CLARIVATE PLC
NYSE:CLVT

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CLARIVATE PLC
NYSE:CLVT
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Price: 3.62 USD -3.72% Market Closed
Market Cap: 2.4B USD

CLARIVATE PLC
Investor Relations

Founded with a vision to transform the vast world of information into a wellspring of actionable insights, Clarivate PLC has curated an impressive journey in the realm of data and analytics. The company emerged as a pivotal player by offering a suite of products and services designed to assist organizations in harnessing the power of data. Specializing in innovation lifecycle management, Clarivate provides crucial insights that fuel research and development across industries, empowering clients to make informed decisions. The firm's expansive portfolio, encompassing brands like Web of Science, Cortellis, and Derwent, stands as a testament to its commitment to delivering high-quality, data-driven solutions.

Clarivate thrives financially by licensing its data-driven platforms and analytics tools, enabling clients to navigate challenges in a data-intensive world. The company's subscription-based model ensures a continuous revenue stream, complimented by its ability to tailor solutions to meet the evolving demands of its diverse clientele. By facilitating access to critical scientific and academic content, providing insights into intellectual property, and enhancing competitive analysis frameworks, Clarivate positions itself not merely as a data provider but as an indispensable partner in the strategic growth of businesses worldwide. The firm's ongoing pursuit of innovation ensures that it remains ahead in a rapidly evolving market, maintaining its role as a key enabler of knowledge-driven success.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 29, 2025
AI Summary
Q3 2025

Revenue Guidance Raised: Clarivate increased its full-year 2025 revenue guidance by $50 million to $2.44 billion at the midpoint due to better-than-expected organic performance, FX tailwinds, and slower decline in disposals.

ACV and Renewal Rate Up: Organic annual contract value (ACV) improved to 1.6%, up 30 bps sequentially, and renewal rates reached 93%, a 100 bps increase year-over-year.

Flat Revenue, Improved Margins: Q3 2025 revenue was $623 million, essentially flat year-over-year; net loss narrowed to $28 million due to fewer non-cash charges and FX gains.

Strong Free Cash Flow: Free cash flow was $115 million in Q3 and $276 million year-to-date, supporting $150 million in share buybacks and $100 million in debt repayment.

AI Product Innovation: The company launched 12 new products and AI-powered features, with a focus on embedding AI in workflows and information services to drive future growth and retention.

Segment Performance: Life Sciences and Academia & Government (A&G) both reported 2% ACV growth, while the IP segment saw stabilization after prior declines.

Strategic Portfolio Actions: Clarivate is exiting transactional book sales and some life sciences data resale markets, with disposals expected to reduce revenue by $90 million this year and over $100 million next year.

Full-Year Outlook Affirmed: The company remains on track to meet its 2025 financial guidance, with expectations for recurring organic growth at the higher end of the range.

Key Financials
Revenue
$623 million
Year-to-date Revenue
$1.84 billion
Net Loss
$28 million
Adjusted Diluted EPS
$0.18
Operating Cash Flow
$181 million
Free Cash Flow
$115 million (Q3); $276 million (year-to-date)
Annual Contract Value (ACV)
1.6%
Renewal Rate
93%
Recurring Organic Revenue Growth
0.6% for the first 9 months of 2025
Organic Revenue Mix
88% year-to-date
Share Repurchases
$150 million year-to-date
Debt Pay Down
$100 million year-to-date
Adjusted EBITDA Margin
approximately 41%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jonathan M. Collins
Executive VP & CFO
No Bio Available
Mr. Gordon Samson
President of Intellectual Property
No Bio Available
Mr. Bar Veinstein
President of Academia & Government
No Bio Available
Mr. Henry Levy
President of Life Sciences & Healthcare
No Bio Available
Mr. Matti Shem Tov
CEO & Director
No Bio Available
Mr. Michael Easton
Senior VP of Finance & Chief Accounting Officer
No Bio Available
Mr. William E. Graff
Executive VP & Chief Information Officer
No Bio Available
Mr. Mark J. Donohue CPA
Head of Investor Relations
No Bio Available
Ms. Melanie D. Margolin J.D.
Chief Legal Officer & Secretary
No Bio Available
Ms. Tabita Andersson
Senior Vice President of Communications & Brand
No Bio Available

Contacts

Address
PENNSYLVANIA
PHILADELPHIA
1500 Spring Garden Street
Contacts
+12153860100.0
clarivate.com