Camden Levy's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership • Q2 2025
Question
Camden Levy of Oppenheimer & Co. Inc. asked about plans to productize generative AI for revenue generation and whether lower customer AUM, a prior headwind, became a tailwind for NRR in the quarter.
Answer
CEO Sandeep Sahai explained that while the immediate benefit of generative AI is significant efficiency improvement, revenue-generating products are in development, with client adoption hoped for in H2 2025 and product launches in 2026. CFO Jim Cox stated that the impact from customer AUM levels on NRR was neutral in Q2 and is expected to remain neutral going forward.