Rocket Doctor AI (AIDR) Q2 2026 earnings summary

Executive summary

• Q2 2026 revenue grew 43% YoY to $734,028; U.S. visits nearly tripled QoQ as in-network reach expanded to ~24 million covered lives.

• Growth was accompanied by a $6.67 million quarterly net loss and a lower gross margin, while U.S. visit growth is expected to flow into revenue with a recognition lag.

Financial highlights

• Q2 revenue was $734,028 versus $512,756 YoY and $737,103 in Q1; H1 revenue was $1.471 million, up 187% YoY.

• Q2 gross profit was $478,000, up 4% YoY; operating expenses rose 120% to $7.123 million.

• Net loss was $6.673 million in Q2 versus $2.692 million YoY and $4.64 million in Q1; H1 net loss was $11.311 million versus $4.836 million.

• Adjusted EBITDA loss was $4.124 million in Q2 versus $1.734 million YoY and $2.98 million in Q1; H1 loss was $7.105 million versus $3.148 million.

• Cash and cash equivalents were $0.95 million at June 30, 2026, versus $0.64 million at Dec. 31, 2025.

Outlook and guidance

• Newly finalized U.S. payer agreements are in early implementation; most of the associated financial run-rate remained unrecognized in H1, with revenue expected to be recognized in future quarters.

• Management expects continued U.S. visit growth through FY2026 as credentialing adds capacity and payer coverage is monetized; financial metrics are targeted to strengthen through the remainder of the year.

• Priorities include expanding payer relationships and U.S. markets, accelerating provider credentialing, and growing white-label and B2B SaaS opportunities.

• Platform investment is shifting toward operational efficiency, commercialization, enterprise licensing, and B2B partnerships after an 18-month capital investment program.