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    Jonathan McCarry

    Senior Equity Research Associate at Raymond James

    Johnathan McCary is a Senior Equity Research Associate at Raymond James, specializing in application software equity coverage with a focus on companies such as Salesforce (CRM), HubSpot (HUBS), and Veeva Systems (VEEV). Since joining Raymond James in June 2022, he has contributed to fundamental research in the sector, supporting a track record of actionable stock recommendations across his covered names. McCary previously held multiple roles with the Gator Student Investment Fund, where he managed a portfolio exceeding $1 million and trained analysts in value investing, and worked in corporate development at SafeRx Pharmaceuticals, as well as interning at Comcast NBCUniversal. He holds an M.S. in Finance from the University of Florida and is recognized for his expertise in value-based equity analysis and financial modeling.

    Jonathan McCarry's questions to Doximity (DOCS) leadership

    Jonathan McCarry's questions to Doximity (DOCS) leadership • Q2 2025

    Question

    Jonathan McCarry, on for Brian Peterson, inquired about the specific functionality of the client portal that will be rolled out to all clients and its monetization roadmap.

    Answer

    CEO Jeff Tangney confirmed the client portal will be available to all clients early next year. He highlighted that the portal's upsell recommendations, such as Nurse Practitioner (NP) audience extensions, have been a significant growth driver. He also noted a strategic shift to prioritize agency partnerships for near-term growth over a direct-to-SMB self-service model, leveraging a 'land and expand' motion with agencies.

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