Doximity

Doximity (DOCS) Q1 2026 Earnings

Reported Aug 7, 2025 at 4:07 PM ET · SEC Source

Q1 26 EPS

$0.36

BEAT +17.23%

Est. $0.31

Q1 26 Revenue

$145.9M

BEAT +4.57%

Est. $139.5M

vs S&P Since Q1 26

-82.4%

TRAILING MARKET

DOCS -65.5% vs S&P +16.9%

Market Reaction

Did DOCS Beat Earnings? Q1 2026 Results

Doximity delivered a standout fiscal Q1 2026, posting non-GAAP diluted EPS of $0.36 against a consensus estimate of $0.31, a 17.23% beat, while revenue climbed 15.2% year-over-year to $145.91 million, clearing expectations of $139.54 million by 4.57%… Read more Doximity delivered a standout fiscal Q1 2026, posting non-GAAP diluted EPS of $0.36 against a consensus estimate of $0.31, a 17.23% beat, while revenue climbed 15.2% year-over-year to $145.91 million, clearing expectations of $139.54 million by 4.57%. The quarter's clearest growth engine was the company's AI suite, which expanded 5x year-over-year as more than 630,000 prescribers engaged with Doximity's workflow tools, a level of platform adoption that helped drive adjusted EBITDA margins to 54.7%, up from 52.0% a year ago. The company also announced the acquisition of Pathway Medical, signaling an intent to deepen its clinical content capabilities as AI becomes central to its commercial narrative. Shares surged roughly 8% in after-hours trading on the print. Looking ahead, Doximity raised its full-year fiscal 2026 revenue outlook to $628 million–$636 million, with Q2 guidance of $157 million–$158 million suggesting the momentum is far from fading, a reminder of what robust platform operating leverage can produce for investors who've seen strong guidance fail to lift shares elsewhere in enterprise software.

Key Takeaways

  • Record engagement across newsfeed, workflow, and AI products
  • AI suite grew 5x year-over-year
  • More than 630,000 prescribers used workflow tools
  • 15% year-over-year revenue growth
  • Adjusted EBITDA margin expansion to 54.7% from 52.0%
24/7 Wall St

DOCS YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

24/7 Wall St

DOCS Revenue by Segment

Business unit performance breakdown

“We began our year with strong profit growth and record engagement across our newsfeed, workflow, and AI products.”

— Jeff Tangney, Q1 2026 Earnings Press Release