Expansion lifts retention quality
A greater contribution from expansion to net retention signals healthier installed-base monetization in enterprise software. The shift matters because it reflects incremental product adoption within existing accounts, not solely improved customer retention.
Now what we're starting to see is more contribution from the expansion side of the business, which is encouraging. It's a little bit more balanced. I mean, obviously with the size of the book we have, gross retention is a huge lever for us, but we are seeing expansion play a bigger role in that.
Who it touches
- DOCUbullish
Expansion is contributing more to dollar net retention, indicating customers are broadening use rather than merely renewing.
About this signal
- Company
- Docusign, Inc.
- Category
- demand
- Call
- Q2 FY2027