DOCS 最新10-Q变化
将 DOCS 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-08-06 与上一份 10-Q · 2026-02-05
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +28 | −43 | ~22 | 20 |
| 市场风险(第3项) | 文字有新增/删除 | +2 | −1 | ~2 | 1 |
| 控制与程序 | 文字有新增/删除 | +1 | −1 | ~2 | 0 |
| 法律诉讼 | 文字有新增/删除 | +1 | −4 | 0 | 0 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +4 | −2 | 0 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-08-06
We are the leading digital platform for U.S. medical professionals, with over 3 million registered members1 as of March 31, 2026. Our registered members represent more than 85% of U.S. physicians, spanning all 50 states and every medical specialty. As of March 31, 2026, the total number of U.S. phys…
1 A registered member is a user who has completed the registration flow on Doximity by either claiming a pre-populated profile or creating a new profile.
Number of customers with at least $500,000 of TTM revenue 127 119
Net Revenue Retention Rate. Our net revenue retention rate compares our subscription revenue from the same set of customers across comparable periods, and reflects customer renewals, expansion, contraction, and churn. Net revenue retention rate is calculated by taking the TTM subscription-based reve…
Quarterly Unique Active Providers using our Workflow Tools. Quarterly unique active providers2 using our Workflow Tools is a measure of our platform’s usage and adoption among healthcare providers on our platform. We calculate the number of unique active providers by counting providers who securely …
相对上期删除的文字 · 来源:10-Q · 2026-02-05
We are the leading digital platform for U.S. medical professionals, as measured by the number of members. Our members include more than 85% of U.S. physicians, spanning all 50 states and every medical specialty.
Net Revenue Retention Rate. Net revenue retention rate is calculated by taking the TTM subscription-based revenue from our customers that had revenue in the prior TTM period and dividing that by the total subscription-based revenue for the prior TTM period. For the purposes of this calculation, subs…
We define adjusted EBITDA as net income before interest, income taxes, depreciation, and amortization, and as further adjusted for acquisition and other related expenses, stock-based compensation expense, impairment charge, legal fees associated with certain non-ordinary course legal matters includi…
Three Months Ended December 31,Nine Months Ended December 31,
Change in fair value of contingent earn-out consideration liability79 90 338 513
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-08-06
rates or we may suffer losses in principal if we are forced to sell securities that decline in market value due to changes in interest rates.
A hypothetical 100 basis point increase in interest rates would have resulted in a decrease of $2.6 million and $3.4 million, respectively, in the market value of our cash equivalents and marketable securities as of June 30, 2026 and March 31, 2026. This estimate is based on a sensitivity model that…
相对上期删除的文字 · 来源:10-Q · 2026-02-05
A hypothetical 100 basis point increase in interest rates would have resulted in a decrease of $4.6 million and $5.4 million, respectively, in the market value of our cash equivalents and marketable securities as of December 31, 2025 and March 31, 2025. This estimate is based on a sensitivity model …
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-08-06
During the quarter ended June 30, 2026, the Company experienced a transition in its principal financial officer roles. As previously disclosed, our former Chief Financial Officer departed in April 2026, and our Chief Accounting Officer, Siddharth Sitaram, served as interim principal financial office…
相对上期删除的文字 · 来源:10-Q · 2026-02-05
There were no changes in our internal control over financial reporting identified in connection with the evaluation required by Rules 13a-15(d) and 15d-15(d) of the Exchange Act that occurred during the period covered by this Quarterly Report on Form 10-Q that have materially affected, or are reason…
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-08-06
For a description of material legal proceedings in which we are involved, please refer to Note 12—Commitments and Contingencies included in Part I, Item 1 of this Quarterly Report on Form 10-Q, which is incorporated herein by reference.
相对上期删除的文字 · 来源:10-Q · 2026-02-05
Beginning in April 2024, the Company and certain of our directors and officers have been named in lawsuits in the United States District Court for the Northern District of California. The first lawsuit (the “securities lawsuit”) is captioned In re Doximity, Inc. Securities Litigation, No. 5:24-cv-02…
On December 24, 2025 the parties entered into a settlement, subject to court approval, to resolve the securities lawsuit. Under the terms of the settlement, in exchange for the release and dismissal with prejudice of all claims against the defendants, the Company has agreed to pay and/or to cause it…
On June 20, 2025, the Company, its Chief Technology Officer and its Director of AI Products were named as defendants in a lawsuit in the U.S. District Court for the District of Massachusetts, captioned OpenEvidence Inc. v. Doximity, Inc. et al., No. 1:25-cv-11802-RGS (D. Mass.). On September 17, 202…
For further discussion of our legal proceedings, please refer to Note 13—Commitments and Contingencies included in Part I, Item 1 of this Quarterly Report on Form 10-Q.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-06
During the quarter ended June 30, 2026, the Company’s directors and officers adopted or terminated prearranged trading plans intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act as follows:
•On April 27, 2026, Ms. Anna Bryson, former Chief Financial Officer of the Company, terminated a Rule 10b5-1 trading plan that she had previously entered into on May 27, 2025. The plan, which was scheduled to expire pursuant to its terms on May 27, 2026, provided for the sale of up to 160,000 shares…
•On May 22, 2026, Ms. Phoebe Yang, a director of the Company, adopted a Rule 10b5-1 trading plan with a term expiring on October 14, 2026, providing for the sale of up to 1,290 shares of common stock.
•On May 26, 2026, Ms. Kira Wampler, a director of the Company, adopted a Rule 10b5-1 trading plan with a term expiring on May 26, 2028, providing for the sale of up to 54,000 shares of stock issuable upon the exercise of vested stock options.
相对上期删除的文字 · 来源:10-Q · 2026-02-05
On November 26, 2025, Ms. Phoebe Yang, a director of the Company, adopted a Rule 10b5-1 Trading Plan that is intended to satisfy the affirmative defense conditions of Securities Exchange Act Rule 10b5-1(c). Ms. Yang’s Rule 10b5-1 Trading Plan, which has a term from November 26, 2025 to November 26, …
Other than Ms. Yang’s Rule 10b5-1 Trading Plan noted above, during the quarter ended December 31, 2025, none of our directors or executive officers as defined in Rule 16a-1(f) of the Exchange Act adopted, modified or terminated a Rule 10b5-1 trading arrangement or a non-Rule 10b5-1 trading arrangeme…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议