Q2 2026 Definitive Healthcare Corp Earnings Call Transcript
Key Points
- Adjusted EBITDA of $14.6 million exceeded the high end of guidance, with a 26% margin.
- Net dollar retention rate improved year-over-year for the second consecutive quarter.
- Biopharma segment had its strongest new business quarter in 3 years outside of Q4, including 4 win-back customers.
- Integrations completed increased by over 50% year-over-year, with time to integrate reduced by more than 50%.
- Launched Turbo, an AI-powered platform, with pilot programs and a target for general availability before year-end.
- Total revenue declined 9% year-over-year to $55.2 million.
- Life sciences segment recovery is slower than expected, impacting overall growth.
- Professional services revenue underperformed due to lighter bookings for traditional analytics engagements.
- Deferred revenue and total remaining performance obligations declined 12% and 18% year-over-year, respectively.
- Full-year revenue guidance was tightened to the lower end of the prior range, reflecting weaker professional services outlook.
Thank you. Good day, everyone, and welcome to Definitive Healthcare's Q2 FY26 earnings call. (Operator Instructions) Now, I'll turn the call over to your host, Jonathan Paris. Please go ahead.
Good afternoon, and thank you for joining us to review Definitive Healthcare's financial results. Joining me on today's call are Kevin Coop, our Chief Executive Officer, and [Casey Heller], our Chief Financial Officer. Before we begin, I'd like to remind you that today's discussion may include forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. These statements include, among others, statements about our market opportunity, future performance, growth in financial guidance, the benefits of our data and health and commercial intelligence solutions, our competitive position, customer behavior, adoption, growth, renewals, and retention, planned investments and operating strategy, value creation for customers and
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