Doximity, Inc. (NYSE:DOCS) Q1 2024 Earnings Conference Call August 8, 2023 5:00 PM ET Company Participants Perry Gold - VP of IR Jeffrey Tangney - Co-Founder and CEO Anna Bryson - CFO Nate Gross - Co-Founder and CSO Conference Call Participants Brian Peterson - Raymond James Scott Berg - Needham & Company Sandy Draper - Guggenheim Securities Jared Hasson - William Blair Allen Lutz - Bank of America Jessica Tassan - Piper Sandler Elizabeth Anderson - Evercore ISI Jailendra Singh - Truist Securities David Lar ...

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 ...

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, Inc. (NYSE:DOCS) Q4 2023 Earnings Conference Call May 16, 2023 5:00 PM ET Company Participants Perry Gold - Head, IR Jeffrey Tangney - Co-Founder and CEO Anna Bryson - CFO Nate Gross - Co-Founder and CSO Conference Call Participants Brian Peterson - Raymond James Scott Berg - Needham Richard Close - Canaccord Genuity Sandy Draper - Guggenheim Securities Ryan Daniels - William Blair Stan Berenshteyn - Wells Fargo Securities Stephanie Davis - SVB Securities Jessica Tassan - Piper Sandler Elizabeth A ...

Doximity, Inc. (NYSE:DOCS) Q3 2023 Earnings Conference Call February 9, 2023 5:00 PM ET Company Participants Perry Gold - Head of IR Jeffrey Tangney - Co-Founder & CEO Anna Bryson - CFO Nate Gross - Co-Founder & Chief Scientific Officer Conference Call Participants Brian Peterson - Raymond James Scott Berg - Needham & Company Sandy Draper - Guggenheim Stan Berenshteyn - Wells Fargo Securities Richard Close - Canaccord Genuity Ryan Daniels - William Blair Elizabeth Anderson - Evercore Jessica Tassan - Piper ...

财务表现 - 截至2022年12月31日，公司营收为3.081亿美元，同比增长23%[57] - 2022年12月31日，公司净利润为3350万美元，调整后的EBITDA为5550万美元[57] - 截至2022年12月31日，公司拥有超过100,000美元订阅收入的客户数量为2901[59] - 调整后的EBITDA为2022年12月31日的营收的48%[60] - 2022年12月31日，公司的自由现金流为1.27805亿美元[61] - 2022年12月三个月的收入较2021年同期增加了18%[69] - 订阅收入的增长主要来自新增订阅客户和现有客户的扩展[70] - 2022年12月三个月的成本和费用较2021年同期增加了22%[71] 费用支出 - 毛利润是总营收减去总成本，毛利率为总营收的百分比[65] - 研发费用主要包括与工程和产品团队相关的人员费用[66] - 研发支出预计将随着平台和产品的增长而继续增加[67] - 销售和营销支出预计将在绝对金额上增加，并成为最大的支出[67] - 总体运营支出在绝对金额上增加，主要受到研发、销售和营销、以及总务支出的影响[68] - 研发支出在2022年12月三个月和九个月的增长主要受到人员相关成本和股权补偿费用的影响[74] - 销售和营销支出在2022年12月三个月和九个月的增长主要受到人员相关成本和股权补偿费用的影响[74] - 总务支出在2022年12月三个月和九个月的增长主要受到人员相关成本的影响[74] 资金情况 - 公司自成立以来主要通过销售股权证券和客户付款来融资运营[76] - 公司于2022年12月31日的主要流动资金来源是现金及现金等价物和市场证券，总额为8.01亿美元[76] - 公司于2022年9月30日完成了7千万美元的股票回购计划[76] - 公司相信现有的现金及市场证券足以支持未来至少12个月的营运资金和资本支出需求[77] - 2022年前9个月，公司经营活动提供的净现金为1.33亿美元[77] - 2022年前9个月，公司投资活动使用的净现金为4,671.9万美元[77] - 2022年前9个月，公司融资活动提供的净现金为6,259.9万美元[77] 风险管理 - 公司未有任何资产负债表之外的安排[79] - 公司的现金及市场证券主要包括现金、企业票据和债券、资产支持证券、商业票据、存款证书、美国政府和机构债券以及主权债券[84] - 公司的投资受市场风险影响，包括利率变动和通货膨胀[84]

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 ...

Doximity, Inc. (NYSE:DOCS) Q1 2023 Results Conference Call August 4, 2022 5:00 PM ET Company Participants Perry Gold - Head, IR Jeff Tangney - Co-Founder and CEO Dr. Nate Gross - Co-Founder and CSO Anna Bryson - CFO Conference Call Participants Ryan Daniels - William Blair Scott Berg - Needham Richard Close - Canaccord Brian Peterson - Raymond James Stephanie Davis - SVB Securities Sandy Draper - Guggenheim Jessica Tassan - Piper Sandler Allen Lutz - Bank of America Ricky Goldwasser - Morgan Stanley Operato ...

Doximity, Inc. (NYSE:DOCS) Q4 2022 Earnings Conference Call May 17, 2022 5:00 PM ET Company Participants Perry Gold - Head, Investor Relations Jeff Tangney - Co-Founder and Chief Executive Officer Nate Gross - Co-Founder and Chief Scientific Officer Anna Bryson - Chief Financial Officer Conference Call Participants Stephanie Davis - SVB Securities Ryan Daniels - William Blair Glen Santangelo - Jefferies Brian Peterson - Raymond James Matt Shea - Needham Cindy Motz - Goldman Sachs Richard Close - Canaccord G ...

Doximity, Inc. (NYSE:DOCS) Q3 2022 Earnings Conference Call February 8, 2022 5:00 PM ET Company Participants Perry Gold - Head, IR Jeff Tangney - Co-Founder and CEO Anna Bryson - CFO Nate Gross - Co-Founder and Chief Strategy Officer Conference Call Participants Stephanie Davis - SVB Leerink Ryan Daniels - Blair Scott Berg - Needham and Company Brian Peterson - Raymond James Vikram Kesavabhotla - Robert W. Baird & Co. Glen Santangelo - Jefferies Richard Close - Canaccord Genuity Jessica Tassan - Piper Sandl ...