DOCU DocuSign (DOCU) Q4 FY26 earnings call
DocuSign's Q4 FY26 results highlight strong execution, with the AI-native Intelligent Agreement Management (IAM) platform emerging as a key growth driver, significantly contributing to ARR and driving improved retention. The company achieved record profitability and free cash flow, enabling substantial capital returns. Management is focused on accelerating IAM adoption and expanding its AI advantage, while strategically reinvesting in R&D to drive future growth.
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DOCU operating KPIs by quarter
| KPI | This call Jan 2026 Q4 FY26 | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|---|
| Customers above an annual spend threshold | 1,205We ended the quarter with 1,205 customers spending over $300,000 annually, a 7% increase year-over-year.Source: earnings call transcript | 1,258We also saw the number of customers spending over $300,000 in ACV grow to 1,258, accelerating to 12% year-over-year growth the first time in 3 years that we have seen double-digit growth in this metric.Source: earnings call transcript | <1,300We also saw the number of customers spending over $300,000 in ACV grow 14% year-over-year to nearly 1,300, the second quarter in a row of double-digit growth.Source: earnings call transcript | — |
| Employees | 7,044We ended fiscal 2026 with 7,044 employees, up modestly from 6,838 a year ago, as we continue to invest deliberately in roles focused on growing the IAM platform.Source: earnings call transcript | 6,991We ended Q1 with 6,991 employees, down sequentially from Q4.Source: earnings call transcript | 7,137We ended Q2 with 7,137 employees, up 3% year-over-year.Source: earnings call transcript | +2.1% |
| Net revenue retention rate Direct | — | 102%+Dollar net retention or DNR with our direct customers was over 102%, a greater than 1 percentage point improvement versus Q1 of fiscal 2026.Source: earnings call transcript | 103%Dollar net retention, or DNR, from our Direct customers was 103% on a rounded basis, up modestly from last quarter and the prior year.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.