Doximity (DOCS) Q3 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, February 6, 2026 astatine 8:02 AM CST 52 min read

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Feb. 5, 2026 astatine 5 p.m. ET

• Chief Executive Officer and Co-Founder — Jeffrey Tangney

• Audit Committee Chair and Board Member — Tim Cabral

• Vice President, Investor Relations — Perry Gold

Jeffrey Tangney, Co-Founder and CEO of Doximity, and audit committee seat and committee member, Tim Cabral, who is stepping successful to assistance retired with our CFO, Anna Bryson, presently connected aesculapian leave. A implicit disclosure of our results tin beryllium recovered successful our property merchandise issued earlier contiguous arsenic good arsenic successful our related Form 8-K. Along with a transcript of our prepared remarks, each disposable connected our website astatine investors.doximity.com. As a reminder, today's telephone is being recorded and a replay volition beryllium disposable connected our website. As portion of our comments today, we volition beryllium making forward-looking statements. These statements are based connected management's existent views, expectations, and assumptions and are taxable to assorted risks and uncertainties.

Actual results whitethorn disagree materially, and we disclaim immoderate work to update immoderate forward-looking statements oregon outlook. Please notation to the hazard factors successful our yearly study connected Form 10-K, immoderate consequent Form 10-Qs, and our different reports and filings with the SEC that whitethorn beryllium filed from clip to time, including our upcoming filing connected Form 10-Q. Our forward-looking statements are based connected assumptions that we judge to beryllium tenable arsenic of today's date, February 5, 2026. Of note, it is Doximity's argumentation to neither reiterate nor set the fiscal guidance provided connected today's telephone unless it is besides done done a nationalist disclosure specified arsenic a property merchandise oregon done the filing of a Form 8-K.

Today, we volition sermon definite non-GAAP metrics that we judge assistance successful the knowing of our fiscal results. A humanities reconciliation to comparable GAAP metrics tin beryllium recovered successful today's net release. Finally, during the call, we whitethorn connection incremental metrics to supply greater insights into the dynamics of our business. These details whitethorn beryllium one-time successful nature, and we whitethorn oregon whitethorn not supply updates connected those metrics successful the future. I would present similar to crook the telephone implicit to our co-founder and CEO, Jeffrey Tangney. Jeff?

Jeffrey Tangney: Thanks, Perry, and convey you, everyone, for joining our 3rd 4th net call. We person 4 updates today: our CFO, financials, web stats, and AI results. First, immoderate unfortunate news. Our CFO, Anna Bryson, is retired sick connected aesculapian leave. We miss her present astatine the bureau and privation her the best. I cognize she wishes she could beryllium present too. We've been fortunate to person Tim Cabral, the erstwhile ten-year seasoned CFO from Viva Systems, arsenic our audit committee seat for the past 5 years. Tim has graciously agreed to talk to our financials connected this telephone and assistance usher our concern team. Okay. In happier news, our Q3 financials were solid.