Logotype for DHI Group Inc

DHI Group (DHX) investor relations material

DHI Group LD Micro Main Event XIX Investor Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for DHI Group Inc
LD Micro Main Event XIX Investor Conference summary20 Oct, 2025

Strategic initiatives and product innovation

  • Launched a new self-service subscription option and began testing a premium candidate experience for ClearanceJobs, marking the first monetization of the candidate side of the marketplace.

  • Acquired an applicant tracking system (ATS) for $2 million, integrating it with ClearanceJobs and quickly doubling its customer base.

  • Over 90% of revenue is recurring, with most contracts spanning one year or more; about 25% of customers are on two- or three-year contracts.

  • Contracts are tailored to the number of profile views, supporting strong revenue visibility and predictability.

  • Forbes named Dice the top career site for tech and IT jobs in 2024.

Financial performance and capital allocation

  • 2023 revenue reached $142 million with $141 million in bookings, both growing at a 6% CAGR over five years.

  • Adjusted EBITDA was $35 million (25% margin), with 2024 guidance targeting a 26% margin.

  • Operating cash flow was $21 million; capital expenditures were $14 million, mostly capitalized software development labor.

  • Share buyback program resumed in January 2024 after a mid-2023 pause, with $2 million in repurchases including employee grant vesting.

  • Debt at end of 2024 was $32 million (0.9x leverage), with $2 million cash on hand; since 2019, 19 million shares repurchased, reducing dilution by 6%.

Market positioning and growth drivers

  • Dice and ClearanceJobs serve highly specialized tech and security-cleared talent markets, with limited direct competition.

  • Dice has 4,400 subscription clients, with a target market of over 100,000 U.S. companies; ClearanceJobs has 1,900 clients, with over 10,000 potential facility-cleared companies and 100+ federal agencies as prospects.

  • About half of U.S. tech staffing firms are clients, with ongoing efforts to capture the remainder.

  • Case studies show long-term client spend growth, especially among non-big tech firms, highlighting value for less prominent employers.

  • ClearanceJobs bookings have grown at a 15% CAGR over five years, with a 47% EBITDA margin; Dice bookings peaked in 2022 but are stabilizing as AI demand rises.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next DHI Group earnings date

Logotype for DHI Group Inc
Q3 202510 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next DHI Group earnings date

Logotype for DHI Group Inc
Q3 202510 Nov, 2025

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

DHI Group Inc provides specialized career marketplaces and recruitment platforms that connect technology professionals with employers. Its brands include Dice and ClearanceJobs, serving IT, engineering, and defense sectors. The company is headquartered in Centennial, Colorado, and its shares are listed on the NYSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage