Enterprise Software
DocuSign
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.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Anthropic, OpenAI
“Through our open platform and Model Context Protocol (MCP) server, Docusign connects with leading frontier models like Anthropic Claude, Gemini, and OpenAI ChatGPT so teams can create, review, and manage agreements using natural language within the tools they already use.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Mentions HubSpot
“IAM for Sales brings the full agreement lifecycle directly into CRMs like HubSpot, Microsoft Dynamics 365, and Salesforce.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Mentions UiPath
“Most recently, Sheldon served as Chief Product Officer at UiPath Inc., a leading enterprise-grade agentic automation platform.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Mentions Harvey, Legora
“Docusign is also partnering with leading legal AI platforms, including Harvey, Legora, and CoCounsel by Thomson Reuters. These integrations will bring legal research, document analysis, and contract review directly into agreement workflows across sales, procurement, HR, and finance.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Mentions Microsoft, Salesforce, SAP
“Docusign integrates with core applications like Coupa, Microsoft Copilot, Salesforce, SAP, and Slack so agreement workflows happen seamlessly across systems teams use every day, from triggering actions to surfacing completed agreements and the insights they contain.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 84% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — DocuSign, Inc. FY2026 Annual Report (Form 10-K), filed with the SEC95% source confidence
- DocuSign FY2026 Q4 earnings release — DocuSign FY2026 revenue reaches $3.2B as AI-native IAM platform ARR share nearly quintuples82% source confidence
- DocuSign Q4 FY2026 earnings call transcript — DocuSign's Q4 FY2026 billings top $1 billion for the first time, up 10% year-over-year76% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What DocuSign depends on below, and who depends on DocuSign above — click any node to make it the new center, 3 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.