Docebo Q4 Earnings Call Highlights

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Docebo (NASDAQ:DCBO) utilized its Q4 2025 net telephone to sermon momentum successful bookings, the company’s outlook for 2026, and the aboriginal strategy down its acquisition of 365Talents, with absorption repeatedly emphasizing endeavor execution, authorities arsenic a longer-dated maturation driver, and the value of information and “agentic” AI capabilities arsenic competitory differentiators.

CEO Alessio Artuffo said the acquisition of 365Talents represents a “milestone” and described the integration arsenic strategically important, successful portion due to the fact that it adds what helium called an “incremental information mode” that becomes captious successful the “agentic era.” Artuffo said Docebo and 365Talents already stock customers, person an integration “in production,” and are aligned connected an enterprise-focused perfect lawsuit profile.

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Artuffo outlined examples of however the 2 platforms could enactment unneurotic implicit time, describing a imaginativeness wherever skills architectures built via agents travel into Docebo learning execution, with skills gaps identified and remediated done integrated workflows. He besides said 365Talents’ “AI-forward” approach—including agents that tin rapidly physique occupation architectures—could accelerate integration.

On commercialized execution, Artuffo said Docebo began cross-training its income unit instantly aft the acquisition and reiterated a three-pronged income thesis:

• Continue selling 365Talents arsenic a standalone product.

• Sell 365Talents into Docebo’s existing lawsuit basal and to nett caller customers.

• Sell a combined Docebo-365Talents suite.

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He said the institution expects existing customers to statesman “attaching connected 365” successful the 2nd fractional of the year, aft income cross-training successful the archetypal half.

Analysts pressed absorption connected maturation rates, including Q4 maturation and guidance implying 10% to 11% growth. Artuffo said Docebo remains focused connected staying up technologically—highlighting multi-year AI investments—while maintaining fiscal subject and profitability.

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CFO Brandon Farber framed the 2026 setup arsenic respective chiseled motions, saying mid-market performed powerfully successful 2025 and is expected to stay steadfast but is “not a existent lever to re-accelerate growth.” He said EMEA had “two beardown quarters successful a row” and is expected to continue, portion endeavor is “the existent lever” to bushed guidance. Farber said the institution was “not happy” with endeavor show successful 2025 and that 2026 guidance assumes a akin level of endeavor show arsenic 2025, but helium added that aboriginal signs bespeak the concern is turning and emphasized that execution volition beryllium captious successful Q1.