NYSE$DOCS

Doximity Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Doximity's Q3 2023 financial results were announced, demonstrating revenue growth and strong cash flow generation.

Doximity reported total revenues of $115.3 million, an 18% increase year-over-year. Operating cash flow was $48.7 million, up 78% year-over-year, and free cash flow was $47.5 million, up 85% year-over-year.

  • Revenue reached $115.3 million, marking an 18% increase compared to the previous year.
  • Net income stood at $33.5 million, representing a 29.0% margin.
  • Operating cash flow grew to $48.7 million, a 78% increase year-over-year.
  • Free cash flow increased to $47.5 million, up 85% year-over-year.

Headline financials

Total Revenue

$115M

Previous: $97.9M+17.8%
EPS (adj)

$0.22

Previous: $0.29-24.1%
Capital Expenditures

-$1.68M

Previous: -$852K-97.2%
Free Cash Flow

$31.8M

Previous: $54.8M-42.0%
Net Income

$33.5M

Previous: $55.6M-39.9%
Operating Income

$38.5M

Previous: $35.8M+7.5%
Gross Profit

$102M

Previous: $86.8M+17.2%
Cash & Equivalents

$136M

Previous: $85.1M+60.4%
Total Assets

$1.07B

Previous: $932M+14.5%
Stock-Based Comp

$14M

Previous: $9.83M+42.2%

Revenue & EPS history

Doximity · Revenue · Quarterly

$115M

Q3 2023+17.8%vs Q3 2022
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

Doximity provided guidance for its fiscal fourth quarter ending March 31, 2023 and adjusted its guidance for its fiscal year ending March 31, 2023, and provided preliminary guidance for its fiscal year ending March 31, 2024.

Tailwinds

  • Revenue between $109.6 million and $110.6 million for the fiscal fourth quarter ending March 31, 2023.
  • Adjusted EBITDA between $45.2 million and $46.2 million for the fiscal fourth quarter ending March 31, 2023.
  • Revenue between $417.7 million and $418.7 million for the fiscal year ending March 31, 2023.
  • Adjusted EBITDA between $180.2 million and $181.2 million for the fiscal year ending March 31, 2023.
  • Revenue of greater than $500 million for the fiscal year ending March 31, 2024.

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 Q3 2023

Historical avgQ3 2023

+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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