Doximity (DOCS) Investor presentation summary

Market position and platform reach

• Over 85% of all U.S. physicians are active on the platform, with strong engagement from top hospitals and pharmaceutical manufacturers.

• More than 720,000 unique active providers and a net revenue retention rate of 112% for the trailing twelve months ending 12/31/25.

• The platform addresses major inefficiencies in healthcare communication, with 70% of U.S. healthcare communication still sent via fax and 75% of physicians citing EHR inefficiencies as a source of burnout.

Product innovation and AI integration

• Offers a comprehensive, HIPAA-compliant AI suite for clinicians, including tools like DoxGPT and Scribe for clinical documentation and workflow automation.

• AI tools are private to each clinician and support tasks such as prior authorization requests, clinical Q&A, and evidence-based recommendations.

• DoxGPT is highly rated by users for its clinical relevance, speed, and integration with medical literature and guidelines.

Engagement and usage patterns

• Over 1 million unique quarterly active prescribers, with more than 300,000 using AI tools.

• Engagement is sustained throughout the day across newsfeed, workflow, and AI modules, reflecting deep integration into clinicians' daily routines.