DocuSign, Inc. reported its financial results for the third quarter of fiscal 2026, revealing a total revenue of $818.4 million for the three months ended October 31, 2025, marking an increase of 8% from $754.8 million in the same period last year. Subscription revenue, which constitutes approximately 98% of total revenue, rose to $801.0 million, up from $734.7 million, driven by growth in both commercial and enterprise accounts. The company reported a net income of $83.7 million, compared to $62.4 million in the prior year, resulting in a diluted earnings per share of $0.40, up from $0.30.
In terms of operational metrics, DocuSign's customer base expanded to nearly 1.8 million, including 1,165 customers with annualized contract values exceeding $300,000, an increase from 1,075 in the previous year. The company also noted a 13% increase in international revenue, which accounted for 30% of total revenue in the latest quarter. The growth in customer numbers and international sales reflects the company's strategic focus on expanding its market presence and enhancing product adoption.
DocuSign has continued to invest in its product offerings, particularly its Intelligent Agreement Management (IAM) platform, which integrates artificial intelligence capabilities. The company has also been evolving its go-to-market strategy by diversifying its sales channels, including direct sales, partner-assisted sales, and digital self-service purchasing. These strategic initiatives are aimed at improving customer engagement and retention while driving revenue growth.
The company’s total operating expenses for the quarter were $562.4 million, up from $539.3 million a year earlier, primarily due to increased investments in sales and marketing, as well as research and development. DocuSign's cash and cash equivalents stood at $583.3 million as of October 31, 2025, down from $648.6 million at the beginning of the fiscal year, reflecting ongoing investments and stock repurchase activities. The company repurchased $215.5 million worth of its stock during the quarter, part of a broader $2.5 billion stock repurchase program.
Looking ahead, DocuSign anticipates continued growth driven by its expanding customer base and product innovations. The company remains focused on enhancing its operational efficiency and exploring strategic acquisitions to further bolster its market position. Despite potential macroeconomic challenges, including inflation and market volatility, DocuSign is optimistic about its long-term growth trajectory and the ongoing demand for its digital agreement solutions.
About DOCUSIGN, INC.
Docusign, Inc. provides electronic signature and agreement management solutions that streamline and automate the contract lifecycle. Its core platform, including eSignature, CLM, and AI-powered tools, serves a global customer base across industries, enhancing speed, security, and compliance. The company offers subscription-based products, integrates with major applications, and emphasizes innovation, security, and sustainability to maintain competitive advantage in digital agreement technology.
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