Doximity: 3 Key Takeaways for Long-Term Investors

Doximity reported Q2 FY2027 revenue of $175 million with strong AI adoption across its platform. The company's AI search offering has been adopted by 16 of the top 20 pharma companies, opening access to a $14 billion digital pharma market. Quarterly active workflow prescribers grew 34% year-over-year, and the company achieved AI cost leverage through compute infrastructure optimization. Full-year revenue guidance was updated to $678-683 million.