Q3 2025 Definitive Healthcare Corp Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $2.65 (-2.57%)

Transcript 10-Q8-K

Key Points

Positve

Definitive Healthcare Corp (DH) exceeded internal expectations for new logo performance, indicating strong demand for their offerings.
The company reported a 32% adjusted EBITDA margin, which was $2 million above the high end of their guidance, reflecting solid expense management.
Enterprise customer count increased by 10, reaching the highest level since Q3 of the previous year, showing growth in high-value customer segments.
Retention rates improved year over year, suggesting positive customer response to the company's strategic initiatives.
The company is making progress in expanding and deepening its data sets, including bringing on new claims data sources, which strengthens its competitive position.

Negative

Total revenue declined by 4% year over year, indicating challenges in maintaining top-line growth.
The company faces ongoing pressures in the life sciences space, impacting upsell opportunities and contributing to a decline in net dollar retention.
Despite improvements, the company remains cautious about macroeconomic conditions and their potential impact on renewals.
There is a risk of gross margin pressure due to the expiration of one-time credits from data contract renegotiations.
The company anticipates a decline in subscription revenues from Q4 to Q1, reflecting challenges in maintaining consistent revenue growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DH.OQ - Definitive Healthcare Corp
Q3 2025 Definitive Healthcare Corp Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Definitive Healthcare's Q3 2025 earnings call. Later, we will conduct a question-and-answer session.

I would now like to turn the call to your host. You may begin.

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Unidentified_2 [2]
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Good afternoon.

Thank you for joining us today to review Definitive Healthcare's financial results. Joining me on the call today are Kevin Koop, Chief Executive Officer, and Casey Heller, CFO. During this call, we will make forward-looking statements, including but not limited to statements related to our market and future

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