 Financial Results & Business ”
See also the earnings calendar for every tracked company’s next earnings date.