CLARIVATE (CLVT) Company Report

Clarivate views Generative AI (GenAI) as a significant opportunity, leveraging its proprietary, non-replicable data across its Academic & Government, Life Science, and Intellectual Property segments to develop new products and enhance existing ones, thereby increasing retention and creating upsell opportunities.
The company's Value Creation Plan (VCP), announced in February 2025, is progressing well, with 88% of organic revenue now subscription-based and a continued transition from one-time offerings to subscription models.
Clarivate is experiencing accelerating ACV growth, aiming for a 2% exit rate by year-end, and expects to reach market growth rates of 3-4% for Academic & Government, mid-single digits for Life Science, and 4% for Intellectual Property over the next few years, supported by new product innovations and a recovering IP market with new patent filings up 5% in 2024.
For 2026, Clarivate anticipates margin expansion driven by internal AI deployment for efficiencies in areas like content operations and customer care, as well as the completion of disposals of subpar margin businesses.
The company maintains a balanced capital allocation strategy, having repurchased approximately $150 million of stock and paid down $100 million of debt by the end of Q3.

Nov 19, 2025, 6:20 PM

Transcript

Clarivate Highlights GenAI Opportunities and Value Creation Plan Progress

CLVT

New Projects/Investments

Revenue Acceleration/Inflection

Share Buyback

Clarivate is leveraging its proprietary data and IP-protected SaaS platforms to capitalize on GenAI opportunities, expecting improved retention rates, upsell potential, and new product revenue streams like RiskMark and Web of Science Research Intelligence.
The company's Value Creation Plan has successfully increased organic revenue from 80% to 88% in subscription-based offerings, with an ambition to reach 90%. Overall renewal rates have improved by 100 basis points.
Segment-wise, Academic & Government (ANG) is growing at 2% and is expected to reach its market growth rate of 3-4% soon. Life Science returned to 2% growth in Q3, with renewal rates up 300 basis points. The IP segment, previously flat, is seeing market recovery with new patent filings up 5% in 2024 and patent enforcement growing 3-4% for two consecutive years, aiming for 4% growth.
Clarivate anticipates near-term margin expansion in 2026 by completing disposals of subpar margin businesses and has maintained a balanced capital allocation, repurchasing $150 million of stock and paying down $100 million of debt by the end of Q3.

Nov 19, 2025, 6:20 PM

Transcript

Clarivate Discusses AI Opportunities, Value Creation Plan Progress, and Growth Trajectory at 2025 Conference

CLVT

New Projects/Investments

Revenue Acceleration/Inflection

Share Buyback

Clarivate views GenAI as a significant opportunity, not a disintermediation risk, due to its proprietary, curated data and deeply embedded workflow solutions across its Academic & Government (ANG), Life Science, and IP segments.
The company is actively monetizing AI through enhanced existing products (contributing to a 100 basis point improvement in renewal rates to 93%), upsell opportunities, and new AI-native products like RiskMark and Web of Science Research Intelligence.
Clarivate's Value Creation Plan (VCP), announced in February 2025, is progressing well, with 88% of organic revenue now subscription-based (up from 80%).
Clarivate anticipates near-term margin expansion in 2026 from business disposals and plans to deploy internal AI tools to drive efficiencies. Capital allocation remains balanced, with $150 million in stock repurchases and $100 million in debt paydown by Q3.

Nov 19, 2025, 6:20 PM

Transcript

Clarivate Reports Q3 2025 Results and Updates Full-Year Guidance

CLVT

Earnings

Guidance Update

Share Buyback

Clarivate reported Q3 2025 revenue of $623 million, which was essentially flat year-over-year, and a net loss of $28 million. Adjusted diluted EPS was $0.18, flat sequentially.
The company's Annual Contract Value (ACV) improved to 1.6%, a 30 basis point sequential improvement, with 2% ACV growth in academia and government. Recurring organic revenue growth for the first nine months of 2025 improved to 0.6%.
Clarivate generated $115 million in free cash flow in Q3 2025, contributing to $276 million year-to-date. The company also completed $150 million in share repurchases and paid down $100 million of debt year-to-date.
For the full year 2025, Clarivate raised its revenue guidance to $2.44 billion at the midpoint and expects Adjusted EBITDA at the high end of the range with a profit margin of approximately 41%. Free cash flow is anticipated to be $340 million at the midpoint.

Oct 29, 2025, 1:00 PM

Transcript

Clarivate Announces Q3 2025 Results and Reaffirms FY 2025 Guidance

CLVT

Earnings

Guidance Update

Share Buyback

Clarivate reported Q3 2025 revenues of $623 million, Adjusted EBITDA of $252 million (40.5% margin), and Adjusted Diluted EPS of $0.18.
The company generated $115 million in Free Cash Flow in Q3 2025 and utilized $50 million to repurchase 11.7 million shares, while also calling $100 million of 2026 bonds.
Clarivate reaffirmed its FY 2025 guidance, raising the revenue range to $2,425 million to $2,455 million and expecting Adjusted EBITDA at the higher end of its $940 million to $1,000 million range.
The company saw solid 2% organic ACV and subscription revenue growth in Academia & Government, and accelerated 2% organic ACV growth in Life Sciences & Healthcare, supported by new AI-powered product capabilities.

Oct 29, 2025, 1:00 PM

Presentation

Clarivate Reports Q3 2025 Results, Raises Full-Year Guidance, and Highlights Strategic Progress

CLVT

Earnings

Guidance Update

Share Buyback

Clarivate reported Q3 2025 revenue of $623 million, which was essentially flat year-over-year, with a net loss of $28 million and adjusted diluted EPS of $0.18.
The company's annual contract value (ACV) improved to 1.6%, representing a 30 basis point sequential improvement, and the renewal rate in Life Sciences and Health was 93%, up 100 basis points year-over-year.
Year-to-date, Clarivate has repurchased $150 million of shares and paid down $100 million of debt, reducing outstanding shares by approximately 5% and maintaining net leverage at about four turns.
Full-year 2025 revenue guidance was raised by $50 million to $2.44 billion at the midpoint, with adjusted EBITDA expected at the high end of the range, targeting a profit margin of approximately 41%.
The company continues to accelerate AI development, having launched 12 product and AI-powered capabilities, and is actively reviewing strategic alternatives, with more details expected in February 2026.

Oct 29, 2025, 1:00 PM

Transcript

Clarivate Reports Third Quarter 2025 Results

CLVT

Earnings

Guidance Update

Share Buyback

Clarivate reported total revenues of $623.1 million for Q3 2025, a slight increase from $622.2 million in Q3 2024, though organic revenues decreased by 0.1%. For the nine months ended September 30, 2025, total revenues were $1,838.2 million, down from $1,893.7 million in the prior year, primarily due to inorganic divestitures and disposals.
The company's net loss for Q3 2025 improved to $28.3 million, or $0.04 per diluted share, compared to a net loss of $65.6 million, or $0.09 per diluted share, in Q3 2024. Adjusted net income for Q3 2025 was $119.3 million, or $0.18 per diluted share.
Adjusted EBITDA for Q3 2025 was $252.4 million, a decrease from $264.4 million in Q3 2024.
Clarivate repurchased 11.7 million ordinary shares and repaid $100 million of debt during Q3 2025. Through the first nine months of 2025, approximately $150 million was used to repurchase 34.8 million ordinary shares.
The 2025 Revenues Outlook was raised to a range of $2.42 billion to $2.45 billion, up from the prior outlook of $2.28 billion to $2.40 billion, while the Adjusted Diluted EPS outlook remained unchanged at $0.60 to $0.70.

Oct 29, 2025, 10:03 AM

8-K

Clarivate Reports Q3 2025 Results and Raises 2025 Revenue Outlook

CLVT

Earnings

Guidance Update

Share Buyback

Clarivate reported total revenues of $623.1 million for the third quarter of 2025, a slight increase from $622.2 million in the third quarter of 2024, though organic revenues decreased by 0.1%.
The net loss for Q3 2025 was $28.3 million, or $0.04 per diluted share, an improvement from a net loss of $65.6 million, or $0.09 per diluted share, in Q3 2024. Adjusted net income was $119.3 million, or $0.18 per diluted share.
The company repurchased 11.7 million ordinary shares and repaid $100 million of debt in the third quarter of 2025.
Clarivate raised its full-year 2025 revenues outlook to a range of $2.42 billion to $2.45 billion.

Oct 29, 2025, 10:00 AM

Press Release

Claritev and iO Health Form Strategic Partnership for MENA Region

CLVT

New Projects/Investments

Product Launch

Claritev Corporation (NYSE: CTEV) and iO Health-FZE have announced a strategic agreement to introduce iO Health's Optima AI platform to the Middle East and North Africa (MENA) region.
Claritev has secured exclusive rights to license, integrate, and resell the AI-powered revenue cycle management solution in MENA.
Optima AI is designed to streamline financial and administrative processes for healthcare providers, aiming to reduce claim denials, optimize workflows, and improve financial outcomes.
This partnership is considered a pivotal step in Claritev's global expansion strategy.

Oct 8, 2025, 8:30 PM

Press Release

Clarivate Discusses Value Creation Plan, AI Innovation, and Financial Outlook

CLVT

New Projects/Investments

Guidance Update

Revenue Acceleration/Inflection

Clarivate is executing its Value Creation Plan, transitioning its revenue mix from transactional to subscription models, with 88% of the business currently subscription-based and a target of 90% over time.
The company is significantly investing in product innovation, particularly in AI, by integrating AI into existing products and launching new "born AI" solutions like Web of Science Research Intelligence, which is set for general availability in May 2026.
Clarivate aims to achieve market growth rates for organic revenue across its segments, with targets such as 3-4% for Academic & Government and 4-5% for Intellectual Property.
EBITDA margins are projected to contract to 41% this year due to disposals and investments, but are expected to improve next year. The company also plans to reduce net leverage from approximately 4x to below 3x over the next few years, balancing debt paydown and share buybacks.

Sep 11, 2025, 3:50 PM

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for CLARIVATE.

Ask Fintool AI Agent

Get instant answers from SEC filings, earnings calls & more

What did Matti Shem Tov say about margins?What are CLARIVATE's strategic priorities?How is CLARIVATE positioned vs competitors?How did CLARIVATE do last quarter?

Let Fintool AI Agent track CLARIVATE's earnings for you

Get instant analysis when filings drop