DocuSign (DOCU) Q4 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, March 18, 2026 astatine 8:30 AM CDT 51 min read

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Tuesday, March 17, 2026 astatine 5 p.m. ET

• Chief Executive Officer — Allan Thygesen

• Chief Financial Officer — Blake Grayson

• Head of Investor Relations — Matt Sonefeldt

Matt Sonefeldt: Thank you, operator. Good afternoon, and invited to DocuSign's Q4 Fiscal 2026 Earnings Call. Joining maine connected today's telephone are DocuSign's CEO, Allan Thygesen; and CFO, Blake Grayson. The property merchandise announcing our 4th fourth fiscal 2026 results was issued earlier contiguous and is posted connected our Investor Relations website on with a published mentation of our prepared remarks. Before we begin, fto maine punctual everyone that immoderate of our statements connected today's telephone are guardant looking, including immoderate statements regarding aboriginal performance. We judge our assumptions and expectations related to these forward-looking statements are reasonable, but they are taxable to known and chartless risks and uncertainties that whitethorn origin our existent results oregon show to beryllium materially different.

In particular, our expectations regarding factors affecting lawsuit request and adoption are based connected our champion estimates astatine this clip and are truthful taxable to change. Please work and see the hazard factors successful our filings with the SEC unneurotic with the contented of this call. Any forward-looking statements are based connected our assumptions and expectations to date. And but arsenic required by law, we presume nary work to update these statements successful airy of aboriginal events oregon caller information. During this call, we volition contiguous GAAP and non-GAAP fiscal measures. In addition, we supply non-GAAP weighted mean stock number and accusation regarding escaped currency flows, billings and ARR.

These non-GAAP measures are not intended to beryllium considered successful isolation from, a substitute for oregon superior to our GAAP results. We promote you to see each measures erstwhile analyzing our performance. For accusation regarding our non-GAAP fiscal information, the astir straight comparable GAAP measures and a quantitative reconciliation of those figures, delight notation to today's net property release, which tin beryllium recovered connected our website astatine investor.docusign.com. I'd present would similar to crook the telephone implicit to Allan.

Allan Thygesen: Thank you, Matt, and bully afternoon, everyone. In fiscal 2026, DocuSign's AI-native Intelligent Agreement Management, oregon IAM platform, found wide marketplace enactment arsenic the statement strategy of enactment for companies of each sizes. After conscionable 18 months, IAM customers are generating implicit $350 cardinal successful ARR and delivering beardown retention and expansion. We're arrogant of the improvements successful product, go-to-market and operational execution implicit the past 3 years that person led america to this inflection point. We are positioned to statesman accelerating the business. Fiscal 2026 was defined by accordant execution, positioning america for durable semipermanent growth. In Q4, gross was $837 million, up 8% year-over-year, portion billings exceeded $1 cardinal for the archetypal time, increasing 10% year-over-year.