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DocGo (DCGO) 2025 Conference Transcript
2025-06-25 02:00
DocGo (DCGO) 2025 Conference June 24, 2025 01:00 PM ET Speaker0 Good day, and welcome to the iAccess Alpha Virtual Best Ideas Summer Investment Conference two thousand twenty five. The next presenting company is Dotco Inc. If you would like to ask a question during the webcast, you may do so at any point during the presentation by clicking the ask question button on the left side of your screen. Type your question into the box and hit send to submit. I'd now like to turn the floor over to today's host, Lee ...
DocGo (DCGO) Earnings Call Presentation
2025-06-24 21:05
业绩总结 - 2025年第一季度总收入为9600万美元,较2024年同期的1.921亿美元下降了50%[87] - 2025年第一季度调整后EBITDA亏损390万美元,而2024年同期为盈利2410万美元[87] - 2025年第一季度净收入为-1110万美元,2024年同期为1060万美元[87] - 2025年第一季度调整后毛利率为-4.1%,而2024年同期为12.5%[87] - 2025年第一季度净利润率为-11.6%,2024年同期为5.5%[87] - 2025年第一季度的GAAP毛利为2708.7万美元,较2024年同期的6309.6万美元下降了57.0%[88] - 2025年第一季度的GAAP毛利率为28.2%,较2024年同期的32.8%下降了4.6个百分点[88] - 2025年第一季度的应收账款周转天数(DSO)数据将持续改善,表明公司在将应收账款转化为现金方面的能力增强[25] 用户数据 - 移动健康服务部门2025年第一季度的收入为4520.9万美元,较2024年同期的1.4394亿美元下降了68.5%[88] - 移动健康服务部门2025年第一季度的GAAP毛利为1298.6万美元,较2024年同期的4986.9万美元下降了74.0%[88] - 移动健康服务部门2025年第一季度的GAAP毛利率为28.7%,较2024年同期的34.6%下降了5.9个百分点[88] - 运输服务部门2025年第一季度的收入为5082.4万美元,较2024年同期的4814.6万美元增长了5.6%[88] - 运输服务部门2025年第一季度的GAAP毛利为1495.7万美元,较2024年同期的1421.1万美元增长了5.3%[88] - 运输服务部门2025年第一季度的GAAP毛利率为29.4%,与2024年同期的29.5%基本持平[88] 市场展望 - 预计到2024年,医疗运输和居家护理的需求将显著增长[66] - 美国的总可寻址市场为2650亿美元,居家护理市场的潜在规模为70亿至130亿美元[42][57] - 2024年至2026年期间,医疗运输和居家护理的复合年增长率(CAGR)预计将显著上升[66] 其他信息 - 2025年3月31日的总现金为1.031亿美元,较2024年3月31日的5890万美元增长了75%[27] - 调整后的毛利在2025年第一季度为3084.8万美元,较2024年同期的6727.9万美元下降了54.2%[88]
DocGo (DCGO) - 2025 FY - Earnings Call Transcript
2025-06-18 01:00
DocGo (DCGO) FY 2025 Annual General Meeting June 17, 2025 12:00 PM ET Speaker0 Welcome to DOTGO's twenty twenty five annual meeting of stockholders. My name is doctor Steven Clasco, chair of the board of DOTGO, and I will serve as chair of today's meeting. The time is shortly after 12PM, and I now call the meeting to order. I note that the polls are open. You may vote your shares online at any time during this meeting before the polls close. If you previously voted via the Internet, telephone, or the return ...
DocGo (DCGO) FY Conference Transcript
2025-06-10 05:00
DocGo (DCGO) FY Conference June 09, 2025 04:00 PM ET Speaker0 Okay. Good afternoon. We're going to get started with our next panel. I'm Jamie Purse, healthcare provider analyst at Goldman Sachs. Next we have Daco and Lee Beansock, CEO. Thank you for joining. Speaker1 Thank you, Jamie. Thank you to Goldman. It's great to be here. Speaker0 Thank you. Well, maybe we can just start. You've got a couple different business lines, but maybe you can outline for us, like, what are the core competency that connects t ...
DocGo Inc. (DCGO) Reports Q1 Loss, Misses Revenue Estimates
ZACKS· 2025-05-09 07:30
DocGo Inc. (DCGO) came out with a quarterly loss of $0.09 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -800%. A quarter ago, it was expected that this company would post earnings of $0.04 per share when it actually produced earnings of $0.04, delivering no surprise.Over the last four quarters, the company has surpassed conse ...
DocGo (DCGO) - 2025 Q1 - Earnings Call Transcript
2025-05-09 06:02
DocGo (DCGO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Cole - VP - Investor RelationsLee Bienstock - Chief Executive OfficerNorman Rosenberg - Treasurer & CFOGabrielle Ingoglia - Equity Research AssociateJenny Shen - Equity Research Associate Conference Call Participants Ryan Macdonald - Senior AnalystKieran Ryan - Analyst Operator Good afternoon, ladies and gentlemen, and welcome to the DocGo First Quarter Earnings Conference Call. At this time, all lines are in listen onl ...
DocGo (DCGO) - 2025 Q1 - Earnings Call Transcript
2025-05-09 06:02
DocGo (DCGO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Cole - VP - Investor RelationsLee Bienstock - Chief Executive OfficerNorman Rosenberg - Treasurer & CFOGabrielle Ingoglia - Equity Research AssociateJenny Shen - Equity Research Associate Conference Call Participants Ryan Macdonald - Senior AnalystKieran Ryan - Analyst Operator Good afternoon, ladies and gentlemen, and welcome to the DocGo First Quarter Earnings Conference Call. At this time, all lines are in listen onl ...
DocGo (DCGO) - 2025 Q1 - Earnings Call Transcript
2025-05-09 06:00
DocGo (DCGO) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to the DocGo First Quarter Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on a Thursday, 05/08/2025. I would now like to turn the conference over to Mike Cole, VP of Investor Relations. Please go ahead. Speaker1 Thank you, operator. Before turning the call over ...
DocGo (DCGO) - 2025 Q1 - Quarterly Report
2025-05-09 04:35
¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR For the transition period from to Commission File Number: 001-39618 DocGo Inc. (Exact Name of Registrant as Specified in Its Charter) | Delaware | 85-2515483 | | --- | --- ...
DocGo (DCGO) - 2025 Q1 - Quarterly Results
2025-05-09 04:15
Exhibit 99.1 DocGo Announces First Quarter 2025 Results Company Focuses on Growing Medical Transportation and Payer & Provider Businesses, Navigates Municipal Uncertainty and Migrant Services Transition Management to Host Conference Call and Webcast Today at 5:00 PM Eastern Time NEW YORK, NY, May 8 , 2025 – DocGo Inc. (Nasdaq: DCGO) ("DocGo" or the "Company"), a leading provider of technology- enabled mobile health and medical transportation services, today announced financial and operating results for the ...