DocGo (DCGO) Goldman Sachs 47th Annual Global Healthcare Conference 2026 summary

Business overview and evolution

• Provides in-home, virtual, and remote healthcare services, plus large-scale medical transportation, serving hundreds of thousands of patients annually.

• Transitioned from COVID and migrant-related emergency response to a focus on evergreen, proactive care and transportation.

• Q1 marked the first quarter with no COVID or migrant revenue, highlighting core business performance.

• Medical transportation revenue doubled since 2021, now exceeding $200 million annually.

• Integration of technology and services is a unique value proposition, enabling seamless patient flow for hospital partners.

Medical transportation and payer dynamics

• Technology platform embedded in Epic allows real-time ambulance tracking and efficient patient discharge.

• Contracts with major hospital systems to manage transportation for all patient types, regardless of insurance status.

• Focus on transparency, reliability, and quality over lowest cost, with dedicated fleets and aligned incentives.

• Payer mix is shifting due to ACA subsidy expirations and Medicaid changes, increasing pressure on hospitals and reimbursement rates.

• CMS is incentivizing preventative care and improved outcomes, with higher reimbursements for proactive services.

SteadyMD acquisition and Care Anywhere platform

• SteadyMD acquisition brought a 50-state virtual care network, enabling rapid scaling of in-home visits.

• Integration of SteadyMD and in-home clinicians creates a unified clinical practice, improving efficiency and margins.

• Care Anywhere platform offers virtual, remote, and in-person care, aiming to reduce hospitalizations and improve outcomes.

• Online pharmacies, digital wellness, and AI-driven healthcare companies are key growth partners.

• Clinicians work alongside AI tools, ensuring quality and providing human oversight for digital diagnostics.