Dafinchi AI

Healthcare

Adjusted EBITDA was $18.7 million, representing a 31% margin, also above guidance despite a year-over-year decline.
Adjusted gross profit was $50 million, down 6% year-over-year, with an 82% gross margin.
Adjusted net income was $9.7 million, or $0.07 per share, exceeding expectations.
Definitive Healthcare reported Q2 2025 revenue of $60.8 million, down 5% year-over-year but above the high end of guidance.
Subscription revenue declined 6%, partially offset by a 46% increase in professional services revenue.
The company generated $11.5 million in unlevered free cash flow in Q2 and $57 million on a trailing 12-month basis.
The company repurchased approximately 6 million shares for $19 million, with $58 million remaining under authorization.

THC

Healthcare

Management views the potential removal of the inpatient-only rule as positive for USPI, enabling more outpatient procedures, but emphasizes the need for clinical expertise and patient selection.
The move is seen as an opportunity for growth, with the company well-positioned due to its advanced ASC capabilities.
Uncertainty remains around regulatory implementation and the broader impact on hospital and ASC business models.

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