Q4 2025 DHI Group Inc Earnings Call Transcript

Feb 4, 2026 / 10:00 PM GMT

Release Date Price: $1.66 (-1.78%)

Transcript 10-K8-K

Key Points

Positve

DHI Group Inc (DHX) reported a positive turnaround in Clearance Jobs bookings, with a 3% year-over-year growth in Q4 2025, following a decline in Q3.
The company has successfully integrated its Agile ATS acquisition with Clearance Jobs, doubling its revenue in less than six months.
DHI Group Inc (DHX) has a strong recurring revenue model, with more than 90% of revenue coming from annual or multi-year subscriptions.
The company is benefiting from a significant increase in the US defense budget, which is expected to drive growth for Clearance Jobs.
DHI Group Inc (DHX) has launched a new premium candidate subscription for Clearance Jobs, which has shown promising early results as a new recurring revenue stream.

Negative

Total revenue for Q4 2025 was down 10% year-over-year, and recurring revenue was down 12% compared to the prior year.
Dice's performance remains challenged, with both bookings and revenue down year-over-year, and no expected return to growth until the tech hiring market improves.
The company experienced a decline in the number of recruitment package customers for both Clearance Jobs and Dice, attributed to churn among smaller accounts.
Operating expenses, although reduced, still include a $1.4 million impairment related to the subleasing of office space.
DHI Group Inc (DHX) faces margin compression in 2026 due to lower revenue expectations, particularly for Dice, driven by a continued soft tech hiring environment.

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

DHX.N - DHI Group Inc
Q4 2025 DHI Group Inc Earnings Call
Feb 04, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the DHI Group Inc. 4th quarter and full year 2025 financial results conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press, then 1 on your telephone keypad. To withdraw your question, please press star, then 2. Please note this event is being recorded.

I would now like to turn the conference over to Todd Curley, Pondo Wilkinson Investor Relations. Please go ahead.

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Unidentified_2 [2]
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