Challenging Times For Definitive Healthcare: Analysts Highlight Sluggish Growth And Recovery Efforts In Q4 Analysis
Challenging Times For Definitive Healthcare: Analysts Highlight Sluggish Growth And Recovery Efforts In Q4 Analysis
Wednesday, Definitive Healthcare Corp (NASDAQ:DH) reported fourth-quarter 2023 adjusted EPS of $0.07, missing the consensus of $0.08.
周三，Definitive Healthcare Corp（纳斯达克股票代码：DH）公布的2023年第四季度调整后每股收益为0.07美元，未达到0.08美元的共识。
The healthcare commercial intelligence company reported sales of $65.93 million, up 9% Y/Y, missing the consensus of $66.02 million.
这家医疗商业情报公司报告销售额为6,593万美元，同比增长9％，未达到预期的6602万美元。
In the fourth quarter, Definitive Healthcare grew its enterprise client base by 28, or 5% Y/Y, ending the quarter with 565 enterprise customers, defined as those customers with more than $100,000 in annual recurring revenue.
在第四季度，Definitive Healthcare的企业客户群增长了28个，同比增长了5％，在本季度末有565个企业客户，定义为年经常性收入超过10万美元的客户。
Guidance: Definitive Health expects first quarter fiscal year 2024 revenue of $63 million-$65 million compared to the consensus of $65.70 million.
指导方针：Definitive Health预计2024财年第一季度收入为6,300万至6,500万美元，而市场普遍预期为6,570万美元。
The company sees adjusted EPS of $0.07-$0.08 compared to consensus of $0.07, with adjusted operating income of $18.0 million-$19.0 million and adjusted EBITDA of $19.5 million-$20.5 million.
该公司预计调整后的每股收益为0.07美元至0.08美元，而市场预期为0.07美元，调整后的营业收入为1,800万至1,900万美元，调整后的息税折旧摊销前利润为1,950万至2,050万美元。
Definitive Healthcare sees fiscal year 2024 revenue of $263 million-$269 million versus the consensus of $269.63 million, with adjusted EPS of $0.37-$0.40 versus the consensus of $0.32
Definitive Healthcare预计，2024财年收入为2.63亿美元至2.69亿美元，而市场普遍预期为2.6963亿美元，调整后每股收益为0.37美元至0.40美元，而市场预期为0.32美元
The company expects 2024 adjusted operating income of $78 million-$82.0 million, with an adjusted EBITDA of $84 million-$88.0 million.
该公司预计，2024年调整后的营业收入为7,800万至8,200万美元，调整后的息税折旧摊销前利润为8400万美元至8,800万美元。
Canaccord Genuity notes that despite a disappointing guidance update, Definitive Healthcare has maintained its resilience, reflecting the inherent profitability in its model and investor confidence in the company's potential to recover and achieve margins comparable to or better than its IPO levels.
Canaccord Genuity指出，尽管最新的指导方针令人失望，但Definitive Healthcare仍保持了其弹性，这反映了其模式固有的盈利能力，也反映了投资者对该公司恢复和实现与首次公开募股水平相当或更好的利润率的潜力的信心。
The positive aspect is that management is actively taking measures to steer the business back on track. However, the primary concern leading to a HOLD rating is the significant decline in growth, largely influenced by macroeconomic factors, with little improvement anticipated in 2024.
积极的方面是，管理层正在积极采取措施引导业务重回正轨。但是，导致持有评级的主要问题是增长的大幅下降，这主要受宏观经济因素的影响，预计2024年几乎没有改善。
William Blair writes that despite the persistently challenging macro environment, Definitive faces an extended sales cycle.
威廉·布莱尔写道，尽管宏观环境持续充满挑战，但Definitive仍面临着延长的销售周期。
Nonetheless, management expresses optimism about the value proposition of Definitive's platform, leading to increased demand across all client segments.
尽管如此，管理层对Definitive平台的价值主张表示乐观，这导致所有客户群的需求增加。
A notable positive development highlighted is a favorable change in client retention towards the end of the quarter in 2023, continuing into the early months of 2024. The analyst maintains the Outperform rating.
一个值得注意的积极进展是，到2023年本季度末，客户留存率发生了有利的变化，一直持续到2024年头几个月。分析师维持跑赢大盘的评级。
Price Action: DH shares are up 4.8% at $9.65 on the last check Thursday.
价格走势：在周四的最后一次支票中，DH股价上涨4.8％，至9.65美元。