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    Maura Hager • Goldman Sachs

    Maura Hager's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership

    Maura Hager's questions to Clearwater Analytics Holdings, Inc. (CWAN) leadership • Q2 2025

    Question

    Maura Hager from Goldman Sachs Group, Inc. asked if the company's alternatives capabilities are now complete post-acquisitions and how it plans to develop this asset class, particularly with the Blackstone partnership.

    Answer

    CEO Sandeep Sahai confirmed that alternatives are the company's largest area of investment. He described the combination of Clearwater's accounting, Blackstone's Bistro for visualization, and Beacon's near real-time, cross-asset class risk analysis as a 'game changing' solution for clients investing in opaque assets, which is generating significant interest across the client base.

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    Maura Hager's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership

    Maura Hager's questions to CCC Intelligent Solutions Holdings Inc (CCCS) leadership • Q4 2024

    Question

    Maura Hager, on for Gabriela Borges, asked how customer conversations around AI strategy and investment willingness have changed over the past year, and about the timeline for realizing synergies from the EvolutionIQ acquisition.

    Answer

    CEO Githesh Ramamurthy highlighted three changes: 1) Boards now see AI as essential for managing complexity, 2) Customer trust has grown from seeing AI in production, and 3) Strong public references from EvolutionIQ customers are proving its bottom-line impact. Regarding synergies, Ramamurthy noted the primary focus is on integrating EvolutionIQ's medical summarization into CCCS's Casualty suite. CFO Brian Herb clarified that the 2025 guidance does not include a meaningful amount from revenue synergies.

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