DocuSign lifted its full-year revenue guidance to $3.49 billion to $3.5 billion, adding $6 million to its previous target after first-quarter results beat expectations. The electronic-signature company's profit and revenue growth accelerated on stronger demand for its AI-powered services.

Chief Executive Allan Thygesen attributed the improvement to growing adoption of the company's Intelligent Agreement Management platform. This AI-native offering automates business agreements from drafting through post-signature management and now accounts for roughly 13% of annual recurring revenue.

For the July-ending second quarter, DocuSign projects revenue of $865 million to $869 million, representing about 8% growth and aligning with Wall Street forecasts. The platform's contribution to recurring revenue climbed from approximately 11% in the prior quarter.

Investors see this as validation that DocuSign's AI transformation strategy is working. The modest guidance increase suggests steady execution rather than explosive growth, but the platform's expanding footprint shows the company is successfully transitioning beyond basic e-signature services into higher-value agreement management.