Zeile also emphasized the company’s proprietary skills taxonomy, saying DHI has categorized more than 100,000 distinct tech skills and received a patent for the taxonomy. He added that “AI” comprises more than 360 distinct skills within that system, and argued that this skills-based approach differentiates DHI from broader platforms that are more title-centric.According to Zeile, DHI’s differentiation comes from (1) search algorithms that identify candidates based on tech skills rather than titles, and (2) ...

DHI Group (NYSE: DHX) Conference Summary Company Overview - DHI Group operates two tech-oriented recruiting platforms: ClearanceJobs and Dice, which connect employers with tech talent in the U.S. [4][5] - The company is headquartered in Denver, Colorado, and is listed on the New York Stock Exchange under the symbol DHX [4]. Financial Performance - In 2025, DHI Group reported $128 million in revenue and $126 million in bookings, with a five-year CAGR of 2% for revenue and a decline of 1% for bookings [7]. - Adjusted EBITDA was $35 million, resulting in a 27% Adjusted EBITDA margin [7]. - The company generated $21 million in operating cash flow and $14 million in free cash flow [7]. - Over 90% of revenue is recurring, with a significant portion coming from subscription contracts [6][20]. Market Dynamics - The tech staffing sector, which constitutes over 80% of Dice's revenue, is beginning to recover after a hiring recession [7][32]. - The U.S. tech workforce has grown by approximately 3% annually over the past 30 years, with a forecasted growth of at least 15% over the next decade [9][14]. - The average salary for tech professionals in the U.S. is around $111,000, significantly higher than the average worker's salary of $50,000 [11]. Competitive Advantages - DHI Group differentiates itself through specialized search algorithms that focus on tech skills rather than job titles [5]. - The company has a unique skills taxonomy that categorizes over 100,000 tech skills, which is patented and central to its value proposition [16]. - ClearanceJobs is the leading platform for accessing technology professionals with government clearances, a niche not served by competitors like LinkedIn [10]. Recent Developments - DHI Group has introduced a self-service option for managing Dice subscriptions and is testing a premium candidate experience for ClearanceJobs [6]. - The company acquired Agile ATS, an applicant tracking system optimized for government hiring, which has seen revenue growth since its integration [6][35]. - A share buyback program was reinstated, with $11.4 million worth of shares repurchased in 2025 [8]. Future Outlook - The U.S. defense budget is expected to increase significantly, providing opportunities for ClearanceJobs to expand its services to existing contractors [13][36]. - DHI Group aims to achieve a 25% Adjusted EBITDA margin for 2026 and is targeting growth in a normalized demand environment [23][30]. - The company plans to continue exploring tuck-in acquisitions to enhance its service offerings [36]. Challenges - The HR tech space has faced challenging market conditions, with bookings and revenue declining year-over-year [23][30]. - Dice's bookings have a five-year CAGR of -7%, with recent quarters showing a decline in revenue [29]. Key Metrics - ClearanceJobs revenue in 2025 was $55 million, with a five-year CAGR of 12% [28]. - Dice revenue in 2025 was $73 million, with a five-year CAGR of -4% [28]. - ClearanceJobs has a 90% revenue renewal rate and a 109% retention rate [28]. Conclusion - DHI Group is positioned to capture growth in tech hiring, supported by a strong subscription model and a focus on specialized tech recruitment [31].

DHI Group Inc. (NYSE:DHX) stock surged 29.52% in after-hours trading to $2.15 on Wednesday, following the company’s fourth-quarter earnings report and new share repurchase program announcement.Company Authorizes $10 Million Stock BuybackThe Colorado-based provider of AI-powered career marketplaces focused on technology roles said its board of directors has authorized a $10 million stock repurchase program, effective Feb. 9, 2026, through Feb. 8, 2027.Greg Schippers, Chief Financial Officer of DHI Group, sai ...

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DHI Group (DHX) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.07 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +20.00%. A quarter ago, it was expected that this provider of websites and career fairs for professionals would post earnings of $0.06 per share when it actually produced earnings of $0.09, delivering a surprise of +50%.O ...

DHI Group (NYSE:DHX) Q4 2025 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsArt Zeile - CEOGreg Schippers - CFOKevin Liu - Founder and CEOTodd Kehrli - PartnerConference Call ParticipantsGary Prestopino - Managing Director and Senior Equity Research AnalystMax Michaelis - Senior Equity Research AnalystZachary Cummins - Senior Equity Research AnalystOperatorGood day and welcome to the DHI Group, Inc. fourth quarter and full year 2025 financial results conference call. All participants will b ...

DHI Group (NYSE:DHX) Q4 2025 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsArt Zeile - CEOGreg Schippers - CFOKevin Liu - Founder and CEOTodd Kehrli - PartnerConference Call ParticipantsGary Prestopino - Managing Director and Senior Equity Research AnalystMax Michaelis - Senior Equity Research AnalystZachary Cummins - Senior Equity Research AnalystOperatorGood day and welcome to the DHI Group, Inc. fourth quarter and full year 2025 financial results conference call. All participants will b ...

DHI Group (NYSE:DHX) Q4 2025 Earnings call February 04, 2026 05:00 PM ET Speaker0Good day and welcome to the DHI Group, Inc. fourth 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 star key followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad. To withdraw your que ...

Forward looking statements This presentation and oral statements made from time to time by our representatives contain forward- looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. You should not place undue reliance on those statements because they are subject to numerous uncertainties and factors relating to our operations and business environ ...

DHI Group Reports Fourth Quarter and Full Year Financial Results CENTENNIAL, Colorado, February 4, 2026 - Today, DHI Group, Inc. (NYSE: DHX) ("DHI" or the "Company") announced its financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Compared to the Fourth Quarter 2024 (1) Full Year 2025 Financial Highlights Compared to Full Year 2024 (1) 1 ▪ Total revenue was $31.4 million, down 10%. • ClearanceJobs revenue was $13.9 million, up 1%. • Dice ...