Doximity(DOCS)
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Doximity(DOCS) - 2024 Q2 - Earnings Call Transcript
2023-11-10 04:56
Yes. So specifically to your question, Glen, around market growth. What we said on our August call is that we believe the market this year grew maybe mid- to high single digits. And as far as our expectations for next year, just given the continued macro headwinds, we think next year, we'll look roughly similar to this past year. We do think this is more of a near-term phenomenon. To Jeff's point, we are contending with a post-COVID reset and then a macro downturn. I do think over time, there will be a reve ...
Doximity(DOCS) - 2024 Q2 - Quarterly Report
2023-11-08 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________________________________________________________________ FORM 10-Q _________________________________________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15 ...
Doximity(DOCS) - 2024 Q1 - Earnings Call Presentation
2023-08-11 13:08
Interactivity Service Line 05 Awareness PeerPeer Service Line 02 Interactivity Peer Awareness Manufacturer Health System 1 Land Initial Brands or Service Lines 2 Expand to Add'l Brands or Service Lines 3 Expand Number & Type of Modules Utilized Awareness Build brand equity and communicate key messages doximity (1) (2) (3) Proprietary & Confidential Est. Share of Total HCP Marketing Budgets1 >50% 20-50% 5-20% <5% No Revenue Q1 KEY METRICS 13 Adj. EBITDA & Margin1,2 Proprietary 1/3+ IN R&D1 Dr. Nate Gross CSO ...
Doximity(DOCS) - 2024 Q1 - Earnings Call Transcript
2023-08-09 02:54
Elizabeth Anderson Jeffrey Tangney Jeffrey Tangney Got it. Thanks so much. Jailendra Singh Anna Bryson Okay. And then my quick follow-up on upsell. I appreciate all the color around what you're seeing in the market. But just curious to know like whether these upsell, what you're seeing a slowdown, do you see any opportunity that these might come back later part of this year or fiscal year for you guys? Or do you think that's probably pretty much you have enough visibility that probably this is not likely to ...
Doximity(DOCS) - 2024 Q1 - Quarterly Report
2023-08-07 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________________________________________________________________ FORM 10-Q _________________________________________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) O ...
Doximity(DOCS) - 2023 Q4 - Annual Report
2023-05-25 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40508 Doximity, Inc. Exact Name of Registrant as Specified in Its Charter) Delaware 27-2485512 (State or Other Jurisdiction of Incorpora ...
Doximity(DOCS) - 2023 Q4 - Earnings Call Transcript
2023-05-17 02:43
To break down the renewal and upsell component further, given the continued macro uncertainty, we are modeling a similar percentage of mid-year upsell to last year, which is about half of our historical rate. Question-and-Answer Session Brian Peterson If you look at the overall industry, I'll know a lot more in a couple of weeks because next week, we're getting together with a few dozen of our top clients to spend a couple of days together talking about the landscape and where we're going together. Brian Pe ...
Doximity(DOCS) - 2023 Q3 - Earnings Call Transcript
2023-02-10 01:47
The next question is from Jessica Tassan with Piper Sandler. Your line is open. Hey folks. Thank you for taking my question. Anna, building on your visibility comments, can you walk us through how you've looked at contracting and get visibility? And maybe give us a bit more of a bridge around the GoGet renewals and already contracted pieces of the revenue for next year? Jeffrey Tangney And we assume that our new products would be as well. And then our new products sold much, much better than we thought. I m ...
Doximity(DOCS) - 2023 Q3 - Quarterly Report
2023-02-08 16:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________________________________________________________________________________________ FORM 10-Q _________________________________________________________________________________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15( ...
Doximity(DOCS) - 2023 Q2 - Earnings Call Transcript
2022-11-11 05:04
Doximity, Inc. (NYSE:DOCS) Q2 2023 Earnings Conference Call November 10, 2022 17:00 ET Company Participants Perry Gold - Head of Investor Relations Jeff Tangney - Co-Founder & Chief Executive Officer Anna Bryson - Chief Financial Officer Nate Gross - Co-Founder & Chief Scientific Officer Presentation Operator Hello and welcome to Doximity's Fiscal Q2 2023 Earnings Call. I will now pass the call over to Doximity's Head of Investor Relations, Perry Gold, to kick off the call. Perry Gold Thank you operator. He ...