DCBO · Docebo Inc.

Docebo Inc. filed a Form 6-K on May 5, 2026, attaching an investor briefing dated April 21, 2026. The filing contains preliminary, unaudited estimates for Annual Recurring Revenue (ARR) for the first quarter ended March 31, 2026, which remain subject to management and Audit Committee review. The company also revised its guidance for the fiscal year ending December 31, 2026, for total revenue and Adjusted EBITDA, based on assumptions including stable foreign exchange rates, macroeconomic conditions consistent with 2025, and no new individual customer contracts exceeding $1 million in ARR. The largest OEM customer is expected to contribute approximately 3.7% of 2026 total revenue, and the recent acquisition of 365Talents is anticipated to add roughly $9 million in revenue. Strategically, Docebo is positioning itself as the only closed-loop learning, knowledge, and skills platform, leveraging a proprietary data layer to power AI agents. New product capabilities include AgentHub, Model Context Protocol (MCP) Server, and Enterprise Knowledge, which the company believes will drive category expansion. The filing also includes cautionary language regarding forward-looking information and non-IFRS measures. Investors should note the preliminary nature of the Q1 ARR estimate and the reliance on key assumptions for the revised guidance.