Slide 1: Investor Presentation Fall 2026
Investor Presentation FALL 2026
Slide 2: Safe Harbor and Other Information
Safe Harbor and Other Information This presentation contains forward-looking statements within the meaning of the federal securities laws. All statements other than statements of historical fact are forward-looking and involve substantial risks and uncertainties. Forward-looking statements include s
Slide 3: The #1 Healthcare Professional Network
LEADING NETWORK BLUE CHIP CLIENTS >85% 20/20 of all U.S. Top Hospitals and Health Systems The #1 Healthcare physicians1 Top Pharmaceutical Manufacturers3 Professional Network >800K 107% Workflow Unique Net Revenue Active Providers2 Retention Rate4 1. As of 3/31/26. 2. For fiscal quarter ending 3/31/
Slide 4: Glaring Day-To-Day Inefficiencies
Glaring Day-To-Day Inefficiencies 70% of US HC communication still sent via fax1 75% of physicians attribute burnout to electronic health record EHR) inefficiencies2 1. Konica Minolta, “New Facts About Fax in Healthcare,ˮ 2023. 2. Tajirian et al., “The Influence of Electronic Health Record Use on Phy
Slide 5: Bringing Tech to Medicine
Bringing Tech to Medicine INSPIRED BY ENTERPRISE TECH PURPOSEBUILT FOR HEALTHCARE Networking Productivity Telehealth Dialer Voice & Dialer Video), Digital Fax, Digital eSignature, Secure Messaging, News & Scheduling On-Call Scheduling, AI Workflow Tools eSignatures Newsfeed Medical Articles & News
Slide 6: Purpose Built for Healthcare
Purpose Built for Healthcare Professional Network Newsfeed Workflow | INVESTOR PRESENTATION AUGUST 2026 6
Slide 7: Pathway AI Acquisition
Pathway AI Acquisition ● Half doctors, 7 years of AI experience ● Medical semantic model for max accuracy MEDICAL GRAPH Study → Drug → Outcome → Disease "ACURASYS studied the effect of cisatracurium on mortality in ARDS." | INVESTOR PRESENTATION AUGUST 2026 7
Slide 8: Clinical AI Suite for Physicians
Clinical AI Suite for Physicians A free, HIPAA-compliant suite of AI tools that is private to each clinician SCRIBE ASK DIALER | INVESTOR PRESENTATION AUGUST 2026 8
Slide 9: Top Performing U.S.-Based Clinical AI
Top Performing U.S.-Based Clinical AI Doximity Ask outperformed OpenEvidence and leading frontier AI models in the NOHARM benchmark, one of the most comprehensive independent evaluations of clinical AI safety to date | INVESTOR PRESENTATION AUGUST 2026 9
Slide 10: Doximity Ask Doc Love
| INVESTOR PRESENTATION AUGUST 2026 “I use Ask. Personally itʼs more useful than other Doximity Ask Doc Love tools because of its cleaner interface, quicker answers, and better clinical relevance.ˮ — Dengyu Wang, MD Neurology) “Ask has been a game changer, I use it pretty much “I asked Doximity a
Slide 11: News Workflow AI Strong Engagement
Strong Engagement News Workflow AI >1M QAU >800K QAU ~½ of Workflow QAU 1, 2 1, 3 1, 3 1. QAU are unique quarterly active prescribers MD/DO/NP/PA/Pharmacist/Med Student/CRNA | | INVESTOR PRESENTATION AUGUST 2026 11 2. As of 12/31/25 3. For fiscal quarter ending 3/31/26
Slide 12: Engagement Throughout the Day
Engagement Throughout the Day NEWSFEED WORKFLOW/AI BOTH1 1. Doximity usage by prescribers MD/DO/NP/PA/CRNA/Pharmacist/Med Student) in fiscal quarter ending 9/30/25. For News, darker shades represent higher activity on Doximity's Newsfeed. For Workflow/AI, darker shades represent higher activity wit
Slide 13: Our Commercial Solutions
Our Commercial Solutions MARKETING HIRING ENTERPRISE WORKFLOW Educate on Latest News & Treatments Uncover Passive Candidates Reduce No-Shows & Leakage Relevance and personalization Find specialized talent Ranked #1 “Best in KLASˮ for Telehealth drive Rxʼs & Referrals 5 years running, hundreds of tho
Slide 14: Marketing Solutions
Marketing Solutions LARGEST REVENUE DRIVER MARKETING SOLUTIONS Health Systems 171 ROI2 LexisNexis Leading Network Subscription Pricing Model Pharma 73% of healthcare spend 1. Audience (e.g. specialty) is decided by Doctors1 2. Number of audience members 101 ROI3 3. Type and number of modules IQ
Slide 15: AI Search Offering
AI Search Offering Acceleration of ecosystem message Ask AI placement | INVESTOR PRESENTATION AUGUST 2026 15
Slide 16: Core Modules
Core Modules Newsfeed Point of Care LONG FORM VIDEO SHORT FORM POINT OF CARE FORMULARY We create customized packages for customers | INVESTOR PRESENTATION AUGUST 2026 16
Slide 17: Dynamic Integrated Offering
Dynamic Integrated Offering Increased unique reach Higher quality engagements HCP behavior change, increased NRx lift and impact 300 Data & Insights Inputs Proprietary Doximity, IQVIA, Brand & Content Signals AI Orchestration Engine | INVESTOR PRESENTATION AUGUST 2026 17
Slide 18: Large & Growing Total Accessible Market
Large & Growing Total Accessible Market $18.5B +$ Billions Total AI Search4 $7.3B $6.9B $4.3B Added Pharmaceutical Marketing 1 Health System Marketing and Staffing 2 Telehealth3 in 2026 1. Pharmaceutical Marketing TAM represents total annual marketing spend by Pharmaceutical Manufacturers to Doctors
Slide 19: Pharma Brand Opportunity
Pharma Brand Opportunity Our Penetration into $100M Our Penetration into $100M U.S. U.S. Mega Brands1 Mid-Tier Brands2 11% Signed 47% Not Signed 53% Signed 89% Not Signed 1. As of March 31, 2026. # of brands with $100m+ in US sales (based on data from Evaluate Pharma) where Doximity has revenue. 2
Slide 20: Q1 Key Revenue Metrics
Q1 Key Revenue Metrics LAND & EXPAND Number of Customers w/ $500K+ of Revenue1 Net Revenue Retention2 107% 127 $500K + Total Company + 7% y/y Top-20 Customers 112% 1. Refer to appendix for the definition of customers with trailing 12-month subscription revenue greater than $500,000. 2. Refer to appe
Slide 21: Attractive Revenue Growth & Margin Profile
Attractive Revenue Growth & Margin Profile Revenue1 Adj. EBITDA & Margin1,2 13% CAGR 15% CAGR 3 3 1. Fiscal Year ended March 31. 2. Refer to appendix for the definition and non-GAAP reconciliation of Adjusted EBITDA and Adjusted EBITDA margin. 3. FY2027 forecasts are based on the midpoint of our FY20
Slide 22: Founder-Led, Mission Driven
Founder-Led, Mission Driven Jeff Tangney Matt Sonefeldt Steve Zatz 885 CEO & Co-Founder CFO President Employees1 Lisa Greenbaum CCO Jey Balachandran CTO Amit Phull, MD Chief Clinical Experience Officer >40% in R&D1 Ben Greenberg Joel Davis John Vaughan SVP Commercial Products SVP, Product General Cou
Slide 23: Company Highlights
Company Highlights Powerful network Leading digital platform effects with strong Best-in-class for doctors engagement growth profitability Massive market Veteran vertical team opportunity fueled by shift to digital & AI | INVESTOR PRESENTATION AUGUST 2026 23
Slide 24: Appendix: Non-GAAP Financial Measures
Appendix: Non-GAAP Financial Measures To supplement our consolidated financial statements, which are prepared and presented in accordance with accounting principles generally accepted in the United States ("GAAP"), the Company uses the following non-GAAP measures of financial performance: Non-GAAP g
Slide 25: Appendix: Adjusted EBITDA & Margin Non-GAAP Reconciliation
Appendix: Adjusted EBITDA & Margin Non-GAAP Reconciliation Year Ended March 31, TTM 2023 2024 2025 2026 Q1 FY27 (in thousands) Net Income $112,818 $147,582 $223,185 $196,051 $167,046 Adjustments: Acquisition and other related expenses 30 ‒ ‒ 1,616 1,188 Stock-based compensation 47,834 47,430 72,386