Docebo Inc. (DCBO) Earnings Call Transcripts

Docebo Inc.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Docebo Inc. reported strong performance with revenue reaching $35 million, representing a 15% year-over-year increase, and an adjusted EBITDA margin of 20%. The company raised its full-year revenue guidance by $3.5 million, reflecting confidence in continued demand, particularly in the enterprise segment. Management highlighted strong customer engagement and a positive response to new AI features, indicating a strategic shift towards innovative solutions that could enhance market share and drive future growth.

Reported metrics

Guidance from management

Docebo raised its full-year revenue guidance by $3.5 million, reflecting confidence in strong enterprise demand and continued growth in the mid-market segment. Management remains cautious about Q2 and Q3, preferring to wait for more consistent trends before adjusting forecasts further.

What management said

Yes. I mean, listen, you have the -- with any term of a customer, they're locked in. And as we add new modules and new products, those are expansion opportunities. And also, if you think about external use cases or internal, as the company grows either through head count or through customer growth, that leads to more registered users, MAUs, whatever their pricing model is. So as Docebo adds more modules to our produ...

As we continue to build Docebo as an AI company with learning and knowledge and skills at the center of it, we remain not just excited. We're thrilled about the opportunity ahead. We thank you for the time today, and we look forward to the next call. Thank you.

What analysts pressed on

Analysts expressed concerns about the sustainability of the high free cash flow margin and the potential for delays in AI adoption affecting sales cycles. Additionally, there were questions regarding the company's ability to maintain growth momentum in the enterprise segment amidst a cautious macroeconomic environment.

Main topics on the call

• Enterprise Demand Strength — Management noted a significant uptick in enterprise customer engagement, stating, "Q1 was the first quarter where we saw real strength in the market after 2025." This reflects a positive shift in demand dynamics, which c...
• AI Product Integration — The introduction of AI features is becoming a focal point for customer discussions, with CEO Alessio Artuffo stating, "We are going through the most significant transformation of the past few decades" regarding AI adopti...
• Longer Contract Terms — Docebo is seeing an increase in longer-term contracts, with average lengths exceeding 5 years for larger deals. CFO Brandon Farber noted, "Enterprise customers do not want to go through an RFP process every 3 years," ind...
• Federal Government Pipeline Growth — The pipeline for federal contracts is expanding, with management stating, "Our pipeline in the government space... continues to grow very, very significantly." This suggests potential for substantial revenue from governm...

Read the full Docebo Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 38 Docebo Inc. earnings call transcripts on record, spanning March 12, 2020 to August 7, 2026. Based on this history, Docebo Inc. reports quarterly. The most recent call on file is dated August 7, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DCBO

Exchange

TSX

Country

CA

Sector

Information Technology

Industry

Software

Calls on record

38

First call

March 12, 2020

Most recent

August 7, 2026

Reporting cadence

quarterly