โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $1.16 (Est. $1.09) โ
โข Revenue: $875.7M (Est. $867.16M) โ , +9% YoY.
โข IAM: 15.1% of total ARR, up from 12.6% sequentially.
โข Adj. Gross Margin: 81.7%, vs. 82.0% a year ago.
โข Free Cash Flow: $295.8M, +36% YoY, with a 34% margin.
โข Operating Cash Flow: $334.5M, +36% YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 FY2027 Revenue: $886Mโ$890M (Est. $888.45M).
โข FY2027 Revenue: $3.499Bโ$3.507B (Est. $3.50B), raised.
โข FY2027 ARR Growth: 8.5%โ9.0%.
โข FY2027 IAM: ~18%โ19% of total ARR exiting Q4.
โข FY2027 Adj. Operating Margin: 31.0%โ31.5%.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue grew 9% and modestly exceeded consensus, while Adj. EPS beat expectations by roughly 6%.
โข IAM adoption continued to accelerate, reaching 15.1% of total ARR versus 12.6% just one quarter earlier.
โข Docusign raised its FY2027 revenue, ARR and IAM penetration outlook as AI-driven agreement management gains traction.
โข Free cash flow rose to $295.8M with margin expanding to 34% from 27% a year ago.
โข New AI capabilities include an AI assistant, pre-built agents, Agent Studio and integrations that bring agreement intelligence into external AI platforms.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โDocusign is raising its outlook as AI accelerates momentum across the business.โ