Guru Sidaarth's questions to Clarivate PLC (CLVT) leadership • Q1 2025
Question
Guru Sidaarth questioned the drivers behind the strong IP renewal volumes and the 5.3% increase in the segment's organic recurring revenue.
Answer
CFO Jonathan Collins explained that the growth was primarily driven by a healthy improvement in underlying patent and trademark renewal volumes. He noted that while a couple of timing items provided a slight boost, the results were an encouraging sign of market recovery that the company had been anticipating.