Doximity, Inc. provides a digital platform, hosted in the cloud, specifically designed for healthcare practitioners throughout the United States. This platform delivers ...
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Est. EPS $0.34 · Revenue $170.57M · 11 analysts
Est. EPS $0.41 · Revenue $194.29M · 11 analysts
Est. EPS $0.28 · Revenue $155.06M · 4 analysts
Est. EPS $1.35 · Revenue $676.58M · 11 analysts
EPS $0.13 · Revenue $156.62M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $644.9M | +13.1% | +7.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $196.1M | -12.2% | +27.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +89.1% | -1.2% | -2.1% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +33.3% | -16.5% | +25.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +30.4% | -22.3% | +18.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $317.5M | +19.0% | -60.9% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +49.2% | +5.3% | -63.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 1.1% | -6.4% | -1.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 6.09x | -12.5% | -0.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.1B | -11.1% | -3.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.98 vs 1.55 | -36.6% | 0.13 vs 0.30 | -57.1% |
| Revenue Surprise | $644.9M vs $643.6M | +0.2% | $156.6M vs $151.8M | +3.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Spain Kevin | director | Class A Common Stock | A | 8,084 | — |
| Aug 27, 2026 | Yang Watkin Phoebe L. | director | Class A Common Stock | A | 8,084 | — |
| Aug 27, 2026 | Wampler Kira Scherer | director | Class A Common Stock | A | 8,084 | — |
| Aug 27, 2026 | Cabral Timothy S | director | Class A Common Stock | A | 8,084 | — |
| Aug 27, 2026 | Benjamin Regina M. | director | Class A Common Stock | A | 8,084 | — |
Operator: Ladies and gentlemen, thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Doximity First Quarter 2027 Earnings Conference Call. [Operator Instructions] And I would now like to turn the conference over to Perry Gold, Senior Vice President, Investor Relations. You may begin. Perry Gold: Thank you, operator. Hello, and welcome to Doximity's Fiscal 2027 First Quarter Earnings Call. With me on the call today are Jeff Tangney, Co-Founder and CEO of Doximity; and Matt Sonefeldt, CFO. A complete disclosure of our results can be found in our press release issued earlier today as well as in our related Form 8-K along with a copy of our prepared remarks, all available on our website at investors.doximity.com. As a reminder, today's call is being recorded, and a replay will be available on our website. As part of our comments today, we will be making forward-looking statements. These statements are based on management's current views, expectations and assumptions and are subject to various risks and uncertainties. Actual results may differ materially and we disclaim any obligation to update any forward-looking statements or outlook. Please refer to the risk factors in our annual report on Form 10-K and any subsequent Form 10-Qs and other reports and filings with the SEC that may be filed from time to time, including our upcoming filing on Form 10-Q. Our forward-looking statements are based on assumptions that we believe to be reasonable as of today's date, August 6, 2026. Of note, it is Doximity's policy to neither reiterate nor adjust the financial guidance provided on today's call unless it is also done through a public disclosure such as a press release or through the filing of a Form 8-K. Today, we will discuss certain non-GAAP metrics that we believe aid in the understanding of our financial results. A historical reconciliation to comparable GAAP metrics can be found in today's earnings release. Finally, during the call, we may offer incremental metrics to provide greater insights into the dynamics of our business. These details may be onetime in nature, and we may or may not provide updates on those metrics in the future. I would now like to turn the call over to our CEO and Co-Founder, Jeff Tangney. Jeff? Jeffrey Tangney: Thanks, Perry, and thanks, everyone, for joining our first quarter earnings call. Today, I'll cover 4 things: our financials, AI study results, usage growth and commercial AI progress. First, our financials. Revenue growth reaccelerated to $157 million in Q1, up 7% year-on-year. Adjusted EBITDA was $75 million or a margin of 48%. Respectively, these were both beats of 3% and 8% versus the high end of our guidance. As you'll hear again shortly from our CFO Matt, this is our AI investment year. We're proving you can still post best-in-class software margins while investing heavily in clinical AI. We're leaning in as we see a …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Jeffrey A. Tangney | Co-Founder, Chief Executive Officer & Chairperson | USD 630,270 | Male | 1973 | Active |
Siddharth Sitaram | Chief Accounting Officer | USD 405,649 | Male | 1978 | Active |
John Vaughan | General Counsel, Corporate Secretary & Chief Compliance Officer | USD 387,747 | Male | 1975 | Active |
Jey Balachandran | Chief Technology Officer | — | Male | — | Active |
Joel Davis | Senior Vice President of Product | — | Male | — | Active |
Ben Greenberg | Senior Vice President & GM Commercial Products | — | Male | — | Active |
Bruno Miranda | Senior Vice President of Engineering | — | Male | — | Active |
Matthew Sonefeldt | CFO & Principal Financial Officer | — | Male | 1980 | Active |
Steven L. Zatz | President | — | — | 1957 | Active |
Perry Scott Gold | Head of Investor Relations | — | Male | — | Active |
On August 28, 2026, Doximity Inc (DOCS) shares rose 4.5% to a current price of $26.73. This performance occurred amidst a 52-week range of $17.15 to $76.51, ind
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[url="]Doximity[/url], Inc. (NYSE: DOCS), the leading digital platform for U.S. medical professionals, today announced new data indicating that physicians are f
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