DocuSign Inc (NASDAQ: DOCU) is a software company that provides electronic signature and contract lifecycle management solutions to businesses, government institutions, and educational organizations. Revenue comes almost entirely from software subscriptions, which accounted for 98% of total revenue in the fiscal year ended January 31, 2026, with the remainder from professional services and deployment support billed on a time-and-materials or fixed-fee basis. Customers are invoiced annually in advance, and subscription terms generally run one to three years. As of January 31, 2026, DocuSign served over 1.8 million customers, including approximately 280,000 direct enterprise and commercial customers managed through its sales force and partner channels. The company also reports 1,205 customers with annualized contract values above $300,000 as of January 31, 2026. Its Identity and Agreement Management (IAM) platform, eSignature, and CLM solutions carry FedRAMP and GovRAMP authorizations. DocuSign goes to market through direct sales, a partner channel, and digital self-service purchasing.
- Revenue model
- Subscription fees (98% of revenue, FY ended January 31, 2026) for access to the software platform, technical infrastructure, and customer support, invoiced annually in advance and recognized ratably over the contract term. Professional services and other revenue (remainder of total revenue) covers deployment, integration, and on-premises solutions, priced on time-and-materials or fixed-fee bases.
- Products and services
- Electronic signature (eSignature) solution; Identity and Agreement Management (IAM) platform; Contract Lifecycle Management (CLM); on-premises solutions; professional services for deployment and integration.
- Customers and end markets
- Over 1.8 million total customers as of January 31, 2026, including approximately 280,000 direct enterprise and commercial customers. Very small businesses (VSBs) purchasing via digital self-serve channels, commercial businesses, and enterprise organizations. Government and educational institutions also among the customer base. 1,205 customers with annualized contract values above $300,000 as of January 31, 2026, up from 1,131 as of January 31, 2025.
- Value-chain role
- Software platform provider sitting between parties who need to execute, manage, and store agreements. Hosts the transaction infrastructure supporting over one billion users and over 1.8 million customers as of January 31, 2026. Integrates into customers' existing systems and workflows.
- Geographic exposure
- Global operations with brand awareness pursued on a global basis, per the FY2026 10-K. Specific geographic revenue breakdown not detailed in the provided filing excerpts.
Source: SEC 10-K, filed 2026-03-18
Industry:
Services-Prepackaged Software
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