earnings
confidence high
sentiment positive
materiality 0.85
Docusign Q2 FY27 revenue $875.7M (+9% YoY), raises FY27 guidance
DOCUSIGN, INC.
- Revenue $875.7M, up 9% YoY; non-GAAP EPS $1.16 vs $0.92 prior year.
- IAM now 15.1% of total ARR, up from 12.6% last quarter; expects 18-19% by Q4.
- Raises FY27 revenue guidance to $3,499-3,507M (9% YoY) and ARR growth 8.5-9%.
- Free cash flow $295.8M (34% margin) vs $217.6M (27%) prior year; repurchased $306.5M stock.
- Launched AI agents and MCP server; expanded IAM integrations with Slack, Perplexity, Gemini.