Doximity (DOCS) Investor presentation summary

Market leadership and network reach

• Over 85% of U.S. physicians are members, with more than 800,000 unique active providers using workflow tools as of Q1 2026.

• All top 20 U.S. hospitals and pharmaceutical manufacturers are clients.

• Net revenue retention rate stands at 107% for the trailing twelve months ending June 2026.

Product innovation and AI integration

• Offers a comprehensive suite of HIPAA-compliant tools: telehealth, digital fax, e-signature, secure messaging, scheduling, and AI workflow solutions.

• Acquired Pathway Medical for $63 million to enhance AI-powered clinical decision support.

• Clinical AI suite, including Doximity Ask, outperforms leading models in safety and accuracy benchmarks.

Engagement and commercial solutions

• Over 1 million unique quarterly active prescribers engage with the platform.

• Engagement is strong throughout the day across newsfeed and workflow tools.

• Marketing solutions deliver high ROI: 17:1 for health systems and ~10:1 for pharma clients.