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Doximity (DOCS)
NYSE:DOCS
Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.29Last Year’s EPS
0.38Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial health: solid Q3 revenue (+10% YoY) and high absolute profitability (Q3 adjusted EBITDA $111.4M, 60% margin), impressive platform scale and rapid AI adoption (300K+ prescribers, 100+ health systems, 10K peer reviewers), and a robust balance sheet with active buybacks. Near-term headwinds center on timing and policy-driven customer budget uncertainty (MFN), increased AI infrastructure costs pressuring gross margin, and the fact that AI monetization is not yet reflected in guidance. Overall, the positive execution, cash generation, and AI traction outweigh the short-term headwinds and investment-related margin pressure.Company Guidance
Revenue Growth and Guidance Beat
Q3 revenue of $185.1M, up 10% year‑over‑year, and ~2% above the high end of guidance, indicating stronger-than-expected top-line performance for the quarter.
Strong Profitability and Cash Generation
Q3 adjusted EBITDA of $111.4M representing a 60% margin (compared with $102M and 61% margin prior year). Free cash flow of $58.5M in the quarter and cash, cash equivalents and marketable securities of $735M.
Aggressive Share Repurchase Activity
Repurchased $196.8M of shares in Q3, had $83M remaining under the prior program, and the board approved a new $500M open-ended repurchase authorization.
High Customer Retention and Large Customer Expansion
Trailing twelve-month net revenue retention of 112% overall and 117% for the top 20 customers. Company ended the quarter with 126 customers contributing ≥$500K TTM in subscription revenue (up ~10% from 115 a year ago); this cohort accounted for 84% of total revenue.
Platform Scale and Engagement Milestones
Surpassed 3 million registered members, covering >85% of U.S. physicians and ~two-thirds of NPs/PAs. Quarterly, monthly, weekly and daily unique active users all hit record highs; workflow users saw the largest sequential gain in company history.
Rapid AI Adoption and Clinical Differentiation
Over 300,000 unique prescribers used Doximity AI products in Q3; January active prescribers queried Docs GPT ~4x/week on average. In a head-to-head trial of ~1,300 high-prescribing physicians, Docs GPT was preferred at over twice the rate of the nearest competitor. Over 100 top health systems purchased the AI suite, covering access for >180,000 prescribers.
Clinical Trust and IP Advantages
Built a 10,000+ US physician peer-check network, licensing agreement with ASCO, and full PDF access to >2,000 medical journals; unique deterministic drug reference claimed to improve drug-related responses.
DOCS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DOCS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $33.32 | $27.73 | -16.78% |
Nov 06, 2025 | $62.58 | $54.29 | -13.25% |
Aug 07, 2025 | $58.55 | $66.58 | +13.71% |
May 15, 2025 | $58.45 | $52.56 | -10.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Doximity (DOCS) report earnings?
Doximity (DOCS) is schdueled to report earning on May 19, 2026, After Close (Confirmed).
What is Doximity (DOCS) earnings time?
Doximity (DOCS) earnings time is at May 19, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DOCS EPS forecast?
DOCS EPS forecast for the fiscal quarter 2026 (Q4) is 0.29.
