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DocGo (DCGO) 2025 Conference Transcript
2025-06-24 18:00
DocGo (DCGO) 2025 Conference June 24, 2025 01:00 PM ET Speaker0 Good day, and welcome to the iAccess Alpha Virtual Best Ideas Summer Investment Conference two thousand twenty five. The next presenting company is Dotco Inc. If you would like to ask a question during the webcast, you may do so at any point during the presentation by clicking the ask question button on the left side of your screen. Type your question into the box and hit send to submit. I'd now like to turn the floor over to today's host, Lee ...
DocGo (DCGO) Earnings Call Presentation
2025-06-24 13:05
High quality, highly accessible healthcare For all © 2 0 2 5 A l l R i g h t s R e s e r ve d – D oc Go Disclaimer This presentation is being delivered solely for informational purposes. No representation or warranty, express or implied, is made by DocGo, its affiliates, or any of their respective directors, officers, shareholders, members, partners or representatives as to the accuracy or completeness of any information in this presentation. Except where otherwise indicated, this presentation speaks as of ...
DocGo (DCGO) - 2025 FY - Earnings Call Transcript
2025-06-17 17:00
DocGo (DCGO) FY 2025 Annual General Meeting June 17, 2025 12:00 PM ET Speaker0 Welcome to DOTGO's twenty twenty five annual meeting of stockholders. My name is doctor Steven Clasco, chair of the board of DOTGO, and I will serve as chair of today's meeting. The time is shortly after 12PM, and I now call the meeting to order. I note that the polls are open. You may vote your shares online at any time during this meeting before the polls close. If you previously voted via the Internet, telephone, or the return ...
DocGo (DCGO) FY Conference Transcript
2025-06-09 21:00
Summary of DocGo (DCGO) FY Conference Call - June 09, 2025 Company Overview - **Company**: DocGo (DCGO) - **Industry**: Mobile healthcare and medical transportation - **Core Business**: Provides medical transportation and mobile healthcare services, focusing on bringing care to patients where needed and transporting patients to care locations [4][5] Key Points and Arguments Business Model and Growth - **Medical Transportation**: The company has a robust medical transportation platform, which includes a tech platform that calculates estimated times of arrival (ETAs) for medical transport, having calculated 15 million ETAs last year [5][6] - **Crisis Response**: The company played a significant role during the COVID-19 pandemic and the migrant crisis in New York City, which helped establish its reputation and capabilities [6][7] - **Patient Care**: Over the past ten years, DocGo has cared for 10 million patients, focusing on expanding capabilities in home healthcare and medical transportation [8] - **Revenue Guidance**: The medical transit business is projected to generate $315 million at the midpoint, with growth driven by partnerships with large hospital systems [9][10] Growth Drivers - **Hospital Partnerships**: The company partners with major hospital systems, utilizing its tech platform to manage patient flow and transportation, which has led to organic growth [10][12] - **Market Expansion**: DocGo is expanding geographically, with recent expansions into Chattanooga and Dallas-Fort Worth, and is targeting a growth trajectory of 20% by increasing transit numbers from 575,000 to 700,000 [16][18] - **Service Expansion**: There is potential to deepen relationships with existing hospital systems by offering additional services beyond medical transportation, such as cardiac monitoring and transitional care management [15][19] Market Dynamics - **Fragmented Industry**: The medical transportation industry is highly fragmented, and DocGo's investment in technology allows it to capture market share by providing a more efficient service compared to traditional methods [21][22] - **Predictability in Operations**: The company’s model provides predictability for hospital systems, allowing them to manage patient flow more effectively, which is a significant value proposition [29][27] Financial Performance and Guidance - **Accounts Receivable**: The company has made progress in collecting outstanding receivables, reducing the balance from $150 million to $100 million [67] - **Municipal Revenue**: The company has removed municipal revenue from guidance due to unpredictability but expects to report it separately as it comes in [70][71] Payer-Facing Business - **Care Gap Services**: The company is expanding its payer-facing business by addressing care gaps for patients who are chronically ill and have difficulty accessing care [35][36] - **Patient Engagement**: DocGo has successfully engaged with a growing list of patients, now totaling 900,000, to close care gaps, which is a significant growth opportunity [39][43] - **Revenue Model**: Currently, the company operates on a fee-for-service model, with plans to transition to value-based payments as it establishes a primary care practice [46][44] Operational Efficiency - **Labor Model**: The company employs a unique model where licensed practical nurses (LPNs) are dispatched to patients' homes, directed by centralized healthcare providers, optimizing resource use [61][62] - **Cost Management**: DocGo is rationalizing its SG&A expenses while maintaining capabilities for future growth, particularly in the payer and provider verticals [79][80] Additional Important Insights - **Patient Management**: The company emphasizes the importance of patient bed management for hospitals, which can save significant costs associated with building new capacity [28][29] - **Long-Term Relationships**: DocGo aims to fill the void for patients without primary care providers, establishing long-term relationships where necessary [56][57] - **Future Outlook**: The company is optimistic about its growth trajectory, with plans to expand services and geographic reach while maintaining a focus on operational efficiency and patient care [54][55]
DocGo Inc. (DCGO) Reports Q1 Loss, Misses Revenue Estimates
ZACKS· 2025-05-08 23:30
DocGo Inc. (DCGO) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -800%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.04, delivering no surprise.Over the last four quarters, the company has surpassed conse ...
DocGo (DCGO) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
DocGo (DCGO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Cole - VP - Investor RelationsLee Bienstock - Chief Executive OfficerNorman Rosenberg - Treasurer & CFOGabrielle Ingoglia - Equity Research AssociateJenny Shen - Equity Research Associate Conference Call Participants Ryan Macdonald - Senior AnalystKieran Ryan - Analyst Operator Good afternoon, ladies and gentlemen, and welcome to the DocGo First Quarter Earnings Conference Call. At this time, all lines are in listen onl ...
DocGo (DCGO) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
DocGo (DCGO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Cole - VP - Investor RelationsLee Bienstock - Chief Executive OfficerNorman Rosenberg - Treasurer & CFOGabrielle Ingoglia - Equity Research AssociateJenny Shen - Equity Research Associate Conference Call Participants Ryan Macdonald - Senior AnalystKieran Ryan - Analyst Operator Good afternoon, ladies and gentlemen, and welcome to the DocGo First Quarter Earnings Conference Call. At this time, all lines are in listen onl ...
DocGo (DCGO) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:00
DocGo (DCGO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to the DocGo First Quarter Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on a Thursday, 05/08/2025. I would now like to turn the conference over to Mike Cole, VP of Investor Relations. Please go ahead. Speaker1 Thank you, operator. Before turning the call over ...
DocGo (DCGO) - 2025 Q1 - Quarterly Report
2025-05-08 20:35
¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR For the transition period from to Commission File Number: 001-39618 DocGo Inc. (Exact Name of Registrant as Specified in Its Charter) | Delaware | 85-2515483 | | --- | --- ...
DocGo (DCGO) - 2025 Q1 - Quarterly Results
2025-05-08 20:15
Exhibit 99.1 DocGo Announces First Quarter 2025 Results Company Focuses on Growing Medical Transportation and Payer & Provider Businesses, Navigates Municipal Uncertainty and Migrant Services Transition Management to Host Conference Call and Webcast Today at 5:00 PM Eastern Time NEW YORK, NY, May 8 , 2025 – DocGo Inc. (Nasdaq: DCGO) ("DocGo" or the "Company"), a leading provider of technology- enabled mobile health and medical transportation services, today announced financial and operating results for the ...