What guidance did DHI Group's management provide for the next earnings period?

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Did DHI Group beat or miss consensus estimates last quarter?

What is the revenue and EPS growth rate for DHI Group year over year?

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What is DHI Group's latest dividend and current dividend yield?

- **CJ Strength**: 1% YoY revenue growth, 43% EBITDA margin, AgileATS integration with 50%+ customer potential. 
- **Dice Challenges**: 17% YoY bookings decline, but 50% AI-related job postings. New self-service platform reduces churn. 
- **AI Growth**: AI job postings rise to 50% of Dice total, up from 10% in 2024. 
- **Financial Health**: 32% EBITDA margin, $3.2M free cash flow, $5M buyback program. 
- **GovTech Opportunity**: CJ poised to benefit from $1.1T defense budget and NATO spending.

**【CEO Summary Section】**
- DHI operates two brands: ClearanceJobs (CJ) and Dice, focusing on tech talent recruitment. CJ reported 1% YoY revenue growth, driven by defense spending, while Dice faced a 17% YoY bookings decline due to macro challenges. CJ's AI-driven ATS (AgileATS) integration with existing customers shows strong potential for incremental revenue. Dice is transitioning to a self-service model with monthly subscriptions to reduce churn. Both brands are seeing AI-related job postings rise to 50% of total, up from 10% in 2024. The company announced a $5M stock buyback program.

**【CFO Financial Commentary】**
- Q3 2025 revenue: $32.1M (-9% YoY). CJ revenue: $13.9M (+1% YoY), Dice: $18.2M (-15% YoY). Adjusted EBITDA: $10.3M (32% margin), up from $8.6M (24% margin) YoY. CJ margin: 43%, Dice margin: 34% (vs. 19% YoY). Operating expenses declined 22% YoY due to restructuring. Free cash flow: $3.2M. Capitalized R&D: $1.6M (-51% YoY). Guidance: FY25 revenue $126-128M, EBITDA margin 27%.

**【Q&A Highlights】**
- **Dice Platform Migration**: 50% of Dice customers migrated to new self-service platform, reducing churn. Remaining migration expected by Q1 2026. **AI Trend**: 50% of Dice job postings now AI-related. **Government Shutdown Impact**: CJ bookings down 7% YoY, but large defense contractors remain bullish. **Buyback Program**: New $5M buyback announced, targeting 1x leverage. **CJ Expansion**: AgileATS could add $7K+ ARR per customer in GovTech. **Dice Risk**: Smaller customers sensitive to macro, but AI-driven demand offsets some weakness.

DHI Group, Inc. (DHX) Q3 2025 Earnings Call Transcript

Revenue

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Operating Expenses

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DHX

DHX fundamentals

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