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Edge23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
DocGo
DocGo (DCGO) investor relations material
DocGo 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Business overview and strategic positioning
Operates a tech-driven mobile health and non-emergency medical transportation platform with 900 vehicles and 3,000 professionals across all 50 states and the UK.
Focuses on providing healthcare at any address, aiming to keep patients out of hospitals through diverse service lines including care gap closure, mobile phlebotomy, and remote patient monitoring.
Recent acquisition of SteadyMD expands telehealth capabilities nationwide, enabling end-to-end care from virtual visits to in-home services.
Business is segmented into medical transportation (about 70% of revenue, mainly hospital vertical) and mobile health, with the latter as the fastest-growing segment.
Government contracts are being de-emphasized, with future focus on hospitals, municipalities, and payers.
Market environment and regulatory trends
Regulatory changes in Medicaid eligibility could impact care gap closure business, while CMS support for telehealth remains a positive trend.
The One Big Beautiful Bill Act introduces a $50 billion rural healthcare spend, presenting partnership opportunities with rural hospitals.
AI adoption is improving operational efficiency, especially in patient outreach and clinician productivity.
Rural healthcare challenges are being addressed through telehealth and in-home care, leveraging SteadyMD for national reach.
Growth drivers and segment performance
Mobile health, especially care gap closure and mobile phlebotomy, is the fastest-growing area, with revenue quadrupling year-over-year off a small base.
Currently works with six payers, with 1.3 million assigned lives and two to four additional top-10 payers in late-stage contracting.
Care gap closure business is expected to mature to a 40% margin, with current focus on scaling and improving intensity.
Commercial payers present the greatest opportunity, as they seek to reduce long-term costs by closing care gaps.
Success is measured by both conversion rates and patient NPS, balancing efficiency with patient satisfaction.
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Next DocGo earnings date
Q4 202527 Feb, 2026
DocGo
Next DocGo earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
DocGo Inc. provides mobile health services and transportation solutions through a technology-enabled platform. The company delivers care services such as testing, vaccinations, and urgent medical assistance outside traditional clinical settings. It also operates non-emergency medical transportation networks. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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