Investors found a lot to like about the healthcare technology company's latest quarterly update.Shares of Doximity (DOCS 16.60%) were skyrocketing 15.9% higher as of 10:54 a.m. ET on Friday. The big gain came after the healthcare technology company announced its fiscal 2024 fourth-quarter and full-year results following market close on Thursday.Doximity reported fiscal Q4 revenue of $118.1 million, a 6% year-over-year increase. This topped the consensus revenue estimate of roughly $116.5 million.The company ...

财务数据和关键指标变化 - 第四季度收入为1.181亿美元,同比增长6%,超出了指引上限 [27] - 全年收入为4.754亿美元,同比增长13% [27] - 前20大客户收入增长22%,占公司总收入的90% [11] - 非GAAP毛利率为91%,与上年持平 [32] - 调整后EBITDA为5640万美元,同比增长15%,EBITDA利润率为48% [32][33] - 全年自由现金流为1.783亿美元,同比增长3% [34][35] 各条业务线数据和关键指标变化 - 医疗系统客户收入增长趋缓,但续约率保持强劲 [43] - 制药客户收入增长超过10% [41][169] 各个市场数据和关键指标变化 - 医生用户数增加40万,创历史第二高 [13][14] - 护士和医师助理用户占比超过60% [14] - 日活跃用户同比增长双位数 [15] - 医生使用公司新闻源和工作流工具的活跃用户数创新高 [15][16] 公司战略和发展方向及行业竞争 - 公司加大对AI技术的投入,推出多项AI应用工具 [17][18][19] - 推出与Perplexity的集成,为医生提供最新医疗指南和相关引用 [18][19] - 推出客户门户平台,提供报告、购买和内容创作功能,提升客户体验和ROI [20][21][22][23] - 未来将进一步拓展中小型制药客户,提升自动化服务能力 [44][45] - 行业整体数字营销增速放缓至5-7%,但公司有望继续保持高于行业的增长 [159][160] 管理层对经营环境和未来前景的评论 - 医疗系统客户目前聚焦于恢复盈利,这可能是短期内的一个挑战 [43] - 但预计未来4年医疗系统利润将以11%的复合年增长率反弹 [43] - 制药客户需求保持强劲,公司有望继续保持高于行业的增长 [41][169] - 公司将持续加大在AI等技术创新方面的投入 [110][111] 问答环节重要的提问和回答 问题1 **Brian Peterson 提问** 询问100,000-500,000美元客户群的发展情况 [49] **Anna Bryson 回答** 公司将继续帮助这些客户群提升到500,000美元以上的支出水平,这是公司未来增长的重要来源 [50][51] 问题2 **Scott Berg 提问** 询问非医生用户的未来发展及其对公司收入的影响 [56] **Jeff Tangney 回答** 非医生用户的使用和收入潜力与医生用户相当,公司将进一步加大对这些用户群的服务和拓展 [58][59][60] 问题3 **Jared Hass 提问** 询问公司如何通过产品创新帮助医疗系统客户提升运营效率 [67] **Jeff Tangney 回答** 公司正在开发基于AI的招聘辅助工具,帮助医疗系统更有效地招聘和留住人才 [68][69][70]

Doximity (DOCS) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.20 per share. This compares to earnings of $0.20 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 25%. A quarter ago, it was expected that this medical social networking site would post earnings of $0.24 per share when it actually produced earnings of $0.29, delivering a surprise of 20.83%.Over the last four quarters, ...

LOS ANGELES, May 16, 2024 /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against Doximity, Inc. ("Doximity" or the "Company") (NYSE: DOCS).Class Period: February 9, 2022 – April 1, 2024Lead Plaintiff Deadline: June 17, 2024If you are a shareholder who suffered a loss, click here to participate.The complaint filed alleges that, throughout the Class Period, Defendants: (1) repeatedly touted th ...

SAN DIEGO, May 16, 2024 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Doximity, Inc. (NYSE:DOCS) common stock between February 9, 2022 and April 1, 2024, inclusive (the "Class Period"), have until June 17, 2024 to seek appointment as lead plaintiff of the Doximity class action lawsuit. Captioned Kissler v. Doximity, Inc., No. 24-cv-02281 (N.D. Cal.), the Doximity class action lawsuit charges Doximity as well as certain of Doximity's top execut ...

RADNOR, Pa., May 15, 2024 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP informs investors that the firm has filed a securities fraud class action lawsuit against Doximity, Inc. (NYSE: DOCS) ("Doximity" or the "Company") on behalf of investors who purchased or acquired Doximity common stock between February 9, 2022, and April 1, 2024, inclusive (the "Class Period"). This action, captioned Kissler v. Doximity, Inc., et al., Case No. 3:24-cv-02281-JST was filed in the United States Distric ...

In its upcoming report, Doximity (DOCS) is predicted by Wall Street analysts to post quarterly earnings of $0.20 per share, reflecting no change compared to the same period last year. Revenues are forecasted to be $116.46 million, representing a year-over-year increase of 5%.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company anno ...

The three-year-long historic public health crisis significantly altered the structure and trend of the Medical Services sector. The growing demand for remote treatment led to a tremendous upsurge in digital healthcare options. Even after the pandemic, demand for digital healthcare treatment has continued to grow in the form of telemedicine-focused online medical and AI-powered technology services, backed by the adoption of data and analytics.According to a recent Precedence Research report, the global healt ...

估值指标 - SGRY 的前瞻市盈率为26.59，DOCS 的前瞻市盈率为27.34 [6] - SGRY 的PEG比率为1.90，DOCS 的PEG比率为2.66 [6] - SGRY 的市净率为1.09，DOCS 的市净率为5.57 [7] 价值选择 - 根据估值指标，SGRY 目前是更具价值的选择 [8] 公司排名 - Surgery Partners (SGRY) 和 Doximity (DOCS) 都持有Zacks Rank 2 (买入) [3]

股价走势 - Doximity (DOCS) 最近遭受了过多的抛售压力，股价在过去四周下跌了7% [1] - RSI是用于判断股票是否被超卖的常用技术指标，当股票的RSI指标低于30时通常被认为是超卖状态 [2] - RSI有助于快速检查股票价格是否即将出现反转，如果股票因无端抛售而远低于其公允价值，投资者可能会开始寻找入场机会 [3] - DOCS的RSI读数为27.64，表明大量抛售可能正在逐渐耗尽，股票可能会反弹以达到供需的旧平衡 [4]