DOCUSIGN, INC. recently released its 10-Q report. The company sells an electronic signature and agreement-management platform in the U.S. and abroad, with products that include e-signature, contract lifecycle management, document generation, identity verification, standards-based signatures, remote online notarization, monitoring, and web forms. It also offers an AI-powered intelligent agreement management platform and sells through direct sales, partner-assisted channels, and digital self-service; the company was incorporated in 2003 and is based in San Francisco.
In Item 2, management said the quarter was shaped by continued investment in its IAM platform, broader customer adoption, and growing international revenue. As of July 31, 2026, DocuSign said more than 1.9 million customers and more than 1 billion users worldwide used its products, up from over 1.7 million customers and over 271,000 direct customers a year earlier. Customers with more than $300,000 in annualized contract value rose to 1,296 from 1,137.
Revenue for the three months ended July 31, 2026 was $875.7 million, up from $800.6 million a year earlier. For the six-month period, revenue increased to $1.706 billion from $1.564 billion. Subscription revenue accounted for 98% of revenue in both the three* and six-month periods ended July 31, 2026 and 2025.
Operating income improved to $117.6 million in the quarter from $65.2 million a year earlier, while net income rose to $77.7 million from $63.0 million. For the first six months, operating income was $228.9 million versus $125.5 million, and net income was $155.9 million versus $135.1 million.
Cash, cash equivalents, restricted cash and investments totaled $990.4 million at July 31, 2026. Net cash provided by operating activities increased to $334.5 million in the quarter from $246.1 million a year earlier, and to $656.2 million for the six months from $497.5 million. Purchases of property and equipment were $38.8 million in the quarter and $71.0 million for the six months.
Total costs and expenses were $758.1 million in the quarter, compared with $735.4 million a year earlier, while stock-based compensation expense declined to $148.6 million from $160.5 million. International revenue rose 17% in the six months ended July 31, 2026, and represented 31% of total revenue, up from 29% a year earlier. Following these announcements, the company's shares moved 3.7%, and are now trading at a price of $68.41. For the full picture, make sure to review DOCUSIGN, INC.'s 10-Q report.
