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DocuSign's AI Push: Stock Dips Despite Growth
5 Dec
Summary
- DocuSign's Intelligent Agreement Management platform exceeds 25,000 customers.
- Revenue climbed 8% year-over-year, reaching $818.4 million in fiscal Q3.
- AI integrations are expanding with availability in ChatGPT and other platforms.

Docusign reported fiscal Q3 results that demonstrated positive momentum, particularly within its Intelligent Agreement Management (IAM) platform, which has now surpassed 25,000 customers. The platform repository holds around 150 million opted-in agreements, indicating significant user adoption and data accumulation. Revenue for the quarter reached $818.4 million, marking an 8% year-over-year increase, with subscription revenue contributing $801.0 million, up 9%.
The company is deepening its commitment to artificial intelligence, with IAM set to be available in ChatGPT and already accessible via beta releases for platforms like Anthropic Claude and Microsoft Copilot. Enhanced developer tools and expanded enterprise offerings, alongside international expansion into Brazil, Spain, and Japan, signal a strategic push for broader global reach and integration. FedRAMP Moderate and GovRAMP authorizations further bolster its government sector presence.




