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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Doximity
Doximity (DOCS) investor relations material
Doximity Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary5 Nov, 2026
Executive summary
Q2 FY2027 revenue was $174.537M, up 4% YoY; adjusted EBITDA was $88.865M at a 50.9% margin, while GAAP net income fell to $34.730M.
Active workflow prescribers grew 34% YoY to a record, with ~50% of U.S. prescribers using workflow tools; AI health-system clients exceeded 190.
AI Search bookings reached eight figures, with 16 of the top 20 pharma companies purchasing programs; FY27 revenue guidance rose to $678M–$683M.
Financial highlights
Q2 revenue was $174.537M versus $168.525M; operating income was $43.922M versus $63.681M.
GAAP net income was $34.730M versus $62.059M; diluted EPS was $0.18 versus $0.31. Non-GAAP diluted EPS was $0.36.
Adjusted EBITDA was $88.865M versus $100.830M, down 12% YoY; adjusted EBITDA margin was 50.9% versus 59.8%.
Free cash flow was $91.332M; cash, cash equivalents and marketable securities totaled $713.2M at quarter-end.
Non-GAAP gross margin was 87.8% versus 91.9%; most increased cost of revenue reflected AI investment, with over 90% of incremental AI cost tied to clinician usage.
Outlook and guidance
Q3 revenue guidance is $195M–$196M and adjusted EBITDA guidance is $102.5M–$103.5M, implying a 53% midpoint margin.
FY27 revenue guidance rose to $678M–$683M, with a $4.5M higher midpoint; adjusted EBITDA guidance is $317M–$325M, a 47% midpoint margin.
Second-half revenue growth is expected to slightly accelerate versus H1; Q4 growth is expected to be similar to Q3, with lower visibility until pharma upfront contracts conclude.
AI Search revenue is expected to ramp gradually through calendar 2027 as programs clear medical-legal review.
FY27 non-GAAP gross margin is expected in the mid-to-high 80% range; diluted share-count guidance is 187M–193M.
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Latest events from Doximity
- All proposals passed, electing directors through 2029 and confirming Deloitte as auditor.DOCS
AGM 2026 - Revenue up 7% to $157M, net income down, strong AI adoption, over $90M in share repurchases.DOCSQ1 2027
- Leading U.S. physician network leverages AI and workflow tools for strong growth and profitability.DOCSInvestor presentation
- Proxy covers director elections, auditor ratification, and executive pay, with strong governance and ESG focus.DOCSProxy filing
- Virtual meeting to vote on directors, auditor, and executive pay, with board support for all.DOCSProxy filing
- Delivers AI-powered workflow tools to 85%+ of U.S. physicians, achieving 22% revenue CAGR.DOCSInvestor presentation
- Record free cash flow, strong AI adoption, and 13% revenue growth set up modest FY27 outlook.DOCSQ4 2026
- 20% revenue growth, record margins, and strong AI-driven engagement set up for cautious FY26.DOCSQ4 2025
- Q3 revenue up 25% with margin expansion, record engagement, and ongoing share repurchases.DOCSQ3 2025
Next Doximity earnings date
Q3 20274 Feb, 2027
Doximity
Next Doximity earnings date
Q3 20274 Feb, 2027
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Frequently asked questions
Doximity, the professional medical network, is a healthcare platform for physicians in the United States. Doximity curates content written by physicians and delivers it through a mobile app accessed by over 90% of doctors in the U.S. Doximity’s app also gives doctors access to crucial tools like an address book for referring care and product recommendations for practicing medicine efficiently. With over 90% of doctors in the US on Doximity, it is aiming at becoming the first place to connect with other physician professionals.