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DocuSign10-K: Market share loss

Facing competitive threat from new AI technologies that could replicate core functions.

What happened

Advances in AI could lower the barrier to entry, allowing new competitors or even customers' in-house tools to replicate agreement management functions cheaply, threatening DocuSign's market position and pricing power.

Source

SEC EDGARMar 18, 2026

Annual report (Form 10-K)

DocuSign 10-K for FY2026

Filing excerpt

Advances in AI have made and may continue to make some foundational capabilities for agreements (such as analyzing, summarizing and comparing text) cheaper and easier to replicate, enabling companies not previously focused on agreements to provide solutions that compete with some or all of ours.

sec.gov/Archives/edgar/data/1261333/000126133326000021/docu-20260131.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market share loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/31
Filed
Mar 18, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1261333
Accession number
0001261333-26-000021
Filing year
2026
Why it matters
Urgency to improve

Topics and mentions

Technologies

  • AI
  • large language models
  • agents

Extraction

Confidence
High
Relevance
85%
Sentiment
Negative
Detected
Mar 24, 2026
signal_type
sec-10k
signal_subtype
marketShareLoss

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/1c93a1ec-3754-4421-b51b-e0e6a9a4714f returns this record as JSON. POST /v1/companies/enrich returns every signal for docusign.com.

{
  "signal_id": "1c93a1ec-3754-4421-b51b-e0e6a9a4714f",
  "signal_type": "sec-10k",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-03-24T05:55:08.817+00:00",
  "company": {
    "name": "DocuSign",
    "domain": "docusign.com"
  },
  "data": {
    "detail": "Advances in AI could lower the barrier to entry, allowing new competitors or even customers' in-house tools to replicate agreement management functions cheaply, threatening DocuSign's market position and pricing power.",
    "summary": "Facing competitive threat from new AI technologies that could replicate core functions.",
    "excerpts": "Advances in AI have made and may continue to make some foundational capabilities for agreements (such as analyzing, summarizing and comparing text) cheaper and easier to replicate, enabling companies not previously focused on agreements to provide solutions that compete with some or all of ours.",
    "relevance": 0.85,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1261333/000126133326000021/docu-20260131.htm",
    "filing_date": "2026-03-18",
    "filing_year": 2026,
    "fiscal_year_end": "01/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "technologies_mentioned": [
      "AI",
      "large language models",
      "agents"
    ]
  }
}

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