Core Insights - The health care sector has identified oversold stocks, presenting potential investment opportunities in undervalued companies [1] - The Relative Strength Index (RSI) is a key momentum indicator used to assess stock performance, with an RSI below 30 indicating that a stock is considered oversold [1] Oversold Stocks List - Gossamer Bio Inc (NASDAQ:GOSS) is highlighted as an oversold stock with an RSI near or below 30 [2][3] - Brainsway Ltd – ADR (NASDAQ:BWAY) is also listed among the major oversold players in the health care sector [2][3] - Definitive Healthcare Corp (NASDAQ:DH) is included in the list of oversold stocks, indicating potential for recovery [2][3]

Professional services revenue was a bright spot, rising 49% year-over-year in the quarter. Heller attributed that to traditional analytics engagements and “a ramp-up in our digital activations activity.”Subscription revenue in Q4 was $58.5 million , down 3% year-over-year, and down 7% excluding data partnership contributions, according to Heller. He said the company saw “modest improvements” in renewal rates year-over-year, “but not to the extent we had hoped.”On a non-GAAP basis, Heller reported adjusted n ...

Core Viewpoint - Definitive Healthcare Corp. reported quarterly earnings of $0.06 per share, matching the Zacks Consensus Estimate, but down from $0.08 per share a year ago, indicating a slight earnings surprise of +2.92% [1] Financial Performance - The company achieved revenues of $61.53 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 3.27%, although this is a decrease from $62.29 million in the same quarter last year [2] - Over the last four quarters, Definitive Healthcare has consistently surpassed consensus EPS estimates [2] Stock Performance - Definitive Healthcare shares have declined approximately 50.9% since the beginning of the year, contrasting with the S&P 500's gain of 1.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.07 on revenues of $57.07 million, and for the current fiscal year, it is $0.26 on revenues of $233.37 million [7] - The trend of earnings estimate revisions is mixed, which may influence future stock performance [6] Industry Context - The Internet - Software industry, to which Definitive Healthcare belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

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Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $61.5 million, down 1% year-over-year, but above the high end of guidance [4][21] - Adjusted EBITDA was $18.1 million, representing a margin of 29%, which was $1.1 million above the high end of guidance [4][21] - Adjusted net income was $8.6 million, resulting in $0.06 of non-GAAP earnings per share [21] - Unlevered Free Cash Flow for the trailing 12 months was approximately $55 million [5][21] - Full year 2025 total revenue was $241.5 million, a 4% decline year-over-year [23] Business Line Data and Key Metrics Changes - Subscription revenues were $58.5 million, down 3% year-over-year, or down 7% excluding data partnership contributions [21] - Professional services revenue increased by 49% year-over-year, driven by traditional analytics engagements and a ramp-up in digital activations [22] - Adjusted gross profit for Q4 was $50.2 million, flat from Q4 2024, with a gross profit margin of 82% [22] Market Data and Key Metrics Changes - Gross dollar retention improved by about 2 points year-over-year, indicating stabilization efforts are taking effect [23][43] - Net dollar retention declined due to ongoing pressure in upsell opportunities [23][45] Company Strategy and Development Direction - The company focuses on four strategic pillars: data differentiation, integrations, customer success, and innovation [5][18] - A new claims data source was introduced, restoring claims data volumes to above historical levels [6][7] - The company aims to return to consistent revenue growth while improving customer retention [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the remediation of claims data disruption and its positive impact on performance moving into 2026 [37][46] - The macro environment remains challenging, but the company is focused on areas it can control and is making necessary investments [20][33] - Management expects modest improvements in net dollar retention in 2026, viewing 2025 as the bottom [56][79] Other Important Information - The company capitalized about $6 million in software development spend, a $5 million increase over the prior year [25] - Deferred revenue at the end of Q4 was $99 million, up 6% year-over-year [25] Q&A Session Summary Question: Update on demand environment across end markets - Management noted improvements in retention trends and confidence in the strategy focused on data quality and integrations [37][39] Question: Insights on renewal cycles and end markets - Management highlighted improvements in gross dollar retention driven by enterprise customers, particularly in life sciences [43][44] Question: Impact of AI on customer conversations - Management emphasized that AI is seen as a competitive advantage, enhancing existing workflows rather than detracting from traditional vendors [52][54] Question: Expectations for net dollar retention recovery - Management expects modest improvements in net dollar retention in 2026, with confidence stemming from product innovation and data remediation efforts [56][79] Question: Dynamics in the life sciences end market - Management reported stabilization in gross dollar retention and ongoing engagement with long-standing relationships in the life sciences space [85][86]

Definitive Healthcare (NasdaqGS:DH) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsCasey Heller - CFOJonathan Paris - Chief Legal Officer and SecretaryKevin Coop - CEO and Board MemberConference Call ParticipantsBrian Peterson - Managing Director and Senior Equity Research AnalystGeorge Hill - Managing Director and Senior Equity Research AnalystJared Haase - Equity Research AnalystJeff Garro - Equity Research AnalystMatt Shea - Equity Research AnalystNone - AnalystJonathan ParisGood ...

Definitive Healthcare (NasdaqGS:DH) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker5Good afternoon. Thank you for joining us today to review Definitive Healthcare's financial results. Joining me on the call today are Kevin Coop, Chief Executive Officer, and Casey Heller, Chief Financial Officer. During this call, we will make forward-looking statements, including, but not limited to, statements related to our market and future performance and growth opportunities, the benefits of our differentia ...

Cautionary statement regarding forward-looking statements This presentation includes forward-looking statements that reflect our current views with respect to future events and financial performance. Such statements are provided under the "safe harbor" protection of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that do not relate solely to historical or current facts, and can generally be identified by words or phrases written in the future tense and ...

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, 2025 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 ...

Exhibit 99.1 Definitive Healthcare Reports Financial Results for Fourth Quarter and Full Fiscal Year 2025 Fourth quarter and full year 2025 revenue exceeded guidance Framingham, MA (February 26, 2026) – Definitive Healthcare Corp. ("Definitive Healthcare" or the "Company") (Nasdaq: DH), an industry leader in healthcare market data and analytics, today announced financial results for the quarter and full year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights: Full Year 2025 Financial Highligh ...