Dhi Group, Inc. · NYSE:DHX
Dhi — 12th Annual LD Micro Main Event (December 2019)
21 slides from Dhi's conference presentation, Dec 10, 2019
Slide 1: 12th Annual LD Micro Main Event
NYSE: DHX // 12th Annual LD Micro Main Event // Art Zeile // CEO
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation and oral statements made from time to time by our representatives contain forward-looking statements. You should not place undue reliance on those statements because they are subject to numerous uncertainties and factors relating to our operations and bus
Slide 3: Tech Focused Career Marketplaces
Tech Focused Career Marketplaces Our vision is to create indispensable career marketplaces to match the highest quality candidates with the right client career opportunities. 12th Annual LD Micro Main Event // December 10, 2019 3 NYSE: DHX
Slide 4: Company Overview
Company Overview • Founded: 1990 • Year-end: 12/31 • Headquarters: New York City • Diluted Shares outstanding: ~52M • Listed: NYSE: DHX (2007) • FY 2018 Financial Results • Employees: ~500 • Revenue: $162M • Customers: ~12,000 • Adjusted Revenue1: $152M • Brands • Diluted EPS: $0.14 • Dice • Net Inc
Slide 5: Third Quarter 2019 Financial Highlights
Third Quarter 2019 Financial Highlights • Revenues: $37.2 million. Ongoing tech-focused1 revenues were in line year over year and flat sequentially, excluding the effect of foreign exchange • Dice revenues: $22.9 million, down 3% YOY and 1% sequentially • eFinancialCareers revenues: $7.9 million, do
Slide 6: Three Tech-Focused Brands
Three Tech-Focused Brands Premier Tech Pro Marketplace Global Finance Marketplace Cleared Professionals Marketplace • Leading database for tech • Global financial services careers • A leading database of security professionals, managing over 10 platform – available in 18 cleared professionals, with
Slide 7: Three Tech-Focused Brands
Three Tech-Focused Brands Geo Focus 2018 Revenue ($M) Growth Opportunity * Product Innovation United States $94 Commercial Accounts Product Innovation Global Financial Markets $34 Asia Pacific Tier II Banks Double Digit Growth United States $21 Government Agencies * 92% Subscription Based Revenue Ty
Slide 8: With Loyal Customers
With Loyal Customers Premier Tech Pro Marketplace 6,100 Subscription Clients ~20% of the Fortune 1000 12th Annual LD Micro Main Event // December 10, 2019 8 NYSE: DHX
Slide 9: With Loyal Customers
With Loyal Customers Global Finance Marketplace 1,000 Subscription Clients 54% of the Global 100 Banks 12th Annual LD Micro Main Event // December 10, 2019 9 NYSE: DHX
Slide 10: With Loyal Customers
With Loyal Customers Cleared Professionals Marketplace 1,700 Subscription Clients ~80% of top 50 US Defense Contractors 12th Annual LD Micro Main Event // December 10, 2019 10 NYSE: DHX
Slide 11: The Market for Online Recruiting is Large and Growing…
The Market for Online Recruiting is Large and Growing… And Technology Occupations Are The Sweet Spot Industry at a Glance Online Recruitment Sites in 2018 Key Statistics Revenue Annual Growth 18-23 Snapshot $7.7bn 7.3% Profit Businesses $881.8m 1,200 IT Talent Generates ~9% of Online Recruiting Reve
Slide 12: DHX is in the Midst of Transformation
DHX is in the Midst of Transformation Past Today Job Board/Advertising Emphasis Career Marketplace 8 Non-Synergistic Brands 3 Tech Focused Brands Low Innovation Pace High Innovation Tempo Siloed Brand Teams Centralized Functional Teams Declining Revenue Stabilized Revenue 12th Annual LD Micro Main E
Slide 13: 2019 Strategic Initiatives
2019 Strategic Initiatives Focus on Revenue Growth Bring ClearanceJobs 2018 2019 Success to Dice and eFinancialCareers Expand Skills Data Model Modernize Dice.com Website Add Commercial Accounts Sales Team to Accelerate Customer Acquisition Improve Marketing Approach to Accelerate Candidate Acquisit
Slide 14: Key Differentiator: Skills Mapping
Key Differentiator: Skills Mapping ⦁ Tech recruiting is all about the unique skills required by a position and the candidate profile ⦁ DHX has spent 7+ years creating a data model that captures the relationships between 100,000+ tech skills ⦁ Machine Learning allows DHX to constantly improve its ski
Slide 15: IntelliSearch
IntelliSearch • Paste entire job description instead of title to return results • Algorithmic search powered by predictive analysis, artificial intelligence + machine learning • Relevance results prioritize fit (skills and adjacent skills) over quantity • Candidates who are likely- to-switch combine
Slide 16: Business Stabilizing
Business Stabilizing 2 2 1DHI Core: Tech-focused, excluding Dice Europe and foreign exchange 2Notes regarding the use of Non-GAAP financial measures and GAAP to Non-GAAP Reconciliation at end of document 12th Annual LD Micro Main Event // December 10, 2019 16 NYSE: DHX
Slide 17: Liquidity Snapshot
Liquidity Snapshot Good Liquidity Profile Tight Investment Discipline Generating Solid Cash Flow 12th Annual LD Micro Main Event // December 10, 2019 17 NYSE: DHX
Slide 18: DHX Investment Thesis
DHX Investment Thesis Market for Online Recruitment Tools is Growing Tech Market Niche is Attractive and Plays to our IP in Collecting and Mapping Tech Skills New Management Drives Functional Strength and Focus Demonstrated Success of Product Innovation with ClearanceJobs Set for Operating Leverage
Slide 19: NYSE: DHX
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Slide 20: Notes regarding the Use of Non-GAAP Financial Measures
Notes regarding the Use of Non-GAAP Financial Measures Notes Regarding the Use of Non-GAAP Financial Measures The Company has provided certain non-GAAP financial information as additional information for its operating results. These measures are not in accordance with, or an alternative for, measure
Slide 21: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation DHI GROUP, INC. NON-GAAP SUPPLEMENTAL DATA (Unaudited) (dollars in thousands) Quarter 1 Quarter 2 Quarter 3 Quarter 4 Full Year Quarter 1 Quarter 2 Quarter 3 2018 2018 2018 2018 2018 2019 2019 2019 Reconciliation of Revenues to Adjusted Revenues: Revenues $ 43.1 $ 41.
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