AI Earnings Predictions for DocuSign Inc. (DOCU)

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DOCUSIGN, INC.

Exhibit 99.1

Docusign Announces Second Quarter Fiscal 2027 Financial Results;

Company Increases Fiscal Year 2027 Guidance for Revenue, ARR and IAM’s Percentage of Total ARR

San Francisco – September 3, 2026 – Docusign, Inc. (NASDAQ: DOCU) today announced results for its second fiscal quarter ended July 31, 2026. Prepared remarks and the news release with the financial results will be accessible on Docusign’s website at investor.docusign.com prior to its webcast.

“Docusign is raising its outlook as AI accelerates momentum across the business,” said Allan Thygesen, CEO of Docusign. "We said IAM would be the agreement system of action, and this quarter we delivered. Our AI agents are now securely executing contract workflows end-to-end, and the IAM platform also ingested a record volume of agreements.”

Second Quarter Financial Highlights

▪Revenue was $875.7 million, a 9% year-over-year increase including a benefit of approximately 1.3% from the impact of foreign exchange rates.

▪Intelligent Agreement Management (“IAM”) represented 15.1% of our total Annual Recurring Revenue (“ARR”) as of July 31, 2026, compared to 12.6% of our total ARR as of April 30, 2026.

▪GAAP gross margin was 79.7% compared to 79.3% in the same period last year. Non-GAAP gross margin was 81.7% compared to 82.0% in the same period last year.

▪GAAP net income per basic share was $0.41 on 191 million shares outstanding compared to $0.31 on 203 million shares outstanding in the same period last year.

▪GAAP net income per diluted share was $0.40 on 193 million shares outstanding compared to $0.30 on 211 million shares outstanding in the same period last year.

▪Non-GAAP net income per diluted share was $1.16 on 193 million shares outstanding compared to $0.92 on 211 million shares outstanding in the same period last year.

▪Net cash provided by operating activities was $334.5 million compared to $246.1 million in the same period last year.

▪Free cash flow was $295.8 million, or a 34% margin, compared to $217.6 million, or a 27% margin, in the same period last year.

▪Cash, cash equivalents, and investments were $973.1 million at the end of the quarter.

▪Repurchases of common stock were $306.5 million, compared to $201.5 million in the same period last year.

A reconciliation of GAAP to non-GAAP financial measures has been provided in the tables included in this press release. An explanation of these measures is also included below under the heading “Non-GAAP Financial Measures and Other Key Metrics.”

Key Business Highlights

Delivered on IAM Capabilities Announced at Docusign Momentum:

Launched new agentic tools, powered by Iris, Docusign’s contract-specific AI, to help organizations understand what’s inside agreements, automate work, and take action.

•An AI assistant that analyzes agreement terms, reviews and redlines contracts, generates contract language, and triggers agentic workflows.

•Pre-built agents for common use cases, including agreement intake and vendor renewal.

•An Agent Studio where customers can build, govern, and deploy custom agents for specialized use cases like executing business playbooks, auditing compliance, and evaluating vendor pricing.

•Ability to add agents directly into Workflow Builder to bring AI-based decisions making and routing to traditional workflows.

Released the Docusign Model Context Protocol (MCP) server, enabling organizations to securely bring Docusign agreement intelligence and actions into the AI tools that they already use, while maintaining enterprise-grade security, permissions, and governance.

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Expanded MCP server integrations with the Docusign app for the Slack Marketplace, which brings agentic contract workflows directly in Slack, as well as an integration with Perplexity to help teams automate contracting workflows and collaborate across their business partners. The Docusign connector for Gemini Enterprise is also now part of Google Cloud’s Gemini Enterprise for Legal solution. These are in addition to existing connectors with Anthropic, Gemini, OpenAI, and Microsoft’s Copilot.

Expansion of IAM for the Enterprise:

Integrated IAM capabilities including Agreement Manager into Docusign CLM, giving users an AI-powered repository that turns static files into searchable business insights so they can identify risks sooner and uncover cost-saving opportunities.

Guidance

The company currently expects the following guidance:

(in millions, except percentages)Three Months Ended October 31, 2026YoY Midpoint Change

Revenue [1] $886to$8909%

Non-GAAP gross margin81.5%to81.9%NA

Non-GAAP operating margin31.3%to31.7%NA

Non-GAAP diluted weighted-average shares outstanding191to196NA

(in millions, except percentages)Year Ended January 31, 2027YoY Midpoint Change

Revenue [1] $3,499to$3,5079%

Annual recurring revenue year-over-year growth rate [2]

8.50%to9.00%8.75%

Non-GAAP gross margin81.5%to82.0%NA

Non-

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DOCUSIGN, INC.

Exhibit 99.1

Docusign Announces First Quarter Fiscal 2027 Financial Results

San Francisco – June 4, 2026 – Docusign, Inc. (NASDAQ: DOCU) today announced results for its fiscal quarter ended April 30, 2026. Prepared remarks and the news release with the financial results will be accessible on Docusign’s website at investor.docusign.com prior to its webcast.

"In Q1, we saw continued growing demand for Docusign’s AI-native IAM platform with 40,000 customers investing in our rapidly expanding roadmap,” said Allan Thygesen, CEO of Docusign. "We delivered significant innovation this quarter while driving strong financial results through durable revenue growth, substantial free cash flow, and record share buybacks.”

First Quarter Financial Highlights

▪Revenue was $830.2 million, a 9% year-over-year increase including approximately 1.6% positive impact from foreign exchange rates.

▪Intelligent Agreement Management (“IAM”) represented 12.6% of our total Annual Recurring Revenue (“ARR”) as of April 30, 2026, compared to 10.8% of our total ARR as of January 31, 2026.

▪GAAP gross margin was 79.4% for both periods. Non-GAAP gross margin was 81.5% compared to 82.3% in the same period last year.

▪GAAP net income per basic share was $0.40 on 195 million shares outstanding compared to $0.35 on 203 million shares outstanding in the same period last year.

▪GAAP net income per diluted share was $0.40 on 196 million shares outstanding compared to $0.34 on 213 million shares outstanding in the same period last year.

▪Non-GAAP net income per diluted share was $1.09 on 196 million shares outstanding compared to $0.90 on 213 million shares outstanding in the same period last year.

▪Net cash provided by operating activities was $321.7 million compared to $251.4 million in the same period last year.

▪Free cash flow was $289.4 million compared to $227.8 million in the same period last year.

▪Cash, cash equivalents, and investments were $1.0 billion at the end of the quarter.

▪Repurchases of common stock were $317.5 million compared to $183.4 million in the same period last year.

A reconciliation of GAAP to non-GAAP financial measures has been provided in the tables included in this press release. An explanation of these measures is also included below under the heading “Non-GAAP Financial Measures and Other Key Metrics.”

Key Business Highlights

AI-Powered Intelligent Agreement Management (“IAM”) announcements: In May at our annual Momentum conference, Docusign announced new IAM capabilities powered by Iris, our agreement AI engine:

Iris assistant and agents: Iris is Docusign’s AI engine for agreements, which helps teams work smarter, faster, and trigger actions using natural language. Customers can now:

•Move faster through reviews: Agents can check agreements against company standards, suggest edits, and automatically request the right approvals in minutes.

•Keep work moving automatically: Agents can monitor contracts in the background and flag risks, track obligations, and trigger next steps without manual follow-up.

•Build agents for specific workflows: With Docusign Agent Studio, teams can create and deploy custom agents tailored to how they manage deals, renewals, approvals, and more.

Docusign IAM platform ecosystem: Docusign connects agreement work across the systems and teams that run the business. Instead of contracts living in silos, Docusign brings them into the tools people already use:

•AI where teams work: Through our open platform and Model Context Protocol (MCP) server, Docusign connects with leading frontier models like Anthropic Claude, Gemini, and OpenAI ChatGPT – so teams can create, review, and manage agreements using natural language within the tools they already use.

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•Deep integrations across business systems: Docusign integrates with core applications like Coupa, Microsoft Copilot, Salesforce, SAP, and Slack – so agreement workflows happen seamlessly across systems teams use every day, from triggering actions to surfacing completed agreements and the insights they contain.

•A connected legal AI ecosystem: Docusign is also partnering with leading legal AI platforms, including Harvey, Legora, and CoCounsel by Thomson Reuters. These integrations will bring legal research, document analysis, and contract review directly into agreement workflows across sales, procurement, HR, and finance.

Docusign IAM platform end-to-end workflows:

•IAM for HR: Employee agreements span the entire lifecycle, from hiring to role changes, but the work behind them is often fragmented and manual. IAM for HR spans the often manual HR lifecycle from hiring to role changes. Mobile I-9 verification simplifies compliance, while integrations with HCM platforms help HR teams move faster and improve the employee experience from day one onward.

•IAM for Sales: IAM for Sales brings the full agreement lifecycle directly into CRMs like HubSpot

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DOCUSIGN, INC.

Exhibit 99.1

Docusign Announces Fourth Quarter and Fiscal Year 2026 Financial Results;

Announces $2.0 Billion Increase to Share Repurchase Program

San Francisco – March 17, 2026 – Docusign, Inc. (NASDAQ: DOCU) today announced results for its fourth quarter and fiscal year ended January 31, 2026. Prepared remarks and the news release with the financial results will be accessible on Docusign’s website at investor.docusign.com prior to its webcast.

“Docusign’s AI-native IAM platform has established clear market leadership as the agreement system of action for companies of all sizes,” said Allan Thygesen, CEO of Docusign. “In 2026, customers using IAM 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-year increase including approximately 0.8% positive impact from foreign exchange rates. Subscription revenue was $819.0 million, an 8% year-over-year increase. Professional services and other revenue was $17.9 million, a 3% year-over-year decrease.

▪Billings were $1.0 billion, a 10% year-over-year increase including approximately 2.3% positive impact of foreign currency exchange rates.

▪GAAP gross margin was 79.7% compared to 79.4% in the same period last year. Non-GAAP gross margin was 81.8% compared to 82.3% in the same period last year.

▪GAAP net income per basic share was $0.45 on 200 million shares outstanding compared to $0.41 on 203 million shares outstanding in the same period last year.

▪GAAP net income per diluted share was $0.44 on 205 million shares outstanding compared to $0.39 on 215 million shares outstanding in the same period last year.

▪Non-GAAP net income per diluted share was $1.01 on 205 million shares outstanding compared to $0.86 on 215 million shares outstanding in the same period last year.

▪Net cash provided by operating activities was $377.2 million compared to $307.9 million in the same period last year.

▪Free cash flow was $350.2 million compared to $279.6 million in the same period last year.

▪Cash, cash equivalents, restricted cash and investments were $1.1 billion at the end of the quarter.

▪Repurchases of common stock were $269.1 million compared to $161.7 million in the same period last year.

Fiscal 2026 Financial Highlights

▪Total revenue was $3.2 billion, an 8% year-over-year increase, including approximately 0.2% positive impact from foreign exchange rates. Subscription revenue was $3.2 billion, a 9% year-over-year increase. Professional services and other revenue was $68.9 million, a 9% year-over-year decrease.

▪Billings were $3.4 billion, a 10% year-over-year increase including approximately 1.1% positive impact from foreign exchange rates.

▪Annual Recurring Revenue ("ARR") was $3,272 million as of January 31, 2026, and $3,030 million as of January 31, 2025, an 8.0% year-over-year increase. Intelligent Agreement Management ("IAM") represented 10.8% of our total ARR as of January 31, 2026, and 2.3% of our total ARR as of January 31, 2025.

▪GAAP gross margin was 79.4% compared to 79.1% in the prior year. Non-GAAP gross margin was 82.0% compared to 82.2% in the prior year.

▪GAAP net income per basic share was $1.53 on 202 million shares outstanding compared to $5.23 on 204 million shares outstanding in fiscal 2025.

▪GAAP net income per diluted share was $1.48 on 209 million shares outstanding compared to $5.08 on 210 million shares outstanding in fiscal 2025.

▪Non-GAAP net income per diluted share was $3.84 on 209 million shares outstanding compared to $3.55 on 210 million shares outstanding in fiscal 2025.

▪Repurchases of common stock were $869.1 million compared to $683.5 million in the same period last year.

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A reconciliation of GAAP to non-GAAP financial measures has been provided in the tables included in this press release. An explanation of these measures is also included below under the heading “Non-GAAP Financial Measures and Other Key Metrics.”

Key Business Highlights:

Expanded IAM Platform and eSignature Capabilities: Docusign continued to evolve IAM into an end-to-end platform for customers’ agreement workflows. In Q4, Docusign delivered on its roadmap to integrate AI-native experiences across the entire agreement lifecycle. Key updates include:

•Agreement Desk: Now generally available, Agreement Desk is a central hub for teams to request, track, review, and manage agreements from intake to signature. It creates visibility across stakeholders, and allows teams across legal, sales, and procurement to collaborate in real time.

◦AI-Assisted Review: AI-Assisted Review leverages pre-approved company playbooks and provides instant redline suggestions and clause generation to ensure that all team members within an organization can negotiate agreements in compliance with company standards.

•AI-Powered eSignature: In