Callie Valenti's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership • Q2 2025
Question
Callie Valenti from Goldman Sachs asked for more detail on the technical improvements to the casualty platform that are driving its success. She also questioned the level of conservatism in the full-year guidance given the strong Q2 performance.
Answer
CEO Githesh Ramamurthy detailed that the casualty platform was enhanced with a modern rules engine, simulation capabilities, and significantly improved analytics, which, along with new leadership, has driven momentum. CFO Brian Herb addressed the guidance, stating they feel confident in the second-half forecast, which is consistent with their prior view for the core business and already incorporates the timing of EvolutionIQ revenue and an assumed headwind from claims volume declines.