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DocGo Inc. (DCGO) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
DocGo reported Q4 2025 earnings with a revenue of $74.94 million, beating estimates by $4.58 million but down 37.98% year-over-year, reflecting operational challenges. The company posted an EPS of -$0.46, missing expectations by $0.36, signaling continued losses amid restructuring efforts and market pressures. CEO Lee Bienstock highlighted cost-cutting measures and strategic pivots, including workforce reductions and a focus on high-margin services like mobile health and AI-driven diagnostics. Analysts questioned sustainability, with concerns over declining revenue trends and cash burn, though management emphasized long-term growth in telehealth and emergency response sectors. Forward-looking statements warned of risks tied to regulatory hurdles, competition, and economic conditions, underscoring uncertainty in DocGo’s recovery trajectory.
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SA Transcripts159K FollowersFollow5ShareSaveCommentsQ4: 2026-03-16 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of -$0.46 misses by $0.36 | Revenue of $74.94M (-37.98% Y/Y) beats by $4.58M DocGo Inc. (DCGO) Q4 2025 Earnings Call March 16, 2026 5:00 PM EDT Company Participants Mike Cole - Vice President of Investor RelationsLee Bienstock - CEO & DirectorNorman Rosenberg - Treasurer & CFO Conference Call Participants Pito Chickering - Deutsche Bank AG, Research DivisionRyan MacDonald - Needham & Company, LLC, Research DivisionDavid Larsen - BTIG, LLC, Research DivisionSarah James - Cantor Fitzgerald & Co., Research DivisionDavid Grossman - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the DocGo Fourth Quarter and Full Year 2025 Earnings Call. [Operator Instructions] This call is being recorded on March 16, 2026. I would now like to turn the conference over to Mr. Mike Cole, Vice President, Investor Relations. Please go ahead. Mike ColeVice President of Investor Relations Thank you, operator. Before turning the call over to management, I would like to make the following remarks concerning forward-looking statements. All statements made in this conference call other than statements of historical fact, are forward-looking statements. The words may, will, plan, potential, could, goal, outlook, design, anticipate, aim, believe, estimate, expect, intend, guidance, confidence, target, project and other similar expressions may be used to identify such forward-looking statements. These forward-looking statements are not guarantees of future performance, and we cannot assure you that we will achieve or realize our plans, intentions, outcomes, results or expectations. Forward-looking statements are inherently subject to substantial risks, uncertainties and assumptions, many of which are beyond our control, and which may cause our actual results or outcomes or the timing of results or outcomes to differ materially from those contained in our forward-looking statements. These risks, uncertainties and assumptions include, but are not limited to, those discussed in Risk Factors and elsewhere in DocGo's annual report on Form 10-K, quarterly reports on Form 10-Q, our earnings release for

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