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DocGo (DCGO) investor relations material

DocGo IAccess Alpha Virtual MicroCap Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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IAccess Alpha Virtual MicroCap Conference summary9 Dec, 2025

Business overview and strategy

  • Focuses on tech-driven mobile healthcare, delivering care and medical transportation to patients at home or between care settings, supported by a proprietary technology platform integrated with hospital systems like Epic.

  • Operates three main service lines: medical transportation, mobile healthcare, and remote patient monitoring, serving over 10 million patients to date across 31 states and the U.K.

  • Partners with major hospital systems and health insurers to close care gaps, reduce hospitalizations, and improve patient outcomes, with a growing list of payer partners and over 1.3 million patients identified for care gap closure.

  • Acquired SteadyMD to expand its network of advanced practice providers, enabling more efficient scaling and up to 10% gross margin improvement.

  • Maintains a vertically integrated model, combining proprietary tech, clinical staff, fleet, and managed care credentials for a seamless patient experience.

Financial performance and growth

  • Revenue guidance for next year is $280–$300 million, nearly tripling the base business over five years.

  • Q3 revenue was $70.8 million, with a 33% adjusted gross margin and an adjusted EBITDA loss of $7.2 million; medical transportation revenue was $50 million with a 31.7% margin.

  • No debt and $95.2 million in cash on the balance sheet, supporting ongoing investment in growth and infrastructure.

  • Record volumes across all business lines, including 2.5% growth in U.S. medical transportation, 320% in care gap closure, 11% in mobile phlebotomy, and 6% in remote patient monitoring year-over-year.

  • Revenue from COVID and migrant response is separated from base business to highlight sustainable growth.

Market trends and competitive positioning

  • Chronic disease management is a key focus, addressing a $4.5 trillion annual healthcare spend in the U.S.

  • CMS and industry analysts project significant growth in home-based care and a shift of 30% of the PCP market to non-traditional providers.

  • Proprietary tech platform enables efficient, HIPAA-compliant, and integrated care delivery, providing a competitive edge.

  • Vertical integration and comprehensive service offering distinguish the company from competitors like Amwell, Teladoc, and Uber Health.

  • Strong, long-term relationships with leading health systems and payers drive recurring revenue and expansion opportunities.

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Frequently asked questions

DocGo Inc. provides mobile health services and transportation solutions through a technology-enabled platform. The company delivers care services such as testing, vaccinations, and urgent medical assistance outside traditional clinical settings. It also operates non-emergency medical transportation networks. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.

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