Rocket Doctor AI (AIDR) Town Hall - September 2026 summary

Platform and AI

• Provider-centered platform combines virtual care, payer access and patient demand; more than 800,000 patients served by 350+ physicians.

• Global Library of Medicine, developed with 200+ doctors, supports history-taking, diagnosis, treatment and testing; it covers 1,000+ diseases and 17,000+ symptoms.

• AI-assisted workflows span onboarding, triage, clinician matching, booking, in-visit decision support, chart updates, referrals and follow-up.

• Independent physicians use a proprietary AI-enabled EMR and patient marketplace, set their hours and bill for care.

U.S. expansion and payer access

• Signed contracts underpin 24M covered lives; initial states include NY, Maryland and California, with Florida and Texas targeted for expansion.

• U.S. completed visits were 3,900 in Q2 2026 and 3,625 in July–August; the Q3 estimate is 5,438 based on current monthly averages.

• Signed physicians grew from 12 in Q1 to 81 by the town hall; about 30 were clinically active in Q2 and 50 were credentialing. Credentialing typically takes 3–6 months.

• California value-based agreement covers an initial panel of 30,000 members and provides access to 5M+ in-network patients; Florida and Texas pipeline represents ~17.8M covered lives.

• Canadian completed visits were 45,766 in Q2 2026, up 23% YoY; Q1 visits were 47,790, up 24% YoY.

Operating and financial traction

• Q2 2026 gross revenue was CAD $734,028, up 43% YoY; Q2 revenue was $0.73M with a 65% gross margin.

• U.S. clinical hours increased from 75 in Q4 2025 to 1,987.5 in Q2 2026; Q3 estimate is 2,332.5 based on July–August averages.

• ARR was ~$2.9M, a non-GAAP USD measure that includes recognized revenue and contracted, unrecognized commitments over the preceding 12 months.

• U.S. operations began in late December 2025; signed physicians hold licenses across 20+ states, enabling care for patients in states where they are licensed.