Definitive Healthcare (DH) investor relations material

Company overview and strategic focus

• Founded in 2011 to address gaps in healthcare data mapping, evolving into a provider of comprehensive datasets for hospitals, physicians, payers, and patients.

• Solutions now span diversified, life sciences, and medical device segments, with a focus on data quality, integration, customer success, and innovation.

• Recent management changes prioritized stability, transparency, and operational simplification, aligning the organization around four strategic pillars.

• Reestablished predictability and trust with investors, employees, and customers over the past year.

Differentiation and technology

• Emphasizes domain expertise and high data accuracy, mapping healthcare relationships at a granular level.

• Delivers data agnostically across platforms and systems, supporting customer-preferred integrations.

• AI and machine learning are used for data supply chain, segmentation, compliance, and operational efficiencies.

• Innovation in AI is expected to be integrated into core products by 2026, focusing on data mastering and digital activation.

Financial outlook and capital allocation

• Near-term focus is on revenue stabilization and a return to growth, with confidence in expanding margins due to a high incremental margin business model.

• Strong balance sheet and profitability allow for investment in growth and innovation without austerity measures.

• Share buybacks have been prioritized over acquisitions, with a disciplined approach to capital deployment.

• Board supports a long-term, generational business-building approach, providing strategic counsel and maintaining optionality.