May. 13 at 9:13 PM
$TDOC DOCS just reported. Here’s a quick preview
Earnings Recap
EPS of
$0.10, down 69.7% YoY.
Revenue of
$145.37M, up 5.12% YoY.
Doximity guides fiscal first quarter 2026 revenue between
$151M and
$152M, and Adjusted EBITDA between
$68.5M and
$69.5M. Fiscal year 2027 revenue is projected from
$664M to
$676M.
BULLISH ↗
Doximity achieved strong fiscal year 2026 revenue growth and robust cash flow generation. The company also saw record engagement with over 800,000 active prescribers and high clinical AI adoption.
BEARISH ↘
Doximity experienced significant Q4 FY26 declines in net income, non-GAAP net income, and Adjusted EBITDA, alongside reduced margins. Doximity also faces risks in member and customer retention.