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 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 our 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. 2
Who We Are 1 The Leader in Online Recruiting Focused on Professional Communities 2 We Help Professionals Fulfill Their Career Opportunities 3 We Enable Recruiting to Be Efficient 3
Where We Operate Estimated 2014 Revenue Contribution by Segment Tech & Clearance 52% Finance 14% Energy 12% Healthcare 10% Hospitality 5% Corporate & Other 7% 4
Why These Verticals 1 Highly Paid 2 Difficult to Recruit 3 Experience or Skill Specificity 4 Part of a Community 5 High Levels of Turnover 5
Solid Financial Foundation ($mm) $300.0 $262.8 $250.0 $213.5 $195.4 $200.0 $179.1 $155.0 $142.4 $150.0 $129.0 $110.0 $100.0 $77.6 $77.4 $84.8 $72.6 $68.0 $62.5 $52.1 $49.6 $50.0 $0.0 2007A 2008A 2009A 2010A 2011A 2012A 2013A 2014G Revenues Adjusted EBITDA 6 Note: Revenues and Adjusted EBITDA not adjusted for acquisitions.
Organic Growth Returning ($mm) 8% 6% 4% 2% 0% Q3 2012 Q4 2012 Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 -2% -4% -6% -8% Organic Billings Growth Year-Over Year Organic Revenue Growth Year-Over Year 7
Dice Holdings: Leading Specialty Sites How Do We Grow 1 New Products and Services 2 2 More Innovation in Current Services 3 3 Acquisitions 8
Advanced Candidate Search 9
Narrow Your Search 10
Search by Social Network 11
Profile Sharing 12
Integrated Profile Dice Holdings: Leading Specialty Sites Note: Visit www.dice.com/openweb for a demo or more information. 13
Efficient Contact 14
Dice Holdings: Leading Specialty Sites #Dice141 Higher Visibility with Better Branding and Up to 2x More Reach Easy Apply for Tech Pros On-the-Go Additional Views and Additional Applications 15
Scaling through Acquisition July 2013 November 2013 November 2013 March 2014 International Expansion Scale in Healthcare New Vertical International Tuck-in $9.5 mm (1) $24.0 mm (1 ) $13.0 mm (1) $5.5 mm (1) (1) Estimated 2014 GAAP Revenue contribution. 16
Strong Free Cash Flow ($mm) $70.0 $61.4 $50.2 $48.8 $42.4 $40.9 (YTD) $38.7 $35.0 $19.8 $0.0 2008 2009 2010 2011 2012 2013 2014 1Q 2Q 3Q 4Q 17
Returning Cash to Shareholders Returning Cash to Shareholders Weighted Average Diluted Shares Outstanding (mm) 80.0 $30 mm 75.0 authorized 70.0 $50mm authorized 65.0 $65 mm authorized 60.0 55.0 $50 mm authorized 50.0 45.0 40.0 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 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. 18
Dice Holdings: Leading Specialty Sites What You Can Expect Culture of Innovation Driving New 1 Products and Services Growth in the Core Business from Product 2 Initiatives and Process Improvements Focus on Inherent Leverage in 3 Vertical Communities 19
Dice Holdings: Leading Specialty Sites What You Can Expect Greater International Presence 4 5 Expansion through Disciplined Acquisitions Deeper Penetration in Customer Base Focusing 6 on Efficiency 20
Q & A www.diceholdingsinc.com ir@diceholdings.com Mike Durney President & CEO Hidden Gems Conference November 20, 2014
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