$DOCS Q4 EARNINGS HIGHLIGHTS
🔹 Revenue: $145.4M (Est $144.07M) 🟢; +5% YoY
🔹 Adj. EPS: $0.26 (Est $0.28) 🔴
🔹 Adj EBITDA: $65.8M
🔹 Adj EBITDA Margin: 45.3%
🔹 Free Cash Flow: $107.3M; +11% YoY
FY 2027 Guide:
🔹 Revenue: $664M-$676M (Est $643.6M) 🟢
🔹 Adj EBITDA: $323M-$335M
Q1 FY27 Guide:
🔹 Revenue: $151M-$152M
🔹 Adjusted EBITDA: $68.5M-$69.5M
Other Metrics:
🔹 Active Prescribers Using Workflow Tools: 800K+ in Q4
🔹 Clinical AI Usage: Nearly half of active prescribers used it last quarter
🔹 AI Prompts Per User: Nearly doubled from January to April
🔹 Aledade Partnership: Clinical AI Suite integrated into Aledade Assist
🔹 AI Tools: Scribe ambient notetaking and Ask clinical AI assistant
Commentary:
🔸 “We’re thrilled to announce that we reached a new engagement record of over 800,000 active prescribers using our workflow tools in Q4.”
🔸 “Nearly half of those providers used our clinical AI last quarter, while our prompts per user nearly doubled from January to April alone.”
🔸 “Our 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.”