IAM mix supports recurring growth
Management’s raised ARR outlook and increasing IAM mix indicate that broader platform adoption is translating into recurring-revenue expectations. This supports the enterprise-software theme that module expansion can improve growth durability in established SaaS franchises.
More specifically, we now expect fiscal 2027 ARR growth to be in the range of 8.5%-9.0% year over year. This compares to 8.0% ARR growth in fiscal 2026. We now expect that IAM ARR will represent between 18% and 19% of total ARR exiting Q4 of fiscal 2027.
Who it touches
- DOCUbullish
Raised ARR growth expectations and increasing IAM mix indicate confidence in platform adoption translating into recurring revenue.
About this signal
- Company
- Docusign, Inc.
- Category
- guidance
- Call
- Q2 FY2027