DocGo (DCGO) Investor presentation summary

Strategic positioning and business model

• Delivers technology-enabled mobile healthcare and medical transportation at scale, serving patients at home, office, or community settings across 31 states and the UK.

• Proprietary technology backbone integrates with leading EHRs, supports dynamic fleet management, and offers patient-facing mobile apps.

• Vertical integration includes clinical practice, laboratory licensure, and efficient billing with Medicare, Medicaid, and commercial payers.

• Unique value proposition for healthcare systems, payers, and providers, focusing on care gap closure, transitions of care, and remote patient monitoring.

Financial performance and growth

• Annual revenues have shown strong growth from 2021 to 2025, with 2026 guidance indicating continued expansion.

• Q4 2025 revenue reached $74.9M, with a 32.5% adjusted gross margin and $11.3M adjusted EBITDA loss.

• Mobile health segment revenue was $24.8M with a 31.8% adjusted gross margin; medical transportation segment revenue was $50.2M with a 32.8% margin.

• Record volumes achieved in all major business lines, including significant increases in healthcare in the home and virtual care services.

Market opportunity and demand drivers

• Chronic disease management is a major U.S. healthcare challenge, driving demand for mobile and remote care solutions.

• Total addressable market for at-home care estimated at $250B, with 30% of PCP market expected to shift to nontraditional providers.

• Medical transportation market estimated at $7–$13B in the U.S.

• Growth strategy leverages long-term customer relationships, payer programs, virtual care, and disciplined M&A.