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DOCS · Vertical software
12 periods · 9 metrics
Exports retain full coverage for this metric group.
| Metric | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | ||||||||||||
Quarter positions follow exact adjacent start/end dates from retained SEC duration contexts. The sequence stops where a boundary is unverified; later columns are not compressed.Ambiguous or unverified dates remain blank. Policies, market snapshots and forecasts are not carried forward into other periods. LTM rows use exact trailing-twelve-month observations at the fiscal end shown. Missing values are not zero; † marks a scope limitation.
15 collected · 15 comparable numeric · 2022-12-31 to 2026-06-30
Windows end at the latest collected period, 2026-06-30. Missing periods are not filled.
Collected movements only; omitted movements remain unknown.
Opening 3,347,000 → collected movements → 3,341,000 calculated · 3,341,000 reported closing. Collected movements balance.
Uses collected movements only. Omitted movements remain unknown; a zero difference does not establish complete award coverage or net shares delivered.
2025-04-01–2026-03-31 · Difference = reported closing − opening − collected additions + collected deductions.
The roll-forward tracks restricted stock units award units. Closing awards are potential future issuance—not realized dilution or total company overhang. Vesting does not establish how many shares reached shareholders.
Actual compensation-share delivery: unavailable for this source period.
No matching consolidated share-delivery evidence for this filing and reporting interval. Missing share counts remain unknown.
| Award activity | 2023-03-31 | 2024-03-31 | 2025-03-31 | 2026-03-31 |
|---|---|---|---|---|
| Opening awards | ||||
| Granted | ||||
| Vested | ||||
| Forfeited | ||||
| Closing awards | ||||
| Forfeiture grant-date fair value | ||||
| Grant-date fair value |
Capitalized internal-use software amortization period
3 yrs
Capitalized internal-use software amortization life 3 years. Excludes acquired technology and externally marketed software.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Capitalized commission amortization period
0.7–1.2 yrs
Deferred sales compensation amortized over weighted-average contract term ranging 8–14 months. Converted to years as 8/12 and 14/12.
Dates identify the reporting period and publication, not the policy effective date. A repeated disclosure does not establish quarterly confirmation.
Insufficient collected policy history to assess changes.
Compare source wording for scope changes; unchanged values do not establish an unchanged policy.
Latest reviewed period ended 2026-06-30
| Metric | Company definition |
|---|---|
| Net revenue retention rateOperating KPI | Trailing-twelve-month subscription revenue for the prior-year subscription-customer cohort divided by that cohort’s prior twelve-month revenue; excludes individual/small-practice and non-recurring customers. DOCS 10-Q — period ended 2026-06-30 ↗Published 2026-08-06 · Key business metrics / operating metrics definitions Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Adjusted EBITDANon-GAAP financial measure | Net income before interest, income taxes and depreciation/amortization, adjusted for acquisition costs, stock compensation, non-ordinary-course legal expenses, contingent consideration fair-value changes and other income. DOCS 10-Q — period ended 2026-06-30 ↗Published 2026-08-06 · Non-GAAP definitions and reconciliation tables Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Free cash flowNon-GAAP financial measure | Operating cash flow less purchases of property/equipment, intangible assets and capitalized software. DOCS 10-Q — period ended 2026-06-30 ↗Published 2026-08-06 · Non-GAAP definitions and reconciliation tables Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP gross profit and marginNon-GAAP financial measure | Corresponding GAAP measure excluding acquisition-related expenses, stock compensation, acquired-intangible amortization, specified non-ordinary-course legal fees and contingent earn-out remeasurement. Gross margin divides by revenue. DOCS earnings release — period ended 2026-06-30 ↗Published 2026-08-06 · Non-GAAP definitions and reconciliation tables Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP operating incomeNon-GAAP financial measure | Corresponding GAAP measure excluding acquisition-related expenses, stock compensation, acquired-intangible amortization, specified non-ordinary-course legal fees and contingent earn-out remeasurement. DOCS earnings release — period ended 2026-06-30 ↗Published 2026-08-06 · Non-GAAP definitions and reconciliation tables Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
| Non-GAAP net income and EPSNon-GAAP financial measure | GAAP net income excluding acquisition-related expenses, stock compensation, acquired-intangible amortization, specified non-ordinary-course legal fees and contingent earn-out remeasurement, with estimated 21% annual tax effects. EPS uses the same basic/diluted weighted-average shares as GAAP. DOCS earnings release — period ended 2026-06-30 ↗Published 2026-08-06 · Non-GAAP definitions and reconciliation tables Definition historyOnly one reporting period has a collected definition. Earlier wording has not been collected; no conclusion about methodology changes is available. Dates are reporting periods, not effective dates. Wording changes do not automatically mean the calculation changed. |
Latest quarterly filing and associated earnings release reviewed for operating and non-GAAP definitions.