Doximity | Investor Day Presentation Deck | 56 slides

Doximity · 2023-06
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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3
coverage by narrative range · generated from this deck JSON

Slide inventory

56
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
front_matter
05
The slide uses a cloud metaphor to represent the platform's service offerings.summarize
06
The chart displays historical financial performance and a forward-looking estimate for FY24.analyze_data
07
The slide uses a before-after comparison to demonstrate growth since the company's IPO.analyze_data
08
The slide highlights Doximity's growth in telehealth usage, customer satisfaction (KLAS awards), retention, and cross-selling success.summarize
09
The slide uses a visual metaphor of a fax machine to emphasize the inefficiency of current medical documentation processes.diagnose_problem
Open slide detailBeat · Problem (Identify pain)
10
The slide highlights specific AI products developed by Doximity to address physician burnout.present_solution
Open slide detailBeat · Problem (Identify pain)
11
Uses a 'then vs now' visual comparison for the founder-led team.establish_context
Open slide detailBeat · Solution (Provide relief)
12
transition
13
The slide uses a three-column layout to categorize product features.present_solution
14
Includes a screenshot of the Doximity app interface showing a scheduling view.analyze_data
15
The slide serves as a recognition or filler slide during an investor day presentation.other
16
Includes a headshot of James DuRant, MD, an Oscar icon, and a screenshot of an EHR interface with a video call overlay.illustrate_case
17
The slide displays a Doximity product feature interface.other
18
Includes an Oscar statue icon, likely representing an award or recognition for the partnership.illustrate_case
19
Includes an Oscar statue icon, likely implying an award or recognition for the feature.illustrate_case
20
The slide features a headshot of Dr. Longhurst, an Oscar statue icon, and a screenshot of the Doximity platform showing a U.S. News Best Hospitals nomination printroduce_nominees
21
transition
23
introduce_nominees
24
The chart shows Doximity significantly outperforming other medical app categories in NPS.summarize
25
The slide illustrates Doximity's advertising product capabilities using Doxlera as a case study.present_solution
26
present_solution
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The slide uses a screenshot of a mobile app interface to demonstrate the feature.summarize
28
Uses icon arrays to visualize frequency ratios.present_framework
29
The slide uses a chronological list to illustrate the erosion of tracking capabilities.frame_problem
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
30
The slide uses a pie chart to show budget breakdown and an area chart to show market share growth.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
31
transition
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
32
The chart shows a sharp drop in 2020 followed by a partial recovery in 2021-2022.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
33
The chart illustrates a clear inverse correlation between traditional access and digital platform adoption.analyze_data
Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction
34
The slide uses a comparison frame to suggest Doximity has significant growth potential by benchmarking against M3's higher revenue per doctor.compare_peers
35
The slide uses a hub-and-spoke layout with a central image of a doctor surrounded by icons representing business segments.size_opportunity
36
The slide uses a simple two-column layout to categorize business focus areas.present_framework
37
transition
38
summarize
39
The slide uses a grid of boxes to represent individual brands, color-coded by Doximity's share of their marketing budgets.size_opportunity
40
The slide uses a waffle chart (icon grid) to represent ~350 brands, with color-coding indicating Doximity's penetration level per brand.size_opportunity
41
The chart uses a grid of 430 boxes to represent mega brands, color-coded by market share penetration.size_opportunity
42
The chart illustrates the expansion of the customer base and the upsell of additional modules, which directly correlates to higher revenue per account.analyze_data
Open slide detailLoop · Quick Win Big Bet
43
The chart uses an area fill to represent revenue growth over time.analyze_data
Open slide detailLoop · Quick Win Big Bet
44
The right chart is a waterfall-style breakdown of revenue visibility components.analyze_data
Open slide detailLoop · Quick Win Big Bet
45
Includes CAGR metrics for each financial category.analyze_data
46
transition
47
propose_solution
48
The slide uses a stacked bar chart for revenue composition and a standard bar chart for customer growth.quantify_opportunity
49
The slide uses a 'Rule of 65' framework, which is a variation of the 'Rule of 40' common in SaaS companies.summarize
50
summarize
51
transition
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summarize
54
The slide provides a clear bridge between GAAP and Non-GAAP financial metrics.analyze_data
55
The table includes adjustments for stock-based compensation, depreciation, and other items to arrive at Adjusted EBITDA.analyze_data
56
The slide presents a standard financial reconciliation table for Free Cash Flow.analyze_data