$DOCS Q4 EARNINGS HIGHLIGHTS
๐น Revenue: $145.4M (Est $144.07M) ๐ข; +5% YoY
๐น Adj. EPS: $0.26 (Est $0.28) ๐ด
๐น Adj EBITDA: $65.8M
๐น Adj EBITDA Margin: 45.3%
๐น Free Cash Flow: $107.3M; +11% YoY
FY 2027 Guide:
๐น Revenue: $664M-$676M (Est $643.6M) ๐ข
๐น Adj EBITDA: $323M-$335M
Q1 FY27 Guide:
๐น Revenue: $151M-$152M
๐น Adjusted EBITDA: $68.5M-$69.5M
Other Metrics:
๐น Active Prescribers Using Workflow Tools: 800K+ in Q4
๐น Clinical AI Usage: Nearly half of active prescribers used it last quarter
๐น AI Prompts Per User: Nearly doubled from January to April
๐น Aledade Partnership: Clinical AI Suite integrated into Aledade Assist
๐น AI Tools: Scribe ambient notetaking and Ask clinical AI assistant
Commentary:
๐ธ โWeโre thrilled to announce that we reached a new engagement record of over 800,000 active prescribers using our workflow tools in Q4.โ
๐ธ โNearly half of those providers used our clinical AI last quarter, while our prompts per user nearly doubled from January to April alone.โ
๐ธ โOur new partnerships with Aledade and Photon build on that momentum, bringing our Clinical AI Suite to thousands of independent practices and enabling seamless in-workflow prescribing for the first time.โ