The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how productivity software stocks fared in Q4, starting with DocuSign (NASDAQ: DOCU).

Rising employee costs and the shift to more remote work has increased the ever-present pressure to improve corporate productivity, which in turn has driven rising demand for productivity software that enables remote work, streamline project management and automate business tasks.

The 16 productivity software stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 1.9% while next quarter’s revenue guidance was in line.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 6.8% since the latest earnings results.

DocuSign (NASDAQ: DOCU)

Creating the digital equivalent of "sign on the dotted line" for over a billion users worldwide, DocuSign (NASDAQ: DOCU) provides an agreement management platform that enables businesses to electronically prepare, sign, and manage documents and contracts.

DocuSign reported revenues of $836.9 million, up 7.8% year on year. This print exceeded analysts’ expectations by 1%. Despite the top-line beat, it was still a mixed quarter for the company with full-year guidance of robust revenue growth but a miss of analysts’ annual recurring revenue estimates.

"Docusign's AI-native IAM platform has established clear market leadership as the agreement system of action for companies of all sizes," said Allan Thygesen, CEO of Docusign.

Interestingly, the stock is up 2% since reporting and currently trades at $48.51.

Is now the time to buy DocuSign? Access our full analysis of the earnings results here, it’s free.

Best Q4: Appian (NASDAQ: APPN)

Powering billions of transactions daily since its founding in 1999, Appian (NASDAQ: APPN) provides a low-code platform that helps businesses automate complex processes and operationalize artificial intelligence without extensive programming knowledge.

Appian reported revenues of $202.9 million, up 21.7% year on year, outperforming analysts’ expectations by 7.2%. The business had an exceptional quarter with a solid beat of analysts’ billings estimates and EBITDA guidance for next quarter exceeding analysts’ expectations.

Appian delivered the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 4.7% since reporting. It currently trades at $25.18.

Is now the time to buy Appian? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: monday.com (NASDAQ: MNDY)

With its colorful interface of boards, columns, and automation that replaced the chaos of spreadsheets, monday.com (NASDAQ: MNDY) is a cloud-based work operating system that helps teams manage projects, track tasks, and streamline workflows through customizable interfaces.

monday.com reported revenues of $333.9 million, up 24.6% year on year, exceeding analysts’ expectations by 1.3%. Still, it was a slower quarter as it posted full-year revenue guidance slightly missing analysts’ expectations.

As expected, the stock is down 30.1% since the results and currently trades at $68.48.

Read our full analysis of monday.com’s results here.

8x8 (NASDAQ: EGHT)

Named after its founding year (1987) with "8x8" representing binary code for communications, 8x8 (NASDAQ: EGHT) provides cloud-based contact center and unified communications solutions that enable businesses to manage customer interactions and internal communications through a single platform.

8x8 reported revenues of $185.1 million, up 3.4% year on year. This print surpassed analysts’ expectations by 2.9%. It was a very strong quarter as it also recorded a solid beat of analysts’ EBITDA estimates and revenue guidance for next quarter topping analysts’ expectations.

The stock is up 6% since reporting and currently trades at $1.76.

Read our full, actionable report on 8x8 here, it’s free.

Zoom (NASDAQ: ZM)

Once the verb that defined remote work during the pandemic ("let's Zoom later"), Zoom (NASDAQ: ZM) provides a cloud-based platform for video meetings, phone calls, team chat, and collaboration tools that helps businesses and individuals connect virtually.

Zoom reported revenues of $1.25 billion, up 5.3% year on year. This number topped analysts’ expectations by 1.1%. Zooming out, it was a mixed quarter as it also produced a solid beat of analysts’ billings estimates but full-year EPS guidance missing analysts’ expectations significantly.

The company added 105 enterprise customers paying more than $100,000 annually to reach a total of 4,468. The stock is up 1.3% since reporting and currently trades at $86.51.

Read our full, actionable report on Zoom here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our 9 Best Market-Beating Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.