Docebo Inc. (DCBO:CA) Morgan Stanley Technology, Media & Telecom Conference 2026 March 5, 2026 12:15 PM EST
Company Participants
Brandon Farber – Chief Financial Officer
Conference Call Participants
Josh Baer – Morgan Stanley, Research Division
Presentation
Josh Baer
Morgan Stanley, Research Division
Right. Before we begin, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative.
My name is Josh Baer, software analyst here at Morgan Stanley. Thrilled to have Docebo’s CFO, Brandon Farber, here. Thank you so much for joining us.
Brandon Farber
Chief Financial Officer
No problem.
Question-and-Answer Session
Josh Baer
Morgan Stanley, Research Division
Brandon, as a bit of an intro and for those newer to the story, I was hoping you could provide a little bit of an overview of Docebo’s key products and use cases. Who are your customers? What type of value do you bring to your customer base?
Brandon Farber
Chief Financial Officer
Yes. So at its core, Docebo is an AI learning platform. So customers typically come to us, and the core purchase is our learning management system. And alongside of that, we have modules that we patch along such as content, communities, advanced analytics. And recently, which I’m sure we’re going to talk more about is we became a multiproduct company for the first time.
We acquired a company called 365Talents that is more in the skills intelligence category. So for the first time ever, Docebo is going to market with 2 different products. From a use case perspective, we track about 12 different use cases, but if I could just simply break it down, it’s really 2 main categories. It’s the internal use case, which is your classic use cases that have been around since the beginning of time. It’s your