NYSE$DOCS

Doximity Inc. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported strong financial results with triple-digit revenue growth and record profit margins.

Doximity reported a strong first quarter for fiscal year 2022, with revenue up 100% year-over-year and net income margin of 36%. The company's adjusted EBITDA margin was 43%.

  • Revenue was $72.7 million, up 100% year-over-year.
  • Net income was $26.3 million, representing a margin of 36%.
  • Adjusted EBITDA was $31.2 million, representing a margin of 43%.
  • Net revenue retention was 167%.

Headline financials

Total Revenue

$72.7M

Previous: $36.4M+99.7%
EPS (adj)

$0.11

Previous: $0.01+1192.6%
Capital Expenditures

-$41K

No prior period
Free Cash Flow

$26.3M

No prior period
Net Income

$26.3M

Previous: $1.46M+1704.1%
Operating Income

$24.9M

Previous: $2.08M+1094.2%
Gross Profit

$64.7M

Previous: $28.5M+126.9%
Cash & Equivalents

$594M

No prior period
Total Assets

$830M

No prior period
Stock-Based Comp

$5.13M

No prior period

Revenue & EPS history

Doximity · Revenue · Quarterly

$72.7M

Q1 2022+99.7%vs Q1 2021
Beat estimate in 9 of 10 quarters(90%)
ActualEstimate

Forward guidance

Doximity is providing guidance for its fiscal second quarter ending September 30, 2021 as follows: Revenue between $73.0 million and $74.0 million. Adjusted EBITDA between $26.4 million and $27.4 million. Doximity is providing guidance for its fiscal year ending March 31, 2022 as follows: Revenue between $296.5 million and $299.5 million. Adjusted EBITDA between $106.0 million and $109.0 million.

Tailwinds

  • Revenue between $73.0 million and $74.0 million for the fiscal second quarter ending September 30, 2021.
  • Adjusted EBITDA between $26.4 million and $27.4 million for the fiscal second quarter ending September 30, 2021.
  • Revenue between $296.5 million and $299.5 million for the fiscal year ending March 31, 2022.
  • Adjusted EBITDA between $106.0 million and $109.0 million for the fiscal year ending March 31, 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+5.5%

Avg return

Earnings day

+2.9%

Avg return

5 days after

+3.3%

Avg return

30 days after

64%

14 / 22 earnings

Positive

+45.6%

Q2 2023

Best reaction

-26.6%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+5.3%-17.6%-14.3%
Q3 2026-16.8%-22.1%-23.9%
Q2 2026-13.0%-18.6%-26.6%
Q1 2026+13.4%+9.3%+18.4%
Q4 2025-10.1%-13.2%-4.3%
Q3 2025+36.0%+29.0%+9.8%
Q4 2024+17.5%+18.1%+25.2%
Q3 2024+4.3%+5.9%+1.9%
Q2 2024+13.1%+20.6%+16.3%
Q1 2024-26.6%-30.9%-31.6%
Q4 2023-6.4%-6.2%-5.2%
Q3 2023-14.9%-11.0%-22.0%
Q2 2023+45.6%+36.6%+48.5%
Q1 2023-11.1%-13.1%-22.2%
Q4 2020+3.2%+4.7%+22.3%
Q4 2022-8.1%-4.3%-1.9%
Q3 2021+21.1%+13.9%-6.8%
Q3 2022+27.3%+16.1%+2.9%
Q2 2021+0.2%-7.5%-29.5%
Q2 2022+1.4%+3.4%-19.1%
Q4 2021+8.0%+7.8%+44.9%
Q1 2022+31.5%+41.9%+89.2%
Q1 2021
Q3 2020

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