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Docebo (DCBO)
NASDAQ:DCBO
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.32Last Year’s EPS
0.28Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented solid operational and commercial progress: strong gross bookings (best since 2021), encouraging early signs from the 365 Talents acquisition and integration, gov/FedRAMP progress, channel/SI traction, and disciplined profitability improvements. Offsetting these positives were near-term headwinds—enterprise underperformance in 2025, NRR dipped to 99% (driven by AWS churn), ARR impacts from Dayforce/AWS, and a post-quarter workforce reorganization. Management signaled cautious near-term guidance but outlined clear levers (enterprise reacceleration, government, cross-sell of 365 Talents) that support a reacceleration later in the year (Q3/Q4). Overall, positives around bookings, strategic M&A, channel momentum, and cost discipline outweigh the near-term execution and timing challenges.Company Guidance
Quarterly Revenue Growth
Subscription growth of ~9% (Brandon cited 9.5% in Q4) with company guiding 10%–11% growth for 2026.
Strong Gross Bookings Momentum
Q4 represented the strongest gross bookings since 2021 with reported gross bookings growth of 12.5% (includes AWS); excluding Dayforce and AWS growth was ~14.5%.
365 Talents Acquisition and Early Integration
Completed acquisition of 365 Talents (pro rata revenue contribution disclosed at ~$9M); production integration exists, sales cross-training under way, early demand signals strong (webinar ~1,000 registrants, many demo requests) and management expects cross-sell attachment beginning H2.
Net Retention Recovering Excluding AWS
Reported net dollar retention (NRR) for 2025 was 99% overall, but excluding AWS NRR would have been ~101%, with sequential three-quarter improvements in retention (ex-AWS) from Q2→Q3→Q4.
Government/FedRAMP & Large Deal Pipeline
Achieved FedRAMP; government pipeline exceeds expectations with potential large deals targeted in Q3 (management sees material revenue impact more likely in 2027 due to ARR timing).
Strategic Channel & SI Momentum
~80% of enterprise pipeline has a systems integrator attached; strategic partnership with Deloitte enabled Docebo + Deloitte purchases via AWS Marketplace — a CAC-accretive route to large enterprise deals.
QSR & Frontline Market Traction
Strong traction in QSR/casual dining: four of the top 10 QSRs are customers and there remains meaningful opportunity (top 4 QSRs still unpenetrated); product roadmap includes mobile and AI Virtual Coaching aimed at frontline use cases.
Capital Allocation & Buyback Conviction
Board authorized a substantial issuer bid (SIB) to meaningfully buy back shares; management maintains low net leverage and a target to remain below ~3x net cash to EBITDA, with willingness to buy if shares remain depressed.
GTM Reorganization & Sales Productivity
New go-to-market leadership and sales reorganization focused on higher-quality demand has produced shorter sales cycles (weeks shaved) and stronger mid-market and EMEA performance.
Profitability Discipline and EBITDA Leverage
Management highlighted improved financial discipline with ~2% expected EBITDA leverage year-over-year (1% G&A, ~0.5% S&M and R&D) and ongoing focus on sales efficiencies and R&D leverage.
DCBO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DCBO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 27, 2026 | $17.91 | $17.38 | -2.96% |
Nov 07, 2025 | $24.36 | $23.48 | -3.61% |
Aug 08, 2025 | $29.08 | $30.56 | +5.09% |
May 09, 2025 | $32.03 | $26.60 | -16.95% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Docebo (DCBO) report earnings?
Docebo (DCBO) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Docebo (DCBO) earnings time?
Docebo (DCBO) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DCBO EPS forecast?
DCBO EPS forecast for the fiscal quarter 2026 (Q1) is 0.32.
