Doximity, Inc. (DOCS) SEC Filings & Earnings Calls
EquiReason read 11 Doximity, Inc. SEC filings in the last 12 months. Latest: 10-Q on 2026-08-06 — Doximity reported Q1 FY2027 revenue of $156.6M (+7% YoY), net income of $24.3M (down from $53.3M), and adjusted EBITDA of $74.8M (down from $79.8M)..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 6.0B
- P/E TTM
- 39.3
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 5 Nov, in 12 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
6 Aug 202610-QDoximity reported Q1 FY2027 revenue of $156.6M (+7% YoY), net income of $24.3M (down from $53.3M), and adjusted EBITDA of $74.8M (down from $79.8M).earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2027 | $157M | +7% y/y |
| Net income · Q1-2027 | $24M | -54% y/y |
| Adjusted EBITDA · Q1-2027 | $75M | -6% y/y |
| Free cash flow · Q1-2027 | $40M | -34% y/y |
| Customers with TTM subscription revenue >$500k · Q1-2027 | 127 | +7% y/y |
| Net revenue retention rate · Q1-2027 | 107.0% |
Risks flagged
Declining net revenue retention rate
“Net revenue retention rate 107% (2026) vs 118% (2025).”
Margin compression from stock-based compensation
“Stock-based compensation $36,752 (2026) vs $21,865 (2025), an increase of 68%.”
6 Aug 20268-K · 2.02Revenue $157M (+7% y/y); Net income $24M (-54% y/y); Adjusted EBITDA $75M (-6% y/y); Guidance: FY revenue guidance raised to $671-681M (prior not given but implied beat)earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2027 | $157M | +7% y/y |
| Net income · Q1-2027 | $24M | -54% y/y |
| Adjusted EBITDA · Q1-2027 | $75M | -6% y/y |
| Operating cash flow · Q1-2027 | $42M | -32% y/y |
| Free cash flow · Q1-2027 | $40M | -34% y/y |
| Revenue guidance Q2 · Q2-2027 | $171M |
Guidance
FY revenue guidance raised to $671-681M (prior not given but implied beat)
Revenue beat and raised guidance; margin pressure from investments; AI adoption driving growth.
Risks flagged
Declining net income and free cash flow; margin compression.
“Net income down 54% YoY; free cash flow down 34% YoY; adjusted EBITDA margin down 700 bps.”
15 Jul 2026DEF 14ADoximity filed its definitive proxy statement for the 2026 annual meeting, disclosing executive compensation tied to revenue and adjusted EBITDA targets, and providing details on litigation and governance.open
Figures in the filing · each found in the filing text
| Revenue · FY2026 | $645M | +13% y/y |
| Adjusted EBITDA · FY2026 | $358M | |
| Registered members · FY2026 | 3,000,000 | |
| Net income · FY2026 | $196M | -12% y/y |
Risks flagged
Litigation risk from securities and derivative lawsuits
“The Company is currently unable to predict the outcome of the derivative lawsuits and is unable to reasonably estimate the amount or range of loss, if any, that could result from an unfavorable outcome.” · word for word
Competition from OpenEvidence lawsuit
“On June 20, 2025, the Company, its Chief Technology Officer and its Director of AI Products were named as defendants in a lawsuit in the U.S. District Court for the District of Massachusetts, captioned OpenEvidence Inc. v. Doximity, Inc. et al.” · word for word
19 May 202610-KFull-time equivalent employees 880 (+6% y/y)open
Figures in the filing · each found in the filing text
| Full-time equivalent employees · 2026-03-31 | 880 | +6% y/y |
Risks flagged
Customer concentration
“Our revenue is relatively concentrated within a small number of key customers, and the loss of one or more of such key customers could slow the growth rate of our revenue or cause our revenue to decline.” · word for word
Revenue growth deceleration
“in fiscal 2026 and 2025, our revenue grew by 13% and 20%, respectively, as compared to the prior years.” · word for word
13 May 20268-K · 2.02, 5.02Revenue $645M (+13% y/y); Operating Cash Flow $326M (+19% y/y); Free Cash Flow $318M (+19% y/y); Guidance: Q1 FY27 revenue $151M-$152M; FY27 revenue $664M-$676M; FY27 adjusted EBITDA $323M-$335Mearningsopen
Figures in the filing · each found in the filing text
| Revenue · FY2026 | $645M | +13% y/y |
| Operating Cash Flow · FY2026 | $327M | +19% y/y |
| Free Cash Flow · FY2026 | $318M | +19% y/y |
| Q4 Revenue · Q4-2026 | $145M | +5% y/y |
| Q4 Net Income · Q4-2026 | $19M | -69% y/y |
| Q4 Non-GAAP Net Income · Q4-2026 | $50M | -36% y/y |
| Q4 Adjusted EBITDA · Q4-2026 | $66M | -6% y/y |
| Q4 Diluted EPS · Q4-2026 | $0.10 | -68% y/y |
| Q4 Non-GAAP Diluted EPS · Q4-2026 | $0.26 | -32% y/y |
| FY Net Income · FY2026 | $196M | -12% y/y |
Guidance
Q1 FY27 revenue $151M-$152M; FY27 revenue $664M-$676M; FY27 adjusted EBITDA $323M-$335M
Provides Q1 FY27 and FY27 guidance with moderate growth expectations.
17 Apr 20268-K · 5.02, 7.01Reported the departure of a director or principal officer (CEO/CFO change); issued a Regulation FD disclosure (forward guidance or material update)open
Guidance
Guidance reaffirmed for Q4 and FY2026; no change in outlook.
Risks flagged
CFO resignation creates leadership gap; mitigated by interim appointment and guidance reaffirmation.
“CFO resignation; interim CFO appointed; guidance reaffirmed.”
5 Feb 20268-K · 2.02, 5.02Total revenues $185M (+10% y/y); Net income $62M (-18% y/y); Adjusted EBITDA $111M (+9% y/y); Guidance: Q4 FY26 revenue $143-144M; Adjusted EBITDA $63.5-64.5M; FY26 revenue $642.5-643.5M; Adjusted EBITDA $355.5-356.5Mearningsopen
Figures in the filing · each found in the filing text
| Total revenues · Q3-2026 | $185M | +10% y/y |
| Net income · Q3-2026 | $62M | -18% y/y |
| Adjusted EBITDA · Q3-2026 | $111M | +9% y/y |
| Diluted net income per share · Q3-2026 | $0.31 | -16% y/y |
| Non-GAAP diluted net income per share · Q3-2026 | $0.46 | +2% y/y |
| Operating cash flow · Q3-2026 | $61M | -7% y/y |
| Free cash flow · Q3-2026 | $59M | -8% y/y |
| Revenue guidance (Q4 FY26) · Q4-2026 | $144M | |
| Revenue guidance (FY26) · FY-2026 | $643M | |
| Adjusted EBITDA guidance (FY26) · FY-2026 | $356M |
Guidance
Q4 FY26 revenue $143-144M; Adjusted EBITDA $63.5-64.5M; FY26 revenue $642.5-643.5M; Adjusted EBITDA $355.5-356.5M
Guidance provided for Q4 and full year FY26; revenue growth ~10% YoY; adjusted EBITDA margin ~60%.
Risks flagged
CFO temporary leave could create short-term operational uncertainty.
“Anna Bryson, the Company’s Chief Financial Officer, principal financial officer, and principal accounting officer, is taking a temporary medical leave of absence.” · word for word
5 Feb 202610-QDoximity reported Q3 FY2026 revenue of $185.1M (+10% YoY), adjusted EBITDA of $111.4M (60% margin), and 126 high-value customers, though net revenue retention declined to 112%.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2026 | $185M | +10% y/y |
| Revenue · 9M-2026 | $499M | +16% y/y |
| Net income · Q3-2026 | $62M | -18% y/y |
| Net income · 9M-2026 | $177M | +10% y/y |
| Adjusted EBITDA · Q3-2026 | $111M | +9% y/y |
| Adjusted EBITDA · 9M-2026 | $292M | +20% y/y |
| Free cash flow · 9M-2026 | $210M | +24% y/y |
| Customers with TTM subscription revenue >$500k · 2025-12-31 | 126 | +10% y/y |
| Net revenue retention rate · 2025-12-31 | 112.0% |
Risks flagged
Litigation risk
“We are currently subject to litigation, have been subject to litigation in the past, and may become subject to litigation in the future.” · word for word
Acquisition integration risk
“We have completed acquisitions in recent years, including Curative Talent in fiscal 2021, AMiON in fiscal 2023 and Pathway Medical in July 2025” · word for word
30 Dec 20258-K · 8.01Settlement payment $31Mopen
Figures in the filing · each found in the filing text
| Settlement payment · Q2-2026 | $31M |
Risks flagged
Litigation liability resolved via insurance-funded settlement
“Settlement resolves securities litigation; no admission of liability”
6 Nov 202510-QDoximity reported strong Q3 FY2026 results with revenue up 23% YoY, adjusted EBITDA margin expanding to 60%, and net revenue retention improving to 118%.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2026 | $169M | +23% y/y |
| Net income · Q3-2026 | $62M | +41% y/y |
| Adjusted EBITDA · Q3-2026 | $101M | +32% y/y |
| Free cash flow · H1-2026 | $152M | +43% y/y |
| Net revenue retention rate · Q3-2026 | 118.0% | |
| Customers with TTM subscription revenue >$500k · Q3-2026 | 121 | +16% y/y |
Risks flagged
Litigation risk
“We are currently subject to litigation, have been subject to litigation in the past, and may become subject to litigation in the future.” · word for word
Acquisition integration risk
“We have completed acquisitions in recent years, including ... Pathway Medical in July 2025, and we may in the future consider opportunities to acquire ... The operation and integration of the acquired technologies and business operations may require substantial financial costs and management attention.” · word for word
6 Nov 20258-K · 2.02Revenue $168M (+23% y/y); Net income $62M (+40% y/y); Non-GAAP net income $90M (+47% y/y); Guidance: Q3 revenue $180-181M; FY revenue $640-646Mearningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $169M | +23% y/y |
| Net income · Q2-2026 | $62M | +41% y/y |
| Non-GAAP net income · Q2-2026 | $90M | +47% y/y |
| Adjusted EBITDA · Q2-2026 | $101M | +33% y/y |
| Diluted net income per share · Q2-2026 | $0.31 | +41% y/y |
| Non-GAAP diluted net income per share · Q2-2026 | $0.45 | +50% y/y |
| Operating cash flow · Q2-2026 | $94M | +38% y/y |
| Free cash flow · Q2-2026 | $92M | +37% y/y |
| Revenue guidance Q3 · Q3-2026 | $181M | |
| Adjusted EBITDA guidance Q3 · Q3-2026 | $104M |
Guidance
Q3 revenue $180-181M; FY revenue $640-646M
Raised guidance for Q3 and full year; strong revenue growth and margin expansion driven by AI adoption and platform engagement.
Risks flagged
Dependence on AI tool adoption for future growth; competitive landscape in healthcare IT.
“AI Scribe and DoxGPT users grew over 50% from the prior quarter, indicating strong adoption but also reliance on continued innovation.” · word for word
Doximity, Inc. — questions
- What did Doximity, Inc. file recently?
- 11 SEC filings in the last 12 months. Latest: 10-Q on 2026-08-06 — Doximity reported Q1 FY2027 revenue of $156.6M (+7% YoY), net income of $24.3M (down from $53.3M), and adjusted EBITDA of $74.8M (down from $79.8M).
Every figure on this page comes from Doximity, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.