Strategic Intelligence Report
Generated July 29, 2026
Enterprise Software
DocuSign
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
San Francisco, California, USA
Website
Employees
7,000 (FY2025)
Founded
2003
Listing
DOCU · NASDAQ
Market Cap
$10.10B
Revenue (TTM)
$3.29B
Price
USD52.91 (+1.17%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
The leading e-signature provider, transitioning toward an AI-native Intelligent Agreement Management platform that uses a large proprietary library of consented contract data to power AI-driven contract analysis and workflow automation. DocuSign reported full fiscal-year 2026 revenue of $3.2 billion (up 8% year-over-year), with its AI-native Intelligent Agreement Management (IAM) platform reaching over $350 million in ARR (10.8% of total ARR); Q4 fiscal 2026 billings exceeded $1 billion for the first time, growing 10% year-over-year.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Dependency
- Salesforce: DocuSign's AI-native IAM platform integrates directly with Salesforce alongside other leading AI providers.
Competition / Other
- Adobe: DocuSign competes with Adobe Acrobat Sign in e-signature and agreement management software.
Strategic Risks
- Core e-signature business faces commoditization pressure as AI-native IAM transition takes time to scale
Future Outlook
- Continued IAM ARR mix shift as the primary growth driver going forward
Sources
- U.S. Securities and Exchange Commission (EDGAR) (Mar 2026) — DocuSign, Inc. FY2026 Annual Report (Form 10-K), filed with the SEC
- DocuSign FY2026 Q4 earnings release (Mar 2026) — DocuSign FY2026 revenue reaches $3.2B as AI-native IAM platform ARR share nearly quintuples
- DocuSign Q4 FY2026 earnings call transcript (Mar 2026) — DocuSign's Q4 FY2026 billings top $1 billion for the first time, up 10% year-over-year
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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