Doximity Inc-A 2026年季度报告

FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December31, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Doximity, Inc. (Exact Name of Registrant as Specified in its Charter)_________________________________________________________________________________________________________________ 27-2485512 (I.R.S. Employer Identification Number) 500 3rd St.Suite 510San Francisco, CA 94107(Address of principal executive offices, including zip code)(650) 549-4330(Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Class A common stock, $0.001 par value per share Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 duringthe preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements forthe past 90 days.☒Yes☐No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).☒Yes☐No Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and "emerging growth company"in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new orrevised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ The registrant had outstanding 133,811,547 shares of Class A common stock and 50,897,411 shares of Class B common stock as of January29, 2026. TABLE OF CONTENTS PartI—Financial InformationPageItem 1.Condensed Consolidated Financial Statements (Unaudited):Condensed Consolidated Balance Sheets as of December 31, 2025 and March 31, 20251Condensed Consolidated Statements of Operations for the three and nine months ended December 31, 2025and 20242Condensed Consolidated Statements of Comprehensive Income for the three and nine months endedDecember 31, 2025 and 20243Condensed Consolidated Statements of Stockholders’ Equity for the three and nine months ended December31, 2025 and 20244Condensed Consolidated Statements of Cash Flows for the nine months ended December 31, 2025 and 20246Notes to Condensed Consolidated Financial Statements7Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations27Item 3.Quantitative and Qualitative Disclosures about Market Risk37Item 4.Controls and Procedures38Part II—Other InformationItem 1.Legal Proceedings39Item 1A.Risk Factors39Item 2.Unregistered Sales of Equity Securities and Use of Proceeds40Item 3.Defaults Upon Senior Securities41Item 4.Mine Safety Disclosures41Item 5.Other Information41Item 6.Exhibits42Signatures43 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the federal securities laws, which arestatements that involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financialor operating performance. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,”“shall,”“should,”“expects,”“plans,”“anticipates,”“could,”“intends,”“target,”“projects,”“contemplates,”“believes,”“estimates,”“predicts,” “potential,” or “continue” or the negative of these words or other similar terms or expressions that concern our expectations,strategy, plans, or intentions. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited to,statements about: •our expectations regarding our revenue, expenses, and other operating results;•our future financial performance;•our expectations and management of future growth;•our ability to acquire new members and successfully retain existing members;•our ability to acquire new customers and successfully retain existing customers;•our ability to achieve or maintain our profitability;•future investments in our business, our anticipated capital expenditures, and our estimates regarding our capital requirements;•the costs and success of our sales and marketing efforts, and our ability to promote our brand;•our ability to effectively manage our growth, including our ability to identify, retain, and recruit personnel, and maintain