earnings
confidence high
sentiment negative
materiality 0.85
Doximity Q4 GAAP net income sinks 69%; guides ~4% FY2027 revenue growth; new CFO and President
Doximity, Inc.
- FY2026 revenue $644.9M (+13% YoY); GAAP net income $196.1M (down 12% YoY, margin 30.4%).
- Q4 revenue $145.4M (+5% YoY); GAAP net income $19.1M (down 69% YoY, margin 13.1%).
- Non-GAAP diluted EPS $0.26 (Q4) vs $0.38 YoY; FY2026 non-GAAP EPS $1.52 vs $1.42.
- Guidance: Q1 rev $151-152M; FY2027 rev $664-676M (~4% YoY growth), adj. EBITDA $323-335M.
- Appointed Matthew Sonefeldt as CFO (base $400K, $12M RSUs) and Dr. Steven Zatz as President (base $400K, $2.7M RSUs).
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