DocuSign, Inc. Earnings Recaps
Q4 2026
Mar 18, 2026
DocuSign's Q4 Fiscal 2026 performance showcased robust growth with revenue reaching $837 million, driven by strong adoption of its AI-native Intelligent Agreement Management platform, which contributed significantly to its annual recurring revenue (ARR) of $3.3 billion.
Key takeaways
- Revenue grew 8% year-over-year, with billings exceeding $1 billion for the first time, up 10%.
- Non-GAAP operating margins surpassed 30%, with free cash flow exceeding $1 billion, positioning DocuSign for future investments.
- The Intelligent Agreement Management (IAM) platform achieved 11% of total ARR, demonstrating strong retention and expansion metrics.
- DocuSign is set to launch consumption-based subscription pricing for IAM in Q1 Fiscal 2027, aimed at scaling enterprise adoption.
- The partner channel contributed notably to growth, with bookings increasing over 30% year-over-year.