Definitive Healthcare Corp. · NASDAQ:DH

Definitive Healthcare — Q2 2026 Earnings Presentation

17 slides from Definitive Healthcare's earnings presentation, Aug 10, 2026

  1. Slide 1: Second quarter 2026 earnings presentation

    Second quarter 2026 earnings presentation August 10, 2026

  2. Slide 2: Cautionary statement regarding forward-looking statements

    Cautionary statement regarding forward-looking statements This presentation includes forward-looking statements that reflect our current views with respect to future events and financial For additional discussion of factors that could impact our operational and financial results, refer to our annual

  3. Slide 3: Q2'26

    Q2’26 3

  4. Slide 4: Q2 performance and guidance

    Q2 performance and guidance $ Millions, except Q2’26 Guidance Range percentages and per share info § Q2 revenue was within the guided range. Revenue $55.2 $55.0 – $56.0 § Continued focus on balanced approach to % growth YoY (9%) (9%) - (8%) investments in innovation and prudent management drove the

  5. Slide 5: Q2 2026 results

    Q2 2026 results P&L on non-GAAP basis § Q2 non-GAAP profit measures above the high end of guided ranges § Adjusted EBITDA margin decline year over year primarily due to one-time credits in the prior year of ~$2M and down revenue partially mitigated by prudent spending Revenue mix $ Millions Subscrip

  6. Slide 6: Q2 2026 cash flow and balance sheet highlights

    Q2 2026 cash flow and balance sheet highlights $ Millions Q2'26 Q2'25 YoY Change Cash Flow from Operations $11.5 $9.3 23% Unlevered Free Cash Flow1 $11.6 $11.5 1% $50.0 million TTM uFCF5 $ Millions Q2'26 Q2'25 YoY Change Cash, cash equivalents & short-term investments2 $183.6 $184.2 (0%) 75% Total d

  7. Slide 7: Guidance

    Guidance 7

  8. Slide 8: Q3 and FY 2026 guidance

    Q3 and FY 2026 guidance As of August 10, 2026 $ MILLIONS, except Third Quarter 2026 Full Year 2026 percentages and per share info § We are tightening our full year revenue guide based on Revenue $54.0 – $55.0 $220.0 – $222.0 our first half performance and visibility into the back % change YoY (10%)

  9. Slide 9: Appendix: Non-GAAP reconciliations & basis of presentation

    Appendix Non-GAAP reconciliations & basis of presentation 9

  10. Slide 10: Key shareholder statistics

    Key shareholder statistics Public Shares Minority Interest Key shareholder statistics as of 6/30/2026 (Class A) (Class B) Combined Comments Sponsor ownership (as-if converted) 1 63,935,333 13,843,158 77,778,491 § 131K Class B shares were exchanged into Class A public shares in the quarter Management

  11. Slide 11: Reconciliation from GAAP gross profit and margin to adjusted gross profit and margin

    Reconciliation from GAAP gross profit and margin to adjusted gross profit and margin THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, $ THOUSANDS 2026 2025 $ % 2026 2025 $ % GAAP Gross Profit $40,541 $46,613 ($6,072) (13%) $82,191 $90,373 ($8,182) (9%) Amortization of intangible assets resultin

  12. Slide 12: Reconciliation from GAAP to non-GAAP operating expenses

    Reconciliation from GAAP to non-GAAP operating expenses THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, $ THOUSANDS 2026 2025 $ % 2026 2025 $ % GAAP Sales & Marketing $19,158 $20,469 ($1,311) (6%) $38,736 $41,122 ($2,386) (6%) Equity-based compensation (1,053) (1,038) ($15) 1% (2,004) (2,217)

  13. Slide 13: Reconciliation from net loss to adjusted operating income and adjusted net income

    Reconciliation from net loss to adjusted operating income and adjusted net income THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, $ THOUSANDS 2026 2025 $ % 2026 2025 $ % GAAP Net loss ($7,452) ($9,265) $1,813 (20%) ($199,806) ($164,358) ($35,448) 22% Interest expense, net 1,375 1,241 134 11% 2

  14. Slide 14: Reconciliation from net loss to adjusted EBITDA

    Reconciliation from net loss to adjusted EBITDA THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, $ THOUSANDS 2026 2025 $ % 2026 2025 $ % GAAP Net loss ($7,452) ($9,265) $1,813 (20%) ($199,806) ($164,358) ($35,448) 22% Interest expense, net 1,375 1,241 134 11% 2,707 1,622 1,085 67% Income tax (b

  15. Slide 15: Reconciliation from cash flow from operations to unlevered free cash flow

    Reconciliation from cash flow from operations to unlevered free cash flow THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, $ THOUSANDS 2026 2025 $ % 2026 2025 $ % Cash Flow from Operations $11,456 $9,304 $2,152 23% $23,020 $35,370 ($12,350) (35%) Cash interest expense 2,446 2,959 ($513) (17%) 4

  16. Slide 16: Schedule of transaction, integration and restructuring expense and other non-core items

    Schedule of transaction, integration and restructuring expense and other non-core items THREE MONTHS ENDED JUNE 30, SIX MONTHS ENDED JUNE 30, $ THOUSANDS 2026 2025 2026 2025 Merger and acquisition due diligence and transaction costs $1,844 $270 $2,196 $1,448 Integration costs - 402 (2,169) 959 Fair

  17. Slide 17: Non-GAAP financial measures / Basis of presentation

    Non-GAAP financial measures / Basis of presentation Enterprise Customers: Customers generating more than $100,000 in ARR (as the term is defined below). RPO: Represents the amount of contracted future revenue that has not yet been recognized, including both deferred revenue and non-cancelable contra

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