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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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Definitive Healthcare
Definitive Healthcare (DH) investor relations material
Definitive Healthcare Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Q4 2025 revenue was $61.5 million, down 1% year-over-year but above guidance; adjusted EBITDA was $18.0–$18.1 million with a 29% margin, exceeding expectations.
Full-year 2025 revenue was $241.5 million, a 4% decline year-over-year; adjusted EBITDA totaled $70.4 million (29% margin).
Strategic focus on data differentiation, seamless integrations, customer success, and innovation drove operational improvements, with emphasis on retention and upsell/cross-sell.
Retention rates improved for three consecutive quarters, with integrated customers renewing at higher rates.
Net loss for Q4 2025 was $(17.1) million, including $19.5 million in goodwill impairment; full year net loss was $(199.3) million, including $196.1 million in goodwill impairment.
Financial highlights
Adjusted Net Income for Q4 2025 was $8.6 million ($0.06 per share), down from $12.6 million in Q4 2024; unlevered free cash flow was $2.5 million for Q4 and $54.9 million for the year.
Adjusted gross profit margin in Q4 was 82%, up 100 basis points year-over-year; full year adjusted gross margin was 81%.
Subscription revenue declined 3% year-over-year (7% excluding data partnership), while professional services revenue grew 49% year-over-year, now 5% of mix.
Deferred revenue at Q4-end was $99 million, up 6% year-over-year.
Equity-based compensation expense was $8.2 million in Q4 and $29.1 million for the year.
Outlook and guidance
Q1 2026 revenue expected at $54–$56 million, a 5–9% year-over-year decline; adjusted EBITDA margin projected at 22–23%.
Full-year 2026 revenue guidance is $220–$226 million (6–9% decline year-over-year); adjusted EBITDA expected at $53–$58 million (24–26% margin).
Adjusted net income for 2026 forecasted at $21–$26 million ($0.14–$0.173 per share).
Non-GAAP profitability is expected to improve in the second half of 2026.
EBITDA to unlevered free cash flow conversion expected to improve in 2026 due to lower CapEx.
What factors drive 2026 revenue guidance decline?
How do goodwill impairments affect future plans?
Detail 2026 retention and upsell strategies
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Next Definitive Healthcare earnings date
Q1 20267 May, 2026
Definitive Healthcare
Next Definitive Healthcare earnings date
Q1 20267 May, 2026
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Frequently asked questions
Definitive Healthcare Corp offers a cloud-based platform providing data and analytics on the healthcare provider market. The company’s solutions support business development, sales intelligence, and market research for life sciences companies, healthcare IT firms, and other healthcare-related organizations. Definitive Healthcare enables clients to gain insights into healthcare systems, physicians, and patient populations. The company is headquartered in Framingham, Massachusetts, and its shares are listed on the NASDAQ.
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