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.

5 matches for “CLM”; 3 quoted, at least 25 words apart.

Allan Thygesencompanyprepared

…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 Thygesencompanyprepared

…and reduce manual processes and implementation costs. Further, this integration connects CLM's robust workflow capabilities with IAM's next-generation functionality, including AI-powered search…

Patrick Mc Ilweeanalystqa

…reclassification of spend that previously might have sat in core eSignature or CLM versus truly incremental wallet expansion? Said another way, when a customer moves…

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“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