Definitive Healthcare Corp. (NASDAQ:DH) Q3 2022 Results Conference Call November 3, 2022 5:00 PM ET Company Participants David Samuels - Chief Legal Officer Robert Musslewhite - CEO Jason Krantz - Founder & Chairman Rick Booth - CFO Conference Call Participants Craig Hettenbach - Morgan Stanley Joe Vruwink - Baird Saket Kalia - Barclays David Grossman - Stifel Maxi Ma - Deutsche Bank Jonathan Yong - Credit Suisse Matt Shea - Needham Johnathan McCary - Raymond James Operator Good morning, afternoon, evening, ...

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, 2022 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 Delaware 86-3988281 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No. ...

Definitive Healthcare Corp (NASDAQ:DH) Q2 2022 Earnings Conference Call August 4, 2022 5:00 PM ET Company Participants David Samuels - Chief Legal Officer Robert Musslewhite - President, CEO & Director Jason Krantz - Founder & Executive Chairman Richard Booth - CFO Conference Call Participants Craig Hettenbach - Morgan Stanley Maxi Ma - Deutsche Bank David Grossman - Stifel, Nicolaus & Company Jonathan Yong - Crédit Suisse Saket Kalia - Barclays Bank Ryan MacDonald - Needham & Company Operator Good day, and ...

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 June 30, 2022 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 juri ...

Definitive Healthcare Corp. (NASDAQ:DH) Q1 2022 Earnings Conference Call May 5, 2022 4:30 PM ET Company Participants David Samuels - General Counsel & Chief Legal Officer Jason Krantz - Founder and CEO Robert Musslewhite - President Richard Booth - Chief Financial Officer Conference Call Participants Craig Hettenbach - Morgan Stanley David Hynes - Canaccord Genuity Jonathan Yong - Credit Suisse David Grossman - Stifel Operator Greetings, and welcome to Definitive Healthcare First Quarter 2022 Earnings Con ...

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 March 31, 2022 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 jur ...

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, 2021 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 ...

Definitive Healthcare Corp. (NASDAQ:DH) Q4 2021 Earnings Conference Call February 23, 2022 5:00 PM ET Company Participants David Samuels - General Counsel & Chief Legal Officer Jason Krantz - Founder and CEO Rick Booth - Chief Financial Officer Robert Musslewhite - President Conference Call Participants Craig Hettenbach - Morgan Stanley Kash Rangan - Goldman Sachs Saket Kalia - Barclays Adam Watts - Credit Suisse Brian Peterson - Raymond James David Grossman - Stifel Glen Santangelo - Jefferies Operator Gre ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2021 was $43.1 million, representing a 43% year-over-year growth [10][54] - Adjusted EBITDA was $15.5 million, translating into a 36% margin [10] - Unlevered free cash flow was $11.5 million, reflecting a 27% margin for the quarter [67] - Gross profit was $37.7 million, up 38% from Q3 2020, with a gross margin of 88% [57] - Operating income was $13.7 million, down 3% from Q3 2020, with an operating margin of 32% [62] Business Line Data and Key Metrics Changes - The company reported 377 enterprise customers, an increase of 125 year-over-year, which are a majority of annual recurring revenue (ARR) [55] - Total customer count increased to 2,761 from 2,370 in Q3 2020 [55] - Sales and marketing expenses rose to $13.7 million, up 67% from Q3 2020, representing 32% of revenue [58] - Product development expenses increased to $4.4 million, up 74% from Q3 2020, accounting for 10% of revenue [60] Market Data and Key Metrics Changes - The total addressable market (TAM) is estimated to be $10 billion, with less than 3% market penetration [24][31] - The healthcare sector is a $4 trillion market, representing 18% of annual U.S. GDP [12] Company Strategy and Development Direction - The company aims to continue acquiring new customers and expanding within existing client bases, leveraging a land and expand model [31][32] - Innovation is a key focus, with plans to accelerate product development and enhance existing offerings [33] - Strategic acquisitions will be pursued opportunistically to enhance capabilities and datasets [34] Management's Comments on Operating Environment and Future Outlook - Management highlighted the complexity of the healthcare ecosystem and the need for companies to adapt to changing market dynamics [12][92] - The company is well-positioned to address challenges in the industry, such as labor shortages and supply chain issues, by providing actionable insights [90][92] - Management expressed confidence in the company's ability to deliver growth and profitability in the long term [48][71] Other Important Information - The company completed a successful IPO in September 2021, raising $452 million in net proceeds [49][64] - Recent product innovations include enhancements to the PhysicianView and HospitalView products, aimed at improving customer targeting and understanding of healthcare organizations [41][42] Q&A Session Summary Question: How much of the growth in the quarter came from new customers versus upselling existing customers? - Management indicated strong growth contributions from both new customer acquisitions and expansion within existing customer relationships [72][73] Question: How is the sales approach changing as the company expands into healthcare providers? - The company is focusing on solving multiple problems for healthcare providers, including building physician networks and competitive benchmarking [76][78] Question: What is the current status of organic development for new modules? - Management confirmed that they plan to roll out a couple of key modules each year while also exploring inorganic growth through acquisitions [80][81] Question: How is the company addressing labor shortages and supply chain issues in the industry? - The company is working with clients to understand the healthcare ecosystem and identify areas where they can drive efficiencies and improvements [90][92] Question: How is the company planning to attract and retain talent in a competitive labor market? - Management emphasized the importance of company culture in retaining employees and attracting new talent [96][97]

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, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Securities registered pursuant to Section 12(b) of the Act: | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------- ...