Doximity, Inc. (DOCS) Q1 2026 Earnings Call

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WEBVTT 00:00:00.000 -- 00:00:05.040 Last but not least, we're pleased to announce the acquisition of Pathway, a 00:00:05.040 -- 00:00:10.120 six-person, -year-old Montreal startup specializing in AI 00:00:10.120 -- 00:00:12.580 clinical reference. 00:00:12.600 -- 00:00:18.380 Trained at McGill, Johns Hopkins, and Harvard, physicians make up half the team at Pathway. 00:00:18.380 -- 00:00:23.540 From a postdoc program at the prestigious Miele AI Institute, they founded Pathway five 00:00:23.540 -- 00:00:28.600 years before CHET GPT even existed. To help answer the ICU bedside 00:00:28.600 -- 00:00:32.300 questions they faced every day. 00:00:32.300 -- 00:00:38.360 Together, they painstakingly built one of the best and largest medical AI datasets around, 00:00:38.360 -- 00:00:42.600 spanning nearly every guideline, drug, journal, and landmark trial. 00:00:42.600 -- 00:00:48.060 They call this their corpus. And what makes it powerful is its cross-linked 00:00:48.060 -- 00:00:53.400 structure that lets AI quickly get accurate answers for doctors. 00:00:53.400 -- 00:00:58.560 It's much more than an LLM. It understands complex drug interactions and 00:00:58.560 -- 00:01:03.140 scores the strength of medical evidence, such as weighing a validated clinical trial 00:01:03.140 -- 00:01:05.900 more than a case study. 00:01:05.900 -- 00:01:10.320 The net result is industry-leading accuracy and speed. 00:01:10.320 -- 00:01:15.320 This May, Pathway's AI model scored a record high, 96%, on the 00:01:15.320 -- 00:01:20.020 U.S. medical licensing exam, outperforming their competitors. 00:01:20.020 -- 00:01:24.220 With almost no marketing budget, Pathway has grown to hundreds of thousands of registered 00:01:24.220 -- 00:01:29.340 users worldwide, with thousands paying $300 per year f...