Doximity (DOCS) Investor presentation summary

Market position and platform reach

• Over 85% of U.S. physicians are members, with more than 800,000 unique active providers using workflow tools as of Q1 2026.

• Serves all top 20 U.S. hospitals and pharmaceutical manufacturers, demonstrating strong industry penetration.

• Net revenue retention rate stands at 109%, indicating high customer loyalty and expansion.

Product innovation and engagement

• Offers a comprehensive suite of HIPAA-compliant tools, including telehealth, digital fax, e-signature, secure messaging, and AI-powered workflow solutions.

• Clinical AI suite features tools like Scribe and Ask, providing private, real-time support for clinicians.

• Engagement is strong throughout the day, with over 1 million unique quarterly active prescribers.

• AI-powered search and clinical reference tools enhance point-of-care decision-making.

Commercial solutions and revenue model

• Marketing solutions are the largest revenue driver, offering personalized, subscription-based packages for pharma and health systems.

• Delivers a median ROI of 17:1 for health systems and 10:1 for pharma clients, based on third-party data.

• Land-and-expand sales strategy increases module adoption across brands and service lines.

• Dynamic integrated offering leverages proprietary and third-party data for higher quality engagements and measurable HCP behavior change.