Doximity, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 45/100
What the filing says
Doximity reported fiscal Q1 2027 (ended June 30, 2026) revenue of $156.6M (+7% YoY vs. $145.9M), with net income of $24.3M (15.5% margin) down from $53.3M (36.5% margin) YoY. Adjusted EBITDA fell 6% to $74.8M (47.7% margin) from $79.8M (54.7% margin); operating cash flow declined 32% to $42.0M and free cash flow fell 34% to $39.6M. R&D expenses increased 43% to $38.5M and stock-based compensation nearly doubled to $36.8M. FY2027 full-year guidance: revenue $671–$681M, adjusted EBITDA $309–$329M.
Why this rating
Revenue growth modest (7%) for $9.9B company; profitability, cash flow, and margins all contracted YoY despite revenue growth. Material expense acceleration signals investment phase but dilutes returns. Relative to company size, quarterly $156.6M revenue is material; the declines in earnings power and cash conversion are concerning operationally, though not catastrophic.
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