DocuSign's stock surged over 14% following its announcement of stronger-than-anticipated earnings late Thursday. “We've really stabilized and I think started to turn the corner on the core business, ” CEO Allan Thygesen stated Friday during an appearance on CNBC's "Squawk Box. " “We’ve become much more efficient. ” Here’s a summary of the company’s performance for the fourth quarter of FY2025 compared to LSEG estimates: - Earnings per share: 86 cents vs. an expected 85 cents - Revenue: $776 million vs. the anticipated $761 million The earnings exceeded expectations partly due to the launch of DocuSign IAM, an artificial intelligence-powered content platform designed to streamline agreement-related processes. “It’s tremendously valuable, ” Thygesen noted. “It’s opening a treasure trove of data. . .

We’re seeing excellent uptake. ” Looking ahead to fiscal year 2026, Thygesen indicated that DocuSign expects IAM to contribute low double digits to the overall growth of the business by Q4. Thygesen also mentioned collaborations with Microsoft and Google, stating the company does not see them as competitors since they are not aiming to become specialists in agreement management. Despite a general decline in consumer sentiment and demand due to tariff uncertainties, Thygesen remarked that DocuSign has not observed any signs of a slowdown in its transactional activities. “More and more people are going to want to sign things electronically, ” Thygesen added. DocuSign reported subscription revenue of $757 million, reflecting a 9% increase year-over-year. The company anticipates first-quarter revenue to fall between $745 million and $749 million and expects full-year revenue between $3. 129 billion and $3. 141 billion. The company’s net income was $83. 50 million, or 39 cents per share, compared to $27. 24 million, or 13 cents per share, from the previous year. Revenue for the fourth quarter of $776 million marked a 9% increase compared to the same quarter last year. DocuSign went public in 2018 with a valuation of $6 billion. The stock's price surged during the pandemic as demand for remote services soared amid lockdowns and social restrictions, reaching record highs in 2021 before experiencing a drop. Thygesen, who previously worked at Google, joined the company in September 2022 following DocuSign's significant decline. Year-to-date, the stock has fallen over 16%.