DocuSign Shares Surge 14% Following Strong Earnings and AI Platform Growth

The company's new AI-powered Intelligent Agreement Management platform drives customer adoption and revenue growth.

DocuSign reported Q4 FY2025 revenue of $776 million, surpassing analyst estimates of $761 million, with adjusted earnings per share of $0.86, slightly above expectations.
The company's subscription revenue grew 9% year-over-year to $757 million, while billings rose 11% to $923 million.
CEO Allan Thygesen highlighted the rapid adoption of DocuSign's AI-powered Intelligent Agreement Management (IAM) platform, which optimizes contract creation, organization, and analysis.
Despite slightly lower-than-expected revenue guidance for FY2026, DocuSign's projected billings align with or exceed analyst expectations, signaling confidence in future growth.
DocuSign repurchased $161.6 million worth of stock in Q4 and ended the quarter with $1.1 billion in cash and equivalents, reflecting strong financial positioning.