Definitive Healthcare Corp. (DH) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:03.994 Next, we'll hear from Jeff Guerra of Stevens Inc. 00:00:04.317 -- 00:00:06.239 Yeah, good afternoon. Thanks for taking the question. 00:00:06.239 -- 00:00:10.785 I want to go further on the life science and market. 00:00:10.785 -- 00:00:15.372 The two highlighted wins in the release are both life science or biopharma related. 00:00:15.372 -- 00:00:18.235 And you also gave several more examples on the call. 00:00:18.235 -- 00:00:23.422 So I think clearly you have some proof points of value with those kind of large and sophisticated 00:00:23.422 -- 00:00:28.509 customers. And it all kind of contrasts with the broader decline you've described for 00:00:28.509 -- 00:00:33.539 that segment. So I was hoping you could elaborate on the life science segment, 00:00:33.539 -- 00:00:38.784 the kind of overall demand environment, the recent win rate that 00:00:38.784 -- 00:00:44.069 DFIN has had within that segment. And lastly, just when the claims 00:00:44.069 -- 00:00:48.233 disruption will stop being a factor for that segment. 00:00:48.233 -- 00:00:50.233 Thanks. 00:00:50.375 -- 00:00:55.583 Perfect. So I will start with the last first, which if you think about 00:00:55.583 -- 00:00:57.686 the likely 00:00:57.686 -- 00:01:02.834 cohort cycle that we'll be in. So, having returned to 00:01:02.834 -- 00:01:08.062 historical levels of claims data, and in fact, now in the first quarter, 00:01:08.062 -- 00:01:13.910 we're now above historical levels, and often those customers were buying 00:01:13.910 -- 00:01:19.146 data based on records and size of data payload, So when you have potentially, 00:01:19.146 -- 00:01:23.953 let's say, a 30% decline in records, that was what was the factor pushing on our downsell 00:01:23.953 -- 00:01:27.418 pressure,...