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Definitive Healthcare Corp
NASDAQ:DH

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Definitive Healthcare Corp
NASDAQ:DH
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Price: 1.1 USD 1.85% Market Closed
Market Cap: $114.9m

Definitive Healthcare Corp
Investor Relations

Definitive Healthcare Corp. engages in the provision of healthcare commercial intelligence. The company is headquartered in Framingham, Massachusetts and currently employs 676 full-time employees. The company went IPO on 2021-09-15. The firm provides solutions through its software-as-a-service (SaaS) platform, which provides information on healthcare providers and their activities to help its customers optimize from product development to go-to-market planning and sales and marketing execution. Its platform offers Artificial Intelligence (AI) engine and Front-end SaaS platform. The firm's platform is embedded with deep analytics and data science to help customers develop data-driven strategic decisions, such as finding new markets to enter, building comprehensive go-to-market strategies, accessing tactical information to help target the right decision makers and improving win rates with detailed contextual information. The firm provides services across biopharmaceutical and medical device companies, healthcare information technology companies, healthcare providers and other diversified companies.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 26, 2026
AI Summary
Q4 2025

Results: Definitive Healthcare said fourth-quarter revenue of $61.5 million and adjusted EBITDA of $18.1 million were both at or above the high end of guidance, even though revenue fell 1% year over year.

2026 outlook: Management guided 2026 revenue to $220 million to $226 million, implying a 6% to 9% decline, while still expecting strong profitability and improving cash conversion.

Retention: The company said gross dollar retention improved about 2 points in 2025 and expects net dollar retention to improve in 2026, with management calling 2025 the bottom.

Claims recovery: Leadership said it has restored claims data volumes to above historical levels after an industry disruption, and believes that fix should help renewals and upsell activity over time.

Growth investments: The company highlighted stronger integrations, new digital activation wins, and upcoming AI-enabled product releases as the main levers for a return to growth, though benefits will take time to show up.

Macro backdrop: Management described the demand environment as still challenging, but noted a few “green shoots,” including shorter sales cycles and better renewal trends in January.

Key Financials
Revenue
$61.5 million
Adjusted EBITDA
$18.1 million
Adjusted EBITDA margin
29%
Adjusted net income
$8.6 million
Earnings per share
$0.06
Adjusted gross profit
$50.2 million
Adjusted gross margin
82%
Unlevered free cash flow
$2.5 million
Unlevered free cash flow
$54.9 million
Full-year revenue
$241.5 million
Full-year adjusted EBITDA
$70.4 million
Gross dollar retention
improved about 2 points year over year
Net dollar retention
declined in 2025
Deferred revenue
$99 million
Total remaining performance obligations
declined 18% year over year
Current remaining performance obligations
$165 million
Operating cash flow
$53.8 million
Capitalized software spend
about $6 million
Q1 2026 revenue guidance
$54 million to $56 million
2026 revenue guidance
$220 million to $226 million
2026 adjusted EBITDA guidance
$53 million to $58 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jason Ronald Krantz
Founder & Executive Chairman
No Bio Available
Mr. Richard Douglas Booth CPA
Chief Financial Officer
No Bio Available
Ms. Kate Marie Shamsuddin Jensen
Chief Operating Officer
No Bio Available
Mr. Kevin D. Coop
CEO & Director
No Bio Available
Mr. Matthew Ruderman
Chief Legal Officer & Secretary
No Bio Available
Mr. Craig Hazenfield
Chief People Officer
No Bio Available
Mr. William Moschella
Chief Product & Technology Officer
No Bio Available

Contacts

Address
MASSACHUSETTS
Framingham
550 Cochituate Road
Contacts
+15087204224.0
www.definitivehc.com
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