Catalyst Calendar

Doximity [DOCS]

Doximity [DOCS] — Catalyst Calendar (Catalyst Criteria, MEASURED)

Rule observed: never fabricate a date. Dates below are marked CONFIRMED (in a filing) or INFERRED (from the company's own prior-year cadence, with the source date given). An absent calendar is better than a fabricated one.

Catalyst Criteria is MEASURED — it informs monitoring, not admission. Time works for a long, so a dated event is not required to own a compounder.

Confirmed

Date	Event	Source	Why it matters to the implied path
2026-05-13	FY2026 Q4 + full-year results; FY2027 guidance issued	8-K, filed 2026-05-13 (Ex-99.1)	The event that created the thesis: revenue guided $664–676m (+3.9%), adjusted EBITDA guided $323–335m (−6% to −10%).
2026-05-19	FY2026 10-K filed	10-K `docs-20260331.htm`	Where NRR 109%, the 11% customer, and the retired $100k metric are disclosed. Not in the 8-K.
2026-04-13	8-K (reported 2026-04-13)	8-K `docs-20260413.htm`	Precedes the print; content not material to the growth thesis.

Inferred from prior-year cadence — treat as approximate

Window	Event	Cadence basis	Test it applies
early Aug 2026	Q1 FY2027 results	Q1 FY2026 reported 2025-08-07; Q1 FY2025 2024-08-08	The single most important dated event. Guidance is $151–152m for the quarter. A print materially above it, or a raise to the FY, falsifies the deceleration thesis. A print in line confirms +3.9%.
early Nov 2026	Q2 FY2027 results	Q2 FY2026 reported 2025-11-06	Second data point on the guide; also the quarter in which pharma customers set next-calendar-year budgets.
early Feb 2027	Q3 FY2027 results	Q3 FY2026 reported 2026-02-05	Seasonally the strongest quarter (calendar Q4 budget flush). Historically where upside surprises have come from.
mid-May 2027	FY2027 10-K — next NRR disclosure	FY2026 10-K filed 2026-05-19; FY2025 2025-05-20	NRR is disclosed annually only. The next observation of the thesis's core metric is ~10 months away. This is a monitoring gap, not a catalyst, and it is the reason the thesis must be tracked on revenue growth as a proxy.

Undated but named — product-cycle events with no company-published date

These are real and named, and deliberately carry no date because none has been published:

Aledade partnership ramp — named in the 2026-05-13 release as bringing the Clinical AI Suite to "thousands of independent practices." No contract value, no start date, no revenue attribution disclosed.
Photon partnership — named in the same release, enabling "seamless in-workflow prescribing for the first time." No economics disclosed.
First dollar disclosure for the Clinical AI Suite — would be the highest-information event available on this name. There is no indication one is planned. Currently 140+ health systems have adopted it with zero attributable revenue disclosed.
Management transition — Matt Sonefeldt became CFO and Dr. Steve Zatz President (announced 2026-05-13). A new CFO's first full guidance cycle is frequently a re-baselining event; no date attaches to that judgement.

Deliberately excluded

No pharma budget-cycle "date" is asserted. Analysts raised budget/macro more often than management in the most recent call (14 vs 12 mentions), so the risk is live, but the budget cycle is a continuous commercial process, not a dated event. Inventing a date for it would be exactly the fabrication the brief prohibits.
No analyst-day or investor-day is listed — none has been announced in the filings reviewed.

Generated from each name's analysis.json. Figures are research output, not investment advice. Gaps are shown as “—” rather than filled: a missing input is recorded as indeterminate, never estimated.