NASDAQ$DOCU

DocuSign Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Docusign reported Q4 fiscal 2026 revenue of $836.9M with non-GAAP EPS of $1.01.

Total revenue grew 8% to $836.9 million; subscription revenue was $819.0 million. Billings were $1.0 billion; IAM ARR reached over $350M. GAAP diluted EPS was $0.44 and non-GAAP $1.01.

  • Q4 revenue $836.9M (+8% YoY).
  • Billings $1.0B (+10% YoY).
  • Non-GAAP diluted EPS $1.01.
  • $2.0B added to share repurchase authorization.

Headline financials

Total Revenue

$837M

Previous: $776M+7.8%
EPS (adj)

$1.01

Previous: $0.39+159.0%

Revenue & EPS history

DocuSign · Revenue · Quarterly

$837M

Q4 2026+7.8%vs Q4 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

DocuSign · $701M total across 2 segments · Q3 2024

  • Subscription
    $682M+9.3%
  • Professional Services
    $18.1M-15.5%

Forward guidance

Docusign guided FY2027 revenue $3.484–3.496B (+8%) and non-GAAP operating margin 30.0–30.5%.

Tailwinds

  • FY2027 revenue guide ~$3.49B.
  • ARR growth guide 8.25–8.75%.
  • $2.0B repurchase authorization increase.
  • IAM ARR over $350M.

Headwinds

  • Non-GAAP gross margin slightly down Q4.
  • Professional services revenue -3% YoY.
  • FX headwind on reported growth.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2026

Historical avgQ4 2026

-0.9%

Avg return

Earnings day

-1.0%

Avg return

5 days after

+0.1%

Avg return

30 days after

48%

16 / 33 earnings

Positive

+27.4%

Q3 2025

Best reaction

-41.5%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-7.3%-11.3%
Q4 2026+1.8%+2.6%-3.8%
Q3 2026-7.7%-3.2%-8.8%
Q2 2026+4.7%+3.4%-8.5%
Q1 2026+0.0%+1.4%+2.3%
Q4 2025+14.8%+14.6%-0.5%
Q3 2025+27.4%+14.1%+7.4%
Q2 2025+3.1%-5.0%+11.2%
Q1 2025-2.8%-2.7%+1.7%
Q4 2024+6.7%+11.5%+13.3%
Q3 2024+5.0%+18.2%+15.4%
Q2 2024-4.9%-12.1%-20.2%
Q1 2024-0.3%-3.4%-13.1%
Q4 2023-24.3%-15.5%-14.0%
Q3 2023+16.8%+37.9%+29.6%
Q2 2023+16.1%+10.5%-13.3%
Q1 2023-26.8%-36.4%-26.2%
Q4 2022-23.5%-21.8%+4.0%
Q3 2022-41.5%-39.9%-34.0%
Q2 2022+4.3%-1.9%-13.3%
Q1 2022+16.3%+20.8%+39.0%
Q4 2021-1.1%-0.7%+0.1%
Q3 2021+11.7%+7.9%+2.1%
Q2 2021-18.4%-22.5%-17.7%
Q1 2021-5.3%-3.8%+29.5%
Q4 2020+3.1%-5.4%+20.8%
Q3 2020+8.0%+4.0%+7.9%
Q2 2020+20.1%+27.9%+33.2%
Q1 2020-9.7%-10.2%-2.2%
Q4 2019-2.1%-1.7%-4.2%
Q3 2019-4.4%+0.5%-1.4%
Q2 2019-10.8%-16.8%-30.2%
Q1 2019+1.0%+7.8%-4.2%
Q3 2017
Q2 2017
Q1 2017

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