NYSE$DOCS

Doximity Inc. · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Doximity reported strong fiscal Q3 2025 results with revenue of $168.6 million, up 25% YoY. Net income surged 57% to $75.2 million, and adjusted EBITDA increased 39% to $102.0 million, reflecting solid profitability and operational efficiency.

Headline financials

Total Revenue

$169M

Previous: $135M+24.6%
EPS (adj)

$0.45

Previous: $0.24+87.5%
Capital Expenditures

$0.00

Previous: -$147K+100.0%
Net Income

$75.2M

Previous: $48M+56.8%
Operating Income

$79.9M

Previous: $58.6M+36.5%
Gross Profit

$154M

Previous: $123M+25.5%

Revenue & EPS history

Doximity · Revenue · Quarterly

$169M

Q3 2025+24.6%vs Q3 2024
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

Doximity expects fiscal Q4 2025 revenue between $132.5 million and $133.5 million, with adjusted EBITDA guidance of $62.5 million to $63.5 million. Full-year revenue is projected between $564.6 million and $565.6 million.

Tailwinds

  • Strong revenue growth driven by increasing engagement on platform.
  • AI tools showing significant adoption with 60% QoQ growth.
  • Improved profitability with higher adjusted EBITDA margins.
  • Solid free cash flow generation of $63.4 million.
  • Expansion in platform usage among medical professionals.

Headwinds

  • Projected revenue for Q4 indicates a sequential decline.
  • Macroeconomic uncertainty may impact client spending.
  • High reliance on subscription revenue with potential churn risks.
  • Operating expenses increased YoY across key segments.
  • Stock-based compensation remains a significant cost factor.

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 2025

Historical avgQ3 2025

+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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