Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $32.4 million, down 10% year-over-year and roughly flat compared to Q3 2025 [15] - Total bookings for the quarter were $31.2 million, down 5% year-over-year [15] - Adjusted EBITDA for Q4 was $9.4 million, with a margin of 30%, compared to $9.2 million and a margin of 26% in the prior year [20] - Net income for Q4 was $1.3 million or $0.03 per diluted share, compared to $1 million or $0.02 per diluted share in the prior year [20] Business Line Data and Key Metrics Changes - ClearanceJobs revenue was $13.9 million, up 1% year-over-year, with bookings of $14.6 million, up 3% year-over-year [16] - Dice revenue was $17.4 million, down 17% year-over-year, with bookings of $16.6 million, down 11% year-over-year [17] - ClearanceJobs had a revenue renewal rate of 90% and a retention rate of 109% [16] - Dice's revenue renewal rate was 78% and its retention rate was 94% [17] Market Data and Key Metrics Changes - The U.S. defense budget for fiscal year 2026 is projected to increase significantly, which is expected to benefit ClearanceJobs [8] - Tech staffing trends are showing improvement, with a projected decline of 2% in 2025 and anticipated growth in 2026 [11] - At the end of 2025, 55% of Dice job postings required AI-related skills, up from 28% a year earlier [12] Company Strategy and Development Direction - The company aims to leverage the strong defense spending environment to drive growth in ClearanceJobs [8][14] - The introduction of the Dice Employer Experience platform is expected to improve operating efficiency and expand the addressable market [11] - The company is focused on delivering long-term, sustainable, and profitable revenue growth, targeting an adjusted EBITDA margin of 25% for DHI [25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing the record-breaking defense budget as a growth driver for ClearanceJobs [26] - The company anticipates that the commercial tech hiring environment will stabilize, leading to potential growth for Dice [26] - Management noted that while the hiring environment has been challenging, there are signs of recovery in the tech staffing market [26] Other Important Information - The company repurchased 2.9 million shares for $5.2 million in Q4 and has authorized a new $10 million stock repurchase program [23][24] - The total committed contract backlog at the end of the quarter was $99.6 million, down 5% year-over-year [23] Q&A Session Summary Question: What are the assumptions around the bookings trajectory for ClearanceJobs? - Management indicated that improved sales execution and the new defense budget are expected to drive bookings growth in 2026 [30] Question: How is the growth of AI-related job postings affecting Dice? - Management believes that demand for AI professionals is increasing, but the overall commercial activity remains subdued [34] Question: What is causing the margin compression for Dice? - Margin compression is primarily due to lower revenue, with ongoing investments in the platform expected to improve efficiency [36] Question: Can you elaborate on the new Premium subscription package for ClearanceJobs? - The Premium subscription offers features such as profile visibility to recruiters and job matching scores, with a promising initial take rate [40][41] Question: What encouraging signs are being observed in the macro environment? - Management noted the positive impact of the defense budget and improving trends in tech staffing demand as encouraging signs [49]

Forward looking statements This presentation and oral statements made from time to time by our representatives contain forward- looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. You should not place undue reliance on those statements because they are subject to numerous uncertainties and factors relating to our operations and business environ ...

DHI Group Reports Fourth Quarter and Full Year Financial Results CENTENNIAL, Colorado, February 4, 2026 - Today, DHI Group, Inc. (NYSE: DHX) ("DHI" or the "Company") announced its financial results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Financial Highlights Compared to the Fourth Quarter 2024 (1) Full Year 2025 Financial Highlights Compared to Full Year 2024 (1) 1 ▪ Total revenue was $31.4 million, down 10%. • ClearanceJobs revenue was $13.9 million, up 1%. • Dice ...

CENTENNIAL, Colo.--(BUSINESS WIRE)--DHI Group, Inc. (NYSE: DHX) today announced that its Board of Directors authorized a new stock repurchase program that permits the repurchase of up to $10 million of the Company's common stock. This new authorization will be effective February 9, 2026 and is approved to run through February 8, 2027. Under the program, management has discretion in determining the conditions under which shares may be purchased from time to time through open market purchases and. ...

Core Viewpoint - DHI Group, Inc. will report its financial results for the fourth quarter and full year ended December 31, 2025, on February 4, 2026, after market close [1] Financial Results Announcement - The financial results will be released after the market closes and prior to the conference call that afternoon, available in the Investor Relations section of the company's website [2] Conference Call Information - The conference call can be accessed by dialing +1-844-890-1790 for domestic callers and +1-412-380-7407 for international callers, with a pre-registration option available [3] - A live webcast of the call will also be available on the company's website [3] Replay Information - A replay of the call will be accessible by dialing +1-855-669-9658 or +1-412-317-0088 for international callers, with the replay passcode being 5601959, available until February 11, 2026 [4] - A webcast replay will also be available on the company's website [4] Company Overview - DHI Group, Inc. is a provider of AI-powered career marketplaces focusing on technology roles, with brands such as ClearanceJobs and Dice [5] - The company enables recruiters to efficiently connect with skilled technology professionals through a patented algorithm managing over 100,000 unique technology skills [5] - DHI's marketplaces assist tech professionals in finding ideal career opportunities, offering relevant advice and personalized insights [5]

Core Insights - DHI Group (DHX) reported third-quarter 2025 non-GAAP earnings of 9 cents per share, exceeding the Zacks Consensus Estimate by 50% and showing an 80% year-over-year improvement [1] - DHX's revenues for the third quarter reached $32.1 million, surpassing the Zacks Consensus Estimate by 3.6%, although this represents a 9% decline year-over-year [1] - The company's adjusted EBITDA increased by 19% year-over-year to $10.3 million, with an adjusted EBITDA margin expansion of 800 basis points to 32% [4][7] Revenue Breakdown - The ClearanceJobs segment generated revenues of $13.9 million, accounting for 43.3% of total revenues, reflecting a 1% year-over-year increase driven by demand for security-cleared technology professionals [3] - The Dice segment contributed $18.2 million, which is 56.7% of total revenues, but saw a 15% year-over-year decline; however, profitability improved due to restructuring and a transition to a self-service recruiting platform [4] Financial Position - DHX reported a cash reserve of $2.3 million for the quarter ended September 30, down from $2.8 million in the previous quarter, with total debt standing at $30 million [5] - The company generated free cash flow of $3.2 million and operating cash flows of $4.8 million in the third quarter [5] Guidance - For the full year 2025, DHX reaffirmed its revenue guidance of $126-$128 million, with the Zacks Consensus Estimate at $126 million, indicating an 11.2% year-over-year decline [6] - The expected revenue range for the fourth quarter of 2025 is between $29.5 million and $31.5 million, with the Zacks Consensus Estimate at $30.7 million, reflecting an 11.5% year-over-year decline [6] - DHX raised its adjusted EBITDA margin guidance to 27% for 2025 [6] Market Reaction - Following the better-than-expected results, DHX's shares rose by 18.3% in after-market trading on November 10 [2]

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Financial Data and Key Metrics Changes - Total revenue for the third quarter of 2025 was $32.1 million, down 9% year-over-year and roughly flat compared to the second quarter [14] - Total bookings for the quarter were $25.4 million, down 12% year-over-year [14] - Total recurring revenue decreased by 11% compared to the prior year, with bookings driving recurring revenue down 13% for the quarter [14] - The company recorded a net loss of $4.3 million, or $0.10 per diluted share, compared to a net loss of $200,000, or $0.00 per diluted share, in the prior year quarter [18] - Adjusted EBITDA for the third quarter was $10.3 million, with a margin of 32%, compared to $8.6 million and a margin of 24% in the prior year [19] Business Line Data and Key Metrics Changes - ClearanceJobs revenue was $13.9 million, up 1% year-over-year and up 2% sequentially, with bookings down 7% year-over-year [14][15] - Dice revenue was $18.2 million, down 15% year-over-year and down 1% sequentially, with bookings down 17% year-over-year [14][15] - ClearanceJobs had an average annual revenue per customer of $26,600, up 7% year-over-year [15] - Dice's average annual revenue per customer was $15,727, down 4% year-over-year [16] Market Data and Key Metrics Changes - The number of new tech job postings on Dice remained around 70% of normal levels, reflecting macroeconomic headwinds [11] - Approximately 10% of job postings on Dice required at least one AI skill at the beginning of 2024, which has now risen above 50% [8] - The proposed $1.1 trillion U.S. defense budget for fiscal year 2026 represents a 13% increase over the previous year's budget, which is expected to benefit ClearanceJobs significantly [9] Company Strategy and Development Direction - The company focuses on providing software tools for employers and recruiters to find tech talent, with over 90% of revenue coming from subscriptions [5] - The integration of Agile ATS with ClearanceJobs aims to enhance the hiring workflow for cleared professionals [10] - The company is exploring additional opportunities in the GovTech space to expand its offerings [52] Management's Comments on Operating Environment and Future Outlook - Management noted that tech hiring has stabilized despite a mixed macro backdrop, with a significant trend towards AI-related job postings driving future demand [7][8] - The company remains optimistic about future growth driven by the defense budget and increased technology investments across industries [23] - Management highlighted the importance of the upcoming defense budget bills being passed to stimulate activity in the market [41] Other Important Information - The company repurchased 741,000 shares for $2.1 million during the quarter, with a total of 2.6 million shares repurchased for $6.2 million year-to-date [22] - The company is targeting total capital expenditures in 2025 to range between $7 million and $8 million, down from $13.9 million last year [21] Q&A Session Summary Question: What is driving the margin expansion in Dice? - Management indicated that the margin expansion was due to headcount vacancies being backfilled and efficient cost allocation to capitalized development costs [29] Question: What was the $9 million write-off related to? - The write-off was related to the Dice trade name, which experienced revenue declines [32] Question: How has renewal activity versus new business activity trended since the government shutdown? - Management noted solid renewal rates among larger customers, while smaller customers faced challenges [56] Question: What percentage of job postings are related to AI? - Over 50% of job postings on the platform are related to AI projects, a significant increase from earlier in the year [49] Question: Are there any other opportunities in the GovTech space? - Management is evaluating several opportunities in the GovTech space, indicating potential for future growth [52]

Financial Data and Key Metrics Changes - Total revenue for the third quarter of 2025 was $32.1 million, down 9% year-over-year and roughly flat compared to the second quarter [14] - Total bookings for the quarter were $25.4 million, down 12% year-over-year [14] - Total recurring revenue decreased by 11% compared to the prior year, with bookings driving recurring revenue down 13% for the quarter [14] - The company recorded a net loss of $4.3 million, or $0.10 per diluted share, compared to a net loss of $200,000, or $0.00 per diluted share, in the prior year quarter [18] - Adjusted EBITDA for the third quarter was $10.3 million, with a margin of 32%, compared to $8.6 million, or a margin of 24% in the prior year [19] Business Line Data and Key Metrics Changes - ClearanceJobs revenue was $13.9 million, up 1% year-over-year and up 2% sequentially, with bookings down 7% year-over-year [14][15] - Dice revenue was $18.2 million, down 15% year-over-year and down 1% sequentially, with bookings down 17% year-over-year [15][16] - ClearanceJobs had an average annual revenue per customer of $26,600, up 7% year-over-year [15] - Dice's average annual revenue per customer was $15,727, down 4% year-over-year [16] Market Data and Key Metrics Changes - The number of new tech job postings on Dice remained around 70% of normal levels, indicating a challenging macro environment [11] - Approximately 10% of job postings on Dice required at least one AI skill at the beginning of 2024, which has now risen above 50% [8] - The proposed $1.1 trillion U.S. defense budget for fiscal year 2026 represents a 13% increase over the previous year's budget, which is expected to benefit ClearanceJobs significantly [9] Company Strategy and Development Direction - The company focuses on two brands, ClearanceJobs and Dice, which serve technology professionals and employers [5] - The integration of AgileATS with ClearanceJobs aims to enhance the hiring workflow for cleared professionals [10] - The company is optimistic about future growth driven by the defense budget and increasing investments in technology initiatives across industries [23] Management's Comments on Operating Environment and Future Outlook - Management noted that tech hiring has stabilized despite a mixed macro backdrop, with AI-related job postings driving future demand [7][8] - The company anticipates that the record-breaking defense budget will be a growth driver for ClearanceJobs [23] - Management expressed confidence in the long-term outlook for ClearanceJobs despite a bookings decline due to government hiring freezes [8][9] Other Important Information - The company has authorized a new $5 million stock repurchase program, reflecting confidence in its long-term value [13][22] - Operating expenses increased to $36.6 million, including a $9.6 million impairment of intangible assets, but excluding this, expenses declined significantly [17] Q&A Session Summary Question: Inquiry about Dice margin expansion - Management confirmed that the margin expansion was driven by operational efficiencies and headcount vacancies being backfilled [28][29] Question: Clarification on the $9 million write-off - The write-off was related to the Dice trade name, reflecting revenue declines experienced by Dice [32] Question: Discussion on government volatility impact - Management indicated that smaller and mid-sized defense contractors have become more conservative, but larger firms remain bullish due to their financial stability [40][41] Question: Update on new platform migration - Management reported successful migration of over half of the customers to the new platform, with no anticipated churn risk for remaining customers [42] Question: Future opportunities in the GovTech space - Management acknowledged ongoing evaluations of opportunities in the GovTech space, indicating potential for future growth [51]