Q3 FY26 Performance - Total revenue reached $818 million, reflecting an 8% year-over-year growth[14] - Billings amounted to $829 million, demonstrating a 10% year-over-year increase[14] - The non-GAAP operating margin was 314%, resulting in $263 million[14] - Free cash flow represented 32% of the free cash flow margin[14] Financial Guidance - Q4 FY26 total revenue is projected to be between $825 million and $829 million, indicating a 7% year-over-year change[73] - Q4 FY26 billings are expected to range from $992 million to $1002 billion, reflecting an 8% year-over-year growth[73] - FY26 total revenue is forecasted to be between $3208 billion and $3212 billion, representing an 8% year-over-year increase[75] - FY26 billings are projected to be between $3379 billion and $3389 billion, indicating a 9% year-over-year growth[75] International Growth - International revenue grew by 14% year-over-year in Q3 FY26[41] - International revenue accounted for 30% of the total revenue in Q3 FY26[41]

Core Insights - Docusign is integrating its Intelligent Agreement Management (IAM) platform with ChatGPT through the Model Context Protocol (MCP), allowing users to create and analyze contracts directly within ChatGPT [1][3][4] Group 1: Integration and Functionality - The integration aims to streamline the process of moving from conversation to action, enhancing efficiency and reducing busywork for users [2][3] - Docusign's IAM platform will enable users to manage agreements securely and intelligently within the ChatGPT environment [1][3] - The connector being developed will maintain trust, security, and compliance, essential for businesses of all sizes [3] Group 2: Market Position and Customer Base - Docusign serves over 1.7 million customers and manages more than one billion agreements annually, highlighting its significant market presence [1][5] - The company is recognized as a leader in e-signature and contract lifecycle management (CLM), providing critical solutions for businesses [5] Group 3: Use Cases and Examples - Users will be able to perform various tasks such as drafting residential leases, creating purchase orders, and identifying vendor contracts for renegotiation directly through ChatGPT [7]

Q2 FY26 Performance Highlights - Total revenue reached $801 million, demonstrating a 9% year-over-year growth[14] - Billings increased by 13% year-over-year, reaching $818 million[14] - Non-GAAP operating margin was 29.8%, resulting in $218 million[14] - Free cash flow represented 27% of total revenue[14] - International revenue grew by 13% year-over-year and accounted for 29% of total revenue[42] Customer Base and Agreement Management - The company has over 1740000 customers and more than 1 billion users across 180+ countries[14] - 95% of Fortune 500 companies are Docusign customers[14] - Docusign is helping 10000+ organizations advance their agreement maturity with IAM[36] Financial Guidance - Q3 FY26 total revenue is projected to be between $804 million and $808 million, representing a 7% year-over-year change[73] - FY26 total revenue is projected to be between $3189 million and $3201 million, representing a 7% year-over-year change[76]

Financial Performance - Total revenue reached $764 million, reflecting an 8% year-over-year growth [14] - Billings amounted to $740 million, representing a 4% year-over-year increase [14] - Non-GAAP operating margin stood at 29.5% [14] - Free cash flow was $228 million, resulting in a 30% free cash flow margin [14] - International revenue grew by 10% year-over-year and accounted for 28% of total revenue [28] Customer Base and Market Position - The company has over 17 million customers and more than 1 billion users across over 180 markets [14] - Over 95% of Fortune 500 companies are Docusign customers [14] - The company is the world's number one e-signature solution [14] Future Outlook - Q2 FY26 total revenue is projected to be between $777 million and $781 million [57] - FY26 total revenue is expected to range from $3151 million to $3163 million [60] - The company anticipates a positive billings impact of approximately 07% year-over-year due to foreign exchange rates for both Q2 and Fiscal Year 2026 [63]