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Revenue by Segment
Breaks down revenue across different business segments, revealing which areas are contributing most to growth and where DocuSign might focus its strategic efforts.Subscription is the clear growth engine—recurring revenue has steadily accelerated while Professional Services stays tiny and flat, implying more self‑service/product‑led adoption and higher revenue scalability. Management’s ARR and IAM targets (IAM now 12.6% of ARR, aiming ~18%) explain the recent subscription lift and justify buybacks, but cloud‑migration gross‑margin pressure and early‑stage enterprise IAM penetration are real risks: growth is improving in quality, yet margin expansion and full monetization of IAM hinge on successful enterprise sell‑through and retention gains.
Date | Subscription | Professional Services and Other |
|---|---|---|
Jun 30, 2026 | $853.96M | $21.79M |
Mar 31, 2026 | $811.22M | $19.02M |
Dec 31, 2025 | $819.00M | $17.86M |
Sep 30, 2025 | $800.96M | $17.39M |
Jun 30, 2025 | $784.39M | $16.25M |
Mar 31, 2025 | $746.20M | $17.45M |
Dec 31, 2024 | $757.77M | $18.48M |
Sep 30, 2024 | $734.69M | $20.13M |
Jun 30, 2024 | $717.40M | $18.70M |
Mar 31, 2024 | $691.48M | $18.16M |