Docebo, Inc. (DCBO)
NASDAQ:DCBO
Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.3Last Year’s EPS
0.29Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple strong positives: notably improved event engagement (Inspire), clear early traction in enterprise demand and pipeline, differentiated AI/product momentum (Agent Hub), strong Q1 free cash flow and raised guidance. Management balanced enthusiasm with prudence — calling out one-time cash benefits, long enterprise sales cycles, integration timing for acquisitions, and mixed AI readiness across buyers. Overall, positives (product differentiation, commercial momentum, long-term contract durability, and strong cash generation) materially outweigh the cautions and one-time items.Company Guidance
Strong Inspire Attendance and Customer Engagement
Docebo Inspire attendance grew ~20% to over 1,000 attendees; more than 20% of Docebo's ARR was represented at the event, demonstrating high customer engagement and validation of the company's positioning.
Enterprise Momentum and Pipeline Strength
Q1 marked the first quarter of clear enterprise strength after 2025, with management noting the strongest demand seen in years and a pipeline that supports continued wins and potential raises throughout the year. Mid-market has delivered at-or-above targets for 3-4 consecutive quarters.
Agent Hub Early Traction
Agent Hub (agentic infrastructure) generated strong early interest at Inspire with over 500 customer-submitted agent requests, live demos to 1,000+ attendees, and imminent GA — signifying a differentiated product lead in AI-enabled learning automation.
365Talents Demand and Cross-Sell Opportunity
Management is maintaining a 2026 revenue assumption of $9 million for 365Talents while noting strong early demand signals (about 50% of Inspire attendees visited the 365Talents booth), supporting expectations for meaningful H2 contribution once go-to-market is fully ramped.
Longer-Term, High-Quality Contracts
Enterprise contract lengths increased materially: overall enterprise average exceeded 3 years and $2M+ deals averaged ~5 years (two largest deals were 5+ years), indicating stronger customer commitment and longer revenue visibility.
Raised Guidance Backed by Q1 Beat
Company raised full-year revenue guidance by approximately $3.5 million, with $2.2 million of that increase attributable to the Q1 beat, signaling management confidence in underlying performance.
Exceptional Q1 Free Cash Flow
Q1 delivered particularly strong free cash flow (management referenced roughly a ~42% free cash flow margin for the quarter), aided by high-quality enterprise customers, prepayments and minimal bad debt; long-run expectation is FCF to track near trailing EBITDA margins.
Progress in Public Sector and Security Posture
FedRAMP renewal (subject to yearly review) and a growing SLED/federal pipeline with partner-led GTM were highlighted, with management expecting meaningful results in H2 2026 and 2027 as the government motion matures.
DCBO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DCBO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2026 | $20.96 | $21.20 | +1.15% |
Feb 27, 2026 | $17.91 | $17.38 | -2.96% |
Nov 07, 2025 | $24.36 | $23.48 | -3.61% |
Aug 08, 2025 | $29.08 | $30.56 | +5.09% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Docebo, Inc. (DCBO) report earnings?
Docebo, Inc. (DCBO) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Docebo, Inc. (DCBO) earnings time?
Docebo, Inc. (DCBO) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DCBO EPS forecast?
DCBO EPS forecast for the fiscal quarter 2026 (Q2) is 0.3.
