Earnings summaries and quarterly performance for Definitive Healthcare.
Executive leadership at Definitive Healthcare.
Board of directors at Definitive Healthcare.
Research analysts who have asked questions during Definitive Healthcare earnings calls.
David Grossman
Stifel
4 questions for DH
Also covers: DCGO, DRIO, EPAM +3 more
George Hill
Deutsche Bank
4 questions for DH
Also covers: AGL, CAH, CI +16 more
Hanna Lee
Bank of America Corporation
4 questions for DH
JS
Jenny Shen
TD Cowen
3 questions for DH
Also covers: AGL, CCSI, CYRX +8 more
CH
Craig Hettenbach
Morgan Stanley
2 questions for DH
Also covers: ACCD, AMWL, ARDT +10 more
JH
Jared Haase
William Blair & Company
2 questions for DH
Also covers: ADUS, ALHC, DOCS +9 more
JJ
Jay Jin
Morgan Stanley
2 questions for DH
Joe Vruwink
Baird
2 questions for DH
Also covers: ADSK, BSY, CDNS +11 more
Johnathan McCary
Raymond James
2 questions for DH
Also covers: DOCS, INTA, OS +2 more
David Larsen
BTIG
1 question for DH
Also covers: ACCD, AGL, AMWL +19 more
Jeffrey Garro
Stephens Inc.
1 question for DH
Also covers: ACCD, CERT, DOCS +9 more
JH
John Hamacher
Raymond James
1 question for DH
MM
Maxi Ma
Deutsche Bank
1 question for DH
Ryan MacDonald
Needham & Company
1 question for DH
Also covers: ACCD, AMWL, BNED +17 more
Recent press releases and 8-K filings for DH.
Definitive Healthcare Discusses 2025 Performance, 2026 Outlook, and Strategic Pillars at Needham Conference
DH
New Projects/Investments
Demand Weakening
M&A
- Definitive Healthcare (DH) operates with a strong business model, featuring 95% recurring revenue and strong Adjusted EBITDA margins in the high 20s, despite 2025 being a down revenue year.
- The company is focused on four strategic pillars: data differentiation, seamless integrations, customer success, and innovation, with integrated customers showing retention rates roughly 15 points higher.
- The business segment mix is approximately 40% life sciences, 10% provider, and 50% diversified, with the life sciences sector remaining a cautious area, although sales cycles have started to tighten in the last two quarters.
- DH has net zero leverage and over $185 million in cash on its balance sheet, prioritizing organic investment and maintaining a high bar for M&A, having completed no acquisitions in about two years.
- The company is leveraging generative AI internally for data aggregation and model building, and plans to deploy it in customer success and support in 2026, as well as modernize its flagship View platform to improve ease of use and retention.
7 days ago
Definitive Healthcare Discusses Strategic Pillars and Market Outlook at Needham Conference
DH
Revenue Acceleration/Inflection
New Projects/Investments
Demand Weakening
- Definitive Healthcare, a SaaS platform in healthcare market data and analytics, reported 95% recurring revenue and strong Adjusted EBITDA margins in the high 20s% , maintaining this margin profile in 2025 despite a down revenue year.
- The company is focused on four strategic pillars, including data differentiation, seamless integrations, customer success, and innovation, with customer retention rates 15 points higher for integrated customers.
- While the life sciences segment (40% of revenue) remains challenging, Definitive Healthcare is observing sales cycles starting to shorten over the last two quarters, which is an encouraging sign for 2026.
- With net zero leverage and over $185 million in cash , the company prioritizes capital allocation towards organic innovation and investments that strengthen its core offerings or expand into adjacent growth areas like digital activations.
7 days ago
Definitive Healthcare Discusses Strategic Pillars and 2026 Outlook
DH
Revenue Acceleration/Inflection
New Projects/Investments
Demand Weakening
- Definitive Healthcare operates with a strong business model, featuring approximately 95% recurring revenue and adjusted EBITDA margins in the high 20s, supported by $185 million in cash on the balance sheet and net zero leverage.
- The company is focused on four strategic pillars, including data differentiation and seamless integrations, which have contributed to improved customer retention, with integrated customers showing 15 points higher retention rates.
- Initiatives in customer success led to the highest improvement in net retention rate in Q3 2025, and Definitive Healthcare is exploring GenAI capabilities to enhance its platform and further improve retention.
- While maintaining a cautious outlook on the life sciences market, the company is observing sales cycles shorten and is prioritizing organic innovation, having made no acquisitions in approximately two years.
7 days ago
iRhythm Technologies Announces New Clinical Data Supporting Zio LTCM
DH
New Projects/Investments
- iRhythm Technologies announced a study published in Heart Rhythm journal, based on over 1 million patients, which found that 24-48 hour monitoring can miss actionable arrhythmias, even with frequent symptoms, highlighting the value of iRhythm's Zio long-term continuous monitoring (LTCM).
- New data presented at the American Heart Association (AHA) Scientific Sessions 2025, from over 742,000 patients, confirmed that at-home self-application of Zio 14-day patch-based LTCM devices achieves high compliance, strong engagement, and data quality comparable to in-clinic application.
- Additional large-scale real-world analyses presented at AHA 2025, encompassing over 10 million patients, provided insights into cardio-kidney-metabolic (CKM)/chronic kidney disease (CKD) risk, revealing earlier arrhythmia detection supporting proactive monitoring in at-risk populations.
Nov 11, 2025, 1:05 PM
DH Reports Q3 2025 Results and Updates Full-Year Guidance
DH
Earnings
Guidance Update
Share Buyback
- DH reported Q3 2025 revenue of $60.0 million, a 4% decline year-over-year, and Adjusted EBITDA of $18.9 million (a 32% margin), with both metrics at or above the high end of guidance. Adjusted EPS was $0.07, also exceeding guidance.
- The company ended Q3 2025 with $185.9 million in cash, cash equivalents & short-term investments, and reduced total debt outstanding by 32% year-over-year to $168.4 million. A $49 million share buyback authorization remains.
- DH issued Q4 2025 revenue guidance of $59.0 - 60.0 million and full-year 2025 revenue guidance of $239.0 - 240.0 million, raising the mid-point of its full-year guide for both revenue and non-GAAP profit.
Nov 6, 2025, 10:00 PM
Definitive Healthcare Announces Q3 2025 Financial Results and Raises Full-Year Guidance
DH
Earnings
Guidance Update
Share Buyback
- Definitive Healthcare reported Q3 2025 revenue of $60 million, a 4% year-over-year decrease, with adjusted EBITDA reaching $18.9 million and a 32% margin.
- The company maintained a total customer count of approximately 2,400, while its enterprise customer count increased by 10 to 520 in Q3 2025.
- During the quarter, Definitive Healthcare repurchased approximately 2 million shares for about $9 million.
- For Q4 2025, the company anticipates revenue between $59 million and $60 million and adjusted EBITDA between $16 million and $17 million.
- Definitive Healthcare raised its full-year 2025 guidance, now expecting revenue of $239 million to $240 million and adjusted EBITDA of $68 million to $69 million.
Nov 6, 2025, 10:00 PM
Definitive Healthcare Reports Q3 2025 Financial Results and Updates Full-Year Guidance
DH
Earnings
Guidance Update
Demand Weakening
- Definitive Healthcare reported revenue of $60.0 million for the third quarter of fiscal year 2025, marking a 4% decrease from Q3 2024.
- The company posted a net loss of $(17.8) million and Adjusted Net Income of $9.7 million for Q3 2025.
- Adjusted EBITDA for Q3 2025 was $18.9 million, or 32% of revenue, exceeding expectations by $2 million.
- For the fourth quarter of 2025, Definitive Healthcare expects revenue to be in the range of $59.0 million to $60.0 million.
- The company updated its full-year 2025 revenue guidance to $239.0 million to $240.0 million, raising the bottom end of its prior range by $2.0 million, and projects Adjusted Net Income between $34.0 million and $35.0 million.
Nov 6, 2025, 9:14 PM
Quarterly earnings call transcripts for Definitive Healthcare.
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