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.
5 matches for “Deliver”; 5 quoted, at least 25 words apart.
…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…
…we see an opportunity to further build on this momentum as we deliver greater customer value, particularly by deepening IAM adoption. Total customer growth remained…
…with targeted investments in product innovation, specifically across the IAM platform, to deliver incremental value to our customers and ultimately accelerate growth. In Q2, non-GAAP…
…this fiscal year. I am proud of the Docusign team for helping deliver consistently strong gross margins, even as more customers adopt our AI-driven features…
…that can help us accelerate ARR growth, drive continued operating leverage, and deliver long-term value for shareholders. With that, operator, let's open the call for…
Where the listed words were said
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…
…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…
…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…
…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.
…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…
…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…
…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