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.
UpdatedMarkets
14 words · 11 settled yes · our count agreed on 14 of 14- Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Customer 30+ times | Yes | 63 | 63 | ✓ | 78%transcripts from the transcript model | – |
| AI 10+ times | Yes | 16 | 16 | ✓ | 71%transcripts from the transcript model | – |
| Fiscal 15+ times | Yes | 15 | 15 | ✓ | 77%transcripts from the transcript model | – |
| Expansion | Yes | 13 | 13 | ✓ | 92%transcripts from the transcript model | – |
| CLM | Yes | 5 | 5 | ✓ | 89%transcripts from the transcript model | – |
| Deliver | Yes | 5 | 5 | ✓ | 88%transcripts from the transcript model | – |
| Salesforce | Yes | 5 | 5 | ✓ | 84%transcripts from the transcript model | – |
| OpenAI | Yes | 4 | 4 | ✓ | 68%transcripts from the transcript model | – |
| Billing | Yes | 1 | 1 | ✓ | 96%transcripts from the transcript model | – |
| LLM | Yes | 1 | 1 | ✓ | 78%transcripts from the transcript model | – |
| Workspace | Yes | 1 | 1 | ✓ | 37%transcripts from the transcript model | – |
| Forecast | No | 0 | 0 | ✓ | 77%transcripts from the transcript model | – |
| Insurance | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – |
| California | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
63 matches for “Customer”; 5 quoted, at least 25 words apart.
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…
…in our Intelligent Agreement Management, or IAM, platform. We unlocked even greater customer value within IAM and further extended IAM's functionality into the tools where…
…of this challenge securely and at scale the way Docusign IAM can. Customers have now ingested more than 300 million documents through IAM's Agreement Manager.…
…new AI assistant and agentic capabilities, extending IAM into additional surfaces where customers work, and increasing the functional specialization of the platform. Taken together, they…
…use cases, including document intake and vendor renewal, an Agent Studio where customers can build, govern, and deploy custom agents for specialized uses like executing…
Where the listed words were said
…In user testing, the AI assistant cuts the time it takes for customers to summarize, review, and finalize agreements, like NDAs, in half. Docusign continues…
…server 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…
…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…
…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…
…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…
…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…
…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…
…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…
…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…
…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