DocuSign, Inc. Q4 2026 Earnings Call Summary
Management characterizes fiscal 2026 as an 'inflection point' where the transition from eSignature to the AI-native IAM platform established market leadership. Performance was driven by consistent execution and accelerating momentum in enterprise, with fourth-quarter billings exceeding $1 billion for the first time in the company's history. The IAM platform reached $350 million in ARR within 18 months of launch, representing approximately 11% of total company ARR. Strategic positioning focuses on tr ...