KK
Public post
Kartik Krishnamurthy
Sep 2026 • linkedin
Post excerpt
Docusign just posted a strong Q2 FY27. Revenue hit $875.7M, up 9% YoY — and the real story is IAM (Intelligent Agreement Management), which now makes up 15.1% of total ARR, up from 12.6% just one quarter earlier. We also raised full-year guidance for revenue, ARR, and IAM's share of ARR — a clear signal that agentic AI inside the IAM platform (new AI agents, an MCP server, deeper Slack/Perplexity/Gemini integrations) is starting to move the business, not just the roadmap. Agreements are shifting from "sign here" t…
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