What DocuSign's FY2026 10-K says: 12 signals

DocuSign filed its latest 10-K with the SEC on Mar 18, 2026. It discusses AI investment, capex increase and competitor named.

Public (DOCU)Software Development5,001 to 10,000 employeesdocusign.comLinkedIn

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Filed: Mar 18, 2026
Period: FY2026
Fiscal year end: 01/31
Filings: 1

Source: Autobound Signal API · 115 signals tracked for DocuSign · updated Nov 4, 2026

10-K · latest 10

What DocuSign's 10-K filings say

10-K · FY2026
Filed Mar 18, 2026 · Fiscal year ends 01/31 · 12 signals
SEC EDGAR
- Capex increasePositive
  Investing heavily in R&D and partner ecosystem for new AI-powered IAM platform.
  10.8%
  IAM share of annual recurring revenue for the year ended January 31, 2026
  AIplatformAI engineno-code workflow
- Product launchPositive
  Launched new Intelligent Agreement Management (IAM) platform in April 2024, now at 10.8% of ARR.
  DocuSign is pivoting from a single product (eSignature) to a comprehensive IAM platform, which already accounts for over 10% of annual recurring revenue.
  10.8%
  annual recurring revenue from IAM platform customers
  AI
- Recurring revenue shiftNegative
  Facing risk from over-dependence on eSignature revenue amid strategic shift to IAM platform.
  DocuSign explicitly states that the vast majority of its revenue comes from its legacy eSignature product, creating significant business risk if the new IAM platform fails to gain traction or if eSignature sales decline.
- Data investmentPositive
  Launched 'Navigator' AI repository, ingesting nearly 200 million customer agreements.
  The company is building a massive data asset with its 'Navigator' product, using AI to analyze and extract insights from contracts.
  AIdata repository
- RestructuringNeutral
  Restructured direct sales organization in early fiscal 2026 with new segments and territories.
  DocuSign overhauled its sales organization to shift from selling eSignature to a more consultative sale of its new IAM platform.
- Market share lossNegative
  Facing competitive threat from new AI technologies that could replicate core functions.
  Advances in AI could lower the barrier to entry, allowing new competitors or even customers' in-house tools to replicate agreement management functions cheaply, threatening DocuSign's market position and pricing power.
  AIlarge language modelsagents
- Customer concentrationNegative
  Over-reliant on legacy eSignature product for majority of revenue, risking decline.
  The company is substantially dependent on its legacy eSignature product for revenue, making it vulnerable to market shifts and competition if the new IAM platform fails to gain traction quickly.
  98%
  Subscription revenue as a percentage of total revenue for the year ended January 31, 2026, which is primarily eSignature
  eSignatureIAM
- Compliance burdenNeutral
  Achieved FedRAMP & GovRAMP authorization amid frequent cyberattacks.
  As a frequent target of cyberattacks, DocuSign faces significant pressure to maintain robust security and compliance.
  AIIAM
- Market expansionPositive
  Overhauling GTM strategy in fiscal 2026 with new sales segments, territories, and partner programs.
  DocuSign is making 'meaningful changes' to its direct sales organization and relaunching its partner program to drive IAM adoption.
- Competitor namedNegative
  Facing new competitive threats from LLM providers, hyperscalers, and enterprise software companies.
  DocuSign identifies a specific competitive threat from advances in AI that enable new categories of players, such as large language model providers and hyperscalers, to replicate their functionality at a lower cost.
  AIlarge language modelsdata platform companiesenterprise software companies

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"docusign.com","signal_types":["sec-10k"],"limit":20}'

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Questions about DocuSign 10-K

When did DocuSign file its latest 10-K?

DocuSign filed its latest 10-K (FY2026) on Mar 18, 2026.

What does DocuSign's latest 10-K say about capex increase?

From the filing dated Mar 18, 2026: Investing heavily in R&D and partner ecosystem for new AI-powered IAM platform.

Where can I find DocuSign's annual report?

The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1261333/000126133326000021/docu-20260131.htm. This page summarizes what the filing says and links to it.

Page updated Mar 18, 2026, the date of the newest row on this page.

Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of Nov 4, 2026.

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What DocuSign's FY2026 10-K says: 12 signals

What DocuSign's 10-K filings say

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