President & CEO Hidden Gems Conference November 20, 2014 - - PowerPoint PPT Presentation

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President & CEO Hidden Gems Conference November 20, 2014 - - PowerPoint PPT Presentation

Mike Durney President & CEO Hidden Gems Conference November 20, 2014 Forward-Looking Statements This presentation contains forward-looking statements. You should not place undue reliance on those statements because they are subject to


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Mike Durney President & CEO

Hidden Gems Conference November 20, 2014

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Forward-Looking Statements

This presentation contains forward-looking statements. You should not place undue reliance on those statements because they are subject to numerous uncertainties and factors relating to our operations and business environment, all of which are difficult to predict and many of which are beyond our control. Forward-looking statements include information without limitation concerning

  • ur possible or assumed future results of operations, including descriptions of our business strategy. These statements often

include words such as “may,” “will,” “should,” “believe,” “expect,” “anticipate,” “intend,” “plan,” “estimate” or similar expressions. These statements are based on assumptions that we have made in light of our experience in the industry as well as our perceptions of historical trends, current conditions, expected future developments and other factors we believe are appropriate under the circumstances. Although we believe that these forward-looking statements are based on reasonable assumptions, you should be aware that many factors could affect our actual financial results or results of operations and could cause actual results to differ materially from those in the forward-looking statements. These factors include, but are not limited to, competition from existing and future competitors in the highly competitive market in which we operate, failure to adapt our business model to keep pace with rapid changes in the recruiting and career services business, failure to maintain and develop our reputation and brand recognition, failure to increase or maintain the number of customers who purchase recruitment packages, cyclicality or downturns in the economy or industries we serve, failure to attract qualified professionals to our websites or grow the number of qualified professionals who use our websites, failure to successfully identify or integrate acquisitions, U.S. and foreign government regulation of the Internet and taxation, our ability to borrow funds under our revolving credit facility or refinance our indebtedness and restrictions on our current and future operations under such indebtedness. These factors and others are discussed in more detail in the Company’s filings with the Securities and Exchange Commission, all of which are available on the Investor Relations page of our website at www.diceholdingsinc.com, including the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2013, under the headings “Risk Factors,” “Forward-Looking Statements” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” You should keep in mind that any forward-looking statement made by the Company or its representatives herein, or elsewhere, speaks only as of the date on which it is made. New risks and uncertainties come up from time to time, and it is impossible to predict these events or how they may affect us. We have no obligation to update any forward-looking statements after the date hereof, except as required by federal securities laws.

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Who We Are

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The Leader in Online Recruiting Focused on Professional Communities We Help Professionals Fulfill Their Career Opportunities We Enable Recruiting to Be Efficient

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Where We Operate

Estimated 2014 Revenue Contribution by Segment

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Tech & Clearance Finance Energy Healthcare Hospitality Corporate & Other 52% 14% 12% 10% 5% 7%

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Why These Verticals

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1 Highly Paid 2 Difficult to Recruit 3 Experience or Skill Specificity 4 Part of a Community 5 High Levels of Turnover

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$142.4 $155.0 $110.0 $129.0 $179.1 $195.4 $213.5 $62.5 $68.0 $49.6 $52.1 $77.6

$77.4 $72.6

$0.0 $50.0 $100.0 $150.0 $200.0 $250.0 $300.0

2007A 2008A 2009A 2010A 2011A 2012A 2013A 2014G

Solid Financial Foundation

Adjusted EBITDA Revenues ($mm)

Note: Revenues and Adjusted EBITDA not adjusted for acquisitions.

$262.8 $84.8

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Organic Growth Returning

($mm)

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Organic Revenue Growth Year-Over Year Organic Billings Growth Year-Over Year

  • 8%
  • 6%
  • 4%
  • 2%

0% 2% 4% 6% 8%

Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014

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Dice Holdings: Leading Specialty Sites

How Do We Grow

More Innovation in Current Services

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New Products and Services

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Acquisitions

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1 2 3

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Advanced Candidate Search

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Narrow Your Search

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Search by Social Network

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Profile Sharing

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Dice Holdings: Leading Specialty Sites

Note: Visit www.dice.com/openweb for a demo or more information. 13

Integrated Profile

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Efficient Contact

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Dice Holdings: Leading Specialty Sites

Higher Visibility with Better Branding and Up to 2x More Reach Easy Apply for Tech Pros On-the-Go Additional Views and Additional Applications

#Dice141

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Scaling through Acquisition

July 2013 $9.5 mm(1) November 2013 Scale in Healthcare $24.0 mm(1) November 2013 New Vertical $13.0 mm(1) March 2014 International Tuck-in $5.5 mm(1) International Expansion

(1) Estimated 2014 GAAP Revenue contribution. 16

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Strong Free Cash Flow

1Q 2Q 3Q 4Q

($mm) $0.0 $35.0 $70.0 2008 2009 2010 2011 2012 2013 2014

$50.2 $19.8 $42.4 $61.4 $48.8 $38.7 $40.9 (YTD)

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Returning Cash to Shareholders

Note: Weighted average diluted shares outstanding represent the share count as used in determining quarterly earnings per

  • share. Please note Q4 2013 is adjusted due to a net loss in the quarter.

Returning Cash to Shareholders

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Weighted Average Diluted Shares Outstanding

Q1 2008 Q2 2008 Q3 2008 Q4 2008 Q1 2009 Q2 2009 Q3 2009 Q4 2009 Q1 2010 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Q2 2011 Q3 2011 Q4 2011 Q1 2012 Q2 2012 Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 80.0 75.0 70.0 60.0 50.0 45.0 40.0 65.0 55.0

$30 mm authorized $65 mm authorized $50mm authorized $50 mm authorized

(mm)

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Dice Holdings: Leading Specialty Sites

What You Can Expect

Growth in the Core Business from Product Initiatives and Process Improvements Culture of Innovation Driving New Products and Services Focus on Inherent Leverage in Vertical Communities

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1 2 3

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Dice Holdings: Leading Specialty Sites

What You Can Expect

Expansion through Disciplined Acquisitions Greater International Presence Deeper Penetration in Customer Base Focusing

  • n Efficiency

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Q & A

www.diceholdingsinc.com ir@diceholdings.com Mike Durney President & CEO

Hidden Gems Conference November 20, 2014