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DocuSign, Inc.

DOCU

Technology · 56.66 +4.4% today

Jodie read · what matters now

Revenue increased 8.7% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to DOCU, and whether its market group begins moving.

Source storyJul 31, 2026 · mentions DOCURead on Struct ↗
Disclosed connections10 verified links7 additional receipts in Pro
Organic co-movement groupConstruction Management Software · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-06-05 against the comparable filing from 2025-06-06.

constructive
OperationsconstructiveEvidence score +2
liquidityneutralEvidence score 0
valuationmixed

What improved

  • Revenue increased 8.7% versus the comparable filing period.
  • Operating margin improved 5.5 percentage points.

What weakened

  • Operating cash flow was 4.11x net income; review non-cash and one-time items before treating this as recurring conversion.

Filing receipts

General and Administrative Three Months Ended April 30, 2026 versus 2025 (in thousands, except for percentages) 2026 2025 General and administrative $ 91,895 $ 90,270 2 % Percentage of revenue 11 % 11 % General and administrative expenses increased by $1.6 million, or 2%, in the three months ended April 30, 2026, primarily due to an increase in personnel expense related to higher headcount, higher incentive compensation, and annual merit increases.

Cost of Revenue and Gross Margin Three Months Ended April 30, 2026 versus 2025 (in thousands, except for percentages) 2026 2025 Cost of revenue $ 171,270 $ 157,269 9 % Gross margin 79 % 79 % — pts Cost of revenue increased by $14.0 million, or 9%, in the three months ended April 30, 2026, primarily driven by higher costs to support our growing customer base.

Cash Flows from Financing Activities For the three months ended April 30, 2026, net cash used in financing activities of $334.4 million was primarily driven by $317.5 million to repurchase 6.8 million shares of common stock through our stock repurchase program and $16.7 million payments for tax withholding on share settlements, net of proceeds associated with equity plans.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind DOCU

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MSFTMicrosoft CorporationsupplierFull receipt with Pro →
CRMSalesforce, Inc.partnerFull receipt with Pro →

Depended on by

DBXDropbox, Inc.competitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 7 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

DOCU is currently a Participant in the organic co-movement group Construction Management Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.