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Revenue by Type
Breaks down revenue across major streams—recruiting/talent solutions, advertising and marketing services, subscription and clinical tools—revealing which businesses are driving growth, which are higher-margin and recurring, and how exposed Doximity is to cyclical ad and hiring spend.Subscription revenue is the durable growth engine—high retention and expansion of large customers are driving steady, accelerating recurring revenue, while the small but rising Other stream hints at early diversification (ads/AI/hospital deals). Management’s cautious Q4 posture and disclosed AI infrastructure spend explain near-term conservatism: margins are under modest pressure today and AI upside isn’t in guidance. For investors, this is a high‑quality, cash‑generative subscription story with optional upside if AI monetization and pharma budget timing normalize.
Date | Subscription | Other |
|---|---|---|
Jun 30, 2026 | $146.30M | $10.32M |
Mar 31, 2026 | $135.69M | $9.68M |
Dec 31, 2025 | $175.38M | $9.67M |
Sep 30, 2025 | $159.47M | $9.06M |
Jun 30, 2025 | $137.88M | $8.04M |
Mar 31, 2025 | $131.90M | $6.39M |
Dec 31, 2024 | $162.26M | $6.34M |
Sep 30, 2024 | $129.64M | $7.19M |
Jun 30, 2024 | $119.97M | $6.71M |
Mar 31, 2024 | $112.67M | $5.38M |