Docusign (DOCU): FY27 Q2 earnings call, Sep 3, 2026

On its Sep 3, 2026 earnings call (FY27 Q2), Docusign said 11 of the 14 words Polymarket listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated

Markets

14 words · 11 settled yes · our count agreed on 14 of 14

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Customer 30+ timesYes6363✓78%transcripts from the transcript model–
AI 10+ timesYes1616✓71%transcripts from the transcript model–
Fiscal 15+ timesYes1515✓77%transcripts from the transcript model–
Expansion Yes1313✓92%transcripts from the transcript model–
CLM Yes55✓89%transcripts from the transcript model–
Deliver Yes55✓88%transcripts from the transcript model–
Salesforce Yes55✓84%transcripts from the transcript model–
OpenAI Yes44✓68%transcripts from the transcript model–
Billing Yes11✓96%transcripts from the transcript model–
LLM Yes11✓78%transcripts from the transcript model–
Workspace Yes11✓37%transcripts from the transcript model–
Forecast No00✓77%transcripts from the transcript model–
Insurance No00✓68%transcripts from the transcript model–
California No00✓20%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Gary Fugescompany“Customer (30+)” · prepared

In particular, our expectations regarding factors affecting our pace of innovation and customer adoption are based on our best estimates at this time and are…

Allan Thygesencompany“AI (10+)” · prepared

…an organization's agreement data to improve business decisioning. Point solutions and standalone AI tools cannot address the breadth of this challenge securely and at scale…

Operatoroperator“Fiscal (15+)” · prepared

…afternoon, ladies and gentlemen. Thank you for joining Docusign's second quarter of fiscal year 2027 earnings conference call. At this time, all participants are in…

Blake Graysoncompany“Expansion” · prepared

…strong start to fiscal 2027, balancing operational efficiency with ongoing IAM platform expansion. We remain encouraged by growing IAM adoption as we drive more value…

Allan Thygesencompany“CLM” · prepared

…goes GA. Additionally, we are bringing contract lifecycle management into the AI age with the general availability of IAM Agreement Manager's integration into Docusign CLM.

Allan Thygesencompany“Deliver” · prepared

…all demonstrate how Docusign is reaching across industries and customer sizes to deliver value and transform businesses across the global economy. We are excited about…

Allan Thygesencompany“Salesforce” · prepared

…customer segments. Here are a few examples of customer wins in Q2. Salesforce is deploying IAM as a trusted system of record for agreements, turning…

Allan Thygesencompany“OpenAI” · prepared

…for Legal. These are in addition to existing connectors with Anthropic, Gemini, OpenAI, and Microsoft Copilot. While still early, MCP adoption continues to ramp with…

Michael Turrinanalyst“Billing” · qa

…at in terms of constant currency revenue growth. I know we're de-emphasizing billings, which has been a bit noisy, but just help us parse what's…

Allan Thygesencompany“LLM” · prepared

…workloads at significantly lower marginal costs than offerings that route to external LLMs. This is the key reason we were able to significantly increase cumulative…

Allan Thygesencompany“Workspace” · prepared

…and accelerate quote to revenue. IAM's Agreement Desk provides a shared collaborative workspace where teams can review, redline, and approve contracts faster. HydroCorp, a leading…

Agents: this page as TSV at /api/v1/appearances/docusign:2026-09-03:earnings_call · words: /api/v1/brief?appearance=docusign:2026-09-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP