DocuSign Q1 Revenue Rises on IAM Growth

DocuSign (NASDAQ:DOCU) reported Q1 FY2026 results on June 5, with revenue totaling $764 million, up 8% year-over-year, and non-GAAP operating margin climbing to 29.5%. The quarter was defined by rapid adoption of its Intelligent Agreement Management (IAM) software, a shift in sales incentives leading to lower early renewals and billings timing, and the announcement of an additional $1 billion in share repurchase authorization. The following insights illustrate substantial progress on product innovation, go-to-market transformation, and business model resilience at the electronic document software provider.The total number of DocuSign IAM customers surpassed 10,000; direct IAM deal volume exceeded the level in Q4 FY2025 despite typical seasonality. IAM usage growth was driven by improvements in the user experience and new AI features, with IAM sales on track to represent a double-digit percentage of the total subscription business by the end of Q4 FY2026.Continue reading

Jun 6, 2025 - 18:56
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DocuSign Q1 Revenue Rises on IAM Growth

DocuSign (NASDAQ:DOCU) reported Q1 FY2026 results on June 5, with revenue totaling $764 million, up 8% year-over-year, and non-GAAP operating margin climbing to 29.5%. The quarter was defined by rapid adoption of its Intelligent Agreement Management (IAM) software, a shift in sales incentives leading to lower early renewals and billings timing, and the announcement of an additional $1 billion in share repurchase authorization.

The following insights illustrate substantial progress on product innovation, go-to-market transformation, and business model resilience at the electronic document software provider.

The total number of DocuSign IAM customers surpassed 10,000; direct IAM deal volume exceeded the level in Q4 FY2025 despite typical seasonality. IAM usage growth was driven by improvements in the user experience and new AI features, with IAM sales on track to represent a double-digit percentage of the total subscription business by the end of Q4 FY2026.

Continue reading