FRAMINGHAM, Mass. and LONDON, March 22, 2024 (GLOBE NEWSWIRE) -- Definitive Healthcare (NASDAQ:DH) and VML Health announced a first-of-its-kind partnership that gives clients the ability to manage their entire key opinion leader (KOL) identification and engagement operation from an integrated solution. This partnership provides an answer to the increasingly complex challenges that the health industry faces when identifying and engaging with the most relevant KOLs at a global level. The new solution has been ...

FRAMINGHAM, Mass., March 14, 2024 (GLOBE NEWSWIRE) -- Definitive Healthcare (Nasdaq: DH), an industry leader in healthcare commercial intelligence, today announced that it has been named one of the Boston Business Journal's Middle Market Leaders for 2024, a ranking of the 50 highest growth companies in Massachusetts. This marks the second year in a row that Definitive Healthcare has won this award. The Boston Business Journal selects the Middle Market Leaders using a weighted index score based on revenue gr ...

Fourth quarter 2023 earnings presentation Cautionary statement regarding forward-looking statements This presentation includes forward-looking statements that reflect our current views with respect to future events Additional factors or events that could cause our actual performance to differ from these forward-looking and financial performance. Such statements are provided under the “safe harbor” protection of the Private statements may emerge from time to time, and it is not possible for us to predict all ...

财务数据和关键指标变化 - 2023年第四季度总收入为6590万美元,同比增长9% [9] - 2023年全年总收入为2.514亿美元,同比增长13% [10] - 2023年第四季度调整后EBITDA为1980万美元,利润率30% [9] - 2023年全年调整后EBITDA为7450万美元,利润率30% [10] - 2023年全年未经杠杆自由现金流为6860万美元,同比增长20% [41][54][55] 各条业务线数据和关键指标变化 - 生命科学业务占公司近半ARR,受到融资环境挑战的影响,客户流失率较高 [14] - 医疗器械业务方面,公司签约一家瑞士机器人公司,计划利用公司平台进入美国市场 [16] - 医疗服务提供商业务占公司10%以上ARR,随着疫情和人员短缺挑战的缓解而有所改善 [17][18] - 多元化客户业务占公司40%ARR,表现良好 [20] 各个市场数据和关键指标变化 - 企业客户数量增加近30家,达到566家,占公司大部分ARR,是公司重点关注的客户群体 [43] - 整体客户数量略有下降,主要是受到小型客户的影响 [43] - 企业客户2023年净留存率为96%,整体为91%,虽有下降但在第四季度末和2024年1月有所改善 [44] 公司战略和发展方向及行业竞争 - 公司将继续投资核心数据资产,提高数据质量和拓展数据广度深度 [29] - 将Populi Claims Analytics平台扩展至所有业务领域,提升客户留存和扩展 [29][30] - 加大AI和数据科学投入,提高内部效率和为客户创造更多洞见 [31][32] - 完成收购Carevoyance产品线,为医疗器械客户提供工作流解决方案 [34][35] - 公司在复杂多变的市场中占据领先地位,拥有超过100亿美元的潜在市场空间 [37][38] 管理层对经营环境和未来前景的评论 - 2023年第四季度末和2024年1月客户留存率有所改善,预计2024年将继续提升 [12][44] - 2023年采取的成本管理措施将带来2024年200个基点的利润率提升 [22][52] - 2024年将聚焦于增长和创新,满足客户不断变化的需求 [28] - 宏观经济环境的不确定性将持续影响2024年的收入增长,预计增长5%-7% [59][64] 问答环节重要的提问和回答 问题1 **Stephanie Davis 提问** 公司近期推出的新产品中,哪些是短期内最有机会的? 这些新产品如何帮助提升客户留存? [72][73] **Jason Krantz 回答** 公司将把Populi Claims Analytics平台扩展至生命科学和多元化客户,预计将在今年下半年初推出,有助于提升客户留存和扩展 [74][75] 问题2 **Craig Jones 提问** 公司对2024年客户留存率的预期是如何? 是否可以分行业给出更细化的预测? [91][92][93] **Richard Booth 回答** 公司将在下一次财报中披露2024年全年客户留存率,预计将较2023年提升100-200个基点,但不会进一步细分行业数据 [92][93][94] 问题3 **Allen Lutz 提问** 公司为何预计2024年收入增长将超过合同收入的增长? 这是否意味着如果合同收入增长仅2%,收入也能增长5%-7%? [106][107] **Richard Booth 回答** 公司有几个因素支撑收入增长高于合同收入,包括减少客户可选退出条款、新增的激活业务收入以及Carevoyance收购的贡献 [107][108]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-40815 Definitive Healthcare Corp. (Exact name of Registrant as specified in its Charter) Delaware 86-3988281 (State or other jurisdic ...

FRAMINGHAM, Mass., Feb. 14, 2024 (GLOBE NEWSWIRE) -- Definitive Healthcare Corp. (“Definitive Healthcare”) (Nasdaq: DH), an industry leader in healthcare commercial intelligence, today announced that it will report financial results for its fourth quarter and full year ended December 31, 2023, on Wednesday, February 28, 2024 after market close. The company will host a conference call and webcast at 5:00 PM (ET) / 2:00 PM (PT) to discuss the company’s financial results. A live audio webcast of the event will ...

A downtrend has been apparent in Definitive Healthcare Corp. (DH) lately. While the stock has lost 5.8% over the past four weeks, it could witness a trend reversal as a hammer chart pattern was formed in its last trading session. This could mean that the bulls have been able to counteract the bears to help the stock find support.While the formation of a hammer pattern is a technical indication of nearing a bottom with potential exhaustion of selling pressure, rising optimism among Wall Street analysts about ...

Third quarter 2023 earnings presentation Cautionary statement regarding forward-looking statements This presentation includes forward-looking statements that reflect our current views with respect to future events statements may emerge from time to time, and it is not possible for us to predict all of them. Should one or more and financial performance. Such statements are provided under the “safe harbor” protection of the Private of these risks or uncertainties materialize, or should any of our assumptions ...

财务数据和关键指标变化 - 第三季度总收入为6.53亿美元,同比增长14% [10] - 调整后EBITDA为2.17亿美元,利润率为33% [10] - 收入和调整后EBITDA均超出了公司的指引范围 [10] - 公司在提高效率方面取得了可衡量的成果 [11] 各条业务线数据和关键指标变化 - 公司在各个目标市场都签署了大型新交易,包括新客户和现有客户 [13] - 需求生成保持稳定,有大量潜在客户对公司的平台感兴趣 [14] 各个市场数据和关键指标变化 - 尽管宏观环境充满挑战,但客户仍以多种方式与公司互动 [13] - 新业务和续约交易的趋势与过去一年一致,体现了宏观环境的压力 [15] - 预算审查加剧,客户决策过程缓慢复杂,完成最终购买阶段具有挑战性 [15][16] - 这种情况在较小公司尤为严重,特别是生物技术公司,他们已连续几个季度面临资金限制 [16] - 公司在续约方面也继续看到这些动态 [16] 公司战略和发展方向及行业竞争 - 公司专注于控制可控因素,实施一系列举措尽量减少流失 [18][19] - 大型客户的续约率高于较小客户 [21] - 公司相信长期的"获取和扩展"机会 [23] - 公司继续投资战略领域,为未来更快增长奠定基础 [24] - 客户一致表示需要高质量的可操作数据来帮助他们做出更明智的业务决策 [25] - 公司相信其Atlas数据集和商业智能平台将使其成为任何寻求在医疗保健市场上进行更有效和高效投资的公司的首选合作伙伴 [26] 管理层对经营环境和未来前景的评论 - 尽管宏观环境充满挑战,但公司仍在不断增加新的企业客户 [13][15][21] - 公司正在采取措施尽量减少流失,并看到一些积极迹象 [18][19][21] - 公司相信长期增长机会依然广阔,将继续投资以推动未来更快增长 [23][24][26] - 公司对长期前景保持信心,相信能为客户和股东创造可观价值 [99] 问答环节重要的提问和回答 问题1 **Craig Hettenbach提问** 询问公司采取的措施是否能够影响客户数量,以及企业客户是否能够继续增长 [103] **Robert Musslewhite回答** 企业客户数量将继续增长,公司正在采取措施以减少流失,并已经看到一些积极影响 [104][105] 问题2 **David Grossman提问** 询问本季度新增企业客户与CRPO、订单等指标出现放缓的矛盾 [114] **Rick Booth回答** 较小客户流失导致了这些指标的放缓,而大型客户的增长抵消了这一影响 [117][118] 问题3 **Joe Vruwink提问** 询问CRPO增长率的具体预期区间 [150] **Rick Booth回答** 由于第四季度的重要性,公司目前无法给出具体预期,会在下次财报时提供指引 [152][153]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-40815 Definitive Healthcare Corp. (Exact name of registrant as specified in its charter) Delaware 86-3988281 (State or other ...