DocMorris (DOCM) Q2 2026 TU earnings summary

Executive summary

• Achieved 15.2% external revenue growth in Q2 2026 and 12.5% in H1 2026 year-over-year.

• Rx (prescription medicines) revenue surged 45.8% in Q2 and 38.3% in H1 year-over-year.

• Digital Services revenue grew 80.0% in Q2 and 71.4% in H1 year-over-year.

• Active customer base increased by 1.1 million year-over-year to 12.9 million, with 0.3 million added in Q2.

Financial highlights

• Q2 2026 external revenue: CHF 309.7 million, up 15.2% year-over-year.

• H1 2026 external revenue: CHF 627.8 million, up 12.5% year-over-year.

• Germany segment Q2 external revenue: CHF 292.2 million, up 15.1% year-over-year.

• Adjusted EBITDA expected to improve in Q2 compared to Q1 2026 (Q1: -CHF 6.3 million).

Outlook and guidance

• Positive H1 performance and new “AI-First” strategy to impact 2026 guidance, with updates to be provided in August.

• On track to reach EBITDA breakeven during 2026.