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Definitive Healthcare Corp (DH)
NASDAQ:DH
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.03Last Year’s EPS
0.05Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed but stabilizing picture: strong profitability, cash generation and operational progress (claims data remediation, faster integrations, digital activation traction and AI roadmap) are meaningful positives, while top-line weakness, reduced multi-year contract durations, and soft net dollar retention/upsell pressure continue to weigh on near-term growth. Management guided conservatively for 2026 with continued investment in product and integrations and expects NDR and revenue to improve later in the year as those investments and data fixes take hold.Company Guidance
Q4 Profitability Above Guidance
Adjusted EBITDA of approximately $18.1M in Q4 2025 representing a 29% margin, about $1.1M above the high end of guidance and expanding ~120 basis points year-over-year.
Strong Free Cash Flow Generation
Trailing 12‑month unlevered free cash flow of ~$54.9M (~$55M) with adjusted EBITDA to unlevered FCF conversion of 78% (87% when adjusting for one-time CapEx), providing flexibility to invest while maintaining margins.
Productivity of Professional Services & Digital Activations
Professional services revenue grew ~49% year-over-year in Q4 2025, driven in part by a ramp in digital activations and analytics engagements; nearly 30 agency partners signed for digital activation with >1/3 already generating bookings.
Claims Data Remediation and Data Differentiation
Released a fall expansion pack and brought a new claims data source online in H2 2025, restoring claims volumes to above historical levels; added mobile phone data to strengthen reference and affiliation datasets, supporting long-term data differentiation.
Operational Integration and Faster Time-to-Value
Deepened integrations (Snowflake, Databricks, HubSpot; Salesforce pilot) and shortened time to integrate by ~25% in 2025; added >60 integrated customers in Q4 (160 for the full year), improving retention prospects.
Improving Retention Trajectory
Gross dollar retention improved ~2 percentage points year-over-year and retention rates improved year-over-year for each of the last three quarters; cohort analysis showed ~200 bps improvement for post-Q1 '24 sold business.
Disciplined Cost Management with Targeted Investment
Despite top-line pressure, the company maintained strong margins and disciplined costs while increasing capitalized software spend to ~$6M (a $5M increase YoY) to restart organic innovation and invest in AI-enabled product road map.
Clear AI & GTM Tailwinds Identified
Plan to embed Gen AI into flagship View platform starting next quarter; company cites proprietary, longitudinal data (15+ years) and domain expertise as competitive advantages, with ~2,300 customers and ~50% already integrating data into systems of record/insight.
DH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $1.40 | $1.28 | -8.57% |
Nov 06, 2025 | $2.65 | $2.93 | +10.57% |
Aug 07, 2025 | $3.97 | $3.86 | -2.77% |
May 08, 2025 | $2.81 | $3.69 | +31.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Definitive Healthcare Corp (DH) report earnings?
Definitive Healthcare Corp (DH) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Definitive Healthcare Corp (DH) earnings time?
Definitive Healthcare Corp (DH) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DH EPS forecast?
DH EPS forecast for the fiscal quarter 2026 (Q1) is 0.03.