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].

Stan Pottinger, after working with the CIA and then with Epstein, would later represent Epstein’s victims, after sympathetically emailing Epstein and telling him “I hope it passes quickly… so hang in there”Harrison Berger (@BergerPosts):J. Stanley Pottinger, who worked with Epstein in the 1980s, ends up representing Virginia Giuffre and a bunch of other Epstein victims, volunteering to do so.Here is an email Pottinger sent Epstein in 2006 expressing his sympathy over Epstein's legal trouble, adding “I hope ...

Well, that’s a clip. https://t.co/QbLm59DydiLord Bebo (@MyLordBebo):🇺🇸 CIA Director from 2013 to 2017, John Brennan admitted that US Central Intelligence Agency recruited high-ranking officials in the Middle East as spies and used blackmail to control them:"If your agents, the people that you recruit, are hesitant to continue to spy for you, https://t.co/doDo3kUF6s ...

RT JFK Assassination Chokeholds (@JFKChokeholds)BREAKING: @DNIGabbard launched a secret April raid on a CIA archive to capture and secure undisclosed JFK Assassination records.https://t.co/EGDYBwJa7u ...

RT MenchOsint (@MenchOsint)Rahmanullah Lakanwal, alleged shooter of two National Guard in DC, previously served in the death squad NDS-03, one of Afghanistan’s elite counterterrorism units operated by the CIA. https://t.co/b0tlMpHsY4 ...

This is pretty crazy to see in a classified CIA memo from 43 years ago https://t.co/1l9KATWh1uMike Benz (@MikeBenzCyber):Here's a confidential CIA memo from 1983 on illegal immigration from Mexico. It says illegal immigrants send 1/3 of their earnings back home to Mexico in remittances, the Mexican economy is totally dependent on those remits, and that Mexico thinks we can't politically stop it. https://t.co/bEa2RtkRgW ...

RT Brooke Singman (@BrookeSingman)EXCLUSIVE: The Afghan national accused of shooting two National Guard members worked with various US government entities, including the CIA, as a member of a partner force in Kandahar, #Afghanistan @CIADirector#NationalGaurdhttps://t.co/4b7eYZNVzx ...

Security Concerns - An Afghan national, accused of shooting two West Virginia National Guard members in DC, had prior associations with multiple U S government agencies, including the CIA [1]

RT Shadow of Ezra (@ShadowofEzra)Thomas Massie says Israel wants to control what can and cannot be revealed in the Epstein files, claiming both Israeli intelligence and the CIA were entangled with Epstein and fear the embarrassment full transparency would bring.He says revealing everything would expose uncomfortable ties within both governments’ intelligence agencies.Massie says he and Marjorie Taylor Greene are being targeted online by bots and paid operatives for opposing Israel’s war in Gaza and rejectin ...

Security Concerns - The tweet suggests the potential involvement or oversight of the FBI and CIA in undisclosed matters [1] - The tweet raises questions about why certain information might be hidden and why it would be located outside the USA [1]